Help! Team Sales Program??

[JDoe]

Hello Calguns braintrust, I'm looking for a program for a team of six salespeople to share and make updates to team sales info on things like contact information, emails sent to a prospect, outcome of sales calls, that kind of thing.

It must have a simple user interface. Some of the sales team are not computer savvy and get frustrated with anything more than a simple screen.

We don't want to use Salesforce.

Any suggestions for something simple? $$ isn't an issue provided the program actually works.

[Sig so sour of ca]

Google sheets? Everyone can see updates in real time and see new updates and it's free. You'd just have to set up the template which I'm sure there's already one on the interweb

[JDoe]

Google sheets? Everyone can see updates in real time and see new updates and it's free. You'd just have to set up the template which I'm sure there's already one on the interweb

[ibanezfoo]

I hate to recommend it because I hate Microsoft but their O365/Teams does all that. I use it daily.

[AreWeFree]

You should test/evaluate several CRMs and find the one you and your team like the most.

There's a bunch of information missing to give you a recommendation. You need a system which integrates with the rest of your tools, no one but you can accurately know what that system should be.

You may need to adapt your methods/tools to gain the advantage of a new system. Again that's something you need to evaluate and decide.

If money really isn't the problem, you should find a technical consultant and pay them the ~$1k to set this up, import your data, and support your users.

[JDoe]

I hate to recommend it because I hate Microsoft but their O365/Teams does all that. I use it daily.