Do any of you use a CCM or CRM? I'm wanting to manage contacts for my clients and project managers that our company deals with. Is there any software out there that will help track the last time we spoke with the client? Then will it remind you to make a call or send an email to the client? How effective is email marketing for our line of work?
Does tracking website traffic give you an opportunity to market to someone who is browsing your site?
I've been on other websites before that had a help desk chat sort of thing in the corner of the webpage and I've used them before so maybe that's a viable method? I'm looking to attract residential home builders, commercial construction companies, and more oil and gas clients. It seems like the website stuff would attract more of the individual property owner type of client.
arctan(x), post: 450063, member: 6795 wrote: I've been on other websites before that had a help desk chat sort of thing in the corner of the webpage and I've used them before so maybe that's a viable method?
I'm seeing those more frequently now and I find them creepy and ignore them but more often than not, stop browsing that site - I wonder if that action is common and will show up in the stats and eventually they'll fade away.
Is this an economic indicator? It has been about ten years since our last crash.
Not an economic indicator. I just started a new office in a new market and I have work, just want to be busy forever [emoji23]
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Interested to see the responses
Me too! Don't be shy [emoji6]
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I use an app called Nutshell but mostly for tracking leads, sales goals and actual sales. It will do the communication tracking piece, I just don't use it that way. Constant Contact and Mail Chimp might be something for you to look into if it's more of a marketing play you're interested in.
I have experimented with vTiger and SugarCRM, the open source versions. Also with CiviCRM, for a friend's political campaign. I liked CiviCRM the best and working with it gave me the idea of starting a survey nonprofit.
Next to try is probably Zurmo, which is a gamefied CRM that gets your whole staff involved in gathering leads and making contacts.
Many of the open source CRMs can be run as a Bitnami stack to try them on your desktop, and can also be run on Amazon's cloud as a Bitnami instance.