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We are in the process of trying to implement a simple CRM system for use in tracking our potential clients for our law firm. We have tried salesforce, salesnexus, sugarcrm and others, but it seems that salesforce is the most robust offering. This also makes it a little daunting to configure. Our basic requirements are as follows:
We need to be able to load spreadsheets of data with potential client names into the system for a particular campaign. At this time, we are only using direct mail, but will later expand to TV advertising, where the names will be loaded as calls come in, and not with a list. The system should assign a unique identifier to each client name after it is loaded.
Then, we need to be able to export that client list for the campaign back into a spreadsheet to be provided to our direct mail company. They will generate pieces that contain the unique identifier such that the caller can reference their unique identifier when they call in.
The calls will come i...
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