Do you have a preferred CRM to recommend? Salesforce, Hubspot? Other?11928
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SpencerLasky private msg quote post Address this user | |
| Does anyone have a preferred CRM - Salesforce, Hubspot? I've used HubSpot a little bit in the past and it was good, tracked all my sales leads and emails sent out, notes on clients all from within its hub, I could library a number of sales emails to be used as generic sales, it also helped you find contacts, names and like companies again with names of people within the firm by doing some web crawling on its own which I found helpful. Thanks for any help! Spencer |
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 FounderNail Soup Media Sarasota, Florida |
GlennTremain private msg quote post Address this user | |
| should have #OmniChannelMarketing capabilities | ||
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SpencerLasky private msg quote post Address this user | |
| Ok not sure I understand Omni Channel but I did look it up - how will it help us in what we do? Thanks Spencer |
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Liam_Tayler private msg quote post Address this user | |
| I recommend copper - fully integrated with gsuite, which is really, really handy | ||
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Houston |
briangreul private msg quote post Address this user | |
| My thoughts with an IT Background: - Salesforce is expensive. But it does alot if you can afford it. - Dynamics CRM is a [redacted] show! I personally oversaw an implementation of it that cost over $1MM and didn't do what we wanted. HubSpot would be my first choice as it integrates with Wordpress. After that I'd probably look at SugarCRM, another open source solution. |
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SpencerLasky private msg quote post Address this user | |
| has anyone used this? https://www.marketcircle.com Daylight Being a Mac heavy guy no PC's having something that integrates makes sense to me. |
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Founder Nail Soup Media Sarasota, Florida |
GlennTremain private msg quote post Address this user | |
Quote:Originally Posted by SpencerLasky Omnichannel helps you communicate at the level the agent lives at. If you have a campaign that incorporates them but not aggressive you will get more engagement. Also if you have something you want to quickly promote you can SMS them and get quicker reactions. This explains it but its going to give sticker shock to most of you https://www.gohighlevel.com/ If there is something exactly the same for cheaper I wold be interested |
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SpencerLasky private msg quote post Address this user | |
| Do you find Omni Channel usage is a contributor to successes you have been getting? I assume the answer is yes but good to know how valuable you think it is. Thank you! More to learn! | ||
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SpencerLasky private msg quote post Address this user | |
| High Level is impressive - seems like a big learning curve to understand all it offers, you use this as your CRM I assume, seems to have the same approach as hubspot but more agile. thanks again Spencer |
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