The Project: CRM / NRM (Blackbook)
this page is in constant revision - please provide feedback in comments
Codename: Blackbook
Product Name: ???
Description:
Software that helps you interact with your customers smarter.
Features:
- Gather and track new leads through web-based forms (on your website), business cards (manual entry), or importing of lists
- Track the sales process of deals from lead to close
- Manage interactions with your customers by integrating email (to and from), forms (meetings, calls), customer interaction on your website, email campaigns, surveys, crawling lead news sources.
- Manage customer and deal related tasks across the team
- Reporting on activity including new leads, deals, campaigns
- Feeds on best practices, industry standards, and inspirational stories
Screenshots:
as of May 26, 2008
June 6th, 2008 at 1:25 pm
This product looks kind of like Highrise from 37Signals.com, but the sales lead tracking is a great differentiator. I have a few qvestions:
Does this tool have a “hard-coded” set of steps in the sales funnel, or can the user configure it?
Can this tool analyze historical data on a sales funnel to check for data such as conversion rates, conversion times, correlation with ad/marketing compaigns, from step to step?
Does this tool have an API so that somebody could mash it up with Google Maps, LinkedIn, YouTube, or other applications?
Does this tool export data on sales funnels to MS-Excel format for offline analysis?
Can this tool be easily customized to serve industry-specific verticals such as dentists, auto repair shops, tutoring services, etc?
June 6th, 2008 at 2:18 pm
[...] few months they will be re-developing Web Groups and introducing a new set of products, including a CRM, an E-Mail Campaign Manager, and finally something called a “Customer Page“, that [...]
June 9th, 2008 at 9:54 pm
Hi Jay - great feedback / questions. Here’s some responses:
1. The sales funnel (or “sales stage” as we call it in the system) can be configured for your business
2. Absolutely - and then some!
3. I love the API suggestion - we will definitely need to work on that.
4. There is an export facility
5. Yes. You can create as many custom fields as you want (like birthday, muffler change date, and next root canal appointment ;-))
If you’d like to get “alpha” access to play around with the tool and provide more feedback, just send me a note at scott[at] mercurygrove.com and I’ll get you setup.