Overall Satisfaction with Really Simple Systems
We switched from a complicated CRM to Really Simple Systems. It lived up to its name. It has all the features we needed, is organized simply, and was easy to learn. [It's] Used in marketing and sales and addresses the problems of keeping up with leads and prospect communications.
- Mass-emailing is pretty easy.
- Adding tasks to a prospect's account is easy. That task automatically becomes part of a list of historical activities when it is completed. That's a far better system than our previous CRM had.
- I love that it easily categorizes accounts by company instead of by person. You can still search and do things by person. But we market to companies, and companies add/lose employees all the time. It's great to have a CRM organized by company as its default/best way to organize accounts.
- Wish I could sort by tags a bit easier. I manage this by using their Reports feature. But I would like to assign the same task to a list of prospects with the same tag, and the only way I can do that is to either add the task one-by-one or export a report with all the accounts with that tag, add the task in excel, and then import it. Not ideal.
- Saves time for the marketing team and helps us not forget small but possibly important tasks. Hard to measure exact ROI but definitely valuable.
simpler, less expensive, default organization is by company instead of by contact. RSS does not overcomplicate things. You don't have to take a 20 hour course before you can start using RSS to good effect.