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Long gone are the days where companies had only a few choices to pick from for their CRM system. Nowadays, we have the luxury of being able to pick the system that fits our particular process best, that corresponds with our budgetary constraints, and also gives us the choice of where we want to host the system (on-premise or cloud) without any headaches.
According to Forbes, the CRM market was valued at $23.2 billion in 2014, and approximately 50% of that market was dominated by big players such as Salesforce (of course), SAP, Oracle, Microsoft, and IBM. That still leaves about $11.6 billion unaccounted for. In this webinar, we will cover the leading CRM, Salesforce, as well as two components of that remaining 50% of the market, Nutshell, which we use, and Pipedrive.
Both Nutshell and Pipedrive are smaller scale applications that concentrate on a specific set of features and deliver them all relatively well. They are both priced about the same with Nutshell’s lowest tier coming at $19 per user per month whereas Pipedrive’s costs for their lowest tier is $10 per user per month. Salesforce CRM, on the other hand, is a much more robust, enterprise-ready system that benefits from a slew of integrations as well as thousands (if not millions) of Salesforce experts and developers around the world that can configure it best for your organization.
If you’re interested in learning more about the different types of CRM’s available for your modern enterprise make sure to sign up for the event here! You can find additionals details below.
This month’s theme focuses on how to choose and leverage a CRM for your modern enterprise. We’ll be featuring 2 tools we’ve used in the past ourselves and with clients and 1 that we’ve heard about and are evaluating for this webinar.
Our goal is to have interviews of users as part of the webinar so it will be slightly different. Some of the questions we will be asking are:
Slides will be uploaded near the date of the webinar to Slideshare.
During our most recent webinar, Rahul Singh covered a few of our favorite tools for team collaboration: Slack, Airtable, and Trello. The first two tools are both relatively new to our company whereas the latter one has come to the forefront of our company’s processes after a bit of time in the dark.
Slack was initially a tool that we tested out in our company to improve our internal communication. At the time, we turned away from it because we were afraid that it would become a major time suck that would slowly but surely decrease the efficiency of our team. We stuck with Google Hangouts / Chat for a bit but decided to give Slack a more solid go about a year and a half ago. Our experience thus far has been nothing but positive. The standard tier of Slack is more than enough for a small business to operate on, and the maximum amount of integrations allowed in the free tier is optimal for a company of our size. We use Slack with a variety of integrations, some of which are:
We have most often used Trello as our “Master Backlog” project management system, there are many tasks we are often unable to complete in the current time window but nonetheless would like to keep in the backlog for when there are future opportunities to address them. Recently, we have started relying more heavily on Trello to assist us with Agile Scrum Planning for some of our external projects (clients) and internal initiatives (Research & Development, Sales & Marketing…etc).
The clean interface, the ease with which a user can move cards around, the overall ability to get a bird’s eye view of the project at any time, and the ability to add burndown charts and estimates to cards via plugins such as Scrum for Trello and Burndown for Trello make this tool an indispensable part of our workflow.
Below you can find a screenshot of a template for Agile Scrum Planning in Trello. Additionally, here is the link to it.
Airtable is what you would get if you mixed Google Spreadsheets, Microsoft Excel, Trello, and a lightweight online database. We’ve covered this particular software tool more extensively in a blog post you can find here. We’ve used airtable for a good amount of things ranging from job applicant tracking to sales territory planning. Below you can find a screenshot of the “Advertising Campaigns” Airtable template found here.
Additionally, some of our favorite features of all three of these tools are:
At the end of the day all of these tools can work in conjunction with one another and help your team get a boost, but nonetheless, it is important that your process is ironed out and clear for everyone to understand. No amount of stellar software tools will fix issues that stem from faulty processes…and well most issues stem from faulty processes.
If you’re interested in finding out more you can access the slides and a recording of the webinar below!
Why should an organization undertake such a project?
Comes down to how does it affect the organizations’ perpetuity. Some of the questions a business should be able to answer are:
What other solutions provide the same end user results?
Tools like Domo, or Tableau, or recently something like Periscope (in the SaaS world) can be useful to gain basic insights without having to do ETL if the data is ready. Other open source tools can be used as well such as Kibana, Metabase, and Redash as long as the data is available.
What are the trade-offs between the various solutions?
Ultimately if the data isn’t ready, ETL may be required to get it clean enough for those tools to allow users to visualize/explore it properly.
Rahul Singh, CEO of Anant, had the opportunity to co-organize and MC the May Meetup of Data Wranglers DC where the speakers, John Clune and Timothy Hathaway, covered two topics related to open government and public data for data processing and visualization. We had a great turnout at the event and had the chance to do some networking after.
Our next two meetups will focus on Search & Knowledge Management (June Meetup) and Machine Learning for Data Processing (July Meetup), check out the Meetup page for more details when they become available.
Big thank you to John Clune and Timothy Hathaway for taking the time to present to the group if you have any interest in speaking please don’t hesitate to reach out to Rahul at firstname.lastname@example.org.
Below you can find a recording of both presentations.
Assuming you have already created a SearchStax account and do not already have a deployment set up, click on the Deployments tab and then click on the Add Deployment button at the top. Enter a Deployment name, and select the most appropriate Region, Plan, and Solr Version for your needs. In the example below, we will be using Solr Version 6.4.2.