i started a new sales job where we are just using excel sheets. i have adhd and this system is not organized enough for me. i wish sales force and sales loft sold to individuals. any advice??

i need something easy that tells me when i am to follow up with someone. i also want to be able to see the last time i spoke with someone & the notes. i want to be able to search in my list of contacts by organization type. i want to be able to easily be able to pull a list of prospects i can call. it would be super amazing if somehow i could use a system that also creates lists for me and pull prospects in (ik prob not likely) as i am starting fresh with 0 customers.

also i go door to door sometimes so bonus points if there’s anything that can help me with tracking/ planning that

i don’t need to be able to send calls or emails or even keep track of deals. simply just need help organizing my prospects and leads

pls help im trying to not rip my hair out

I’m in the middle of building a pretty robust CRM. We have virtually no CRM that exists right now and any one that we have tried in the past off-line or with consultants just wouldn’t meet our business needs and they didn’t know how to extend to it.

We don’t necessarily have stocked inventory of what we sell because a large portion of what we sell is used equipment. Some of it is on consignment and then some of it is owned. And the inventory is ever changing because of that.

I’ve spent about 150 hours talking with chatgpt and building it on visual code. I have no prior experience with coding outside of engineering school (and that was dated coding for mechanical type systems). However, I have a pretty well built CRM right now that meets our needs.

My only concern at this point is how to hook it into our website and all of the privacy measures I need to take for it so that it can’t be hacked. I’ve created authentication and logins, but I don’t think that meets the bill of needs. Is privacy and security something that you can create yourself or do you need to outsource for that? I really have no idea what I’m talking about on this level except my research into it.

What all should I consider on this front?

AI is being added to almost every CRM these days.

From your experience, has it actually improved your workflow, or has it mostly added more complexity?

Which CRM tasks do you think AI handles well, and which ones are still better left to traditional automation or humans?

We are currently on Sage Evolution, but are finding it very antiquated. Our CEO is very gung-ho on AI integration, and I thought that Salesforce would be the best contender due to it being at the forefront of innovation, due to its funding and popularity.

We are a team of 20, and there are some oldies in the team who are very used to our system and would likely struggle with adapting a bit. Our finance department is also very comfortable and quite attached. The apparent complexity of SF is one thing that deters me.

The finance side of our current CRM works and is fine, but the sales side sucks. It doesn't give us any insights or anything useful aside from reminders that you manually set for each "incident."

We have about 20 years of data on the CRM, and we are currently looking at cleaning it up, creating good metadata, etc. so that we can use an AI system for better insights and workflow.

I've also looked at Pipedrive and HubSpot. It's a small team, but the company makes a lot of money, so money isn't really an issue. It's more about efficiency and our system not becoming redundant with the AI boom. There are lots of competitors and we want to keep our finger on the pulse so as to speak.

Any insight from operations managers would be epic.