CRM Tools

Posted on 2010-01-12
Medium Priority
Last Modified: 2013-11-24
I'm looking for CRM recommendations that aren't very expensive to use.  Looked in to MS Dynamics and ACT.  I want to implement this on SharePoint.  Any other recommendations?
Question by:carnae2
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LVL 30

Expert Comment

by:Feridun Kadir
ID: 26295177
Microsoft Dynamics CRM does not use Sharepoint and costs a lot more than ACT.

It really depends on what you want from a CRM system. If you want to implement on SharePoint you may well be able to put a system together yourself.

Author Comment

ID: 26295222
What is a good resource in putting a system together myself.  I want a contact manager as well as following and closing sales.
LVL 30

Expert Comment

by:Mike Lazarus
ID: 26295254
What's your reason for wanting it implemented on Sharepoint?
Moving data to the cloud? Find out if you’re ready

Before moving to the cloud, it is important to carefully define your db needs, plan for the migration & understand prod. environment. This wp explains how to define what you need from a cloud provider, plan for the migration & what putting a cloud solution into practice entails.


Author Comment

ID: 26295974
We have a lot of staff all over the nation and SharePoint is the sole way that we can access the same resources in our enviroment.  Unless you have ideas for a web tool.
LVL 30

Accepted Solution

Mike Lazarus earned 1500 total points
ID: 26297911
LVL 25

Expert Comment

by:Lee Savidge
ID: 26303322
Any web based CRM system will suffice. Sage CRM can be used on the web, as can ACT! for Web. If you just want basic opportunity management then ACT! will be fine as it contains opportunities and it is a simple contact management system as well. Dynamics CRM will be way OTT for what you need and it is very much more expensive.


Author Closing Comment

ID: 31676177
Thank you.

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