The Notebook Review forums were hosted by TechTarget, who shut down them down on January 31, 2022. This static read-only archive was pulled by NBR forum users between January 20 and January 31, 2022, in an effort to make sure that the valuable technical information that had been posted on the forums is preserved. For current discussions, many NBR forum users moved over to NotebookTalk.net after the shutdown.
Problems? See this thread at archive.org.

    Any well versed CRM people here?

    Discussion in 'Windows OS and Software' started by akwit, Dec 9, 2009.

  1. akwit

    akwit Notebook Deity

    Reputations:
    24
    Messages:
    755
    Likes Received:
    0
    Trophy Points:
    30
    I am looking for a very specific software, which im not sure even exists.

    Am looking for a program that will help me specifically manage the business relationships I have but more importantly, in some way help me visualize the referrals I get from existing clients.

    My problem is I simply cannot stay on top of all the referrals I receive and as a result, cannot "back track" to find the original source of a long line of referrals. I would love to have a system that graphed or built a graphical "tree" chart that connected all the names in my network.

    Im sorry if not making sense here but its difficult to explain.

    Am not looking for a whole CRM system like "Sale Force" or the like, more so a stand alone program or, an Outlook add-on that helps me manage my referrals.

    Any ideas?
     
  2. Garandhero

    Garandhero Notebook Deity

    Reputations:
    262
    Messages:
    1,522
    Likes Received:
    1
    Trophy Points:
    56
    Siebel?........