Business Communication?

What is the best compatible with Google apps for business cloud tool for a virtual team to manage communication with customers via email and social media?

• We are a small virtual team using google apps for business as a collaboration platform. We would like to have a cloud tool which will help us to organize communication (via email and social media) with our customers. When there is an incomming customer request we want: 1. See communication history 2. See customer profile and preliminary order information (this information will be finalized during communication with a customer) 3. Assign a team member in charge of processing this request 4. Make notes and comments in profile amd update ordwr information 5. Set triggers ( send reminder in 2 weeks for example, check payment status in 1 week etc.) 6. Manage sales stage for a customer (inquiry, booking, invoicing, executing etc.) 7. For each stage from p.6 have a list of predefined templates and documents This tool should be compatible with Google apps for business: Gmail, contacts, calendars, docs etc.

• Answer:

  https://twitter.com/pipedrive does what you want. It allows you to keep track of your sales team productivity, keep track of your deals from first contact through to closing, and allows you to assign tasks etc to team members. You are able to see when the last contact was made with a client, and schedule followups, be they; tasks, calls, emails or deadlines. It integrates with Google Apps, so you can; - Schedule meetings from pipedrive and it will populate your Google Calendar (or vice versa) - Pipedrive (http://pipedrive.com) keeps track of emails sent, and will reflect them in your metrics. - You can add documents (like quotes or contracts) to deals from Drive. You can sign up for a trial with them to test it out.