BuyerZone users' sales and contact management software requirements

We ask users of our quote request service to describe their sales and contact management software purchasing requirements in detail so the vendors we match them to can provide customized information in response. Now we're sharing these buyer requirements with you.

We hope these user comments help you get a sense of what types of sales and contact management software other users are choosing and what considerations are important to the average buyer. Take a look and you'll probably see some responses that are relevant to your business.

BuyerZone user comments: sales and contact management software purchasing requirements

"Want to be able to have an inventory program that automatically take out items when used in a garage."
-- CEO/President/Owner, Equipment Sales & Service, Wilton, ME

"We have a security requirement - there must be single sign-onalso it should run on an Intel-based desktop."
-- MIS/IT, Financial Services, New York, NY

"We are a Real Estate brokerage with 32 branch offices and need to track recruiting contacts with candidate sales agents. We use Outlook for calendaring and require that any solution integrate with Outlook. We need to be able to track phone calls, emails and other interaction with potential candidates for recruitment, and to be able to set recurring events/tasks as reminders when followup contacts should be made. Finally, we need to be able to provide corporate level reporting about the activities that have taken place in our 32 branch offices."
-- CIO, Real Estate, Miami, FL

"A small specialty food sales operation, that wants to have a simple system for tracking and facilitating sales to existing and new customers."
-- Sales/Business Development, Wholesale, Plymouth, MA

"Sale lead tool should have some type of e-mail tables that we can copy from a scrow down box and copy because so many e-mail send do not have the time to type..also follow up auto reply e-mail respone, e-mail tracking and be able to send all customer e-mail at once. and some othe thing I will explane when you call ."
-- Sales/Business Development, Retail, Freeport, NY

"I am adding 2-3 brokers at remote locations in the next 6 months. I want a password-protected system that is designed for financial services reps, easy, secure (very important), adaptable to growth, and reasonably priced per month."
-- CEO/President/Owner, Financial Services, Boise, ID

"Increase and organize target markets,narrow markets and keep track of pay for service."
-- Buyer, Other Business Services, Miami Beach, FL

"We are looking for customization and would like to interface with our new phone system."
-- Partner/Principal, Real Estate, Tempe, AZ

"We need to be able to download leads into this program, be able to directly contact candidates through the software by fax or email, be able to edit the information as it changes and be able to organize leads into placements, pending, nonactive, etc with a year attached to it."
-- Office Manager, Advertising/Marketing/PR, Tyler, TX

"We need at least 6 contact date fields to respond to the development stage of the client."
-- General Manager, Non-Profit, Arvada, CO

"I need a program that can manage customer information and schedule and dispatch based on address information entered for multiple service technicians."
-- Partner/Principal, Equipment Sales & Service, Saint Cloud, FL

"We are wanting to hire commissioned sales people to find leads, track leads, make calls, and close deals. we want some device in which they can log in and make sure they're not calling on the same customers - and so that they can see new customers to call and when they do - it immediately reflects their progress giving credit to the correct person."
-- CEO/President/Owner, Media/Entertainment/Publishing, New York, NY

"We want to generate sales reports by customer, by salesman, by product. Want to track profitability. Currently use Quick Books."
-- Buyer, Manufacturing, Harvey, IL

"We are a real estate investment company. we create real estate investments and also have client for whom we manage their real estate portfolios. we have a few major projects going at any one time. we are looking to track info submissions from real estate brokers, communications (email and documents)and project tracking. we would also like to track billable hours to for our advisory clients."
-- Partner/Principal, Real Estate, Santa Barbara, CA

"Must be SIMPLE! Fields for contact information, email, address, main contact - then if any orders, what they are, and delivery dates (ads, sizes, and date of publication in which they are to appear).Not a lot of extraneous fields and options!"
-- Partner/Principal, Media/Entertainment/Publishing, Vallejo, CA

"I'm in the process in taking to market a new fleet fuel card and need to put a 30,60 and 90 day plan in place a.s.a.p. and if accepted this will be used for our sales me natiowide."
-- Sales/Business Development, Other Business Services, Lake Mary, FL

"I want to track contacts with finance institutions and to be able to documnet meeting with the contacts and what was agreed or discussed."
-- CEO/President/Owner, Other Business Services, Laramie, WY

"For Clients, system needs to store email addys for at least 3 different email addresses as well as track all communication with clients in addition to being customizable. Must be a universal product for Windows server to be accessed by Macs and PCs."
-- Office Manager, Education, Columbia, MD

"We would like a system that is very easy to implement and does not require extensive training."
-- Sales/Business Development, Other Business Services, Carrollton, TX

"I need to keep track of suppliers, prospective hires, applicant company information (we're an investing firm). We don't want to assign a sales stage to each contact, but there are other categories/keys we'd like to assign."
-- Buyer, Other Business Services, Cleveland, OH

"We would like the software to be able to have a very active scheduler that will keep us informed of follow up information and/or schedules, calls to make/return, etc..."
-- Receptionist, Other Business Services, Richmond, VA

"We are a commercial mortgage banking firm that is in need of a software package that will store our clients and prospects in a database format (currently in an Excel file) and provide automated prospecting services such as reminders to call a prospect, etc (basically what ACT does). Also, the software package should automatically integrate with Outlook for calendar, contacts and emails. Lastly, our orignators use Palm Treo 650 and 700's, so we will need it to be able to sync contacts, calendar and email as well."
-- Partner/Principal, Financial Services, Farmington Hills, MI

"We make telemarketing calls for business clients. At the end of each day, we need to be able to report on total number of calls and the result of each call. There are several projects at one time with different people working on them."
-- Administrative Assistant, Other Business Services, Phoenix, AZ

"We are a high end consulting boutique. Our work involves a bunch of research and large intricate reports. So we are looking for the best business level solution."
-- Sales/Business Development, Consulting, Seattle, WA

"Contracts are all individualized and have various requirements in terms of funds disbursal ie: Job based and performance based. We need both flexability in establishing mamagement controls while maintaining a standardized interface. we will be using restricted workgroups, as well as low security staff access on a daily basis."
-- Buyer, Government, Upper Darby, PA

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