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Recommendation for small business CRM?

I'm looking for a small business crm to manage the sales, calendar,  contacts and to do's

We want:

4-5 users
wireless sync with iPhone droid and iPad for contacts and calendars
Good note taking and associating with contacts

I've been told to look at Act and SalesForce coupled with Outlook, and somehow tie in iPad, iPhone, etc

Cost is not the biggest factor

Can anyone share a comprehensive explanation of which tools you recommend, why and whether I can get all pieces to play nicely?

Please don't just mention standards but how you would tell someone how to get it to actually work

Thanks
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drgdrg
Asked:
drgdrg
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3 Solutions
 
Jason C. LevineNo oneCommented:
Hi drgdrg,

I'll second the recommendation for SalesForce.  It's not expensive, it's fully mobile device friendly/compliant, can synch with Outlook and Google Apps for the domain and comes with a metric @$$-load of features even at the two lower-end levels.  The note taking is easy to do and collaborative comments can be done by the team so it gets your people working together as well as separately.

Best of all, it scales up nicely so if your five people become ten in a hurry, you just bump up to the next tier of service and keep going.  I watch my wife use it in her sales career and she's hardly a technical whiz and she loves it. The interface is a snap to learn and easy to keep using so your people will track contacts and leads.  
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Aaron TomoskySD-WAN SimplifiedCommented:
If you use act you go all in. It doesn't play nice with anything. However I know small businesses that swear by act. A long as you never try to leave and are happy with it's limitations.

I'm much more in favor of salesforce as an open and modular solution. It may take a little longer to setup and customize but you will be much happier with it.
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drgdrgAuthor Commented:
What I think I'm missing is this. If I have a calendar where does it actually ride?

Outlook?  Slesforce?  Not iPad, right?

What "holds" the calendar?
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Jason C. LevineNo oneCommented:
You're conflating the calendar application (Outlook, Google) with the device platform (PC, iPhone, iPad, Android).

Salesforce provides a subscription system that can populate a calendar application which then synchs with the mobile platform (iWhatever).  If you schedule an appointment on the device, it replicates upstream to Salesforce and also updates the application.  If you schedule from within Salesforce, it pushes downstream to the application and the device and so on and so on.
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drgdrgAuthor Commented:
And same with Outlook?  Both outlook and iPad sync against salesforce?  That's the piece i was missing

I did look at sugarcrm last night which looks very nice although I dornt see a calendar built in. Any thoughts on Sugarcrm?  Being a web app guy, I really prefer those over act, goldmine, microsofts crm, etc...

Thanks
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Aaron TomoskySD-WAN SimplifiedCommented:
Sugarcrm is even more doityourself than salesforce. It's great software, it just sounds like you many not have the technical resources to support something like that.
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drgdrgAuthor Commented:
We're looking at the hosted version on SugarCRM for $30/mo /user

And we are technical - right now we are running our own home built CRM that's great (and sadly has features none of the others have) - but we can't do the remote sync, calendar sync, contact sync, etc.

Rather than reinvent the wheel, we're just looking for a more inclusive wheel.
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drgdrgAuthor Commented:
Thanks all.  I actually picked SugarCRM - while they all have similar core features, their Professional has all the features I need for $30 including project management and others.  I also like that I can host it here (their license lets you host on their cloud for free, but there is a local download you can do to host yourself), so if things start going horribly wrong, I can retake control AND receive all my data in a relational database (not a series of choppy exports).

Thanks
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Jason C. LevineNo oneCommented:
Good luck!
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drgdrgAuthor Commented:
Thanks.  I liked salesforce, but at double the cost and lacking the project management capabilities, I just couldn't pull the trigger.
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