Disclaimer: What follows represents neither any endorsements, nor any pretext of being anything similar, or related to, a thorough evaluation of any solutions that are available. I am not, by any means, an expert on CRM. I hope to present you with some options if you find yourself with similar needs. I am a single user “little guy” and can easily afford to make mistakes, trash it, and start all over (smile). If I was a multi-user “big guy”, I’d probably pay an expert to do this for me. There are literally hundreds of options out there. However, I am a man and I do not shop, I buy (smile). While I like to make informed decisions, I will avoid “paralysis by analysis” wherever possible. No time. No patience. In other words, I’ll probably end up throwing a dart at this and see where it lands (smile).
LinkedIn Answers: As I was getting ready to start this, I went to LinkedIn and asked for advice in my search. And I received several answers that were very good and helped me a lot. You can see the question and the answers by clicking on the link at the start of this paragraph. I would like to thank the following people (their names are links to their LinkedIn profiles) who helped me with my search: Rich Snow, George Lehman, Warren Heaps, Rajat Gupta, Mike Morgan, and Edwin Senjobe. (more…)