Re: Any CRM / CMS experts out there?

2011-11-19 Thread Justin Davies
Hi Steven, yes please fill that in with as much detail as you can and I'll 
contact you off list, many thanks
Best regards

Justin Davies




On 19/11/2011, at 2:31 PM, Steven Knowles wrote:

 Thanks Justin.
 
 I have to listen to you because it was you who originally suggested Saasu for 
 an accounting solution, which I do now use and am reasonably happy with it.
 
 I think my needs probably go beyond the business catalyst you refer to, at 
 least based on what I can read about it, but the Software Selection  
 Implementation service could be of interest. Should I just fill in the 
 Contact Us form?
 
 Checked out CapsuleCRM, thank you ... leaning towards open source if CRM is 
 indeed what I need.
 
 Cheers, Steven
 
 On 19/11/2011, at 3:46 PM, Justin Davies wrote:
 
 Steven, if you are looking for the open source tools, then wordpress is 
 excellent. In my view, having done it, it is better to get someone else to 
 take care of the hosting etc and Glenn is the best guy to talk to in Perth 
 on that.
 
 Another option is business catalyst which you can get a free trial of (I 
 resell this product so excuse the plug - but I do think it is very good) 
 http://emergination.com.au/online
 
 It does have a light CRM in it as well. So if someone fills in a form, it 
 goes straight into the crm. You might find this one product does the trick.
 
 For CRM i really like CapsuleCRM which is free for two users and can plug 
 into google contacts. I use this for business development for a client.
 
 Hope that helps
 
 Best regards
 
 Justin Davies
 
 
 On 19/11/2011, at 1:07 PM, Steven Knowles wrote:
 
 Thanks Glenn.
 
 What I'm not sure about is whether I have 'extensive' functional 
 requirements or not. I guess extensive isa relative term. I think so 
 though, at least in the longer term.
 
 When you say 'hefty', do you mean as in terms of user friendliness? As in a 
 layman like me picking it up and running with it?
 
 I suspect my understanding of CMS vs CRM is vague, and ideally what I need 
 is ask an unbiased somebody question 1 ... This is what I need to do ... 
 what type of software do I need?, and then question 2 This is the type of 
 software I need to engage .. what's on the market and what's my best 
 choice?. And then think about whether I can do the rest myself on a tight 
 time budget, or get a 3rd party involved who specialises in it. Finding 
 people who are (i) technically excellent in the space you need them and 
 (ii) trustworthy is a challenge in itself.
 
 Will keep reading!
 
 Cheers, Steven
 
 On 19/11/2011, at 2:22 PM, Glenn Nicholas wrote:
 
 Steven,
 
 There are a lot of options in this area. If you have extensive functional
 requirements, then Sugar CRM might be good for you, but perhaps check out
 cloud based services such as Highrise first, as Sugar CRM is a pretty hefty
 tool.
 
 You've mentioned CMS and CRM in the same sentence. If you are thinking of
 integrating CRM with a CMS, this article looks at CRM from a WordPress
 orientation: http://om4.com.au/client/wordpress-crm/
 
 WordPress is an open source CMS. Very popular. 22 out of every 100 new
 active domains in the US are launched using WordPress, and it now accounts
 for over 55% of all websites that have a CMS.
 
 Happy researching.
 
 Glenn Nicholas
 OM4 ::
 
 
 On 19 November 2011 11:54, Steven Knowles emai...@knowles.net.au wrote:
 
 I need to make a decision on what software development route to go down,
 and leaning towards an open source CRM / CMS Mac compatible solution, with
 a big question mark over whether I even know what I'm talking about when I
 say that.
 
 Sugar CRM has been mentioned, but I don't know whether such a beast will
 do all that I ultimately need it to do.
 
 Is there anybody out there across this space, who wouldn't mind me calling
 them for a high level chat?
 
 Cheers, Steven
 
 -- The WA Macintosh User Group Mailing List --
 Archives - http://www.wamug.org.au/mailinglist/archives.shtml
 Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
 Settings  Unsubscribe - 
 http://lists.wamug.org.au/listinfo/wamug.org.au-wamug

-- The WA Macintosh User Group Mailing List --
Archives - http://www.wamug.org.au/mailinglist/archives.shtml
Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
Settings  Unsubscribe - http://lists.wamug.org.au/listinfo/wamug.org.au-wamug


Any CRM / CMS experts out there?

