![]() ![]() We can deploy any number of runtime front-ends without having to pay for seat licenses. It's operational in weeks at most with no more work than integrating yet another proprietary system (or paying for its license fees) and no disruption otherwise, and we don't need to go through the brain damage of a months-long product evaluation or any operational handicaps. If we need a new module, e.g., timekeeping or account based marketing, we just build it. ![]() Integration is trivial because it implements both VBA and SQL.Ĭritically, we aren't operationally dependant on a proprietary platform. It meshes closely with our business processes. It isn't hostage to a proprietary platform. More strategically, we own and control our data. In truth, integrations and customization on other platforms aren't much different than starting from scratch, and taking into account just how expensive those integrations and customization are, not to mention ongoing licensing fees, it's far cheaper. Others'' first reaction when I tell them this is that it seems like a lot of work, and expensive. Perhaps off point or meta, or just out-of-the- box, but we built our own using MS Access.Īdmittedly, the antecedents of the platform originated when available off-the-shelf CRM software was more limited but I'm not sure that matters. : quite a few of my clients also use HubSpot and are pretty happy with it, but it wasn't featured in my research so I can't make much of a judgement on it. Keep in mind migrating to a new CRM system is resource-intensive and has a high risk of implementation failure, so I'd advise to research further and make a long-term decision so you won't have to switch again any time soon. I have a lot of clients that absolutely love the platform (in fact, I dont think a single one of them spoke negatively about it). NetSuite in particular is/was an all-in-one CRM, ERP, finance and e-commerce solution.Īgain, all the above is based on research 8 years ago, and it's a fast-moving market, so make of it what you will.Īnyway, with all those disclaimers, if you have the budget and ambition to grow a lot, Salesforce would probably still be my recommendation, even now. There were also smaller/cheaper providers that might be interesting for you, such as SugarCRM, SageCRM and NetSuite. My current employer uses Microsoft Dynamics, which I hate with a passion, but that's probably more due to our ducttape-and-spit implementation. SAP, Oracle, Microsoft) but they were more meant for larger enterprises and could be tricky to implement. There were plenty of other good providers, especially if you are already bought into their ecosystem (e.g. It was just expensive and, unlike the other large providers, doesn't offer back-office solutions like ERP. As a bonus, they acquired Tableau, which is a fantastic data analysis/visualisation platform. Big advantages include being an innovative company, being browser/cloud-based, userfriendly, ease of implementation/customization, high scalability and good automation and tracking integration. ![]() Salesforce was BY FAR the best across the board, but it was relatively (very) expensive. ![]() This was not specifically for marketing agencies and it was 8 years ago, so make of it what you will. I did quite some research on comparing different CRM systems for SMEs. ![]()
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