Updated over 10 years ago on .
Surfing for Dollars
I'm a systems guy - 35 years of writing software for oil companies and investment banks. So, my first actions, as an investor newbie, are naturally to look for systems and tools that will make me efficient, accurate and timely in the execution of each of the many process steps between lead generation and cashing the buyers check. There are plenty of companies who can offer capabilities in each of the process components but I have yet to find the soup to nuts system that handles them all and integrates the information into a usable form. I have taken quite a few courses to ensure that I understand the business and have determined that there's a lot of data required and it comes from many disparate sources which is very much like the jobs I undertook with the oil companies and banks. So my request of the community is, if you know of a system that offers the opportunity for a newbie to get the paper off his desk and the information into a database then I'd like to know that system's name. I have a FreedomSoft account but I have found that, while useful, it just doesn't do enough. I also am developing my campaigns and contact management using InfusionSoft but there will be much software that I need to customize to get it to dance to my tune.
Hey Guys. Be lucky, be well and be of good cheer and get out there and make some money!