Cloud Business Apps

Customer Management / CRM


Time is the one commodity in life that can never be recovered. There are only so many hours in a given day. No one understands this better than busy business owners struggling to juggle the demands of their businesses with the demands of their families and their own desired qualities of living. This Infusionsoft review will help you see how Infusionsoft helps business executives, entrepreneurs, and struggling up and comers recover some of their time by automating the marketing process for them.


Formstack Review – Think Beyond Boring Forms

By Rakesh Sharma, 3 June 2013

Forms are great data collection tools. That much we know. However, the true power of forms for small businesses lies in their extensibility and uses across multiple scenarios and situations. Cumulatively, these situations can affect your business’s bottom line. This week, we will review Formstack - a form-builder solution that introduces small businesses to the true possibility and potential of using forms as part of your business strategy. In this Formstack review, we will look at the solution's features, interface, and see how it can be of use to you.


Marketing Optimizer (formerly AIMcrm) offers unique and powerful software and apps for customer relationship management (CRM). The software goes above and beyond the CRM you will find elsewhere, offering excellent tools, Internet marketing advice, automation software, up-to-date technology and the ability to capture and track customer relationship information with ease. As a freelancer who uses a CRM on a daily basis I was interested through this Marketing Optimizer review in seeing how it worked for myself.


 This week, we will review Mojo Helpdesk – a web-based ticket tracking and help desk app that makes it easy for helpdesk managers, system administrators, and customer support experts to centralize, assign, and manage requests. We will look at its features and interface to see how it can be of use to you.


Most small businesses don't have a lot of time on their hands and trying to manage unwieldy IT solutions are hardly at the top of their to-do list. But many small businesses, that are sales oriented, still need a good repository for their contacts; a workable project management solution to keep them on track and a way to track key sales opportunities.  But what many smaller businesses don't need is all the bells and whistles of  enterprise-level CRM (customer relationship management) products. That is where Insightly comes along.  This is a straight forward and user-friendly solution to help businesses keep track of clients, opportunities and projects -- but without a lot of fuss and training.



Customer relationship management marketing software does not work in isolation. To be effective, it must integrate with other parts of your business. However, most CRM software, SaaS-based ones included, are siloed and standalone affairs, which integrate with other modules only through complex and expensive API integration. How, then, do you derive a holistic view of your small business? This week, we will review a solution that tackles this problem. Info@hand is a customer relationship & business management (CRBM) software that moves beyond traditional CRM software to provide you with a comprehensive and integrated view of your CRM efforts. We will look at its features, interface, and see how it can be of use to you.


Never underestimate the power of conversations. Great things happen when two people talk to each other. Great things also happen when two popular applications talk to each other. This week, we review an application that integrates two top applications – an email application and a CRM application – for significant productivity and usability gains. We will review Cirrus Insight – an application that integrates Gmail and Salesforce. We will look at its features, interface and see how it can be of use to you.


Alternatives to Salesforce for QuickBooks Users

By Stephanie Watson, 15 October 2012

Customer Service Relationship Management is one of the most important functions you will perform in your small business. It doesn't matter what type of business you have. If you have customers, you need to form and maintain relationships with them. Whether you need to have a simple way to store all contact and correspondence with a client, or a way to assign customer service tasks to employees and contractors, having a way to do this in the most efficient and cost saving measure is paramount to being successful in your small business.   Salesforce for QuickBooks is a powerful cloud-based customer relationship management (CRM) program used by many sales oriented businesses. It has many bells and whistles and is a terrific CRM and combined with QuickBooks it also seamlessly handles invoicing and billing. However, for some small businesses the price is prohibitive. Fortunately, there are alternatives for smaller businesses that also need robust solutions that don't break the bank, but offer the types of service they need to run a successful business and manage client relationships.  


(This article originally appeared on Laurie McCabe´s blog) “Why can’t business software be as easy to use as buying a book on Amazon?” Hilary Koplow-McAdams, President of Salesforce.com’s Commercial Division, told the crowd at the Dreamforce 2012 SMB keynote that this was the question that Marc Benioff, Salesforce CEO, originally set out to answer when he founded the company. When you think about it, this question was particularly prescient in 1999, when Salesforce was in start-up mode and conversations about the “consumerization of IT” were scarce. This perspective also provided a welcome breath of fresh air for small businesses, which were Salesforce’s chief target market at the time, were in dire need of technology vendors that could keep things simple.


If you thought being social was restricted to social networks, think again. Well-known SaaS platform Salesforce.com just upped the ante at its annual Dreamforce conference last week. Marc Benioff, founder of Salesforce.com, proclaimed that business was social and that the social revolution was “unlike anything we've experienced before.” Hence, the Social CRM platform has included several social features in its new release.