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Research Outline
Prepared for Amanda K. | Delivered May 27, 2020
CRM Solutions
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Goals
To vet CRM solutions for our parental control/content filtering app client. To determine if each offers integration with Mailchimp, integration with Google Analytics, and possible integration with referral program partners.
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Early Findings
Overview
HubSpot,
P
i
p
e
d
r
i
v
e
,
S
a
l
e
s
f
o
r
c
e
,
Z
o
h
o
,
I
n
s
i
g
h
t
l
y
, and CapsuleCRM are
examples of
C
R
M
s
that are compatible with
M
a
i
l
c
h
i
m
p
, with
H
u
b
s
p
o
t
ranked as the best overall in this integration.
Screenshots of the feature tiers will be provided in
this spreadsheet.
Zoho
Zoho has a
referral partner program
. Potential partners can fill out a form and read through an agreement. Global partners offer innovative solutions and support in various
languages
.
This tool is
compatible
with
M
a
i
l
c
h
i
m
p
.
Z
o
h
o
a
n
a
l
y
t
i
c
s
can also be integrated with other products such as Google
A
n
a
l
y
t
i
c
s
as well as other CRM platforms.
Hubspot
Hubspot offers a
Solutions Partner Program
where one can monetize their connections and engage with them more. Being an affiliate means that one will receive a
commission
for each sale.
H
u
b
s
p
o
t
is
compatible
with
M
a
i
l
c
h
i
m
p
.
Recurly
Recurly is
compatible
with
M
a
i
l
c
h
i
m
p
.
This document
provides the instructions necessary for this integration.
It also allows Google
A
n
a
l
y
t
i
c
s
integration
.
Our initial research does not provide any insights into referral program partners.
I
n
s
i
g
h
t
l
y
As of 2018,
I
n
s
i
g
h
t
l
y
did not have a running
affiliate program.
I
n
s
i
g
h
t
l
y
is
compatible
with
M
a
i
l
c
h
i
m
p
.
It can also be
integrated
with Google
A
n
a
l
y
i
t
c
s
.
CapsuleCRM
CapsuleCRM's referral program
allows people to get rewarded
e
v
e
r
y
t
i
m
e
they refer a friend or colleague. This reward goes to both parties. The one who refers gets a
$50
Amazon voucher and the referred gets a
free two-month period
.
CapsuleCRM is
compatible
with
M
a
i
l
c
h
i
m
p
.
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