Bus Dev Tracking

Robbie Salter Senior Executive at MediaLink

September 10th, 2013

Anybody have a great bus dev tracking tool that they use with MS Exchange?   I used to use Streak on Google, but we now use MS Exchange.  

Just looking for something that organizes conversations and can be accessed by the group, which includes bus dev folks as well as senior management.

Rob G

September 12th, 2013

why the limitation of Exchange?  i use Exchange and Outlook too, but is there a specific reason this has to work with Exchange?  I'd be curious as to what you end up with as it is on my list to track down in the near future.  in looking for a solution for a different issue i came across HighRise -  https://highrisehq.com/signup    I've not used it, but on the surface it looks like it would work well for biz dev / sales.  Likely browser-based. 

Max Garcia Senior IT Executive (CTO/CIO/CISO Certified) with 20+ Years Experience Solving Business Problems & Delivering Solutions

September 10th, 2013

I would look at Microsoft dynamics CRM . Relatively in expensive, pay as you go, and in the cloud so can be accessed from anywhere Max

Blake Garrett Founder and CEO at Aceable

September 10th, 2013

Hey Robbie - check out LanternCRM.com. If you have any questions reach out to the CEO/Founder Alex Smith @ alex@lanterncrm.com. He's a good friend and I gave him a heads up. - Blake

Lindsay Holden Business Person

September 10th, 2013

Check out RelateIQ.  It is by far the best tool I have found for this.

Jordan Finger E-commerce, Digital Marketing, Ad-Tech, Customer Acquisition, Mobile Commerce

September 11th, 2013

http://help.37signals.com/highrise