A CRM product that may prove useful to sales teams is the contact management software. But first it is important to understand what contact management is all about. Simply put, it is the process of consolidating information regarding leads, prospects, and clients.

Some companies still work with manual spreadsheets for their contact management requirements. A modern and better alternative would be the cloud-based app to manage contact details. This platform can work for both small and big companies as everything is automated and works fast compared to the traditional worksheets.

Useful in Sales Activities

The sales contact management software can be a convenient tool for salespersons who communicate with clients frequently. It stores information of customers in a searchable database with hassle-free access. Many sales teams rely on this platform to obtain not only contact details but also preferences and buying habits of consumers. 

So, support staff can promptly identify the customers and address their concerns immediately. For their part, the sales agents can send customized messages to these clients as a show of concern. 

Organized Approach

    Users of this CRM product can derive multiple benefits from using the software.

1.    It ensures an organized method of storing and monitoring contacts, obtain accurate information about them, and personalize communications with them.
2.    Effective contact management enables the sales team to document the potential customers’ willingness to make a purchase as well as essential discussion points. Call results are recorded so the sales agent will know how to respond in succeeding interactions.
3.    The data is structured and accessible. A sales contact management software extracts customer information from various sources and automatically classify the data based on common qualities or features. It is a cloud-based application which can be retrieved 24/7 remotely provided the user has Internet access. Cloud storage likewise keeps customer data secure and private.
4.    By using this platform, sales teams need not spend too much time in going over spreadsheets. Data can be found fast enough to ensure a quick customer response that can lead to more interactions. The software automates daily tasks so sales agents can cultivate stronger relationships with customers.

Main Features

    The functional features of this CRM product are the following:
1.    Import and Disseminate Contact Data – It gathers information from emails, business cards, and other sources storing it in a single database. In fact, some contact management apps have the capacity to detect missing customer details by crawling social media websites and automatically including this data to the storage hub. The app can also distribute the information to other users.
2.    Make Notes – This sophisticated tool inputs vital information from conversations between the sales agents and customers. 
3.    Arrange Reminders – Contact management apps schedule notifications for calling or making follow-ups. 
4.    Searchable Database – The software can sort out and simplify results thereby reducing the time utilized in searching for information. 

Databox Solutions is a trusted provider of CRM-related services. We can assist you with this contact management system.