[WebPub] Recommendations for CRM / email archiving & tracking systems

[Mary S Camerlengo]

Hello Tony,



A group of MIT alums created a product called Slique<http://slique.com/> which may serve your needs.  Several groups on campus have used it, and so it has been tested in the MIT environment, although I don't know if they used Kerberos authentication.  I haven't used the product myself, but looking through the web site, it seems like it might be a possibility for you.  It started as a program to help groups to preserve institutional memory (and collaborate) as members came and went; that's what made me think of it.



Best Wishes,
Mary







-----Original Message-----
From: webpub-bounces at MIT.EDU [mailto:webpub-bounces at MIT.EDU] On Behalf Of Tony Smith-Grieco
Sent: Thursday, April 14, 2011 10:11 AM
To: webpub at MIT.EDU
Subject: [WebPub] Recommendations for CRM / email archiving & tracking systems





Hi WebPubbers,

Pleased to meet you all (virtually) -- this is my first post to the

list, although I have been following it for a few months.



I was curious if any of you have knowledge / experience with CRM

(customer relationship management) systems for small research groups /

organizations.  In this case, our sponsors are our "customers".  I'm

looking for something that can help us manage and track our

communications with our large number of government and industry

sponsors.  At a minimum it would need to have good email archiving and

search capabilities, and make it easy to view the record of all our

communications with a particular company or agency.  It should also be

good at tracking documents and attachments (e.g. reports to sponsors).

Some basic project management / scheduling features might also be helpful.



I think we'd want it to integrate with Kerberos authentication, so

probably it would need to be hosted locally.



Most of all, it should be fairly simple to get running and to use.. I

don't want the CRM system to become a huge project in itself!  I'm

imagining a system where you could just forward an email thread to a

special address and it would automagically show up in the system.  This

should all be invisible to our sponsors -- we don't want them seeing

automated messages from a request tracking system.  And if multiple

people forward the same message to the system, it should be able to

recognize it as a duplicate and not post it 5 times!



Any ideas / suggestions?

thanks,

--Tony



--

Tony Smith-Grieco

Assistant to the Co-Director for Project Management

Joint Program on the Science and Policy of Global Change

Massachusetts Institute of Technology

77 Massachusetts Ave., Building E19-411

Cambridge, MA 02139



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