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What’s the best way to create a CRM using office products?
Posted on 2/17/21 at 11:49 am
Posted on 2/17/21 at 11:49 am
I’m working on a project and I think we need a basic CRM to track targets, networks, etc. Has anyone made a sort of home brew CRM using office products?
We’re working a lot inside Teams so I’d like to keep everything in there.
We’re working a lot inside Teams so I’d like to keep everything in there.
7
Posted on 2/17/21 at 12:02 pm to drexyl
There are so many CRMs out there now. Just go cloud and find something that integrates with Teams
Posted on 2/17/21 at 12:51 pm to drexyl
For a minute I was thinking you needed to do CRM really old school with "office products" like pen and paper due to long term power outages or something, then it finally hit me capital-O Office products. 
Posted on 2/17/21 at 2:01 pm to Korkstand
quote:paper clips, staples, glue, construction paper, etc. - I want this CRM up and running this time next week THERE ARE NO BAD IDEAS HERE PEOPLE!
CRM really old school with "office products" like pen and paper
Posted on 2/17/21 at 2:27 pm to Korkstand
quote:
For a minute I was thinking you needed to do CRM really old school with "office products" like pen and paper
Same.
Might I suggest a white board and dry erase markers?
Posted on 2/17/21 at 2:28 pm to drexyl
Check the Microsoft site, they often have templates already developed for business apps.
Posted on 2/17/21 at 2:54 pm to drexyl
MS Access would be the best office product, but it would take some work. Look into Dynamics CRM though. It's pretty cheap per user and a very flexible platform.
Posted on 2/17/21 at 3:43 pm to drexyl
+1 for MS Dynamics CRM. Not too hard to set up and works nicely with the MS suite.
Posted on 2/17/21 at 4:29 pm to drexyl
MS Dynamics, integrates in quickly.
Posted on 2/17/21 at 6:57 pm to kywildcatfanone
quote:
MS Dynamics, integrates in quickly.
For CRM, this. It scales well from 10 employees to 10,000 employees. We have it integrated with our SAP inplementation.
Posted on 5/10/24 at 1:22 pm to drexyl
When it comes to software solutions for businesses, prioritizing effectiveness is key, regardless of the size of the company. Investing in results-driven software can streamline operations, boost productivity, and enhance overall efficiency.
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