I’ve been tasked with looking at CRM applications for our sales team. The current process is that a potential customer visits our site and goes through a brief quotation where simple contact information is collected. They can then go through the full process to purchase the product, which involves several pages of information to be filled out. At any point they can drop out and come back later to complete the process.

Our sales team will follow up a few times after the initial information is collected. Data is stored in a SQL database and the various stages are linked by a guid.

What I believe is needed is a CRM where the guid in the SQL database is recorded and some process for querying the db to find what point the customer has reached, or indeed if they have progressed at all. I see the CRM as sitting alongside the SQL db as a tool for the sales team to use. At the moment their process is extremely manual.

Are there any recommendations for CRMs that could do this? Am I way off the mark with capabilities?