Managing duplicate records is one of the hardest things to accomplish in CRM software. Just trying to determine what is a duplicate is hard enough and when you find a duplicate somehow you have to …

Email campaigns. Check. Every CRM has this as a checkbox on their feature list. Whether it is integrated as part of the system, as is the case with NetSuite & Oasis, or acheived through a …

We have recently been writing about our company’s experience with CRM systems, both bad and good. We are in a great place right now with our current Zoho implementation, and we finally have right tool to help us manage and facilitate the sales and marketing process that we as an organization have identified as right for us. The combination of having the right process and the right toolset to implement it has been the catalyst for positive change within our organization.

Introduction here
As far as I know Sheet View is exclusive to ZOHO CRM. A common task (chore) in the management of any CRM system is editing large swaths of data at once. Some systems like …

I mentioned how we found, well more stumbled upon ZOHO CRM in this post.  At the time it seemed too cheap to be considered.  How can anything that costs so much less than the competition …

I mentioned in the first part of this article how NetSuite has no out of the box relational data export functionality and the relational export “option” costs around $4,000.00.  I have quotes around the word …

In the previous post I tried to just stick with just the facts as to why we left NetSuite.  I read it a number of times and others here familiar with the story agreed …

I wonder who owns your data if you can not get access to it?  One thing I learned from this experience is that he who owns the data or access to the data owns your …

You can read about the first part of this story here.  This post will take over from the point we realized that NetSuite and our reseller/solution provider were not the type of organizations we wanted …

I did not want to make the same mistake twice.  We looked in depth at all the viable CRM apps currently available.  At one point I realized that we should have just bitten the bullet …

My BS detector should have gone off sooner when I made a personal call to Jeff White, VP Sales of Oasis CRM http://www.oasiscrm.com/ sometime in October 06 and I never heard anything back.  When a …

Sometime around 2002 I was stewing in a jury selection room and I stumbled across an ad in PC World for “Oracle Small Business”.  From what I could tell it was a web based, on …