Goldmine – Run SQL Query Automatically?
Is there a way to have a SQL Query run automatically within GoldMine? Right now I run the query, output to Excel, save and use data shuttle within Smartsheets to have a live project tracker. submitted by /u/SheldonOK84 [link] [comments]
When u see opportunities knocking
Can someone teach me how to make 💵 trading stocks submitted by /u/tomorrow_coin [link] [comments]
Need CRM Recommendations for Retail Store / sales business
Hi all, I need help finding a CRM for an established Rogers-partnered retail store. We currently use Excel for tracking sales, leads, clients, and inventory; Slack for team communication; and Google Drive for documents. We also want to replace RQ4, which we use for inventory and invoicing, but that’s not a necessity. I know a […]
Looking for a CRM for a startup business. Price does matter here. Thanks
We are launching a saas and our client asked us for recommendations. They are bootstrapping the entire thing a cashflow is a challenge right now. They have about 10 team members and some of the option we found will charge us between 200-300/month AUD to use the tools with 10 team members Any thoughts? submitted […]
Hello Bonsai
If you are using Bonsai for your small business, can I PM you with questions? Thank you! submitted by /u/am-plant [link] [comments]
Salesforce down almost 20%
Thoughts? Are people finally seeing the light? 👀 Are the over-promised AI features too underwhelming? Or will they simply bounce back – cash flow is very strong? submitted by /u/Dear_Jump_7460 [link] [comments]
Go High Level
What are the pros and cons of Go High Level and what can you do about its cons? submitted by /u/No-Squash-7939 [link] [comments]
Looking for a CRM solution that isn’t for sales – but for fostering connections between people
Hey, Looking for a CRM solution that focuses on connections, and how people connect rather than following up on sales. We want to store contact info but we want to record touch points/connections. I work for a local council and we are trying to build a network and community to grow smaller industries, we run […]
CRM for a Small Nonprofit
I work for a small nonprofit with around 18,000 users in our current donor database which is Access. We are looking to migrate to something better. We have a lot of separate pieces. Constant Contact, PayPal for recurring donations, donor forms on our website linked with PayPal. Which CRMs are the simplest to learn, but […]
Ideas on how to manage non-lead outreach that can support relationship building with leads?
Our customer is company type A, and currently employees of A are what our leads module (Zoho) is being used to track. But we also have significant outreach to company types B and C, other company types that will not be our customers, but support relationship building and creating inroads to A. I’ve thought about […]
