Business Solution Providers

Customer Relationship Managers & Databases
Our #1 choice for a Customer Relationship Manager, or CRM, is another Intuit product called, “QuickBase.”  Unlike most regular CRM packages that that are modeled to work the same, QuickBase is more ‘open-ended,’ allowing the end users to adjust both content and the display of how information is tracked and used.  The users decide what information is important and how it takes precedence in the mass amount of information gathered on a company’s customers.  You decide which prospective customers to target, their priorities, how you are planning to track them and when to close the sale.

QuickBase is also Internet-based, therefore, you share your contact information with your colleagues, send emails that are attached to the customer information and manage your sales team from one source.

QuickBase is a flexible database that has multiple uses: as a CRM, as a project management tool, as an IT workgroup application builder, or hundreds of other custom uses.  We’ll focus on the CRM tool here.


The program helps the sales staff track new business opportunities, set dates for follow-up, list today’s activities and tasks, and project future events, such as customer renewals.  You can even attach documents that you can share with the sales team to close and manage the sales.

The benefits of QuickBase to your company are:

• Improve pipeline management. Increased visibility helps you quickly identify important opportunities at risk at every stage in the sales cycle, as well as track progress against sales goals.
• Improve accountability. With QuickBase, team members know exactly what they are responsible for. You can automatically notify them when tasks are assigned to them or when deadlines are approaching.
• Empower your sales team. QuickBase lets reps easily access the information that's critical to them: their pipeline, their leads that require follow-up, collateral for the product lines they focus on, and much more.
• End the sales spreadsheet chaos. Merging monthly opportunity updates from dozens of sales reps is no way to run a business. With QuickBase, reps track their leads and update status from a central location.
• Manage your team your way. Unlike rigid sales force automation systems, you can quickly customize QuickBase to align with your sales process and your terminology.

Sales managers can limit the accessible information per sales rep, and monitor all activities taken on each prospect.  At any given time, reports can be generated summing up that day’s or that year’s activities and goals.

• Opportunity and activity tracking keeps control of your deals at every stage of the sales cycle
• Lead and contact management ensures every opportunity receives the proper follow-up
• Interactive reports put the current information you need for forecasting right at your fingertips
• Automatic e-mail notifications let your team know when a hot lead comes in or immediate action is needed
• Reminders ensure reps are making follow-up calls on schedule
• Personalized dashboards drive effective time management by showing sales managers and reps the information they need to see, when they need to see it

QuickBase pricing starts at $249/month for up to 10 users.