Why I love Teambox

Posted on March 19, 2011 by Karl Goldfield.
Categories: Ask the Coach, BEW, Book Review, Brilliant, Building a sales plan, CRM-SFA, Coffee break, Colin's Corner, Comment response, Commitment, Contributing Blogger's Bio's, Customers, David Steel, Discovery, Evangelist Episode, Events, Forecasting, Guest Blogger, Landslide, LinkedIn Answers, Lotfi Saibi, Messaging, Mike Brooks, Opening not closing, Organization, Outsourcing, Pipeline, RSS Hugger, SFA, Sales 2.0, Sales Evangelist, Sales Process, Sales Training, Salesconx, Selling Activities, Top Sales Experts, Trackback, Uncategorized, Union, Vikram on B2B, Web 2.0, ki work, sales rant, salesgravy, startup sales mentor.

Just a quick not to anyone still reading this blog. I am in love with Teambox. It is the best software for online collaboration ever. Why?

1. The activity stream makes is super easy to stay on top of teams and projects.

2. The task management is easier than anything I have ever used.

3. @Notifications make it fast and easy to include people in conversations.

4. CONVERT TO TASK! I can take any conversation and make it actionable.

5. Pages are the easiest way to share content EVER!

6. Google docs integration.

The list keeps going, but hey you get the picture. If not here is a cool one:

Teambox screen shot - Can't see it?

And this is me telling Scoble about it!

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Ask the coach about CRM: Some great tools for the Sales Evangelist

Posted on October 8, 2008 by Karl Goldfield.
Categories: Ask the Coach, CRM-SFA, Sales 2.0, Sales Evangelist, Sales Process.

A reader and great friend to the entrepreneur,


Cheryl Liquori, asked me the following:


“Do you have any knowledge of, or experience, working with ZOHO.com for CRM?  I’m not interested in the desktop applications, but only in the CRM.  I\’ve read reviews, but they seem to focus on large enterprise applications.  For the sole propriator on a shoe string, wrestling with excel and overwhelmed by user-unfriendly ACT, I was wondering about zoho as an alternative.  Your expert thoughts?”

Now you all know I support Landslide as the ultimate Workstyle system. If you need something that focuses o the sales process, YOU MUST ADD LANDSLIDE TO YOUR TOOLKIT!

What you do not know is that I am designing a fully automated CRM system for a client that is based on the combo dialer-crm Insidesales.com. These guys have designed a complete system that allows you to do anything via javascript. I am literally making it so reps can make 200-300 quality calls a day with almost no admin work. EVERYTHING IS AUTOMATED BY A BUTTON CLICK!

If you are CRM hunting, let me know, as I get a referral fee for either of the above.

Now back to the question. What a coincidence! I found Zoho and have loaded one of my clients into it. Mind you, I havenever talked to the company, but intend to!

As their sole sales person for my startup client I have started using it for everything. Frankly, it is awesome! I believe it is based on SugarCRM, but SalesForce look out. At a price of $12/mo after 3 FREE USERS, this is going to get the small businesses, entrepreneurs, individual consultants… onboard and adopting.

So far:

1.  Fast, I mean super fast

2. Complete sales and marketing system with all of the trimmings

3. The reporting is easy to use

4. Forecast tool is great

5. Opportunities are called potentials, how adorable!

6. Uploads work really well.

7. Mimics the standard SalesForce, SugarCRM, Netsuite methodology of lead to accounts.

8. Really flexible design

9. Did I mention that the first 3 users are free?

10. Upgradeable to an enterprise system with a load of featers for $25 a user. YES I SAID $25 A USER!

I would strongly recommend any small budget player with little demands on automation to play with this system prior to looking at anything else.

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