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account list management

  • Joe Madden
    • 6 posts
    October 15, 2010 5:18 AM PDT

    does anyone know a good program to manage my four stations account lists....not a CRM....just a way to have the account list in a central (web based) location. somewhere we can enter notes, have a "claimed date" give us an alert when they have sat on the account too long etc...

     

    thanks

  • Sheri
    • 5 posts
    October 15, 2010 9:27 AM PDT
    try google documtents, you can share between you and edit them between all of you. I do believe you can export an excell spreadsheet as well. there's lots of templates in google doc to pic from as well. that may be the quickest and easiest way to get through it. Hope that helps. Sheri- Account executive- KSRV 1380 AM- Ontario, Oregon
  • Darrell Picou
    • 16 posts
    October 15, 2010 9:59 AM PDT

    Mad Dog has a very good program at inaboxonline that will meet all your needs. 


    This post was edited by Rod Schwartz at March 22, 2024 12:33 PM PDT
  • Jessica Pierce
    • 135 posts
    October 15, 2010 8:55 PM PDT
    I will agree that INABOX is a VERY Good program! in SOOO many ways! Is a little expensive but well worth it!
  • Daniel S. Whittaker
    • 10 posts
    October 18, 2010 4:13 PM PDT

    Take a look at Efficio Solutions. It's a great product. Provides everything you're looking for... and more.


    This post was edited by Rod Schwartz at March 22, 2024 12:33 PM PDT
  • Karen Carroll
    • 14 posts
    October 21, 2010 10:57 PM PDT

    We use a system called... In A Box. It is a program designed for radio. Accounts get claimed, make appts (dropdown for type of appt. ie remote, cna, cold call) make notes after appointment and immediately prompts you to make next appt. It is a great system and our manager will resolve issues of which rep gets it based on the notes and dates. It also has production system. Check it out! Let me know if you need more information. 


    This post was edited by Rod Schwartz at March 22, 2024 12:34 PM PDT
  • Larry Fuss
    • 12 posts
    October 22, 2010 6:32 AM PDT
    Any idea what this costs?
  • Douglas Nathaniel Palmer
    • 20 posts
    October 22, 2010 7:04 AM PDT
    We use a program called ACT!2000...It allows you to do several different things...and can be set up so that it is private, or so everyone can access the client list. It also gives you all the alerts you need, and more!
  • Matt Schaunaman
    • 4 posts
    October 22, 2010 3:07 PM PDT

    Sheri - MediaSFM can simplify all of your documents and spreadsheets. MediaSFM allows you to manage ALL aspects of your accounts very easily. If you are interested in a demo or more information, call me at 605.231.1988.


    This post was edited by Rod Schwartz at March 22, 2024 12:35 PM PDT
  • Jennifer Gosling
    • 18 posts
    October 26, 2010 6:26 PM PDT
    Yes, I use ACT as well, I like it. I think it would be beneficial to find a program that does what ACT can do, and more. I like how ACT lets you keep yourself organized, it is like a computerized dayplanner that holds all your information. And yes, the account lists can be set to private if you have several account managers.
  • Joe Madden
    • 6 posts
    October 27, 2010 5:59 AM PDT
    I have used the AE in a box...i like that one too because it is web based....
  • Rod Schwartz
    • 994 posts
    March 22, 2024 12:40 PM PDT

    March 22, 2024

    I've been on a mission lately to delete bad links at RSC, and one of those that came up in this thread was Rick Murphy's old Inaboxonline radio CRM app. The latest version of their CRM suite is now called InfluenceFM.  A Google search will get you to the right spot.