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MakFatum2014-03-15 12:23:17
CRM
MakFatum, 2014-03-15 12:23:17

What is a simple outbound CRM?

Good afternoon!
Actually, you need a web service rather than a fancy CRM that will allow you to:
- download an Excel list with headers displayed
- assign segments of this list to responsible users
- users can mark certain statuses during the dialing process (application submitted, think, call back) + note
- by it is possible to generate a download/report of the dialing results

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5 answer(s)
Y
Yuri Morozov, 2014-03-15
@metamorph

KMK, it is faster and easier to write a bicycle solution than to cut off functionality from existing ones.

O
Oleg, 2014-03-15
@makol

blog.deaction.com/obzor-besplatnyx-crm-sistem-uche...
www.megaplan.ru/solutions/free
skynell.com/promo/crm.php

A
Alexander Bukhalo, 2014-03-15
@donbot

A similar solution can be quickly implemented on Drupal. As @metamorph already said , out-of-the-box solutions are hard to customize.

4
4ikist, 2014-03-15
@4ikist

amo

N
NIcque, 2014-06-26
@NIcque

Avaya PDS, which can load segments via .csv, is quite suitable for such purposes.
Under it lies an oracle base from which you can pull data for reporting.

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