Contact Management Software and Its Evolution to the Web

Contact and client management comprise part of a much larger business activity: customer relationship management (CRM).

CRM applications are especially critical for sales, where managing customer relationships are the bedrock of your business. However, the limited on-premises contact management software of conventional CRM systems provides just a small portion of the capabilities needed to automate and optimise a sales organisation's contact management activities and resources.

Read more

Successful companies who want to inhabit the cutting edge are boosting their business with the Salesforce web-based contact management software, which integrates advanced contact management features into the larger sphere of CRM.

Since users access Salesforce CRM virtually, in the cloud, everyone in the organisation benefits from more productive tracking, sharing, and analysis of customer information. Salesforce CRM system releases your business from tedious manual processes, enabling you to centralise, share, manage, and analyse all your contact management data.

How can the Salesforce Contact Management System make my Business Boom?

Work from any Web Browser. All you need is an Internet connection! With the power of our cloud-based contact management software, users can work from home or on the road, where so much critical customer contact takes place.

Instant Access With mobile Salesforce CRM access via popular mobile devices like the BlackBerry and iPhone, users can update and annotate contact management information on the spot, while customer interactions are fresh in your mind. Once entered in the Salesforce CRM system, authorised users can view your business-related notes and data instantly.

Share The Wealth Contact management software from Salesforce offers complete, real time views. Your team automatically shares and reports on contact and customer-related activities, tasks, and calendar events in real time. Everyone gets a full and current picture of all customer records; no one is forced to wait on complicated and unreliable synchronisation.

Information-Rich Profiles Up-to-date, readily available Contact Management profiles in the Salesforce CRM system delivers complete management visibility into contact and customer histories; higher productivity; better and faster collaboration; less chance of leads falling through the cracks; fewer manual processes; and less dependency on paper and spreadsheets.

Private Means Private Salesforce India's contact management system profiles remain invisible when not linked to an account, regardless of your organisation's sharing model. Only the owner of the contact and administrators can view it. The ease of contact management sharing and workflow rules does not apply to information that is private.

The Proactive Genius of Contact Management Software
Salesforce CRM does a lot more than just capture leads. It moves you to the all-important next step of pursuing them in the most productive, efficient, and effective way so that your business can convert them to sales.

Salesforce Leads, Search and Merge Features

  • Our contact management software enables sales reps to identify prior interactions with a sales lead before following up.
  • Sales reps and agents can merge duplicate leads with existing leads, contacts, and accounts.
  • Based on customised business rules, you can set up lead queues and lead assignment rules to automatically route leads to the right sales organisation or rep.
  • Your team can monitor leads end-to-end—from creation to conversion—with capabilities that include automatic date/time stamping, campaign or lead source tracking, lead status changes, and lead activity management.

The sheer contact management power of cloud-based Salesforce CRM renders the limited features of conventional, on-premises contact management software obsolete - permanently. Come join the cloud!


Topics You Might Be Interested In

Contact Management The Salesforce cloud-based Contact Management software makes it faster and easier to segment, route, assign and escalate incoming contacts.
Contact Management at NBC Universal Media giant, NBC Universal has used our highly effective Contact Management system to slash sales time and update their marketing list more quickly, increasing their sales.
Contact Management for Small Businesses Small to medium businesses can track and manage customer interactions more effectively with Salesforce India's cloud-based Contact Management software.
Contact Manager Edition Free Trial Register now and have full access to all the features and capabilities of the world's most popular CRM application for 7 days.

Contact Management

Get a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.

Get a 360-degree view of your customers.

  • Know every contact in your customer accounts.

    Access critical customer data including key contacts, communication history, and more — quickly and easily with Salesforce. You’ll get a complete picture of every customer, from social insights to campaign history, to deals they're involved in.

  • Pull in social data for a deeper view of your customers.

    Tap into activity on social media sites such as LinkedIn, Facebook, YouTube, and Twitter to get a good sense of what your customers are saying about your products or services. You’ll uncover valuable insights into your customers' issues, so you can proactively provide answers.

  • Collaborate with people company-wide.

    Successful selling involves collaboration across the organisation. Salesforce provides a Chatter feed on every account and contact record, allowing you to share insights, relevant documents, and more.

  • Prepare for customer meetings while on the go.

    Access all of the account and contact data you need to keep deals moving, from anywhere. The Salesforce1 Mobile App pulls in valuable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.


Get started with a free trial.

The best way to get to know Sales Cloud is to get your hands on the actual product. The free trial also comes with unlimited access to our Sales Community, a group of sales thought leaders sharing ideas about sales for salespeople.


Questions? Our reps have answers. 000 800 001 6000