CRM Technology

While I genuinely want to believe in Salesforce or The Next Big ThingTM will solve all of the world’s problems, I will never be more wrong in that belief. Customer applications are complex, riddled with intricacies specific to a company, industry, or region, and can make or break the business.

Insight.ly calls itself #1 for small businesses, and over 50,000 users. So, does insight.ly cut it when it comes to CRM. Let’s go check it out. What is Insightly? #Insightly is an integrated CRM and project management application that is targeted at small businesses.

A not-so-recent question on Quora, custom crm vs non-custom crm, asked whether custom (=built from scratch) solutions for CRM are better than the standard products. The question kind of tried to answer itself by pointing to a comparison of custom vs.

I have written about Zoho CRM before, and also about basic capabilities to track social network profiles without any customization. Zoho is more than this, here we see more advanced social capabilities that can be enabled in the application.

We have seen what Zoho is before, and also have carried out the right automations in the past. Macros are a real good way of keeping automations simple, and empower the users to carry out their own tasks.

Zoho CRM makes it really easy to integrate web forms on externally built sites on standard platforms or even from your Facebook page. All you need is to point, click and configure.

We have seen Zoho CRM on this blog before. It has more than a few functionalities that you will be interested in. Integration with social networks is one of the recent enhancements, that is interesting in multiple ways.

Yet another feature like ‘Chatter’ in Salesforce ecosystem is Zoho Pulse. Pulse in Zoho CRM enables you to ‘follow’ leads, potentials, and contacts, and keep track of the most recent activities in one screen.

Zoho CRM makes it easy to point, click and configure interfaces to send data to other parts of the enterprise application. Integrate Zoho CRM with back-end systems primarily in two ways:

You want a reasonably good product with the bells and whistles for today’s tech-savvy, multi-device trotting users, at a reasonable cost. You are also interesting in tinkering with the code, and have potential plans for improving the product (not likely, but world can be crazier).