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The first thing you're going to want to do is to make an export file from the destination CRM, in your case it's SuiteCRM, and pull it into Excel. What I mean is when you export from the new CRM you will have a comma delimited or Excel file with all of the fields required as column heads on a spr...

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I've worked with a couple of CRMs; if you are looking for a custom-like solution, I'd recommend Podio. Salesforce has a lot of options, but tends to overwhelm folks who are not familiar with their tool. If I didn't go with Podio, I'd choose HubSpot because of the integration with their other sa...

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It sounds like you're off to a good start with your lead generation. While it is important to keep lead volume strong, it's even more important to have a way to follow up with these leads and continue pushing them through your sales funnel until you can convert them into revenue. Without that fol...

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Go with Infusionsoft all the way. It can do all of those things and more. If you need a deal on the software, let me know and I'll hook you up. If you'd like a demo, add me on Skype: startdoingbusiness

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If $100/month is too much, then likely this business is in to early a life cycle stage to justify a CRM. My suggestion is you use https://Drip.com which starts at $50/month.

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Keep it so simple that anyone at your company can understand the process and the steps for using the CRM. If there's no accountability or confusion with the company's process, you'll be one of those companies that says their CRM sucks when it's more a testament of your own internal controls that ...

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