I have used Microsoft Outlook 2003 and Business Contact Manager as well as an Outlook plug-in, Email Templates to manage how I work with my over 1600 business and personal contacts.
We would have sent out many mailings using MS Word, bulk personal and personalised emails through Email Templates and kept a record of all contacts with each contact using Business Contact Manager.
The system we devised worked but was far from ideal and a little error prone at times. We used contact categories to group contacts and keep track of campaign status, sales progress status and type of company.
I’m done with that system and now need something more multi-user and scalable.
Every company, no manner how small, should have a shared CRM system maintaining details of all contact with their customers and prospective customers.
It needs to be web-based to be shared with a dispersed and travelling group, so I’m looking at Salesforce.com and SugarCRM.
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