So many companies, particularly in information technology, have moved to a subscription model in large part because the recurring revenue model is so attractive both from a cash flow perspective, in part from a business valuation perspective, and, most importantly, it is what Wall Street and Venture Capitalists are valuing most these days. The downside…
DetailsWe have done a few HubSpot to Zoho migrations in recent weeks and we thought we would share some notes on some of the challenges and pitfalls to avoid. Migration of Contacts, Deals and Company records are pretty straight forward. That data can be simply extracted from HubSpot and loaded into Zoho. Like every data…
DetailsHubspot is a great marketing company with a product that doesn’t compare favorably with other CRM packages. Here is why: Hubspot doesn’t pass the Upwork test – look on Upwork and search for jobs with the search string “Hubspot CRM convert”. What you will find is far more projects posted converting people away from Hubspot…
DetailsHere is, yet another, CRM we have been using lately and some of the limitations that drive us crazy around here. SuiteCRM is an open source branch of Sugar CRM (get it! Suite sounds like sweet and sweet is like sugar.) Some years ago Sugar CRM was an open source CRM package and then the…
DetailsAll packaged software has limitations that result from either legacy code and legacy decisions (so called “technology debt”) that are either not in line with a particular user’s needs or by a whole industry’s needs. Bitrix, like other packages, is in the same situation. There is no real support, you must use a “partner” to…
DetailsThis question comes up all the time and there are many articles written about this that I think fail to come right out ans say it. There is a simple answer: Splunk is better at indexing data. If you have a use case that is query intensive but not write intensive then Elasticsearch is probably…
DetailsGood Lord! Zoho does it again with a product that basically works, but has so many little things wrong with it that it becomes so very frustrating to use. There are so many bugs and poor design features in this product, none that I can find that are central to what it is trying to…
Details“What do you think of Acme CRM? I hear it is the best thing out there and is designed the way we sell!” Pluleeze! Just take a deep breath. Even though I have been in this business for years, I can’t tell you the number of times in a given month I still hear someone…
DetailsEvery packaged software system has arbitrary limitations. In this, Zoho isn’t unique in this regard but as a market leader, I don’t think there are enough candid evaluations of factors that really can make an implementation more difficult than it needs to be. Overall, I really like Zoho but there are just a few things…
DetailsWe have run into a bunch of clients lately who ask questions like this: “Why can’t I attach Opportunities to Leads?” “I am using Contacts for my Employees and partner Contacts, not Prospects, how do I do an Email campaign?” “How do I attach sales history to Leads?” The answer to all of these questions…
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