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Contact Management Software Basics

You might be owning a small business or maybe a part of a bigger enterprise where you interact with many vendors/clients. Even a blogger with many other blogger contacts and detail information saved on your digital media or a smartphone or a tablet. How would you like all your important contacts information and activity saved in one convenient location? That is when Contact Management Software comes into picture. CMS is a system which allows you to save all your client contacts, email ids, addresses, email correspondences, links for more information, sales and marketing information in one convenient location for easy look-up and retrieval. By adopting a good Contact Management Software in your organisation, you are enabling your business to grow exponentially by being more efficient in terms of current and prospective clients.

CRM – What to Look For?

Contact Management Software systems also known popularly as Customer Relationship Management (CRM tools) has been developed by various companies, each offering more and more features every day to beat the competition and make themselves pioneers in the field. So, what should one look for in a CRM tool to review and confirm that it is one of the best available today. The following factors can be considered while ranking any CRM software –

Features –

One can easily assess the various features that comes with a CRM solution like how easy it is to access the contacts information saved in the database, does the tool allow client based and web based dashboards, what are the add-ons available like email, calendars, sync etc.

Contact Details –

Today’s CRM tools not only allows you to save contact information like addresses, phone numbers and such demographic details, but also allows you to link them with their webpages, social profiles, contact history like telephone calls, meetings, emails etc. More information allowed to be saved, better the tool since it allows you to have all those at your fingertips.

Tools for Sales & Marketing –

Most of the CRM tools allows you to configure your clients into separate groups based on various factors. Once you configure these groups, it allows you to run separate sales campaigns for individual groups thus targeting specific needs. Such a feature along with a dashboard for viewing charts and graphs on the company’s performance is one of the critical features that a contact management software.

Support & Documentation –

One needs to verify that the companies offering the CRM solutions are indeed having good technical support contracts and enough documentation and help for users to configure and use the tool without much hassles. Company contact information and website updates are very important and critical information to verify being legitimate and working.

Businesses have come to understand that they can boost productivity and lower costs by managing all this information with a single, integrated platform rather than a proliferation of client management software tools with different data collection schemes. As a result, the older method of using Microsoft Outlook with a simplified database has become largely obsolete. Have you got any personal experience working on any CRM tools out there? Do share your thoughts and reviews on the same. Thanks for reading.

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About the author

Praveen Rajarao

Praveen Rajarao is an Entrepreneur and in his spare time blogs on his website – and His topics range from blogging to technology to affiliate programs and making money online and how-to guides. Daily Morning Coffee is also accepting Guest Posts from Professional Bloggers at this time, take a look at “Write For DMC” page for more details on the same.

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