by Kenny C. Velasquez » Thu Apr 02, 2009 06:14 am
I currently work as a sales agent inside a larger insurance company. However, I'm going to be expanding out in my off time. I plan to obtain appointment with a few companies through a local broker I know, and I will operate as a free agent under his watch. My goal is to sell mainly final expense and health plans here in Washington state.
That said, I'm trying to focus on customer management. At work we use a full fledged CRM program that tracks sales, customer records and applications. However, I don't need something that large for what I'm starting out with. I'm wondering if anyone knows of any good customer information applications that'd assist with tracking your lead information, lead contact history with and let you set follow up reminders/tasks as needed to keep things moving froward. I don't need the market trends and sales reporting that you get with many of the larger programs like SalesForce or SugarCRM - not yet anyway :roll:
Are there any suggestions on what could be used for this? I'd rather the program be software based. As I do not trust web based applications enough with stuff like this - and I sleep better knowing everything is safe on my OWN computer (with proper backups, RAID drives, etc).
That said, I'm trying to focus on customer management. At work we use a full fledged CRM program that tracks sales, customer records and applications. However, I don't need something that large for what I'm starting out with. I'm wondering if anyone knows of any good customer information applications that'd assist with tracking your lead information, lead contact history with and let you set follow up reminders/tasks as needed to keep things moving froward. I don't need the market trends and sales reporting that you get with many of the larger programs like SalesForce or SugarCRM - not yet anyway :roll:
Are there any suggestions on what could be used for this? I'd rather the program be software based. As I do not trust web based applications enough with stuff like this - and I sleep better knowing everything is safe on my OWN computer (with proper backups, RAID drives, etc).
Posted: Wed Apr 22, 2009 12:27 am Post Subject:
Start out with some free versions such as freecrm.com or zoho.com
Posted: Wed Apr 22, 2009 01:38 pm Post Subject:
All web-based applications are not bad and today you do have customize-options associated with a lot of them.
Fatman, I don't think there's single app. that appears faultless. To tell you the truth, an application that connects different data-tables and enables you to operate smoothly over a number of records would only suit futuristic operations.
Posted: Thu Apr 23, 2009 03:07 pm Post Subject:
Hi anonymous00
To tell you the truth, an application that connects different data-tables and enables you to operate smoothly over a number of records would only suit futuristic operations.
See, you can't really be flawless with soft wares. The human element has to be really supportive to make all ends meet. All I meant is that some soft wares do minimize the areas of opportunity.
Thanks, Fatman
Posted: Fri Apr 24, 2009 11:07 am Post Subject:
Dear mip,
With sugarcrm, you'd be able to customize it to your business needs. Would the same be possible with freecrm.com? What are the restrictions of freecrm.com?
Crossbreed
Posted: Sat Apr 25, 2009 02:38 pm Post Subject:
Would the same be possible with freecrm.com?
I've never had a good experience with things that appear free before me. They are often not flexible and don't support features that I need.
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