Customer Management Software suggestion? - GoFuckYourself.com

96ukssob · 09-01-2009, 10:53 AM

Im looking for an "out of the box" solution so I dont have to have something custom built to fit our needs.

Ideally, something similar to salesforce but with a few different features.

Something that a new customer can be added to; media budget, website(s), notes, etc. This task is done by the CS manager. Once all the form fields are filled it, it gets pushed to the ad buyer.

The ad buyer reviews the data and if something is needed, it gets pushed back to the CS manager or sales person. There the CS manager or sales person sees the tasks that are needed for completion (missing info, etc.). Once they update it or complete it, gets pushed back to the ad buyer.

Once the campaign is live, the ad buyer puts the customer into a different category (i.e. Live).

Within each customer, there is the ability to make notes, such as changes to media budget, targets, website, phone call notes, etc.

Dunno if there is something out of the box like this, but looking for something that would simplify things a bit more on my end each day

96ukssob · 09-01-2009, 01:27 PM

bump

candyflip · 09-01-2009, 01:34 PM

If you can't do it with Salesforce, you will probably have to go custom.

$tandaman · 09-01-2009, 01:39 PM

Try Sugar CRM

09-01-2009, 10:53 AM	#1
96ukssob So Fucking Banananananas Industry Role: Join Date: Mar 2003 Location: If I was in your ass you'd know it Posts: 12,991	Customer Management Software suggestion? Im looking for an "out of the box" solution so I dont have to have something custom built to fit our needs. Ideally, something similar to salesforce but with a few different features. Something that a new customer can be added to; media budget, website(s), notes, etc. This task is done by the CS manager. Once all the form fields are filled it, it gets pushed to the ad buyer. The ad buyer reviews the data and if something is needed, it gets pushed back to the CS manager or sales person. There the CS manager or sales person sees the tasks that are needed for completion (missing info, etc.). Once they update it or complete it, gets pushed back to the ad buyer. Once the campaign is live, the ad buyer puts the customer into a different category (i.e. Live). Within each customer, there is the ability to make notes, such as changes to media budget, targets, website, phone call notes, etc. Dunno if there is something out of the box like this, but looking for something that would simplify things a bit more on my end each day __________________ Email: Clicky on Me

09-01-2009, 01:27 PM	#2
96ukssob So Fucking Banananananas Industry Role: Join Date: Mar 2003 Location: If I was in your ass you'd know it Posts: 12,991	bump __________________ Email: Clicky on Me

09-01-2009, 01:34 PM	#3
candyflip Carpe Visio Industry Role: Join Date: Jul 2002 Location: New York Posts: 43,061	If you can't do it with Salesforce, you will probably have to go custom. __________________ Spend you some brain. Email Me

09-01-2009, 01:39 PM	#4
$tandaman Pimping 8EZ Industry Role: Join Date: Jun 2001 Location: New Jersey Posts: 3,529	Try Sugar CRM __________________ CentroProfits.com - Make money with 3000+ Models! ModelCentro.com - Multiple award winning hosted CMS designed to run solo model sites, with affiliate program built in. Launch your model site in 24 hrs or less! FanCentro.com - Premium social network for SWs & Fans!