Our practice is growing rapidly and we are focussed on selling additional value added advice to our own client base and beyond. The team use IRIS practice management as our main CRM tool, however it is not great at harnessing potential additional works, and indeed being able to 'at a glance' assess the 'pipeline' of opportunities. We are wrestling with the options to control this to ensure it is visible to all in the practice, we do not overlook opportunities and can report on the achievements made, possible potential fees etc etc.
I always want to avoid the problem of 'islands of information' and would have preferred to build our solution around the central database resource we have in IRIS, but unless someone can suggest something I have overlooked in this respect I just don't think it is possible.
So, with the assumption that IRIS is not up to the job, at the minute I am thinking of a simple spreadsheet or access database model that the whole team can input the opportunity once identified and we can then look to manage the information, perhaps in terms of a pivot table output. The volume of propects will not be vast, but will grow over time so I also need to consider how to filter it in to dead/completed leads etc.
I would consider a low cost networked alternative to a spreadsheet, but I suspect this may be hard to identify.
If anyone has any thoughts on how they operate this type of control, or can suggest a solution I will be eternally grateful.
Many thanks
Ian
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ACT!
Have you considered Sage's ACT! CRM software? It's a networkable product and reasonably cheap. If you're interested, please email me - [email protected]. www.thesageguys.com