AISIP
  AISIP Association of Independent Software Industry Professionals
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Just a Personal Point of View
On the Road to Customer Tracking Software
16-Jan-2006      by Susan Pichotta

Part 1
THE DECISION

When I started my first software business in 1993, I wrote a lovely little customer tracking program that did everything I wanted, including tracking prospects, customers, the source of customers, advertising outcomes, reports and statistics. It was great. Then I had a catastrophic hard drive crash, and despite a background in mainframe computer operations (where backups are pervasive), I didn't have a backup of this. It was gone.

Straw, mountain in Iceland Since then, I've looked at other customer tracking software, but I never really liked what I saw. Like every software developer, I knew I could do it better myself. They didn't flow like I wanted, and darn it, my way is the best way. I always thought, I'll write it myself!

It is now 2006. It has been 10 years since I lost that stuff, and I still don't have any customer tracking software in place. I've started things a couple of times, but never got around to finishing them. Now I have years worth of sales emails, in folders sorted neatly by month - but that doesn't cut it. My only way of looking up a customer is to search those emails. And to count how many of each product I've sold requires me going: one, two, three...

This is no way to run a business. It's time to grow up and stop looking for perfection, and find something good enough - which is what the non-programmer portion of the world does when looking for software, isn't it?

What I'm looking for functions under different names, but mostly I guess it's called CRM, or Customer Relationship Management. It's also called Sales Management, Sales and Prospect Information, etc.

Next: The Requirements

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