We bcc our emails into HR We enter notes for a lead that we can share with the team, or share privately with a colleague or colleagues We create deals that shortlist our top prospects. We could create cases that coordinate issues that affect multiple leads or members, etc. [we don't use this feature...yet]. At anytime, anyone on the team can look back at the history of notes and emails for issues that pop up as a member leaves, or a misunderstanding of an 'agreement'
We're now using Basecamp to manage internal projects. There's no crossover of accessing leads from HR into Basecamp, but switching apps seems seamless as it's just a menu item. Jerome ______________ BLANKSPACES "work FOR yourself, not BY yourself" www.blankspaces.com 5405 Wilshire Blvd (2 blocks west of La Brea) Los Angeles, CA 90036 323.330.9505 (office) On Nov 26, 2012, at 10:38 AM, Alex Hillman <dangerouslyawes...@gmail.com> wrote: > What kinds of things are being tracked in correspondences & cases? How is > that info used by your team? I've spent some time in Highrise while I was > doing bizdev and project management but haven't figured out where it fits > into our workflow here. > > -Alex > > > -- > /ah > indyhall.org > coworking in philadelphia > pre-order my new eBook, "the business of community" > On Monday, November 26, 2012 at 11:47 AM, Jerome Chang wrote: > >> I'm not sure what the difference is between lead and relationship >> management. For us, it's so far the same. HR tracks the correspondences and >> cases throughout the entire process. I guess one critical component that's >> missing for us is perhaps a running checklist: on boarding stuff, exiting >> process, membership participation, etc. For now, all of this checklist is >> buried in the correspondences and cases. >> >> >> Jerome (not from an EvilBerry) >> >> On Nov 26, 2012, at 8:40 AM, James Hackett <oja...@cruzio.com> wrote: >> >>> Hi all, >>> >>> One of our data center members, John Roberts, was the founder and creator >>> of SugarCRM (http://www.sugarcrm.com/) which still has a free community >>> version you might check out. >>> >>> He has also recently launched his new system X2Engine >>> (http://www.x2engine.com/), another totally open source CRM solution. >>> >>> At Cruzio, we're an ISP as well as a coworking space and have a pretty >>> well-developed billing/customer management system. But I also use Highrise >>> -- largely, as Alex says, as a lead management tool and contact database. >>> >>> James >>> Cruzioworks >>> >>> On Nov 26, 2012, at 8:30 AM, Alex Hillman wrote: >>> >>>> For all of the talk about what tools there are, I'm wondering if any of >>>> you who are using these CRM tools can share a bit about your workflow >>>> using the tools you've chosen, in detail? >>>> >>>> CRM tools, as I've experienced them, are more about lead management than >>>> relationship management and that's made them really clunky for us. >>>> >>>> I'm hoping somebody's come up with a workflow that's just not obvious to >>>> me and can share the workflow is valuable for them! >>>> >>>> -Alex >>>> >>>> -- >>>> /ah >>>> indyhall.org >>>> coworking in philadelphia >>>> pre-order my new eBook, "the business of community" >>>> On Monday, November 26, 2012 at 11:27 AM, Tom Lewis wrote: >>>> >>>>> On this subject, we've tried a few links between Highrise and Google >>>>> mail, and Colabspot have the most amazing chrome extension which bridges >>>>> them perfectly, allows you to send emails to a case, shows you all the >>>>> history within the google mail window, etc etc. It's far and away the >>>>> best HR to gmail solution we've seen so far. >>>>> >>>>> On Saturday, November 24, 2012 5:33:23 AM UTC, Jerome wrote: >>>>>> >>>>>> This might sound blunt, but I think to "crack the CRM nut", you simply >>>>>> have to pay. >>>>>> We use HighRise HQ, but would love more customizability, reporting, etc. >>>>>> But it does generally work for us. >>>>>> There's a $5/mo plug-in for our gmail-based email to connect with HR >>>>>> directly, such as follow-up tasks, etc. >>>>>> >>>>>> >>>>>> Jerome >>>>>> ______________ >>>>>> BLANKSPACES >>>>>> "work FOR yourself, not BY yourself" >>>>>> >>>>>> www.blankspaces.com >>>>>> 5405 Wilshire Blvd (2 blocks west of La Brea) Los Angeles, CA 90036 >>>>>> 323.330.9505 (office) >>>>>> >>>>>> On Nov 23, 2012, at 10:55 AM, Rogelio <scub...