Hi all!![]()
I'm a techie being thrust in the world of sales, and I'm not entirely sure if I'm doing the right thing. Maybe someone can point me in the right direction...
I have a buddy that has a small termite company. He's been doing everything in his head, and I want to help create a sales system. The sales are small, so we don't want to go through a lengthy process for every account to move from Lead to Opportunity to Account to ...
What I'm looking for is something that will:
Keep track of lead info
Keep track of current and past customers
Let me know when it's been a while since I've contacted leads/customers, so we know when to bug them again
create mailing lists for special mailings
He gets most of his business from Realtors. I want a way to "tie" customers to Realtors so we know how much business comes from any particular source.
(Maybe) accept web leads automatically
(Maybe) keep track of how people hear about us (advertizing/word of mouth)
I like Sugar cause it's online, so I can get online with him and do some of the backoffice stuff. He just wants to spray bugs, and I'm OK with that.
Is Sugar what I'm looking for? Can I make it lightweight enough that it's not a bulky "Opportunity -> Quote -> Sales -> Invoice" process?


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