General questions

Dear Madam Sirs,

We are planning to buy a new CRM system. We would like to know more on this system, such as:

  • Is there a connection with Mailchimp, such as automatic registration of (un)subscribers?
  • Possibility to upload multiple addresses via Excel?
  • Is there an integration with the website (Wordpress) for lead generation (download brochures, forms, etc)
  • Can user rights be set up by person
  • Can we export Excellists based on specific criteria?
  • Are we free to set up our own fields (company type, etc.)
  • Is the date visible when data has been changed (and also by whom?)
  • Is the application available for foreign offices?
  • Can email traffic be connected with the system?
  • Automatic mailings from CRM system
  • Insight into number of prospects, customer value, etc.
  • Costs per user
  • Is there a maximum amount of users?

Is there a connection with Mailchimp, such as automatic registration of (un)subscribers? Yes by a third party plugin

  • Possibility to upload multiple addresses via Excel? Yes in csv format
  • Is there an integration with the website (Wordpress) for lead generation (download brochures, forms, etc) No official integration but its easily done by a developer. There is a Joomla Portal integration
  • Can user rights be set up by person Yes there are user roles and security groups that users can be placed into
  • Can we export Excellists based on specific criteria? Yes in csv format
  • Are we free to set up our own fields (company type, etc.) Yes
  • Is the date visible when data has been changed (and also by whom?) Yes
  • Is the application available for foreign offices? What does this mean?
  • Can email traffic be connected with the system? Yes
  • Automatic mailings from CRM system Yes
  • Insight into number of prospects, customer value, etc. Yes
  • Costs per user Its 100% free to download and use the software. However there are paid for support and hosting options available from us.
  • Is there a maximum amount of users? No

Hello Annemieke,

Andy covered it all well. For the MailChimp question you can use SugarChimp which will integrate MailChimp with SuiteCRM. It’s a robust integration and will push over your new subscribers to SuiteCRM as part of it. MailChimp itself can fulfill that need you listed for managing lead generation on your Wordpress site. They have ways for you to embed signup forms for brochures, etc right within your existing website.

You can learn more about SugarChimp here:
https://www.sugaroutfitters.com/addons/SugarChimp

Cheers,
Jason

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