Legrand CRM Standard Version
It appears that Legrand was designed with one goal in mind; create a quite powerful SFA tool that is very easy to use. This application would have to be the easiest of the five packages to use and navigate; without any SFA experience, the novice can feel quite confident after just a few minutes of use.
The application will happily link to Word, Excel, Outlook, and even accounting packages such as FinancePlus, MYOB, QuickBooks, and Sybiz. Multiple users can synchronise with a master database if required, with each workstation configured as a slave. It's interesting to note that even mail merge templates and document attachments are synchronised in this configuration.
The display, in most cases, is split into five elements: the very small and succinct menu, button bar, item bar, list window, and finally the selected item window.
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Also, if any of the data field names do not quite convey the right information for your particular business, Legrand lets you change them. In addition, you can customise the stages in a sales pipeline to match your organisation's workflow.
It is a simple matter to drill down in most activities. Want more information on an appointment you had with a client while in the contact screen? Simply double click on the appointment in question, and a new window opens with all the relevant details and notes.
Searching the database is also very simple through the List Criteria function. Some of the other packages may be more advanced with Boolean logic functions, but Legrand is very flexible.
Another useful feature is the built-in phone dialler: simply click on the phone number of a client, and Legrand will dial the number for you with the status indicated by a simple status window.
The calendar interestingly does not have a year view, but includes week views of either five or seven days, and in a day view, a window to the right of the calendar displays a list of future appointments-darn handy.
Making an appointment is a matter of right-clicking and filling in the resultant window. You can update to or from Outlook in this window, add other participants or notes, and set it up as a recurring appointment on a daily, weekly, monthly, or yearly basis. The other functions supported by the calendar include lists for tasks, appointments, and activities.
An interesting addition to this SFA package is an entire section devoted to marketing. This allows the user to plan the steps of a marketing campaign, keep an eye on the status of various tasks in the campaign, and track target clients and sales opportunities. It is even possible to compare the outcomes of all your campaigns and see which ones deliver the best results.
The sales tracking and reporting is quite robust but admittedly not as extensive as some of the other packages. To create a report, configure your list criteria using AND or OR to tie together up to six categories such as the account manager, company, category, opportunity stage, and so on.
These can be either active sales opportunities or closed opportunities. The results can be exported or represented graphically in either bar or pie graph format and 2D or 3D. The graph can be exported straight to Word to include in a report.
| Product: | Legrand CRM |
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| Price: | Std edition AU$199 per user, pro edition AU$499 per user |
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| Vendor: | Legrand |
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| Phone: | 02 8920 2990 |
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| Web: | www.legrandsoftware.com.au |
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| Interoperability: |
½Works with MS Office and several accounting packages; no native PDA support. |
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| Futureproofing: |
Imports CSV only. |
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| ROI: |
Very good feature set and extremely simple to use. |
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| Service: |
½1 year free phone support and upgrades. |
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| Rating: |
½ |
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Mximizer & was purchased months ago and YTD we have not been able to sync multiple users nor roll it out to out to field reps. The support in Australia has been poor as it seems to take an age to get responses and answers. We are very close to kecking it out and reviewing our options.