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| Jan 19, 2009 6:57 pm |
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Customer Relationship Management Software? |
Kurt Schweitzer
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As part of this year's marketing changes I'm trying to stay in closer touch with my customers, and I'm trying to find a good software package to manage that activity.
Some background: I currently have something like 600 people for whom I have contact info. Roughly half of those have email addresses, the other half has snail mail addresses. Only about 10% have both.
I expect my contacts to double this year.
I'd like to track "touches", i.e. whenever someone calls me, or sends me email, or I send them a postcard, newsletter, or email. Of special importance are whenever the customer places an order for something not currently in stock, or whenever vehicle repair is done.
Likewise I'd like to track whenever someone comes into the store and DOESN'T buy something, but does express an interest for a particular scooter model or other item. (This may be a bit of a stretch since it means I need a mechanism for capturing that information.) I'm more interested in tracking visits to the store than to the website.
I have an old version of ACT 6.0 (current version is 11.0). I recently installed it on my store computer, but discovered that the reason why I didn't use it years ago is because it's search functions suck. I find it very hard to use to look up a single customer, especially in the time it takes to answer the phone.
Ideally I'd be able to access the CRM database from several computers in the shop, but I have no desire for it to be accessible from the Internet.
I'd also like it to interface easily with QuickBooks, and able to import and export Excel spreadsheets for other applications.
Anybody got any recommendations?
Kurt Schweitzer
Urban Village ScootersPrivate Reply to Kurt Schweitzer (new win) |
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