2011-11-18 Thread Steven Knowles
I need to make a decision on what software development route to go down, and 
leaning towards an open source CRM / CMS Mac compatible solution, with a big 
question mark over whether I even know what I'm talking about when I say that.

Sugar CRM has been mentioned, but I don't know whether such a beast will do all 
that I ultimately need it to do.

Is there anybody out there across this space, who wouldn't mind me calling them 
for a high level chat?

Cheers, Steven
-- The WA Macintosh User Group Mailing List --
Archives - http://www.wamug.org.au/mailinglist/archives.shtml
Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
Settings  Unsubscribe - http://lists.wamug.org.au/listinfo/wamug.org.au-wamug


Re: Any CRM / CMS experts out there?

2011-11-18 Thread Glenn Nicholas
Steven,

There are a lot of options in this area. If you have extensive functional
requirements, then Sugar CRM might be good for you, but perhaps check out
cloud based services such as Highrise first, as Sugar CRM is a pretty hefty
tool.

You've mentioned CMS and CRM in the same sentence. If you are thinking of
integrating CRM with a CMS, this article looks at CRM from a WordPress
orientation: http://om4.com.au/client/wordpress-crm/

WordPress is an open source CMS. Very popular. 22 out of every 100 new
active domains in the US are launched using WordPress, and it now accounts
for over 55% of all websites that have a CMS.

Happy researching.

Glenn Nicholas
OM4 ::


On 19 November 2011 11:54, Steven Knowles emai...@knowles.net.au wrote:

 I need to make a decision on what software development route to go down,
 and leaning towards an open source CRM / CMS Mac compatible solution, with
 a big question mark over whether I even know what I'm talking about when I
 say that.

 Sugar CRM has been mentioned, but I don't know whether such a beast will
 do all that I ultimately need it to do.

 Is there anybody out there across this space, who wouldn't mind me calling
 them for a high level chat?

 Cheers, Steven
 -- The WA Macintosh User Group Mailing List --
 Archives - http://www.wamug.org.au/mailinglist/archives.shtml
 Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
 Settings  Unsubscribe - 
 http://lists.wamug.org.au/listinfo/wamug.org.au-wamug

-- The WA Macintosh User Group Mailing List --
Archives - http://www.wamug.org.au/mailinglist/archives.shtml
Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
Settings  Unsubscribe - http://lists.wamug.org.au/listinfo/wamug.org.au-wamug


Re: Any CRM / CMS experts out there?

2011-11-18 Thread Steven Knowles
Thanks Glenn.

What I'm not sure about is whether I have 'extensive' functional requirements 
or not. I guess extensive isa relative term. I think so though, at least in the 
longer term.

When you say 'hefty', do you mean as in terms of user friendliness? As in a 
layman like me picking it up and running with it?

I suspect my understanding of CMS vs CRM is vague, and ideally what I need is 
ask an unbiased somebody question 1 ... This is what I need to do ... what 
type of software do I need?, and then question 2 This is the type of software 
I need to engage .. what's on the market and what's my best choice?. And then 
think about whether I can do the rest myself on a tight time budget, or get a 
3rd party involved who specialises in it. Finding people who are (i) 
technically excellent in the space you need them and (ii) trustworthy is a 
challenge in itself.

Will keep reading!

Cheers, Steven

On 19/11/2011, at 2:22 PM, Glenn Nicholas wrote:

 Steven,
 
 There are a lot of options in this area. If you have extensive functional
 requirements, then Sugar CRM might be good for you, but perhaps check out
 cloud based services such as Highrise first, as Sugar CRM is a pretty hefty
 tool.
 
 You've mentioned CMS and CRM in the same sentence. If you are thinking of
 integrating CRM with a CMS, this article looks at CRM from a WordPress
 orientation: http://om4.com.au/client/wordpress-crm/
 
 WordPress is an open source CMS. Very popular. 22 out of every 100 new
 active domains in the US are launched using WordPress, and it now accounts
 for over 55% of all websites that have a CMS.
 
