Tag Archives: crm

The Samsung Smart Switch equivalent for business users

Posted on by Rushang
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Samsung has a useful app called Smart Switch that allows quick transfer of key data between two Android devices. It helps people who buy a new phone, like Samsung Galaxy S6, to move music, photos, contacts, calendar, and settings from an older phone.

The 4-star reviews of the app shows that Smart Switch works well for basic data. The 50,000+ reviews also show that transferring information between devices is a big problem that many people are looking to solve.

Where is the Smart Switch for business CRM data?

Business and advanced users need something similar to Smart Switch that can handle their complete data set. The most important data for business professionals is their address book, notes about their dealings with clients, and their calendar management system.

Productivity seekers will also need to transfer their task management system like Franklin Covey or Getting Things Done. Advanced users have a system to store all this information on a desktop productivity suite like Microsoft Office Outlook or a CRM system like Act!, GoldMine, Business Contact Manager, or Salesforce.com. They prefer to store this info on the desktop because of the innate security with local storage and quick UI. These tools are designed to hold all business data in one integrated database.

Smart Switch isn’t going to work with these productivity suites, nor will it sync the advanced data that businesses need. For example, Contact Categories, Tasks Priorities, Task Alerts, Notes, and Client History are all advanced CRM data fields that most consumers don’t care about, but business people depend on.

CompanionLink has a Smart Switch equivalent for Outlook and CRM systems

CompanionLink has developed a suite of utilities that work with legacy and modern versions of Microsoft Outlook and other popular PC and Cloud CRM systems. The apps are the #1 downloaded utility for CRM data because of our reputation to stay ahead of device announcements. This guarantees synchronziation always works with cutting-edge phones like Galaxy S6 from day one of public availability.

Find more information about the data CompanionLink supports by selecting the business productivity system you use from the list below. CompanionLink is designed to be an on-going sync and not just transfer. This means updates on the device will automatically sync back to the CRM system.

Microsoft Outlook
Act!
Palm Desktop
Lotus Notes
GroupWise
GoldMine
Time & Chaos
Salesforce CRM

Zoho vs. Salesforce – A Quick Guide on How to Decide

Posted on by David Z
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If you’ve been searching for an online CRM solution, there’s no doubt you’ve come across both Zoho and Salesforce. Initially, they are hard to compare – the pricing is vastly different and neither of them offer any sort of comparison chart. After some research, however, you’ll begin to notice some clear similarities and differences.

As far as the basic components of CRM are concerned, both Zoho and Salesforce offer what any user will need. Accounts, contacts, campaigns, Outlook and Office integration, collaboration tools, etc. are found in both services. And, of course, CompanionLink works great with either Zoho or Salesforce! So how do you decide which is right for you? Let us help by highlighting the unique benefits each service offers.

Zoho: Affordable, Quick, Easy

The most obvious benefit Zoho has to offer is its pricing. At $12 or $25 per user per month, it’s $100 less than Salesforce’s most popular offering. Zoho even offers a free version for users who need a very simple CRM solution.

Of course, price isn’t the only benefit Zoho offers. Zoho is designed to be quick and easy, allowing even the smallest businesses to jump in and get started right away. Zoho also offers integration with their complete suite of Zoho Apps, providing access to chat, docs, invoicing, projects, meetings, and much more.

In the end, you’ll want to look into Zoho if you’re a small to medium business looking for a full-featured, yet affordable CRM solution.

Salesforce: Powerful, Customizable, Expandable

Salesforce generally gets accused of being more expensive than Zoho or other CRM options. With its most popular edition going for $125 per user per month, this may seem to be the case. However, Salesforce accounts start at just $5 per user per month for their more basic CRM solution.

That said, most users generally opt for one of the higher priced plans. The question then becomes, “What do I get for my money?” In addition to all the benefits you’d expect from a CRM service, Salesforce offers the ability to customize your experience via custom apps and websites, a developer sandbox, and integration via a web services API. All that may sound a bit technical, but it essentially means that, with a little technical know-how, you can make Salesforce do exactly what you need it to do for your specific setup. To make customization even easier, Salesforce hosts a cloud-computing marketplace called AppExchange where you can find over 1,000 different apps that will help make Salesforce work for your setup!

Generally speaking, if you’re a medium to large business with custom CRM needs, Salesforce is a great option.

Hopefully this has helped narrow your search. In our experience, there isn’t a bad choice here.