Practice Management Member Conversations

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  • 1.  marketing database

    Posted 11-09-2011 09:41 AM
    This message has been cross posted to the following Discussion Forums: Practice Management Member Conversations and Small Project Practitioners .
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    Would anyone have recommendations for a good database or have a system in place to manage marketing leads (e.g. keep track of emails sent, phone calls, keep miscellaneous notes, etc.)?

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    rob mckelvey
    mckelvey architecture, inc.
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  • 2.  RE:marketing database

    Posted 11-10-2011 12:24 AM
    Not sure of the size of your firm or number of potential opportunities you want to track, but I had fairly good luck with a CRM package called ACT by Sage Software. You can get a single seat or have multiple users accessing the same contact and opportunity tracking information from a server. You can track opportunities, assign win potential, keep your calendar and emails attached to the contact. it's great for tracking conversations and correspondence. Hope that helps. ------------------------------------------- Gordon Rogers AIA Architectural Manager Kitchell CEM, Inc. Rocklin CA -------------------------------------------
    Original Message


  • 3.  RE:marketing database

    Posted 11-10-2011 09:12 AM
    Highrise software by 37Signals is very good, easy to use to keep track of info and conversations, prospects, to do tasks and potential projects (cases).  It is also very inexpensive - pay on monthly basis with a free version with limited data.  It is web based and available to all staff if you want from any browser.
    They also have a project management companion called Basecamp which may be of use.

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    Milton Small AIA
    Small Kane Webster Conley Architects, PA
    Raleigh NC
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  • 4.  RE:marketing database

    Posted 11-10-2011 09:53 AM

    I just discovered another free website of Organization, called Action Method by Behance. It is aimed at Creatives. It is similar to a dashboard, not as open as Basecamp in the free version, and they have enhanced products to purchase depending on your needs.
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    Kristine Young AIA
    2 Young Architects
    Tarpon Springs FL
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    Original Message