Two more CRM systems

Nov 5, 2007

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  1. Guest
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    Guest Guest

    Here are two more CRM systems that I came across.

    Both are web-based... which IMO is the way to go these days.

    Welcome to Etelos

    Customer Relationship Management, On-Demand CRM - Zoho CRM

    I have not spent much time with either of these but they look good for someone with somewhat limited needs.

    I like and use SugarCRM but I also recommend the well-known FreeCRM for those without tech skills.... mainly because I've used both for a considerable amount of time and they work well.

    It seems that every day another web-based CRM comes out of the woodwork. I'm sure Google will have one very soon.

    For those who want a desktop-based solution for running their biz, many folks endorse YIO . I didn't like it, but you might. Worth a look if you like an desktop platform and don't need the ability to hit your data from anywhere in the world you can get a web connect. That is my hot-button since I travel a fair amount from CA to my elderly mother's home in Palm Beach, Fl.

    Al
    InsuranceSolutions123 Agency
     
    Guest, Nov 5, 2007
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  2. GreenSky
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    Al:

    Is it possible for you to mention other programs without telling everyone you don't like YIO? Just once, mention it without your opinion.

    I can talk about other people without mentioning that I don't like you.

    Rick
     
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    Guest, Nov 5, 2007
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  4. GreenSky
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    Al:

    I get along with everyone except for the pompus jerk that you are.

    Do you think anyone respects your opinion about insurance? You have proven over and over again that you base your statements on a total lack of knowledge. You are harmful to the industry because you are one of the hacks, not a professional.

    You know computers but you haven't the slightest idea of how to explain yourself in plain English. Your posts are simply to show how smart you are. (Sorry, but you have failed).

    My guess is that you grew up as the town nerd, being beaten up by all the big kids and girls. So to protect yourself, you decided to try to prove how smart you are. (Again, you're not folling anyone).

    This has become tiresome. I have a wager for you if you have the guts.

    Please set up a poll of who should remain on this site, you or me. I will agree right now that if I lose, I go. Will you do the same or are you a pu$$y?

    Rick

    P.S. A note to Sam. Sorry, but this A-hole has really become a pain in my ass. Ban me if you want but at least I add some useful information to an INSURANCE site.
     
  5. The New Guy
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    It's all Frank's fault. If he would only make YIO free, and web based........
     
  6. djs
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    djs Super Moderator Moderator

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    Al

    I'm curious, what do you look for in a CRM system? I've evaluated many of them, most are significantly lacking for this industry, though they can be tailored if you have the patience.

    I have a great in house system for policy holders, tied to the policy system, but it doesn't do so well with prospecting / networking. Some of my ideal features in CRM are:

    - Householding: Simple concept of knowing about a household. Most require this setup to be a company, with the kids called employees. Some systems get around this.
    - Document scanning / storage: I spend a significant amount of time scanning and storing documents. Most web based systems are far to slow for this, some are moderately okay. Ironically, few PC based systems deal with this much better, though I have finally come up with a system for ACT that works well. By the way, this is mostly a P&C requirement, I can't imagine it being the same issue in health.
    - Telephony control: I don't need no stinkin high cost phone system, but it is really nice when the system does a screen pop when someone calls in, or it dials the number for me when I call out.
    - Status: It amazes me how many CRM systems have a problem providing status reports. I just want to know who to call today, or who to send birthday cards to, or ???? Most systems are based on management reports, but I want a list of people that are overdue for phone calls.
    - Speed: Don't grind to a halt when I ask for a list of something or change screens. Most webbased apps don't keep up with me, I've had to learn patience as the world goes more web based.
    - Email: Let me tie emails to clients and send email templates to clients.
    - Mail Merge: Make it simple to send a form letter to one client. I do this a lot, such as thanks for your payment, thanks for your business, etc.
    - Automatic lead import: Simplify my life, when I get an internet lead, have the system read the email and import it for me.

    and lastly

    - Sales Automation: Give the system some smarts, let it actually run campaigns for me, and have it tell me what to do.

    That said, I love Salesforce.com. It's free, it does some of the above. To get a really working version costs a bit, but it's amazingly fast and clean. Unfortunately, their model is around bigger business, and it doesn't work as well for the single guy, and it doesn't do much automation.

    YIO doesn't deal with documents, but gets a lot of other user bits correct. I had this thread with Frank a while back, I respect his opinion on making it work for the masses, rather than work for individuals.

    Sugar has a lot of good things, but doesn't come close to working for me. I think version 5 addresses a lot of my issues, so I might look at it again.

    Because it's the only thing that tends to allow me to glue enough parts together and have work, I use ACT! with some automation tools, for my prospects, and then switch them to the inhouse CRM system when they become a client (yeah, I wish I could do it differently, but it's fairly automatic anyway).

    To me, price is not an issue. I consider it an investment. If I spend $300 a month, but make an additional $3000, I'll take 2. Unfortunately, price is not an indication of capability.

    Dan
     
    djs, Nov 5, 2007
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  7. Guest
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    Guest, Nov 5, 2007
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    Guest, Nov 5, 2007
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  9. Guest
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    Only the "community edition" of Sugar is free. They have another version that you pay for but you get professional support. From what I understand, the company that does Sugar makes a good income even though so many people use it for free. Not sure how that works. I suppose the large corporations that want something like Sugar are happy to pay for it and get the support they want.

    I'm sure Frank will make YIO web-based if he wants to survive in the market place. There is already a kick-ass insurance-specific web based application called AgencyPro by Word & Brown. (We've had a thread on it here.) I'm sure that if/when Frank brings out a web based version that he will do quite well with it.

    If I were Frank, I'd hire some programmers and have them get the free code from Sugar (yes, they are happy to let you have it) and develop an insurance-specific set of modules for it. He could maybe make some serious money as there are a lot of Sugar users (like me) who would buy it.

    Al
     
    Guest, Nov 6, 2007
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  10. Newby
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    Al says-"I'm a fairly accomplished writer, have one a few minor awards, have been published in Inc. Magazine and other places (I will post the links if anyone wants.) OK, I'm not John Steinbeck or Ernest Hemingway, but I do OK with the English language."

    I'm not picking sides here, but does anyone else find it funny that in Al's post about being a fairly accomplished writer he misused "one" when he meant "won?"

    Gave me a chuckle!
     
    Newby, Nov 7, 2007
    #10
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