Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Answer: From the extra details you’ve given me, it sounds like you want a CRM that is easy to use, quick to learn and can be built-in to your manufacturing process. There are plenty of project management options that will give you cost analysis including labour and COG but you’re looking for simple. I’d recommend that you check out Pipedrive for a simple, left-to-right Kanban board-style software program that also has some nice workflows that could be triggered for different parts of the manufacturing process i.e. if you’re doing custom orders, you could have one stage trigger an update email to the customer. If you’re looking for something to use on the factory floor that is pretty foolproof, check out Trello and have it set up on a large touch-screen tablet in each stage of the process. You’d then be able to have staff move cards/orders across the various stages easily. A downfall to using Trello is that it’s not a traditional CRM so you may want to capture the data on a card and then have an automation set up so the customer information is pushed to a lightweight CRM like OnePageCRM or Capsule at the end of the manufacturing process.
Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the …
Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of …
If you’re looking for simple visual PM software that includes Kanban and Gantt chart views, you’ll want to check out using Trello with the GoodGantt power-up. Also includes staff availability tracking, dependencies, stats and progress filtering.
Question: I’d like to put in place a set amount of systems and software where my VA’s can log in and know how to do the job. For example, one process would be: onboarding a client, sending the intake form automatically, reviewing intake form, a VA develop questions from the intake form, send them to …
Simple CRM for surfboard manufacturer
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Answer: From the extra details you’ve given me, it sounds like you want a CRM that is easy to use, quick to learn and can be built-in to your manufacturing process. There are plenty of project management options that will give you cost analysis including labour and COG but you’re looking for simple. I’d recommend that you check out Pipedrive for a simple, left-to-right Kanban board-style software program that also has some nice workflows that could be triggered for different parts of the manufacturing process i.e. if you’re doing custom orders, you could have one stage trigger an update email to the customer. If you’re looking for something to use on the factory floor that is pretty foolproof, check out Trello and have it set up on a large touch-screen tablet in each stage of the process. You’d then be able to have staff move cards/orders across the various stages easily. A downfall to using Trello is that it’s not a traditional CRM so you may want to capture the data on a card and then have an automation set up so the customer information is pushed to a lightweight CRM like OnePageCRM or Capsule at the end of the manufacturing process.
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Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the …
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