Over the years, our company has used ACT, Zoho, and we are currently using RepFabric. We are looking for something with a better UI, app, and which makes the admin work for our sales folks quicker and easier.

Background:

We are a manufacturer's representative firm in the industrial automation space. For those unfamiliar, we are an independent sales agency. We cover 10 states with 9 outside sales people and 13 licenses to the software. In around 4 years, we are looking to acquire another business, and that will add 5 states and 6 additional sellers.

In our current CRM, we have almost 6000 companies and 15000 contacts loaded. This will continue to increase, especially with the acquisition.

I want a CRM that integrates well into the Microsoft ecosystem, especially Outlook, so that it's easy for our sales people to load new contacts, companies, and opportunities within Outlook.

We use the CRM for contact management, opportunity tracking, and funnel reporting back to our represented manufacturers. It's nothing fancy and pretty straightforward.

The current CRM we are using is laggy and slow when logging into it from the web, and that makes opportunity management a real drain in the team.

I'm sure I'm missing additional information and background, but I hope this is enough for folks to make some recommendations. Thanks!