 Happy researching.
 
 Glenn Nicholas
 OM4 ::
 
 
 On 19 November 2011 11:54, Steven Knowles emai...@knowles.net.au wrote:
 
 I need to make a decision on what software development route to go down,
 and leaning towards an open source CRM / CMS Mac compatible solution, with
 a big question mark over whether I even know what I'm talking about when I
 say that.
 
 Sugar CRM has been mentioned, but I don't know whether such a beast will
 do all that I ultimately need it to do.
 
 Is there anybody out there across this space, who wouldn't mind me calling
 them for a high level chat?
 
 Cheers, Steven

-- The WA Macintosh User Group Mailing List --
Archives - http://www.wamug.org.au/mailinglist/archives.shtml
Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
Settings  Unsubscribe - http://lists.wamug.org.au/listinfo/wamug.org.au-wamug


Re: Any CRM / CMS experts out there?

2011-11-18 Thread Justin Davies
Steven, if you are looking for the open source tools, then wordpress is 
excellent. In my view, having done it, it is better to get someone else to take 
care of the hosting etc and Glenn is the best guy to talk to in Perth on that.

Another option is business catalyst which you can get a free trial of (I resell 
this product so excuse the plug - but I do think it is very good) 
http://emergination.com.au/online

It does have a light CRM in it as well. So if someone fills in a form, it goes 
straight into the crm. You might find this one product does the trick.

For CRM i really like CapsuleCRM which is free for two users and can plug into 
google contacts. I use this for business development for a client.

Hope that helps

Best regards

Justin Davies


On 19/11/2011, at 1:07 PM, Steven Knowles wrote:

 Thanks Glenn.
 
 What I'm not sure about is whether I have 'extensive' functional requirements 
 or not. I guess extensive isa relative term. I think so though, at least in 
 the longer term.
 
 When you say 'hefty', do you mean as in terms of user friendliness? As in a 
 layman like me picking it up and running with it?
 
 I suspect my understanding of CMS vs CRM is vague, and ideally what I need is 
 ask an unbiased somebody question 1 ... This is what I need to do ... what 
 type of software do I need?, and then question 2 This is the type of 
 software I need to engage .. what's on the market and what's my best 
 choice?. And then think about whether I can do the rest myself on a tight 
 time budget, or get a 3rd party involved who specialises in it. Finding 
 people who are (i) technically excellent in the space you need them and (ii) 
 trustworthy is a challenge in itself.
 
 Will keep reading!
 
 Cheers, Steven
 
 On 19/11/2011, at 2:22 PM, Glenn Nicholas wrote:
 
 Steven,
 
 There are a lot of options in this area. If you have extensive functional
 requirements, then Sugar CRM might be good for you, but perhaps check out
 cloud based services such as Highrise first, as Sugar CRM is a pretty hefty
 tool.
 
 You've mentioned CMS and CRM in the same sentence. If you are thinking of
 integrating CRM with a CMS, this article looks at CRM from a WordPress
 orientation: http://om4.com.au/client/wordpress-crm/
 
 WordPress is an open source CMS. Very popular. 22 out of every 100 new
 active domains in the US are launched using WordPress, and it now accounts
 for over 55% of all websites that have a CMS.
 
 Happy researching.
 
 Glenn Nicholas
 OM4 ::
 
 
 On 19 November 2011 11:54, Steven Knowles emai...@knowles.net.au wrote:
 
 I need to make a decision on what software development route to go down,
 and leaning towards an open source CRM / CMS Mac compatible solution, with
 a big question mark over whether I even know what I'm talking about when I
 say that.
 
 Sugar CRM has been mentioned, but I don't know whether such a beast will
 do all that I ultimately need it to do.
 
 Is there anybody out there across this space, who wouldn't mind me calling
 them for a high level chat?
 
