This is a topic in How are you using Highrise?

Use - Sales & Company CRM

 
Avatar mr303 2 posts

Just had to post this as I just received this email from my EVP of Sales for our company, unsolicited:

Subject: Did I happen to mention

That I love HiRise?

It is SO easy to use, and when I add tasks it emails them to me as a reminder. Wow, great find!

Thanks for the great product guys, keep up the awesome work!!!!

 
Avatar richallum 598 posts

How do you track your sales leads and opportunities?

 
Avatar mr303 2 posts

Hi Rich,

It is pretty basic which is by design to marry up with Highrise. We use Highrise to manage and centralize all of our company contact and account information. We use the Tags functionality extensively for tracking and categorization and cases are looking promising.

Hope this helps,
Mike

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