Learning Claris FileMaker

A CRM is an important tool that can help you streamline your processes and boost profitability.

A good CRM is flexible enough to adapt to whatever you need it to do: track which leads are converting to customers, automate tasks, learn which activities are driving sales, deliver better customer service, etc.

All in an intuitive way that makes the most of automation.

Deciding which CRM to choose can be daunting, because each platform has a variety of capabilities and a spectrum of usability.

In this post, we’ll look at three of the most popular CRM platforms: Salesforce, Hubspot, and FileMaker-based, to help you decide which is best for your business.

As you may know, The Support Group has been offering FileMaker consulting services for over 30 years.

So when it came to finding the best software platform to run nearly every aspect of our business, where did we turn?

To the FileMaker Platform, of course!

We needed a framework for tracking our sales leads and customers, managing our projects, invoicing our production plus layers and layers of reporting.

Our Vice President of Technology, Vince Dolan, was given the herculean task of architecting and building the system we affectionately call, Harry. 

The name was inspired by a dog from the animated television series, Stanley.

Harry is where we store everything. 

Need to check your paid time off?

Look in Harry.

Need to send an email blast to our clients?

Import the client list from Harry.

Time to submit your expense report?

Enter it in Harry.

Need to see how far under budget we are on a project?

Take a look in Harry.

You get the idea.

 
HOW HARRY MET HUBSPOT
We're currently working on integrating Harry and HubSpot, our content management system.

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