February 4, 2015 at 3:45 pm #9173
We have 3 sales representatives and 3 Sales Assistants that interact with a me as the “Sales Manager”. Once the order is active – it is put into a workflow software (that should have its own CRM by the way) that works the order from client approval of pricing, purchasing, inventory and production management, through delivery.
What we need a CRM for is this:
We sell decorated apparel (embroidery and screen printing) managed in-house and sell all types of Promotional Products.
We have over 1000 customers (small to huge).
We need the “Sales Manager” – me, to review the data – and let the Sales Associates manage themselves with the CRM and report to me weekly at Sales Meetings.
We need leads page that can be accessed by everyone (not a #1 priority) and individual sign-ons that I and the Sales Associate can review and keep private from other representatives.
I’m only concerned about the security of client information leaving my office with any disgruntled employee or representative. Can this be managed in any fashion?
I have used an older version of ACT, but frankly it offered too many features, but offered the database security that limited “copying” the database without a manager’s approval.
I want something really SIMPLE to use.
Your thoughts?February 6, 2015 at 9:56 pm #9240
It sounds like you want Zoho CRM. There’s a leads page that everybody can access (although you can also limit who can view what, such as if you had multiple sales teams and had to divide leads among them)
There’s also many options for security management (https://www.zoho.com/crm/help/security/), including control over what users can view and edit. Exporting data from your system is an administrator tool, so it won’t be available to anyone who’s not an administrator.
Hope that helps!