This might include reminders to follow-up with an active opportunity in your pipeline, or a task for an account manager to send a renewal contract to one of your customers. These features allow users to schedule events and tasks and associate them with a contact in your database. In addition to the core capabilities described in the previous section, contact tracking systems might also include the following features. Common Features of Contact Management Software Rather than trapping contact information in your team’s individual inboxes or address books, everyone maintains a single view of the customer. These systems are designed to increase efficiency by consolidating critical customer data into one tool. These databases are often easily searchable and store important documents within each contact profile. This can include customers’ names, addresses, phone numbers, email addresses and even social media profile information. Market Trends What Is Contact Management Software?Īt its core, contact management programs store customer contact information. Here’s what we’ll cover:Ĭommon Features of Contact Management SoftwareĬontact Management vs CRM: What's the Difference? This buyer’s guide will provide a brief overview of contact management software, which is designed for these purposes (among others). Sales and marketing need the ability to quickly find the current status of an active opportunity in their database, while support teams should be able to quickly find a contact’s entire customer history.
Buyers Guide Last Updated: March 16, 2023Įffectively managing contacts is one of the most mission-critical tasks of running a business.
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