Braveheart was on this afternoon.  One of my favorite scenes is when Wallace and his men first meet the crazy Irishman.  Two guys show up in the woods to join a movement.  One is normal, well-spoken, and blends in initially.  He even presents a present to Wallace…how thoughtful.  The other guy is crazy.  He puts a knife to someone’s throat (immediately pointing out a lapse in security).  The next scene plays out with an unanticipated twist: the crazy guy saves Wallace’s life from the normal guy’s assassination attempt.

At Elias we could use a few developers to help us grow.  We are looking for the crazy loyal type, not the nice stab-you-in-the-back type.  Do you have an island?

Since we are small, every penny counts and every minute saved is valuable to us.  Our objective was to create a form on our website where new potential clients can submit a request for more information.  We have been slammed lately with currect clients (a good thing), but feel like we are not able to be as responsive as we would like to be with people who are trying to make a decision on who to use for their Magento ecommerce installation and Magento customization (a bad thing).  A CRM tool was desperately needed in order to collect the new contacts, file them in on-demand software, trigger an immediate email to let them know we will follow up soon, and send a notification email to me with the info that they filled out on the form.  Turns out this was harder to find than I expected.  Enter Zoho.

Other companies out there do this sort of thing, Zoho just does it for $25/month/user.  So far I have customized the lead fields, mapped them to a form, and pasted the HTML to our “Request a Quote” landing page.  Also, the software is set to automatically send me an email with the completed fields and create a follow up task due the next day (screenshot of admin below).  Next week I plan to set up the triggered email response to the interested client.

Hopefully this is helpful to you if you are looking for a CRM application.  It would be interesting to know what everyone else is using to manage their client relationships and why they selected it.  Anyone have a better find than Zoho?