Thanks to technology, the world is getting smaller and smaller every day. Your business may already be well aware of this trend. Amongst other things, it means that you’re in contact with more people than ever before. While this is generally a good thing, where business is concerned, it can also provide you with a number of unique challenges. Organizing all the relevant contact information, for example, is essential to handling this process correctly and ensuring your company doesn’t needlessly suffer a loss in sales. This is why so many companies rely on contact management software to ensure they’re always able to reach out to potential customers.
Many people confuse contact management software with customer relationship management. However, the two have some key differences that are important to appreciate. Generally, customer relationship management is utilized by companies that employee many sales representatives, all of whom essentially have the same job. This greater amount of employees also tends to target larger amounts of customers as well.
In contrast, contact management is usually the arena of companies that have sales representatives each with a unique role, but who still focus on large amounts of customers across a given market.
Contact management software helps these employees store and access all kinds of information from telephone numbers to physical addresses to email addresses and more. As the name suggests, it simply makes it easier to management important contact information. With more today than ever before, it makes sense that software would be focused on making this important information far easier for individuals to manage.
However, it’s more than just a digital rolodex. Contact management software also works to ensure consistency across users. In the past, if a customer changed their address, one employee may find out first, but it could be days, weeks or even longer before the rest of the relevant parties were brought into the loop. This software makes it possible for any change to one contact to be synched across users so no one is missing out on this vital information.
Of course, unlike a physical rolodex or even a digital version specific to a single user’s computer, this type of software is easily accessible. With cloud versions available, you could find the name of an important contact while you’re miles away from the office and never worry that it hasn’t been updated recently.
For these reasons and many others, contact management software is essential for all kinds of departments like marketing, sales, customer service, help desk, lead acquisition and more.
As with any form of software, your company will only get the best results from the best version. Given how important contact management is, you truly want the best software option at your disposal or your entire operation could suffer.
So, the first thing you should look for, as we mentioned above, is that your software works on the cloud. Ideally, it should come with the functionality built in. Either way, it’s essential that your employees be able to access the software no matter where they are.
Secondly, then, you need to ensure that this software will work across the platforms and devices your company uses. Cloud access isn’t going to be all that useful if your staff can’t access the software from their tablet or smartphone. Be sure you consider your email system too. If your company relies on Outlook, for example, there’s no purpose in going with contact management software that won’t work with it. Speaking of which, you want to think of other software your company uses. For example, you may also be using a form of the customer relationship management software we mentioned earlier. You want those two platforms to get along.
Don’t just consider the software itself either. The company behind it is just as important. Obviously, you want to make sure they provide you with all the customer support options you could ever need. However, it’s also a good idea to get a feel for where they’ll be in a few years. If the company isn’t going to last, you won’t be getting any valuable upgrades.
Finally, with so many bells and whistles out there, don’t forget about the essentials. Is your contact management software actually going to make life easier or are all the extra features and interface going to confuse people?
Contact management software gives you a leg up in today’s business landscape. When you consider a version, keep the above in mind and you’ll get the competitive edge you need.
The Cloudswave Awards is a seasonal ranking of the Top 10 business applications across several categories.
This ranking is based on the cloudswave score, the weighted average score that captures the essence of multiple critic reviews into one number.
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