A wiki CRM for small companies

26 June 2011
Comments are off for this post

Smaller companies are sometimes caught in a dilemma – whether to invest in a Customer Relationship Management (CRM) software. Our recommendation as such…

Scenario: You currently use spreadsheets as your Contact Manager.

Consider moving it onto a wiki as it can offer very useful features:

  • consistent format thru page templates
  • searchable even into attached external docs
  • dashboard reports e.g. sales pipeline, salesperson activity log

Scenario: You plan to use a sophisticated CRM within 6 months.

Consider a full-fledged CRM software with all the fancy features (below) built-in and deployable out-of-the-box.

  1. Integration to accounting/customer ledger
  2. Email blasting with subscription analytics
  3. Online customer self-service with order tracking

So before you are ready for a fully integrated CRM software, you can always rely on your wiki to manage and retain important “intelligence” on your leads, prospects, clients and even business competition.

Knowing your prospects: Who they are? What their needs are? Will certainly help increase chances in closing the deal. Find out more on Akeles Opportunity Management plugin.