@gmail.com> wrote: >>>>>> >>>>>> > I'm guessing that other coworkers here have cracked the CRM nut >>>>>> > (customer relationship management), so I'm hoping the someone here >>>>>> > could recommend a solution for four remote workers that does the >>>>>> > following: >>>>>> > >>>>>> > 1) is free (zero budget as of yet - total shoe string project!) >>>>>> > >>>>>> > 2) is cool and easy ways to hook into gmail / google apps, preferably >>>>>> > with a way of seeing last emails inside CRM web GUI itself >>>>>> > >>>>>> > 3) has cool ways to remind us on prospects for follow up (since only >>>>>> > first phase of project, we're not really concerned at this point for >>>>>> > building complex funnels, loyalty programs, opportunities, inventory, >>>>>> > etc) >>>>>> > >>>>>> > 4) is web based (two use Windows, one uses Linux, and one uses Mac), >>>>>> > but also has interfaces via a smart phone app (both Android and >>>>>> > iPhone) >>>>>> > >>>>>> > 5) PREVENTS VENDOR LOCK IN! >>>>>> > >>>>>> > For what it's worth, here is what I've put up so far... >>>>>> > >>>>>> > 1) SugarCRM (keep track of contacts) - not always intuitive, but a >>>>>> > small price to pay to have some flexibility later on if/when this >>>>>> > grows. We're not wedded to this, but it seemed like a good first step >>>>>> > while we look for other easier-to-use CRMs with better workflows / >>>>>> > integration features. Super easy (and cheap!) install on Dreamhost. >>>>>> > Daily chron backups because I don't trust them! >>>>>> > >>>>>> > 2) iSugarCRM (iPhone) and DroidSugar (Android) >>>>>> > >>>>>> > https://itunes.apple.com/us/app/isugarcrm/id536162467?mt=8 (the one I >>>>>> > use) >>>>>> > http://goo.gl/0YNva >>>>>> > >>>>>> > 3) Boomerang / Rapportive - hooks into gmail and lets us schedule >>>>>> > emails and also see online presence of other ppl in group. Rapportive >>>>>> > is free, but Boomerang isn't (but we each already had that). >>>>>> > >>>>>> > 4) Rondee / FreeConferenceCall / FreeScreenSharing - how we meet >>>>>> > together at different coworking spaces >>>>>> > >>>>>> > 5) Mailchimp / Survey Monkey (once we narrow down someone who is a >>>>>> > good candidate and doesn't mind being a part of what we do). Also >>>>>> > looking into other F/OSS mailing tools once this grows, like PHPlist / >>>>>> > MailMan / OpenEEM (double opt-in, scheduling, click tracking, bounce >>>>>> > management, etc). >>>>>> > >>>>>> > http://alternativeto.net/software/surveymonkey/ >>>>>> > http://alternativeto.net/software/mailchimp/ >>>>>> > >>>>>> > 6) Usual other collab tools -- Skype, Google Docs / PiratePad, Google >>>>>> > Hangouts, Evernote, etc. >>>>>> > >>>>>> > (Goes without saying, but if I can help anyone else here and save >>>>>> > time, don't hesitate to reach out to me. I'm also on LinkedIn.) >>>>>> > >>>>>> > -- >>>>>> > Visit this forum on the web at http://discuss.coworking.com >>>>>> > --- >>>>>> > You received this message because you are subscribed to the Google >>>>>> > Groups "Coworking" group. >>>>>> > For more options, visit https://groups.google.com/groups/opt_out. >>>>>> > >>>>>> > >>>>>> >>>>> >>>>> -- >>>>> Visit this forum on the web at http://discuss.coworking.com >>>>> --- >>>>> You received this message because you are subscribed to the Google Groups >>>>> "Coworking" group. >>>>> For more options, visit https://groups.google.com/groups/opt_out. >>>>> >>>>> >>>> >>>> >>>> -- >>>> Visit this forum on the web at http://discuss.coworking.com >>>> --- >>>> You received this message because you are subscribed to the Google Groups >>>> "Coworking" group. >>>> For more options, visit https://groups.google.com/groups/opt_out. >>>> >>>> >>> >>> >>> -- >>> Visit this forum on the web at http://discuss.coworking.com >>> --- >>> You received this message because you are subscribed to the Google Groups >>> "Coworking" group. >>> For more options, visit https://groups.google.com/groups/opt_out. >>> >>> >> >> -- >> Visit this forum on the web at http://discuss.coworking.com >> --- >> You received this message because you are subscribed to the Google Groups >> "Coworking" group. >> For more options, visit https://groups.google.com/groups/opt_out. >> >> > > > -- > Visit this forum on the web at http://discuss.coworking.com > --- > You received this message because you are subscribed to the Google Groups > "Coworking" group. > For more options, visit https://groups.google.com/groups/opt_out. > > -- Visit this forum on the web at http://discuss.coworking.com --- You received this message because you are subscribed to the Google Groups "Coworking" group. For more options, visit https://groups.google.com/groups/opt_out.
