Contact Management

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


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 companywide.

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 Salesforce 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.

Frequently Asked Questions


What is Contact Management?

Contact management is the practice of keeping an accurate database of customers and potential customers. Effective contact management includes ensuring contact information is up to date, and tracking all customer and potential customer communications such as email marketing activity, calls and event attendance.

How does Contact Management Software work?

Contact management software, or a "contact manager", works by tracking, scheduling, optimising and recommending interactions with customers and contacts. It provides a full picture of the relationship between business and customer, based on contact information and communication activities related to those contacts.

Contact Management for Small Business

Contact management is used by small businesses to ensure they have the most up-to-date information on customers and potential customers. Contact management tools are commonly used by small businesses to minimise administration, improve efficiency and support customer service and sales activities. It is often a basic function of CRM.