Contact Management Software
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Contact Management Software
With so many time demands in today’s workplace, staying organized is a constant challenge. Contact management software is one solution that can help to improve organization and productivity and increase sales.
Contact management software programs, also known as contact managers, are designed to help users keep track of their associates, customers and tasks. Contact managers are used by salespeople, customer service representatives, and managers.
Contact managers are databases that utilize calendars for scheduling. They also integrate email and personal file information such as phone numbers and addresses with task lists and histories of interactions. Contact managers may be installed on your personal computer or intranet (ACT! and GoldMine) or hosted via the internet (Salesforce.com).
Among the chief benefits of contact managers are:
- Scheduling multiple activities with automatic calendars
- Organizing and tracking customers, prospects, and suppliers
- Generating letters, proposals and quotations from preformatted templates
- Preparing standard forms such as invoices and fax covers
- Managing mailing lists and ad campaigns
- Compiling sales reports and forecasts
Contact managers can help to improve productivity since a contact’s entire history is organized and readily available. Contact managers can also help salespeople to close more sales through improved efficiency and tracking of prospects and better follow up with existing cutomers. Most off-the-shelf contact managers will produce impressive results provided that the user takes the time to learn the software and faithfully utilizes the software’s organizational tools.
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