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Great Question! I see you are not looking to spend too much money on this so my recommendation would be to use free tools that will only cost you the time you take to set them up yourselves. 1. Accommodating contacts (engaged vs not engaged, segmenting, custom fields and flexible reporting). Fo...

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At Gun.io we're about to replace our legacy home-grown system for these items with Hubspot. So far we are happy with it. It doesn't do _everything_ but it does enough and it's easy enough to use for non-technical staff. We got it up and running with about a month of dedicated work, mostly on deve...

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You are facing a classic chicken and egg problem. You want premium projects but cannot get them because you haven't done any yet. To solve this, you need to think from your target customers standpoint. Why would a customer buy from you? What do you offer that others don't have? Once you define th...

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To effectively track leads and opportunities one should consider a centralized web-based CRM solution such as Zoho or SalesForce.com for team collaboration, data preservation and relationship management. A static spreadsheet risks data loss if your computer crashes before hitting save and versio...

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I'd recommend first reading Aaron Ross' - Predictable Revenue before choosing your CRM system. Flexible and complete solutions I'd recommend Nutshell Hubspot CRM + Sidekick Feel free to contact me for a quick chat about it. Thanks David

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Very interesting concept. You need to understand the value proposition of your product to understand who is the stakeholder that you'll benefit the most. As I see it from your short description you will be obtaining lots of data from the end users (customers). This data is not really of interest ...

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A reseller typically purchases the SaaS at a discounted price and bill their client directly. I've seen reseller discounts range between 10% and 50%. The discount should be competitive with your industry, and allow a reasonable ROI for resellers. The reseller discount is typically for the life o...

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The most obvious answer is SalesForce's app exchange. Most CRM platforms have similar marketplaces so even if you don't integrate with SalesForce those would be a great starting point. After the marketplaces I would look to partner with sales consulting firms. There are a lot of sales operati...

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Hello! We recommend using Hubspot's CRM - they integrate pretty much everything a business might need. We use it for ourselves and our clients and really love it.

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