We are web/mobile app development agency looking to reach local (Chicago) startups and SME for technology development. We have a good portfolio and value proposition ( mixed local and offshore presence with great rates). Until now we were growing with inbound leads only. Now want to focus on outbound marketing. So what are some of the best practices and platforms? Looking for CRM that can support email, phone and social.


I have been helping business owners grow their business for more than 15 years now, and please allow me to tell you that most of them have no CRM, (LOL)

If you are just starting I advice you to use Microsoft excell (share the file so everyone can update it) or use Google Sheet (you can share it to other collaborators)

Why should I advice you not to get a CRM if you are just starting?
Well, first a software normally makes your own process go nuts, you don't know what you really need and you waste a lot of time trying to adapt to processes that don't even exist.

So first get back to basics, you can even use paper and folders for each prospect and client. This will help you perfect your process and then look for what you really need that will help you automate your process and make it faster so you can go to the next level. (it will also save you some money you can use in your marketing)

If you already have a defined and refined process, make a list of you requirements, what is that you need to make faster, better and then look for those precise characteristics...

I'll be glad to help you move forward, send me a message and we can have a quick chat, no charge and we can start from there...

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Have a great day!

Answered 4 years ago

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