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Is anyone using a CRM Program or software package that interfaces with your traffic system you'd recommend? I have viewed the RAB CRM program - doesn't interface with traffic. Also viewed Efficio this week. It DOES  interface with traffic, giving sellers full and instant access to account histories, AR, projections etc, but it's pricey! Recommendations? Thanks!

Amy

Tags: CRM

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Inaboxonline.com. Depending upon what interface you need. It's CRM, PO system, contract writer and a lot more and uh... CHEAP Call Scott Gosselin at 928 486 6832.
DISCLAIMER: I use this on all my stations because, well I am one of thew owners of the company :-)
Please call Dave Casper at 972 753 6760 and ask about RAB's Account Manager!
We've used Efficio and our employees disliked it. They found it cumbersome and repetitious. When compared with Efficio, our employees favored Inabox by a wide margin.
CORRECTION: EFFICIO is NOT pricey. I'm not to proud to say that I had a blonde moment. The Efficio was priced to me "PER SALES TEAM." I thought the price was "per AE." Efficio is back on the table! :-)
Amy
MediaSFM - Sales Force Management (SFM) software combines all the benefits Customer Relationship Managment (CRM) and Sales Force Automation (SFA) into one software tool that everyone in your organization can easily use! Giving your sales reps more time to do what they do best, SELL! It also gives your sales managers a holistic view into each account and sales rep. Sales managers become much more proactive instead of reactive to sales reps, they spend more time coaching their sales reps rather than constantly wondering what is going on, have they pitched this promo or product to this account? They can easily see which promo or product accounts are being pitched at any time!

http://www.mediasfm.com

Email me for demos or more information matt@mediasfm.com

Amy, just came across this review of the Landslide CRM program; not sure if it's a program that meets your criteria, but thought I'd provide the link just in case:

Landslide Review: The CRM/SFA for Sales Reps, Sales Managers, and E...

Ok,  Am I missing the boat on something here?  haha..  How do you download Media SFM   or get in to it? 

I am only seeing the benifits.. 

And also will this push out a traffic order also? 

Thanks again everyone.. I really like this site!

What traffic system do you use Amy?  

Hearing you about the interface between the CRM & traffic programs...  If the CRM were to interface directly, it could prove much more efficient (and potentially accurate) than manually entering data from one to the other.

 

Going by their website, the RCS Aquira/Airwaves (traffic) software is...

a fully featured web based solution that empowers your sales staff with the information and tools they need to do their job better...

http://www.rcsworks.com/en/products/airwaves/default.aspx

Haven't used it myself but keen to find a package (part computer, part iOS app?) along these lines :)

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