Lead generation · Marketing Analytics

Inspired by a question about CRM tools what is the best tool/process to aggregate sales/data for apps?

Patrina Mack Experts in global commercialization

April 12th, 2017

We have some B2B contacts which I'm using Hubspot for but mostly we are capturing names frm teh website using hubspot forms with mail chimp which is tolerable. Wondering if anyone has had success with other approaches


Last updated on April 21st, 2017

CRM tools can be very powerful. I bought and tried to use Goldmine years ago. I have found they have a steep learning curve to take advantage of their power. Otherwise they feel like a rope around your neck. You need to learn their process flow.

I find the painful CSV format (comma separated values), the basic form of data for spreadsheets, easier to manipulate for basic stuff. Almost everything has hooks in it so that you can port the data everywhere. Spreadsheets obviously. But you do need to know how to use text manipulation tools like TextPad. However, this means that the data you are collecting can be represented in a flat file (eg. name, address, company, phone, email, etc.). If there are relationships between this information such as company A has an 1099 contractor that also works for company B and you need to track this, a relational tool such as a CRM can help. But I hope that shows how the complexity can grow, and learning the CRM's logic so that you can use it effectively for your needs and not feel beaten by it becomes a significant issue.