About Crm India Software
I have a client with about 6000 contacts in India using Sue Mosher's Required
Categories form to keep them straight. They are looking into a more robust
CRM solution ... the only one I've worked with before is the dreaded ACT!,
which I thought was a really poor performer on a network.
They just want to keep track of activities made for their
clients....probably log the username in it as well to help keep track.
Pretty basic stuff. I'm fairly convinced Outlook/Exchange could be made to
work as they wish with some custom programming, but I want to give them some
options...
My questions:
1. Does anyone have any recommendations for decent standalone (e.g., not
Outlook/Exchange related) CRM software that they like?
3. Any recommended off-the-shelf add-ons to Exchange/Outlook that will do
this?
2. If I were to go the Outlook route, how would you recommend that I find
some Exchange/Outlook/VB/VBScript programmers in NYC? This task is, I'm
afraid, delving more deeply into Outlook programming than I choose to go.
Sue has some CRM apps listed at Slipstick, some are standalone some
are linked to Outlook. Maybe those might be useful. I've never used
Act, so I can't comment on that.
Many custom apps have been written for that type of application, using
Outlook/Exchange. Many are similar to or based on the Northwind
Contact Manager sample app that appears on the CD for Randy Byrne's
Building Applications With Outlook 2000 book. I've done a few of them
myself.
The biggest thing with using Outlook with a database of about 6K
contacts is the speed and memory leaks. Many operations would take
literally hours to do unless the loops and iterative stuff was written
using CDO code instead of Outlook object model code. I've also seen
crashes with page faults unless large VM page file sizes are set up
using Outlook code even with under 2K contacts.
As far as Outlook devs in NYC, I can't help you. I don't know of any
there although I'm sure there are many.