 Cheers, Steven
 
 -- The WA Macintosh User Group Mailing List --
 Archives - http://www.wamug.org.au/mailinglist/archives.shtml
 Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
 Settings  Unsubscribe - 
 http://lists.wamug.org.au/listinfo/wamug.org.au-wamug

-- The WA Macintosh User Group Mailing List --
Archives - http://www.wamug.org.au/mailinglist/archives.shtml
Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
Settings  Unsubscribe - http://lists.wamug.org.au/listinfo/wamug.org.au-wamug


Re: Any CRM / CMS experts out there?

2011-11-18 Thread Steven Knowles
Thanks Justin.

I have to listen to you because it was you who originally suggested Saasu for 
an accounting solution, which I do now use and am reasonably happy with it.

I think my needs probably go beyond the business catalyst you refer to, at 
least based on what I can read about it, but the Software Selection  
Implementation service could be of interest. Should I just fill in the Contact 
Us form?

Checked out CapsuleCRM, thank you ... leaning towards open source if CRM is 
indeed what I need.
 
Cheers, Steven

On 19/11/2011, at 3:46 PM, Justin Davies wrote:

 Steven, if you are looking for the open source tools, then wordpress is 
 excellent. In my view, having done it, it is better to get someone else to 
 take care of the hosting etc and Glenn is the best guy to talk to in Perth on 
 that.
 
 Another option is business catalyst which you can get a free trial of (I 
 resell this product so excuse the plug - but I do think it is very good) 
 http://emergination.com.au/online
 
 It does have a light CRM in it as well. So if someone fills in a form, it 
 goes straight into the crm. You might find this one product does the trick.
 
 For CRM i really like CapsuleCRM which is free for two users and can plug 
 into google contacts. I use this for business development for a client.
 
 Hope that helps
 
 Best regards
 
 Justin Davies
 
 
 On 19/11/2011, at 1:07 PM, Steven Knowles wrote:
 
 Thanks Glenn.
 
 What I'm not sure about is whether I have 'extensive' functional 
 requirements or not. I guess extensive isa relative term. I think so though, 
 at least in the longer term.
 
 When you say 'hefty', do you mean as in terms of user friendliness? As in a 
 layman like me picking it up and running with it?
 
 I suspect my understanding of CMS vs CRM is vague, and ideally what I need 
 is ask an unbiased somebody question 1 ... This is what I need to do ... 
 what type of software do I need?, and then question 2 This is the type of 
 software I need to engage .. what's on the market and what's my best 
 choice?. And then think about whether I can do the rest myself on a tight 
 time budget, or get a 3rd party involved who specialises in it. Finding 
 people who are (i) technically excellent in the space you need them and (ii) 
 trustworthy is a challenge in itself.
 
 Will keep reading!
 
 Cheers, Steven
 
 On 19/11/2011, at 2:22 PM, Glenn Nicholas wrote:
 
 Steven,
 
 There are a lot of options in this area. If you have extensive functional
 requirements, then Sugar CRM might be good for you, but perhaps check out
 cloud based services such as Highrise first, as Sugar CRM is a pretty hefty
 tool.
 
 You've mentioned CMS and CRM in the same sentence. If you are thinking of
 integrating CRM with a CMS, this article looks at CRM from a WordPress
 orientation: http://om4.com.au/client/wordpress-crm/
 
 WordPress is an open source CMS. Very popular. 22 out of every 100 new
 active domains in the US are launched using WordPress, and it now accounts
 for over 55% of all websites that have a CMS.
 
 Happy researching.
 
 Glenn Nicholas
 OM4 ::
 
 
 On 19 November 2011 11:54, Steven Knowles emai...@knowles.net.au wrote:
 
 I need to make a decision on what software development route to go down,
 and leaning towards an open source CRM / CMS Mac compatible solution, with
 a big question mark over whether I even know what I'm talking about when I
 say that.
 
 Sugar CRM has been mentioned, but I don't know whether such a beast will
 do all that I ultimately need it to do.
 
 Is there anybody out there across this space, who wouldn't mind me calling
 them for a high level chat?
 
 Cheers, Steven

-- The WA Macintosh User Group Mailing List --
Archives - http://www.wamug.org.au/mailinglist/archives.shtml
Guidelines - http://www.wamug.org.au/mailinglist/guidelines.shtml
Settings  Unsubscribe - http://lists.wamug.org.au/listinfo/wamug.org.au-wamug