My SalesForce CRM 14 Day Free Trial Review

SalesForce CRMLately it has become very time┬áconsuming tracking leads/contacts/opportunities from all of the different sources, and I have been in desperate need of a real CRM solution. The Microsoft Excel/Outlook/Business Contact Manager mess just isn’t cutting it anymore.

So recently I started researching what similar companies were using to capture and track web leads and conversions. In doing so I stumbled across the SalesForce CRM solution, and it appears to be exactly what I am looking for.

After reviewing the features, I decided to sign up for a 14 day free trial of their Group Edition. It is $25/mo thereafter. You can get a 30 day free trial on some of the other editions.

Some of the key features I was looking while reviewing CRM solutions:

  • Automatically record web-leads to a database
  • Easier way to manage and follow-up with leads in a centralized location
  • Custom return URL to allow conversion tracking using analytics
  • Way to mass-mail my contacts and/or leads

I am happy to say I think I’m pretty sure I found my CRM solution. Unfortunately the Group Edition doesn’t allow for mass-mailing; however, apparently you can easily export your contacts, then import them into Outlook and do your email broadcast from there. But I haven’t tried it out yet. I could do mass email through their web-based CRM if I wanted to upgrade to their Professional Edition, but overall I think the Group Edition is a better fit for me.

I’ve only been testing it for a few days, however I’ve already uploaded all of my leads and am currently testing an implementation of their web-to-lead form.

I am very pleased with the results so far!

If you are thinking about a new CRM solution, I recommended testing out one of the SalesForce CRM free trials. I’ve barely begun to touch all of the available features here. Just be sure you install the Outlook integration plug-in. It’s great for adding new leads and contacts when they email you directly; that is, if they email you without using the web-to-lead form first.

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  • November 18th, 2009 at 9:49 am CommenceCorp said:

    You should also check out Commence OnDemand web-based CRM which includes email integration with both Outlook and Gmail/Google Apps. We also offer Quickbooks integration, mobile device/cell phone integration, and much more. We have many years of experience servicing small and mid-sized businesses around the world. See us at commence.com or call 877-COMMENCE for a free trial or personalized demo.

  • November 19th, 2009 at 3:19 am Steve said:

    Try zoho.com/crm. Cheap and Best

  • November 19th, 2009 at 4:06 am Wesley LeFebvre said:

    Looks a tad more expensive, but I’ll check it out. Thanks.

  • November 19th, 2009 at 4:07 am Wesley LeFebvre said:

    They even have a free version. I like free. :) I’ll check it out. Thanks Steve.

  • June 18th, 2011 at 5:08 am CRM said:

    Is new but looks good.. Try SamuraiCRM.. They also have a free trial

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