Comments on: 37Signals Highrise on the Horizon http://www.jaygilmore.ca/blog/37signals-highrise-on-the-horizon/ Tactics, Strategies and Ideas For Small Business From Someone in Small Business Sat, 31 Jul 2010 21:08:36 +0000 http://wordpress.org/?v=2.1.2 By: Bill http://www.jaygilmore.ca/blog/37signals-highrise-on-the-horizon/#comment-1564 Bill Fri, 02 Mar 2007 14:58:14 +0000 http://www.jaygilmore.ca/blog/37signals-highrise-on-the-horizon/#comment-1564 As a start-up we're facing the same conundrum as you: trying to find a good hosted CRM solution. We want something that can grow with us as we mature, but that initially has a marketing and SFA bias. 37Signals' Highrise sounds interesting but it (apparently) lacks marketing and SFA features. As a start-up we’re facing the same conundrum as you: trying to find a good hosted CRM solution. We want something that can grow with us as we mature, but that initially has a marketing and SFA bias. 37Signals’ Highrise sounds interesting but it (apparently) lacks marketing and SFA features.

]]> By: Jay http://www.jaygilmore.ca/blog/37signals-highrise-on-the-horizon/#comment-1565 Jay Fri, 02 Mar 2007 15:09:15 +0000 http://www.jaygilmore.ca/blog/37signals-highrise-on-the-horizon/#comment-1565 Bill, Who knows what to use? I am just one guy and my big issue is that I can't do what I want with any of the CRM solutions out there. I like the idea of SFA but the issue is that many hosted applicatinons can't automate repetitive tasks based on time such as creating ticklers for sending emails or scheduling email follow ups for certain types of targets. Highrise, I think will be primarily a communications logging tool and not much more. Who said what to whom and when. I don't need all the BS reporting capabilities but what I wan't is the ability to do some of the things that are possible in some desktop applications such as automatically scheduling a follow-up and other rules based actions. Real SFA and not just a sales and marketing application. This is where SugarCRM and vTiger (both installed applications) fail. Neither has scheduling and rules based actions. Sure I can schedule it manually but if I have a rule that I call a client one week after sending a proposal I shouldn't have to manually set the action, I should be able to select the action from a dropdown of next actions and get prompted by the system. Best of luck on your search. I have gone back to paper and emails until things get better. Bill,

Who knows what to use? I am just one guy and my big issue is that I can’t do what I want with any of the CRM solutions out there. I like the idea of SFA but the issue is that many hosted applicatinons can’t automate repetitive tasks based on time such as creating ticklers for sending emails or scheduling email follow ups for certain types of targets.

Highrise, I think will be primarily a communications logging tool and not much more. Who said what to whom and when. I don’t need all the BS reporting capabilities but what I wan’t is the ability to do some of the things that are possible in some desktop applications such as automatically scheduling a follow-up and other rules based actions. Real SFA and not just a sales and marketing application.

This is where SugarCRM and vTiger (both installed applications) fail. Neither has scheduling and rules based actions. Sure I can schedule it manually but if I have a rule that I call a client one week after sending a proposal I shouldn’t have to manually set the action, I should be able to select the action from a dropdown of next actions and get prompted by the system.

Best of luck on your search. I have gone back to paper and emails until things get better.

]]> By: Fast, Integrated, Hosted CRM: Where is it? — Destination: World Class http://www.jaygilmore.ca/blog/37signals-highrise-on-the-horizon/#comment-1567 Fast, Integrated, Hosted CRM: Where is it? — Destination: World Class Fri, 02 Mar 2007 16:54:23 +0000 http://www.jaygilmore.ca/blog/37signals-highrise-on-the-horizon/#comment-1567 [...] of its Contact Management Tool formerly known as Sunrise—now Highrise. You can read my first impressions on it or the announcement from [...] […] of its Contact Management Tool formerly known as Sunrise—now Highrise. You can read my first impressions on it or the announcement from […]

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