Open Source CRM for Small Business

Today, small and medium enterprises are supplied with a free open source CRM to optimize their business processes in the hope of generating more revenue opportunities. The Open Source CRM solutions “must be able to manage existing clients, facilitate exploration, generate online sales leads, launch and track marketing campaigns, analyze needs and preferences of customers, the integration with existing applications and provide for secure data access from any computer with an Internet connection and a browser. Here are some keys to choose the right open source CRM solution, ensure: that the open source CRM software you choose has the ability to capture all relevant customer and sales information. At least in your CRM solution should be able to easily record all interactions with your customers. A major benefit of CRM software is its ability to capture, store and transfer data to all relevant areas of your business – in real time. Before deploying an open source tool CRM, you must first understand your current sales and marketing workflow. Your CRM should be able to be with your existing process or your sales team and marketing to integrate, not using it. It is imperative to understand the level of customization you need. Do you have the technical expertise and personnel to implement the changes? Does the CRM tool provides an API (Application Programming Interface) for the extension of the platform? Custom changes will prevent the development options for the future? Answering these questions in advance, you save time and money later. Determine if the CRM tool can be used to integrate applications of your employees. For example, you need to know if the CRM tool can be shares or to exchange data with your email client (Outlook or Thunderbird). You should also know if the CRM tool provides an easy to import or export function for data mining and other functions of sales analysis. Determine the level of support you need. Most open-source vendors and their money on service and support rather than software sales. Therefore, you must consider the various levels of support for open-source available to vendors. Research on the level and quality of third-party extensions. Often, companies will find free or low cost expansion to avoid the expense of internal development. The third-party extensions to add functionality you need and save your time and money. For example, third party provider payment modules are a necessary part of the acceptance of electronic payments at point of sale. Although there are many open source products CRM to get from Here are my top five: SugarCRM, Vtiger SplendidCRM CentricCRM XRMS are collecting society

Ricky Bracken is president and CEO of SaleManager Merchant Services. SaleManager provides payment solutions for international small and medium enterprises.
Share and Enjoy:
  • Digg
  • del.icio.us
  • Facebook
  • NewsVine
  • Reddit
  • StumbleUpon
  • Google Bookmarks
  • Yahoo! Buzz
  • Twitter
  • Technorati
  • Live
  • LinkedIn
  • MySpace

0 responses so far. Leave a Comment

Security Code:

heartWhat our clients are saying?

Always gives the best technicial advice from a owners perspective. We have been saving $250 per month by switching to VoIP. - S. Giest, AFS
Thanks for keeping our computer systems running smoothly.- Bob Walters, Graphix Solutions Inc.
You have truly changed the way we do business. We now fully leverage technology, thanks to you.- Peter Michaels, USACIG
Because of your SEO expertiese, we have lowered our lead cost substantionally. We have the highest ROI on the dollars spent with you. - P. Pane, CDBT LLC

Quick contact

place

P.O. Box 176
Atwood, CA 92801

Phone: (888) 399-1430

About company

We believe that if we educate you about your technology options—if you understand the pros and cons of each option, and where each decision will lead you—you’ll be empowered, and therefore a better and more satisfied consumer of technology products and services.

Tweet tweet

twitter
© 2010 Full Service Information Technology | All Rights Reserved
Services in Orange County as well as Anaheim, Irvine, Costa Mesa, Placentia, Fountain Valley, Fullerton, Tustin, Orange, Huntington Beach, Laguna Niguel, Newport Beach, Mission Viejo, Yorba Linda, Long Beach and more. Ask us for Orange County network consultants, Orange County, CA information security consultants, Anaheim computer consulting, California VoIP Asterisk Vicidial consulting and Orange County troubleshooting.