CRM Database Solutions for Merchant Services Agents
CRM Database Solutions for Merchant Services Agents
Apr 16What CRM solutions are needed for an independent agent selling merchant services? I have a unique opportunity to create a custom CRM solution from scratch. I have been using Zoho CRM solutions and providing this for free to my agents but, to be honest, I have been very, disappointed. The CRM is too complex for what we are doing and really requires that you move your calendar and email to zoho in order to get the full benefit rather than synchronizing with the systems we already have in place. Basically these CRM solutions like Zoho and Sales Force are designed for corporate clients with longer sales cycles not for independent agents making a large volume of sales in a short period of time.
I brought on a top programmer that is going to make us our own database system to track our leads and marketing programs, so I am looking for some feedback. What are features you would use in a database? What kind of reports do you want to see? What fields other than the standard fields should the database provide? Zoho promised us that we could customize everything but, we quickly found that was not the case, now that we are starting from scratch we truly can customize everything indeed we must customize it, so tell me what you think our final database should look like.
Our database will be hosted at ccsalespro.com and will be available for free to all of our agents. It will also be integrated with our lead management system so an agent can literally select how many business listings they want to add each day and these will automatically be added in daily giving you the group of businesses in the same geographic area as the day before. I look forward to your comments and suggestions.
Good to hear that this is coming.
I also found “ZOHO CRM” needlessly busy. But having no prior experience with a “PRO CRM SYSTEM”, I was left with the impression they were all like “ZOHO CRM”.
I was setting up my own system at home to track activity. Cloud or no cloud. Let me know and I will switch over when the time arrives. In the mean time I will use “Zoho”.