Customer Relationship Management System

can you get a hosted outlook and CRM tool all in one? assuming you can, is there any way to keep a local copy of data for security purposes?

CRM: Hosted or Implemented? I am currently looking at the pros and cons of hosted crm systems vs the fully implemented systems. I work for a membership organisation and we will need to track activites, manage events, store and produce reports on information and manage services. Can anyone help?

what is the best small business, hosted crm solution. why? needs to integrate with quickbooks.? looking for something that is simple to get started, easily integrates with quickbooks and outlook, provides lots of features such as tracking customer service incidents and email marketing campaigns, offers simple upload and download features via csv, is fairly customizable, and not expensive... less than $30 a month per user ideally. maybe 5 users max initially.

Can I use MS Access in place of my hosted online CRM System for making calls? We currently use a hosted online CRM system that routes contacts to multiple callers in a call center. I'm hoping to do the same thing in Access but not sure if it would work because I've never used it. What I want is a program that can route contacts to multiple users and allow them imput information while they are on the phone. It does not need a dialing function. It is very important that I'm able to route the uncalled contacts properly to the next calling agent. Is this do-able at all in Access or should I be looking for something totally different. Any help is appreciated!

Where can I find out if a CRM system is hosted (on demand) or on-premise (behind the fire-wall)? I don't want to call every company. There are 18 that I'm looking at. They are: RightNow Maximizer StayinFront SalesLogix Sage CRM Microsoft CRM Goldmine NetSuite Salesforce.com Saratoga CRM Ibco Process RM Pivotal CRM growBusiness Solutions ExSellence Onyx Amdocs mySAP update 7.0 STRIKE! So my sister wants me to be more specific. I'm trying to determine between our data being in-house (price based per license), or our data being housed/owned by the vendor (price normally based per month per user).

what's good hosted customer support solution for a small biz? don't want CRM, just customer support tools . looking for things like automated responses, faq management, etc.

What software can i use to keep track of current/ongoing jobs? with regards to scheduling jobs and keeping track of each individual customer (i use a hosted CRM that holds customer details phone calls, letters sent). For example if there is parts required to complete the job how can i keep track of the job status. Just now im using Outlook and putting parts in as tasks. Thanks

I am using ACT! by Sage CRM For small Business.Suggest me ACT! Hosting and ACT! Web Hosting service provider? ACT! Hosting Question, ACT! by Sage CRM application for Small and medium business ,ACT! web access solutions

Does anyone know a good CRM/Database solution tailored for a home/office cleaning company? I am looking for some CRM style software that can be used to help manage the operations of a relatively small cleaning firm. I have come across several corporate and open source applications that have way too many features, which require a steep learning curve and lots of initial configuration. I am hoping that there has already been a CRM/Database already tailored to the general requirements of a home and office cleaning company. Some of the basic features that would be useful are: Keep a record of all correspondence with customers. Keep track of Cleaner working patterns (i.e. Cleaner X can work on Tuesdays, Cleaner Y can only cover certain areas, etc). Record if payments have been received for work carried out. Manage customers and cleaning staff diary’s. i.e. ability to schedule in cleans and assign cleaners to carry out the work. Ideally it would be able to be a hosted online system, rather than requiring a locally hosted server, but anything would be good. If anyone has come across a system like this or can point me in the right direction, that would be great. Thanks!!

What is the best way to sell software hosting service for business applications to companies? If I have a data center where I can set up the servers and the necessary software, what is the best way to sell the hosting service where I will manage and support the business applications for companies? Basically, I will be the outsourcing company for the applications and off-loading the work from the client companies. I plan to host business applications such as accounting software, HR/Payroll, CRM, ERP, etc. As a professional applications hosting company, I will be able to host customer's applications more efficiently thereby reducing the cost.

What's a good alternative to Sage Software's Act? I'm looking for CRM software that is hosted locally and has a highly customizable interface - ideally a sql DB with an interface builder. Are there any softwares that are either free or have a free trial?

Is it cheaper to buy your own software or build it in-house? So I need ERM and CRM software for business, plus a whole host of other stuff (compliance, governance etc). I've heard/read that software from Oracle and SAP can cost millions to configure, deploy and run. With that in mind, would it make sense to hire my own team of developers to build and develop a custom system from the ground up?

website designer needs crm and billing platform? Hi All, I'm looking for a CRM + Billing Platform but the search engines are letting me down, as most places I'm lead to is not what I'm after. Here are some of my requirements: 1. I have web hosting on my site. I need a way for customers to order hosting online. 2. I provide website design as a service. I'd like to input customers into this billing platform, set their package and produce an invoice. I also provide other services that will be billed on a monthly, recurring format. 3. Some clear reporting on aged receivables, customer numbers, prospect channel, etc 4. Should be white label (I should be able to brand the platform with my own logo 5. Ticketing system for existing customers to ask questions, check invoices, etc 6. .... and all this (and more) in open source!?!?!?! Much appreciated,

