Crm Discussions

In my company, we want to send broadcast lists via WhatsApp, but we have many limitations, such as the quantity and the ability to track clients. Is there any software for this?

feature wise which product is good Siebel or Oracle sales cloud ??

My company is considering HubSpot for Marketing Automation and CRM. I'm hoping to get feedback from existing customers if anyone has reached limitations (or perceived ceilings) with HubSpot in terms of Marketing Contacts, # of emails/interactions per month, # of customers, support tickets,... Read more

Hello. We have CTM>SF w/ APIs for KIPU EMR, RCM, QB Revenue, SMS, Soft Phone, LMS & DocuSign. Need help on stack review, use, training and improving.

I run a service based company. Customer places an order with us and we deliver service after the customer pays upfront. MOST Important Features I am looking for are User Level Restrictions & Permissions (So no Data leakage happens on employee level) and IP Address Restriction Login (Only... Read more

Can I pay for my subscriptions monthly or do I need to pay them annually?

Hi all, What software do you recommend to have both: Customer and Technical Support Management? I need both services in one platform at an affordable price. Thanks for your help. Regards!

Hi, If anyone is looking for a unified telephony platform which will integrate with their CRM, I would recommend you look at SYNETY. We offer a combined suite which will allow you to improve productivity and reduce call costs. Synety turn your whole CRM system to a easy to use telephony system... Read more

We are looking for a new CRM and ease of use is at the top of the list, but also need a strong lead distribution/rules/scoring. I'd like it to integrate easily with email platforms and have good API offerings. I'm looking at Nimble as a top runner, but am afraid that its distribution and... Read more

Connection to Other CRMs

In Salesforce.com, the recommended flow through the happy path is to enter the system as a Lead, assign to a sales rep, rep works the lead and then converts to contact--either with our without an opportunity. That works well--unless a lead is initially entered as a contact, a lead is converted... Read more

We use Salesforce mainly for our CRM and have to run reports and export to excel to do mail merges. Is there a better way?

Are there any set up fees associated with amoCRM

SFDC vs Dynamics

I've used Eloqua, Marketo and the likes to automate a lot of processes, run campaigns, and empower sales teams, marketing teams and even management teams and to be honest I have to say that the combination of 1 Mkt automation tool + 1 CRM tool usually gets the job done, but you see, my point is... Read more

What we are looking for is to create a sales channel globally and looking for sales partners. We will like you to take a look at our product and advice us how to do so. Also will you be willing to be a part of this sales channel? We already have many integrations (3CX, Line, fb, twitter,... Read more