u/ResolutionThick1168

Hi there,

We are a small team that is looking for a CRM.

We sell consumable products to our customers that are industrial businesses like mining companies or companies that do maintenance for mining companies.

Our sales timeline can be of breakdown nature where something is needed asap or it could be a long burn where we are doing an upgrade on site where it could take 6-12 months.

Our customers are all return customers once we have trading accounts setup and we live up to our end of the bargain.

Account management is big part of our business, as our sales people meet with the same people on a plant to check in and make sure.

I've spoken to my sales guys and we came up with the following that ties in with the above:

• As the sales manager I want to be able to see what they are working on and whether they are keeping in touch with customers.
• Also keeping track of any actions required out of each meeting would be ideal.
• Log calls - in person, via phone or Teams.
• Relationship management/tracking is more important than messing around with a pipeline. Many sales are so quick it won't register on a pipeline. Other sales take forever and so it will just sit in a pipeline and not move. We want to track the relationship more than what is in the pipeline.
• We also want something that is straightforward and not too complex. I'd prefer something with less features than something that has all the bells.
• I also want something that integrates with Outlook emails and calendar.

I hope this is enough to provide me with some options.

Hi there,

We are a small team that is looking for a CRM.

We sell consumable products to our customers that are industrial businesses like mining companies or companies that do maintenance for mining companies.

Our sales timeline can be of breakdown nature where something is needed asap or it could be a long burn where we are doing an upgrade on site where it could take 6-12 months.

Our customers are all return customers once we have trading accounts setup and we live up to our end of the bargain.

Account management is big part of our business, as our sales people meet with the same people on a plant to check in and make sure.

I've spoken to my sales guys and we came up with the following that ties in with the above:

• As the sales manager I want to be able to see what they are working on and whether they are keeping in touch with customers.
• Also keeping track of any actions required out of each meeting would be ideal.
• Log calls - in person, via phone or Teams.
• Relationship management/tracking is more important than messing around with a pipeline. Many sales are so quick it won't register on a pipeline. Other sales take forever and so it will just sit in a pipeline and not move. We want to track the relationship more than what is in the pipeline.
• We also want something that is straightforward and not too complex. I'd prefer something with less features than something that has all the bells.
• I also want something that integrates with Outlook emails and calendar.

I hope this is enough to provide me with some options.

PS. I've tried Zoho, Hubspot, Pipedrive and a couple of others that I can't remember and didnt like them. They are too complex...