We are currently evaluating CRM packages. This is probably a bit too in development for me to recommend but I'll let you know our internal requirements so you have one extra data point in the market.
Phone integration is huge for us. We need the CRM to respond to an incoming call by bringing up the contacts details if it recognises the number. We also need a log that the cal began, was answered by, and how long it lasted. If we could do that on cell phones it would be amazing.
The next thing would be ecommerce integration followed by integration with our accounting system. Both need to feed contacts and contact details into the CRM. What have they ordered, how much have they spent. What are their payment terms.
After that it's all just notes.
Oh, and we would need SLAs with good up time and data protection.
Phone integration is huge for us. We need the CRM to respond to an incoming call by bringing up the contacts details if it recognises the number. We also need a log that the cal began, was answered by, and how long it lasted. If we could do that on cell phones it would be amazing.
The next thing would be ecommerce integration followed by integration with our accounting system. Both need to feed contacts and contact details into the CRM. What have they ordered, how much have they spent. What are their payment terms.
After that it's all just notes.
Oh, and we would need SLAs with good up time and data protection.