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cybersteve
Here To Stay

USA
289 Posts
Status: offline

Posted - 07/16/2010 :  8:39:14 PM  Show Profile  Reply with Quote
Does anybody have any experience with Salesforce. We are a small private not for profit business, and we are investigating moving a lot our customer and partner data to a CRM via Salesforce.

Have visited their website, which seems a bit murky.

Any thoughts.

Cybersteve

"And so it goes..."

Kurt Vonnegut

Pesos
Honorable But Hopeless Addict

USA
2701 Posts
Status: offline

Posted - 07/16/2010 :  9:57:43 PM  Show Profile  Reply with Quote
Hi Steve,

We work solely with nonprofits providing managed IT services. We recently began working with a new client who uses Salesforce rather heavily. While I have to admit to really liking the idea of cloud-based/web-based tools (keeps things simple, no client software installation hassles, etc) my experience so far is that Salesforce is "full of it." Their slogan "the 'no-software' software company" is pretty much BS... As soon as you actually want to do something useful, such as extract data to/from excel, or mailmerge to Word, etc, you have to (you guessed it) install software to do so. Just because they are "plugins" or "activeX" controls does not make them "not software" - and these tools are subject to compatibility issues like any software. Some of the tools in use still aren't compatible with Office 2010, and attempts to call support get you someone in Costa Rica reading off a script. The entire environment itself is a rather byzantine maze and I am less than impressed with their consistency, follow-through, and (lack of) support.

Needless to say, I am not recommending Salesforce to any of our other clients... I am going to look into Microsoft's CRM when I get the chance and see if some combination of sharepoint & crm can do the job better...

-Wes
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cybersteve
Here To Stay

USA
289 Posts
Status: offline

Posted - 07/19/2010 :  6:49:13 PM  Show Profile  Reply with Quote
Wes -

Thanks for your prompt response. I'm with you, I like the cloud concept; but putting that much data, security, and service into to the cloud - well, it gives me pause. So we're going to process this one very carefully.

Thanks,

Cybersteve

"And so it goes..."

Kurt Vonnegut
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wobble_wobble
Honorable But Hopeless Addict

Ireland
3069 Posts
Status: online

Posted - 07/19/2010 :  7:49:35 PM  Show Profile  Visit wobble_wobble's Homepage  Look at the Skype address for wobble_wobble  Reply with Quote
We have a customer went from ACT to Sales Force and back to ACT within 2 years. Having great fun pulling salesforce.com addon/ addins/ clingon stuff.

Not sure why they are leaving salesforce but ACT is no better.


Joe

After everything that has happened during the month of Jan 07, I do believe that pigs fly backwards!

“If you think competence is expensive,try incompetence.” - From a Training Manual
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cybersteve
Here To Stay

USA
289 Posts
Status: offline

Posted - 07/21/2010 :  7:34:07 PM  Show Profile  Reply with Quote
Joe -

I've always wanted to know. Are the young ladies in your photo acquaintances or...

Cybersteve

"And so it goes..."

Kurt Vonnegut
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wobble_wobble
Honorable But Hopeless Addict

Ireland
3069 Posts
Status: online

Posted - 07/21/2010 :  7:44:20 PM  Show Profile  Visit wobble_wobble's Homepage  Look at the Skype address for wobble_wobble  Reply with Quote
Steve,

only in the broadest term of the word...

The first year I was in VB for the conference, little old innocent me had never heard of Hooters before. On a late and happy trip back from Marks house we saw one, did quite an impressive u turn and ended up in the good charming care of those ladies.

Been taking a picture of them every year since.

Joe

After everything that has happened during the month of Jan 07, I do believe that pigs fly backwards!

“If you think competence is expensive,try incompetence.” - From a Training Manual
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Curt
Moderator

USA
5693 Posts
Status: offline

Posted - 07/23/2010 :  12:05:41 AM  Show Profile  Visit Curt's Homepage  Reply with Quote
Guys, this is my field.

Try the CRMonline from Microsoft for a month free.

In the new version coming out for 2011 you will have a lot more customization. It has a good deal of customization now.

For almost two years now it has a Outlook Plug in that's easy to use and a data migration manager.

I don't like the way quotes work now because complicated quotes work with Word.
More to come but just check it out.

Curt Spanburgh
Microsoft Certified Business Solution Specialist.
Dynamics CRM MVP
Contributing Editor, Windows IT Pro


(Romans 5:7) . . .For hardly will anyone die for a righteous [man]; indeed, for the good [man], perhaps, someone even dares to die.



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cybersteve
Here To Stay

USA
289 Posts
Status: offline

Posted - 07/23/2010 :  4:26:55 PM  Show Profile  Reply with Quote
Joe -

If you any help with the next photo, I'm there for you.

Cybersteve

"And so it goes..."

Kurt Vonnegut
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Pesos
Honorable But Hopeless Addict

USA
2701 Posts
Status: offline

Posted - 07/23/2010 :  4:31:07 PM  Show Profile  Reply with Quote
Curt, this CRM stuff is all pretty new for me. Is there feature parity with SF and MS CRM? What is the pricing model like? Do they do nonprofit pricing? Is CRM something you can deploy in-house?

-Wes
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Pesos
Honorable But Hopeless Addict

USA
2701 Posts
Status: offline

Posted - 07/23/2010 :  4:47:20 PM  Show Profile  Reply with Quote
Looks like my clients can get CRM enterprise server for $212 and the cals are $13 each or so, not bad.

Will probably wait for the new beta then try it out...

-Wes
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Curt
Moderator

USA
5693 Posts
Status: offline

Posted - 07/23/2010 :  6:38:17 PM  Show Profile  Visit Curt's Homepage  Reply with Quote
The CRM MVPs are in the CTP program.

Lot's of stuff to come.

Curt Spanburgh
Microsoft Certified Business Solution Specialist.
Dynamics CRM MVP
Contributing Editor, Windows IT Pro


(Romans 5:7) . . .For hardly will anyone die for a righteous [man]; indeed, for the good [man], perhaps, someone even dares to die.



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wobble_wobble
Honorable But Hopeless Addict

Ireland
3069 Posts
Status: online

Posted - 07/24/2010 :  02:48:32 AM  Show Profile  Visit wobble_wobble's Homepage  Look at the Skype address for wobble_wobble  Reply with Quote
Curt,

I sense a new article/ forum talk!

Joe

After everything that has happened during the month of Jan 07, I do believe that pigs fly backwards!

“If you think competence is expensive,try incompetence.” - From a Training Manual
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