u/HairyInvestigator515

I promise I did look in post history, but I'm new enough to all this that I don't even understand what a lot of the abbreviations people bring up mean.

I started recently for a company that has changed names and been acquired as a subsidiary of a larger company. We've been around for 30 years but been slowly modifying. So far we have

-Changed from a wordpress website to shopify

-Switched from Quickbooks Desktop to QBO

Our new overlords are really open to us growing and putting money towards it, but I want to do my research before I get too far down the line with what turns out to be not the right platform.

Right now we have 2022 Goldmine as our CRM (if you can call it that - it feels like a glorified email hub to me, and doesn't integrate with anything online)

We sell B2B mainly. 5,000-$25,000 equipment and the supplies for it along with tech support and installation. We only have 6 employees but hope to grow. Our main lead paths have been trade shows, and trade magazines, and drowning people with emails to the point everything probably goes to spam.

What I'd like to see in a CRM:

-Integration with QBO and Shopify (pretty sure most if not all offer this)

-Ability to gather leads from multiple online advertising sources in one place and (somehow) rank their value (Meta Business ads, LinkdIn, etc.) so we can figure out what is working and what isn't.

-It would be great if marketing campaigns for multiple platforms could also be generated from the same place.

-We have an email campaign running now via a marketing firm but I don't think it will be very successful, if only because we have absolutely no idea on how to rank and follow up on anything. We see that a percentage of people out of thousands clicked on our ad, but when we try to follow up with emails or phone calls it seems to go nowhere. It may not be the right marketing for our business model, but we are just getting started down this road.

-Ability to send out e-mail campaigns of our own.

-Easy to use interface (our salesmen are older people who may not be eager to embrace a new platform if it's not user friendly).

-Ideally it would be amazing to have a platform where eventually we can bring over contact and conversation history from Goldmine - but I know that might be a tall order.

I've done a discovery call only with ZOHO so far, and an initial one with Pipedrive with a followup tomorrow. I've seen a lot of Pipedrive advocates here, but I did ask someone who used it and they didn't like the interface but said they heard it changed recently. They can't directly migrate from goldmine, and exporting a .csv file of years of contacts with no help sounds like a nightmare. Zoho seems like a good contender, and I saw something about the Zoho One plan, that might be cheaper than paying for 5 separate seats. But something tells me to keep looking.

I think because of our large existing contact base (2000+), we would need a bigger platform than the Starter version of Hubspot can offer - and $7/user to $800 a month is just a huge jump and we can't afford. So I don't even want to look too much at Hubspot.

I saw some videos recommending OnePageCRM, but more and more recommendations keep cropping up. Too many to really look thoroughly into.

I promise I've been trying to do my due diligence, but I'm new to this job. I am not an expert but I can see we definitely need to choose a direction and start heading that way. If someone could point us in the right one that would be grand.

We have a Shopify Store we started recently, but have been using Quickbooks for a long time for our book keeping. After integrating, when Shopify sends over Sales receipts, then sales receipts and invoices in QBO automatically start to follow the Shopify numbering system.

The problem with this is that the integration is not two ways. So next time Shopify creates an order and sends, it will be a duplicate of something made directly in QBO unless we change it each time manually.

The only thing QBO could tell me to do was to turn off the automatic numbering system, but this doesn't make the workflow any better because we would have to start remembering what to type in every time for an invoice number vs just fixing it when a Shopify order comes over.

If Sales Receipts and Invoices could be places on separate numbering systems that would work, and we would simply use invoices for payments - but they seem to follow the same numbering system.

I tried adding a Prefix/Suffix in Shopify for orders, but QBO simply picks up on that as well.

I imagine paid integration apps probably fix a lot of problems, but does anyone know a workaround for this particular one? We don't want to jump straight to having to pay for something else.

I'm 6-foot, 215 lbs. I tried my first order with American Tall and was kinda disappointed. The length was great - I actually think I might need to hem some of them. But I didn't like the material on any of the items I ordered. It's super thick, which feels sturdy - but also not something I want to wear in the humid climate I'm in, and feels kinda bulky. I ordered one pair of leggings that was 95% cotton and 5% spandex, and I have a ton of leggings already that are 95-98% cotton, but these leggings felt completely polyester despite the way they label them.

I'm going to hang onto the pieces I have for my winter closet, but I don't see myself ordering from them again.

I ordered 2xl/tall and am going to exchange 2 of the pieces of xl/tall.