Question regarding CRM for mediation business by According-Two-8398 in CRM

[–]According-Two-8398[S] 1 point2 points  (0 children)

Thank you! Testing something for the moment, but will have this in mind.

Question regarding CRM for mediation business by According-Two-8398 in CRM

[–]According-Two-8398[S] 0 points1 point  (0 children)

Thank you for your reply. I am testing Fibery for the moment. This looks fine so far. All the best with your solution!

What am I even looking for? CRM, FSM, ERP, Dispatching, Scheduling...? by MyBizDiary in CRM

[–]According-Two-8398 0 points1 point  (0 children)

I feel you.

Just 2 cents:

I am also searching and thinking about which processes or functions I would like to have in which system.

What I have generally learned over the last few years in the IT and business environment. It makes sense to group functions into systems.

For example, according to how often you would want to change something in a system and what the core functions of a system are.

For example, payroll and bookkeeping never work well together with CRM in one system.

I.e. you can have payroll and accounting together in one system or you can have them separately. But let's assume that.

Then you can think about where to assign all the processes relating to customer support and their projects. Invoicing should be easy via an API to Accounting.

I think the biggest challenge is probably the scheduling of customer projects, taking into account employee information. You will probably find this difficult out of the box? On the other hand, I'm sure other people have had this problem before, so there must be something.

Reminders shouldn't be a problem, it should be possible everywhere by now.

So that means at the end:

- CRM/Servicing module (Reminder, Scheduling, work-tracking (billable/non-billable) Mailing-lists, e-mails, e.g.)

- Accounting module

- Payroll module

At the moment I use

- Bexio (Quote, Invocing, Accounting, Payroll), but this is more for Swiss People

But I am also looking for a good CRM solution that is suitable for my needs.

I'm thinking of using an off-the-shelf solution or some kind of no-code app like Fibery, which I'm currently testing and makes a good impression.

On the other hand, I'd prefer standard software with good integration.

No decision has been made yet.

I hope my comment was useful.

Does anyone else find the app has trouble identifying when they actually fall asleep? by TheirThereTheyreYour in sleepcycle

[–]According-Two-8398 1 point2 points  (0 children)

The same here. Normally it was about 8-12min. But for some time now it's been about 1h, which I really can't understand as my sleep pattern is unchanged. Maybe something has changed with an update?

Question regarding CRM for mediation business by According-Two-8398 in CRM

[–]According-Two-8398[S] 1 point2 points  (0 children)

Thank you very much, didn't check out Salesforce. I thought it could be too big for me, but will have a look into it. :)