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Roll your own CRM from a database

posted by Chris Basham on December 17, 2008 09:14 AM

Click here to listen to a podcast featuring TrackVia's CEO, Chris Basham, and CTO, Matt McAdams, discussing rolling your own CRM.

CRMs come in all shapes and sizes. I’ve seen a PR agency whose CRM was a cork board with index cards stuck on it with thumbtacks, and the cards were moved from place-to-place as they progressed through the agency’s workflow. And I’ve seen a non-profit food bank whose CRM was a set of file cabinets with hanging folders. In other words, although the modern usage of CRM has come to mean a software application that tracks sales leads, it can actually be just about any system that an organization uses to track its interactions with people.

As for the software-based CRMs that people are most familiar with, these are simply databases that have some pre-built structure on top of the database. The nice thing about an “off the shelf” CRM is that it’s relatively easy to just jump in and start using it.

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Podcasts | CRM, online database

12 Days of Christmas - My CRM Database Gave to Me...

posted by admin on December 12, 2008 08:01 AM

Here's some holiday cheer from TrackVia. 
 
A disclaimer for the video: We are database experts not acclaimed vocalists!

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general | 12 days of christmas, CRM, holidays

The ROI of Our Online Database

posted by Chris Basham on November 14, 2008 08:33 AM

As a buyer, I’m all about calculating the ROI of each purchase. It’s an inexact science – trying to put an objective number on a decision that’s loaded with uncertainty. But just going through the exercise of listing all of the benefits and expenses associated with the decision is eye-opening.

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features | CRM, online database, ROI