Contact management software traditionally filled a goal of creating an database of customers and business contacts. As companies searched for ways to use customer information more effectively, client management software tools evolved to add more functionality and increased scope. Today's contact management systems allow you to record and track customer, client, and supplier interactions, incorporating multiple communication channels, and more.
Today’s companies are boosting productivity and lowering costs by managing their critical contact information on a single, shared integrated platform. Older methods, such as using Microsoft Outlook with a simplified database, have now become obsolete.
Contact and client management is a significant part of customer relationship management (CRM). CRM tools are revolutionising the way companies conduct business and provide customer support. They are essential for the sales function, where managing customer relationships is key. However, conventional client management software has historically provided only a limited feature set required to automate and optimise a sales organisation’s contact management activities and resources.
That’s one of the primary reasons 100,000+ customers have replaced limited on-premises solutions with salesforce.com’s Cloud CRM solution. Salesforce Sales Cloud provides a plethora of advanced contact management features into your business's CRM. Being cloud-based, Salesforce Cloud CRM's capabilities and data are always available to everyone in your organisation. This means more productive tracking, sharing, and analysis of customer information, and you gain the power to centralise, share, manage, and analyse all your contact management data.
salesforce.com’s Cloud CRM solution enables faster, easier and more efficient workgroup contact management and collaboration.
Many business professionals have grown accustomed to using Microsoft Outlook for corporate email. The good news is you won’t have to give up the convenience of Outlook to enjoy the greater scope of contact management features in Salesforce CRM. The two applications are already integrated.
Unlike typical contact management software systems, Salesforce CRM does a lot more than merely capture leads. It moves you to the all-important next step of pursuing them in the most productive, efficient, and effective way so you can convert them to sales..
With the Lead Search and Merge features reps can quickly identify prior interactions with a lead before following up. It’s also easy to 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. For the ultimate in contact management, you 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.
Which would you like at your fingertips? The contact management power of cloud-based Salesforce CRM, or the limited features of conventional, on-premises contact management software?