More flexible, easier, and affordable CRM alternative to Salesforce

When you select a web based system for managing customer relationships (a CRM tool), there’s more to consider than just Salesforce. First and foremost, be sure it’s a good fit for your team. The acronym “CRM” can sound a bit scary and make people think of it just as a reporting tool and yet another thing they have to do. Another way to think of it is “Communication Relationship Management,” so you can be your most efficient and effective when communicating what’s going on with the people you interact with to track daily progress toward goals.

What limitations of Salesforce can be roadblocks to your CRM efforts?

  • Can require significant consulting and custom development beyond the licensing fees before you roll it out beyond the terms used in their off the shelf version.
  • Adoption challenges given the interface which mainly tailored to a software sales rep cold calling a lot of people everyday.
  • High recurring subscription costs given the escalating costs for additional features and AppExchange products.

With FMYI’s collaborative database system, teams can strap on their skates and go, rather than hiring people to build a rink and consult, and burn people out from numerous training sessions. We’re positioned as a very different, more usable CRM:

  • Highly configurable to reflect the terminology you use with your teams without custom development.
  • Designed to look friendly like an online store — home page image grid view trackers, browse view with filters, pop up modal quick view windows, and more.
  • Less hidden fees for additional features and more flat rate pricing options.

Thousands use FMYI to easily track data and updates with their customers, clients, stakeholders, vendors, and other contacts, along with tools for action and team communication. But what also makes FMYI unique is that you can connect contacts to various projects and interact on those. Or you can build a resource library of forms, articles and best practices, to power more collaboration to achieve goals.

Here’s what customers have told us they found with Salesforce and how it compares to FMYI:

  • Salesforce costs add up quickly, plus require IT and technical resources to setup and customize, whereas FMYI is virtually instant to start up, any person can run it and is much more budget friendly.
  • Salesforce has many extra tools that many businesses don’t necessarily need, taking real estate, causing confusion, and lengthening training efforts.
  • Salesforce is rigid even when needs of the organization change, whereas FMYI allows flexibility as you go, making the system scalable to new initiatives.
  • Salesforce structure is not intuitive to some users, such as busy people on the go that just need to add or drop information and move on.
  • Salesforce is often too complex for people, whereas FMYI has the look and feel of a favorite social network and is more easily adopted.
  • Salesforce deployments take time, and by the time you’re done, you’re left feeling burned out.
  • Salesforce requires many rules, regulations and processes and then training, training and more training, all preventing usage.

Get a custom demo and see what FMYI can do for your CRM needs!

CRM features in FMYI

Keep all of your information together.

Keep all relevant information and history about your contacts in one place.

Post messages, files, links, and schedule meetings with the contacts all on the same page so conversations never get dropped.

When you post new information, you can send out an email so that your team is alerted with what’s new. If the information isn’t critical and is just for future reference, you can opt out of sending an alert and then, the next time your team members sign into the site and access that contact’s page, all of the information is readily available and securely stored.

Check out the video on the right from the Lions Eye Institute to learn more about how FMYI has successfully impacted their operation.

Track the status of your contacts.

Customize search labels to correctly identify a process that your contacts move through. As you continue to build a relationship, simply use the drop down menu to move your contact through the process.

Each time you update a contact’s status, you will time stamp a message onto that contacts page to keep a record of when the action was taken. Take things one step further and run a report based on site data and the status of your contacts.

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Don’t let your memory fail you.

Use the “remind me” feature to quickly set a task for yourself and a reminder will be sent to you on whatever day you specify.

If you want a little more detail to go into it, use the general task option for yourself, a member of your team, or a group of users on your site to complete. Set a due date and choose to have a reminder email so that nothing slips through the cracks. Once completed, just check it off and it will time and date stamp it for you. Accountability has never been easier (or fail proof).

Email clients automatically.

Keep all contact information for your contacts together in one place. You may have multiple people you work with at one office, or you deal with multiple locations but ultimately they are all under one umbrella. Add new information has you acquire it.

In addition to keeping your address book up to date, your contacts can also receive personal emails monthly or on a schedule that works for you. When they reply, the email will be sent directly to the email account you have affiliated with your FMYI account.

Import your contacts.

Import an Excel file with all of your contacts to quickly get your contacts into your FMYI site.

By importing your contacts, a page will be created for each contact to easily manage and track your interactions. When importing, you get to decide permission and access levels you would like other users in your site to have as well as how you would like to organize your contacts.

Learn more and try it out for free!