We use Asana.

@JasGot said in A question for the SMB owners and operators here:

In-house software. We developed it in 2002 and maintain it to keep up with our needs.

I think that for MSPs that that tends to make the most sense. Our needs tend to be highly unique, and not that difficult to fill.

@flaxking said in vTigerCRM Installation - Troubleshooting:

Is SuiteCRM's Cases feature decent?

Not a sales guy, not sure how it is.

@scottalanmiller said in Membership tracking software?:

SuiteCRM is decent, but not really made for this. But should work.

Right.

@eddiejennings said in Softphones that integrate with SalesForce:

@jaredbusch said in Softphones that integrate with SalesForce:

Now integrating the PBX with SalesForce is a great idea, and can let it do lookups for CallerID or even cause the salesforce appmto issue a pop up or some such.

As I've done some research today, I believe this is the kind of thing they want -- specifically a popup with information about an incoming call.

Definitely would seem to be a PBX feature, not a endpoint device feature. A softphone is pretty much a desk phone just inside your computer via software only. I wouldn't expect a dumb phone on my desk to have this ability, but I would expect my PBX to maybe be able to accommodate this.

The only other option would be is if SalesForce is the PBX, but then, there's still a PBX involved.

@fuznutz04 said in Looking for CRM for New Company:

@JackCPickup said in Looking for CRM for New Company:

Do any of you bother with support contracts for SuiteCRM?

We don't.

We haven't with any CRMs in the past.

I use Hubspot and like the interface. It's a great source for sales, but more for marketing. If you work in one of these spheres I also recommend you to try these apps in addition to Hubspot => http://bit.ly/m1mapps

@rojoloco said in Anyone Looked at HubSpot CRM:

@bigbear said in Anyone Looked at HubSpot CRM:

@rojoloco Yeah I mean the fact that it had MangoLassi in the bit.ly link, which was picked by the creator. But the Ghetty Images use for profile pic probably did it in.

Can't blame anyone for hussling. Just make a post "Please try my product" and maybe pay for an add on the ML sidebar rotation.

I will always publicly call out these secret vendors/marketers/sales d***. Every time I see them. F*** that noise. They can peddle their bullshit elsewhere.

I'm ok with peddling, just be up front about it. Doesn't serve them when they get called out. Everyone has to make a living just hate when someone tries to deceive me.

Cool, thanks.

@art_of_shred said:

@johnhooks Zurmo is on our list to look at. What did you like about it? Anything specific?

I liked the interface a lot. It was pretty easy to use. I didn't use nearly all of the features. Mostly just to track possible website jobs and some other small stuff. It was one of the only free ones that had a nice mobile interface at the time.

I don't know much about MS Dynamics CRM but I know from having used Dynamics GP (keep in mind while they share part of the name they are not the same products nor related at all aside from name) a lot there isn't much information as far as training on it either written or video. You really have to learn from yourself, other people and conferences.

Just search view all site content using your fav search site and you should see several SP sites site contents

Thanks for sharing i just know the meaning of " CRM= is short for customer relationship management"

I don't understand what's going on with Dynamics. The transition from Dynamics CRM to the new Dynamics 365 seems to be more than just a re-branding exercise, it feels like an entirely new product. Or rather two products, as Microsoft has been its usual annoying self and decided "why offer one product when we can confuse users by offering two?". So there's Dynamics 365 for Enterprise and Dynamics 365 for Business. Where "Enterprise" is defined, somewhat arbitrarily, as a company with 250+ users.

Worst still, Dynamics 365 for Business isn't even available in Europe yet, and yet neither is the old Dynamics CRM, leaving SMBs seemingly in limbo.

If anyone understands what's going on and can explain it to me, I'd be very grateful, as the concept of Dynamics 365 is pretty appealing.