What are good tools for a startup to use to manage customer data?
What are good tools for a startup to use to manage customer data (i.e. customer name, birth, email)? What tools are useful to send emails to those customers? Are there any tools that will do both?
I use a product called SalesNexus www.salesnexus.com. It is very simple and easy to use which makes it really easy to manage contacts and stay in touch by tracking and scheduling follow ups.
But one of the reasons that I moved over to that system was that it has a very strong email marketing/automation component. I am able to not only send out mass emails for drip marketing but I also have created templates so I can quickly send those one off emails like follow up, informational, etc.
They also have really good service, better than anyone else that I have used, a chat window to help answer any of your questions. Good luck!
CloudiaAssistant.com If you need to keep personal info such as birth date, hight, weight, etc., then Cloudia is a good candidate. Not only will you be able to keep their data safe, the drip marketing is the easiest and most powerful you will find. You will be able to create any number of email campaigns going out simultaneously and it has the best value of any CRM. Only $29.99 per month. It even has a commission calculation system almost out, health quote engine, Google Calendar sync and many other great functions. Check it out.
ZoHo CRM is value for money, online and integrated with other online tools, whether accounting, project management and more importantly email marketing.
Another good tool, but more expensive and terrible customer service is Act.
Salesforce is great but more expensive...and once you want to really do some great email marketing the charges are out of this world, compared to what is available online.
If you have a big budget, and want really sophisticated software, go with Salesforce.com, but if you have a limited budget, go with Zoho.
This is a pretty wide-open space so it helps to determine what you really want to do with that data.
For sending targeted emails based on any number of dynamic data points, our start-up Turret.IO (http://turret.io, blatant self-promotion) is a developer-oriented email marketing platform that does just that.
Services like StormPath (http://stormpath.com) and UserApp (https://www.userapp.io) can provide account registration, login, and profile data management for you through an API. Many of these types of services also incorporate transactional and marketing emails.
CRM software like Zoho and SalesForce certain have their advantages in some cases, but they can also be overly complex for a start-up.
Haley, many good options have been provided by contributors and I personally used Zoho CRM. However, looks like, you are looking for more of a customer database which can also help you to send emails/personalised communications to your customers. Overall, which tool to use would depend on what you want to achieve. For a simple database with options to email your clients, may be all you need is Outlook 2013. I have build my Contact database in Outlook, which has similar information sets, name, contact, dob and in the notes section, I keep record of last conversations, ket actions, issues, their worries and pretty much run this through Outlook. If I need to send emails, which I do fairly regularly, I simply use Word to compose my message and then pick the contacts from Outlook and use its mail-merge facility to send personalised emails.
There is a mail-chimp online tool, which can help you achieve the same but I know my clients do not like mails to come from any public mailing software. Hence I don't use it. Mails composed in Word and sent via Outlook through mail-merged contacts from Outlook Contacts look very personal and with Read Receipt option checked, I know when mail was delivered and opened.
Sorry - I am probably presenting a pretty basic solution to your question but based on information you have provided - I feel keeping it simple may be just the right step.
there are many option e.g zoho CRM (www.zoho.com/crm), SUGAR CRM, google doc.
With my startup Rebel Marketing (currently building) I am using SugarCRM (hosted internally), but for a cloud solution I would check out Zoho. I also utilize MailChimp for emails. Wordpress is amazing for websites, wordpress.com will give you a free website or you can download it and host it yourself from wordpress.org. They also have a plugin to integrate with your Mailchimp so that you can start building your email list using your website. Not sure of an integration with SugarCRM yet, but figuring that out.
You're looking for a CRM.
At the startup level, something like Zoho CRM would be a good fit. It's low cost compared to bigger names like Salesforce or Microsoft Dynamics CRM. It's also got seamless integration with Google, Microsoft Office, Outlook, QuickBooks and a bunch of other applications. I'd give them a look and see if they're what you want.
There are many cloud based CRM (customer relationship management) systems that do a nice job of keeping track of customer info and can grow with your venture. Many CRM systems have email functionality as a native component and also can help handle marketing campaigns. The great part of using one of these CRM platforms to manage customer data is they do a really nice job of keeping all information related to a customer in 1 place (emails, contact info, relevant files, marketing info, etc)
I recommend a basic version of Salesforce.com to get you started and you can upgrade to add functionality as your business increases in size and complexity. Salesforce has many integrations that work with other business technology platforms.
Please let me know if I can be of further assistance
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