Small Business CRM–Finally a right size solution!

So, after many years and using many CRM Systems including:, Siebel, Microsoft Dynamics CRM, good old ACT and other contact management tools, I recently set-up Green Benefitson BatchBook.  It is a cloud based CRM application.  After only a few days I can report that BatchBook is a great tool that accomplishes many difficult contact, account and business process tasks quickly, easily and affordably.  There is great innovative thinking reflected in the product that actually allows almost any small to medium business to easily configure the application to their own business processes, as opposed to fitting business processes into the application.  The key strength is it’s flexibility and simple configuration.  The key weakness is of course its flexibility and ease of configuration.   There is acceptable work flow processes, excellent and easy web forms for integrating into your web site, and many other parts that provide strong account, contact, and process management. 

In the cloud and proudI will post further updates on the progress but after 3 days of use and adding deals and contacts, I feel like I am moving full speed with more clarity on activities than ever.  My first impression of the application is excellent.  Finally a right sized application for a small business that is affordable, and quick to set-up.  The only major gap I see so far is that it would be great to have a strong Microsoft Outlook client.  This of course is where MS CRM shines and has been a GREAT tool over the years.  But for the price . . . BatchBook wins. 

With any CRM or business process application, the key to success if having a clear picture of how a powerful tool, like BatcBook fits in your work flow and can streamline your operations.  It is very easy with any application to want to have it do everything, and become more of a burden than an asset.  So, be sure to connect with me for a consultation on business / CRM work flow.  This is a great tool, but only as good as your own process, practice for using it and of course making sure it doesn’t slow things down in the long run.

Would love to hear other comments and feedback.

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