[Hidden-tech] Have you used? CRM, Capsule, GoogleApps...

[Val Nelson]

Thanks everyone for the recommendations on and off list. Batchbook got 4
votes in all and it looks like my 2.0 style. I'll check it out.

I love the HT list. Looking forward to the social on Monday night.

For anyone feeling skeptical about a free-for-all networking event, remember
I'm giving a free workshop just before the HT social, about networking for
introverts. Or, you might appreciate this cute slideshow someone sent me,
called The Shy Connector:
http://www.slideshare.net/sachac/the-shy-connector

Best,

Val
http://www.valnelson.com

On Fri, May 21, 2010 at 11:26 AM, Jeff Rutherford
<jeff at jeffrutherford.com>wrote:

> Batchbook gets my vote of confidence. I use it all the time and like it a
> lot. And they're local (if you consider Providence, Rhode Island local. At
> least you'd be supporting a New England-based software company). Val, I
> haven't used it with MailChimp, but Batchbook has some pretty serious
> integration w/ MailChimp.
>
> Also, for small-medium sized arts-culture organizations, if you have
> ticketed events, and are looking for a solution to handle ticketing and also
> CRM to keep track of all ticket buyers, donors, patrons, etc., you may want
> to check out Patron Technology's PatronManager CRM which runs on top of
> Salesforce. It's a free service for the organizations, and Patron Technology
> charges a small per-ticket service charge.
>
> http://www.patrontechnology.com/patronmanager
>
> On May 21, 2010, at 10:43 AM, Wesley Rosner wrote:
>
>   ** Be sure to fill out the survey/skills inventory in the member's area.
>   ** If you did, we all thank you.
>
>
> Hi,
>
> The last six months or so I have been in full SaleForce.com consulting
> mode.  This is a truly amazing platform, but also beyond amazingly
> expensive.    I do this work for corporations that can afford it but alas
> can't afford to use it myself.
>
> One thing I would like to note is that if people encounter non-profits with
> CRM/fundraising needs, SalesForce is not free to non-profits (up to 10
> users)
>
> Onto affordable CRM.  I have spent many many days, weeks and months working
> on CRM related issues.  I have to say one of the tools I have recently found
> really impresses me.
>
> www.zoho.com/crm
>
> Zoho is pretty much a rip-off of salesforce (a good thing).  It has
> many/most of the customizable features of salesforce and really only lacks
> in some of the deeper coding, customization needs of a larger organizations.
>  For instance zoho allows for the creation of up to 30 custom fields on each
> object even in the free version.  The 12/user/month version allows up to 130
> custom fields per object.  It incorporates power features like work-flow
> rules as well.
>
> This is not a strongly Web2.0 application, so on the surface users might
> find it not polished enough.  It also has *some* complexity to it, but with
> that comes a lot of power and flexibility.
>
> I like it's balance of features and price point very very much.  You could
> also look at
>
> www.batchbook.com for a nice web2.0 experience.  I have not looked
> extensively at the Google apps or gmail integration of zoho.  Batchbook does
> have mailchimp integration.
>
> Hope it helps.
>
>
> -Wes
>
> On May 20, 2010, at 5:11 PM, Val Nelson wrote:
>
>   ** Be sure to fill out the survey/skills inventory in the member's area.
>   ** If you did, we all thank you.
>
>
> HI David and HT,
> I'd like CRM info too. If there's something that integrates nicely with
> GoogleApps, MailChimp, and is easy, good service, and inexpensive, I'd like
> to see it.
>
> I'd love to hear experiences with Capsule or similar. Seems like it might
> fit.
>
> Thanks
> Val
>
> _____________________________________
> *Val Nelson*
> *
> ****Career & Business Coach*
> Make Your Mark
> *
> Helping heart-centered individuals and businesses
> mobilize their unique superpowers
> so they can make their mark on the world.*
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>
> 413.320.2182
> val at valnelson.com
>  Northampton, MA
>
> Website & Blog: www.valnelson.com
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>
> On Tue, May 18, 2010 at 8:22 AM, David F. Farkas <david at farkas.com> wrote:
>
>>   ** Be sure to fill out the survey/skills inventory in the member's area.
>>   ** If you did, we all thank you.
>>
>>
>>
>> Hi folks...
>>
>> I'm expanding my use of the Google platform and checking out a couple of
>> cheap / free CRM SAS apps that integrate with gMail / GoogleApps.
>>
>>
>>    - Has anyone used Capsule CRM or looked at it?
>>
>>    SalesForce was overkill and too hard / time consuming to set up.
>>    Insightly is too basic. Capsule seems customizable but simple and integrates
>>    with gMail.
>>
>>    - Capsule also integrates with MailChimp. I have been using Aweber.
>>    Can anyone give me compare / contrast / comment on pro / cons features /
>>    uses of each of those?
>>
>>    It would be great to have Autoresponders / Newsletters / drip email
>>    integrated into the CRM. I never felt the interface on Aweber was easy to
>>    use. Can MailChimp do everything Aweber does PLUS drip email?
>>
>> Thanx so much!
>> David
>>
>> --
>>
>>
>>
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