Know of a C.R.M., with web office capabilities? I am looking for a CRM that is hosted, is pretty affordable, has email tracking, syncs with Outlook, and is highly customizable. Any suggestions? I do virtual assisting, and I need a program that my customers can access, without viewing my other customer's information. Thanks

Javascript issues. I have a few javascrits, some are working some are not. help please.? I have the following code. It isn't working at all. If I put in a <no script> </no script> tag I get my text saying I don't have javascript enabled. However, I have other javascript in the page and it works fine. All scripts are built into the page, and are not being called from a separate file. NON WORKING JAVASCRIPT <script type="text/javascript"> var status = new Array(); status[0] = "Draft"; status[1] = "Approved"; status[2] = "Pending Execution"; status[3] = "Pending Order Processing"; status[4] = "Accepted Order Processing"; status[5] = "Executed"; status[6] = "Pending Operations"; var statusR = new Array(); statusR[0] = "Until Quotexxxxx is approved. The ORD should be sumbitted for approval."; statusR[1] = "All approvals recieved and we can can send ORD to rep for signature."; statusR[2] = "Signed ORD is attached to ORDxxxxx in CMS. Liaison should execute now."; statusR[3] = "Liaison has executed the singed ORD and it has been sent to Order Processing for booking."; statusR[4] = "In CMS this is the final status for an ORD. Please be sure that all documents are added."; statusR[5] = "Final Status that contracts should be in. (MSA, Schedule, NDA, SLA's). However, this shouldn't relate to an ORD."; statusR[6] = "In all cases, the Pending Ops is waiting on the Facilities manager of the site to review."; for(i=0;i<status.length && i<statusR.length;i++) { document.write("<b>" + status[i] + "</b>" + " = " +statusR[i] + "<br /><br />"); } </script> <no script> <p>No JavaScript</p> </no script> WORKING JAVASCRIPT <!--Acronyms--> <h1><font color="blue"><a name="Arc">Acronyms</a></font></h1> <script type="text/javascript"> var Ac = new Array(); Ac[0] = "CRM"; Ac[1] = "AIP"; Ac[2] = "SOW"; Ac[3] = "SOF"; Ac[4] = "SIP"; Ac[5] = "CMS"; Ac[6] = "HDC"; Ac[7] = "PXP"; Ac[8] = "VRRP"; Ac[9] = "BPID"; Ac[10] = "IDC"; Ac[11] = "HIW"; Ac[12] = "SaaS"; Ac[13] = "CSR"; Ac[14] = "EBC"; Ac[15] = "SDW"; Ac[16] = "ITO"; Ac[17] = "RFI"; Ac[18] = "RFP"; Ac[19] = "eVPL"; var Acronym = new Array(); Acronym[0] = "Insite"; Acronym[1] = "Account Installed Product"; Acronym[2] = "Statement of Work"; Acronym[3] = "Service Order Form"; Acronym[4] = "Site Installed Product"; Acronym[5] = "Contracts System"; Acronym[6] = "Hosting Dedicated Connectivity Form, (Used mainly for xcon's)"; Acronym[7] = "Pricing People"; Acronym[8] = "Backup Service"; Acronym[9] = "Business Partner ID"; Acronym[10] = "Data Center"; Acronym[11] = "Hosting Implementation Workbook"; Acronym[12] = "Software as a Service, (Example: Salesforce.com)"; Acronym[13] = "Customer Service Review, (We go see the customer to see how we are doing)"; Acronym[14] = "Executive Briefing Center, (We tell a customer who Savvis is and what we can provide)"; Acronym[15] = "Solution Development Workshop, (When a customer knows what they want and we tell them more about a specific product)"; Acronym[16] = "I.T. Outsourcing, (Customer wants to give Savvis all their I.T. work that they currently do and have Savvis manage it.)"; Acronym[17] = "Request for Information"; Acronym[18] = "Request for Proposal"; Acronym[19] = "Ethernet Virtual Private Line (This is a network product)"; for(i=0;i<Ac.length && i<Acronym.length;i++) { document.write("<b>" + Ac[i] + "</b>" + " = " +Acronym[i] + "<br /><br />"); } </script> By the way I'm using Google Chrome

Norton Error cause client host security platform ccApp.exe? In one user profile of my dell I get this error and Norton closes. When I try to reopen it, it just hangs. I have tried reinstalling and it worked for a while but now the issue is back. Two things changed around the same time as the issue started. I setup a new email account in Outlook for Exchange and I loading ACT! CRM. Can anyone help (cause Norton can't... spent hours with them and they could barely understand me... so frustrating).

QuickBooks Hosting volume discount? What are the volume discounts available for QuickBooks hosting services, Lacerte, Proseries, Drake ATX as well as CRM software hosting?

Which type of server is good for us ? Please Advise on our project? Hallo, We are a small a small entrepreneur group, wish to host an IVR software for our firm. The IVR software requires Telephony boards tobe attached with the computer wher its installed so that it can coordinate with telephone line directly. We also have plans to host our Customer Care CRM software and other inventory software or IP PBX. Please Suggest which type of server Should we go for. Thanks