The Dilemma: Salesforce or Zoho? Tips for Migrating to Zoho Now!

For many companies who drank the “Kool Aid” of employing Salesforce as their CRM they come to realize that the economics of using Salesforce doesn’t make sense (particularly, not financial sense) for their SMB company. Beyond the licencing cost differential, there is the “everything else” cost differential. Customization is more expensive and making changes to…

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Hubspot Limitations That Drive Us Nuts!

Hubspot 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…

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SuiteCRM Limitations That Drive Us Nuts!

Here 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…

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Bitrix or Bitrix24 Limitations That Drive Us Nuts!

All 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…

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Stick With Standard CRM Sales Vocabulary

We 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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