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

"What we are actually looking for could be thought of as a very limited CRM application. Most of the CRM's that we have looked at have extensive features The would be entirely redundant with our existing ERP system."
-- MIS/IT, Wholesale, Hampton, NH

"-We need to be able to make changes to contact records stored in a central location (i.e. server) so that any change made to a contact is universal.-We need to be able to print and/or save mailing lists and create mailing labels or print directly to envelopes.-We will need to be able to export contact information to our email newsletter vendor."
-- Office Manager, Legal, Boca Raton, FL

"This system needs to be set up for two people who are not operating on a network."
-- CEO/President/Owner, Financial Services, Spokane Valley, WA

"This would be for B2B solicitations to consumer-facing business. Sales cannot be closed over the phone since a signed contract is required."
-- Sales/Business Development, Other Business Services, Chevy Chase, MD

"I am looking for a simple, cost-effective solution to eliminate the need for pricing books in the field. This solution should be capable of having sales team enter sizes, quantities, styles and upgrades, and populate a proposal. The proposal pricing will be generated off cost figures that implement a formula to calculate price. The first estimate should be able to be discounted, with different bottom-line discount levels for 3 different product categories. This software would need to have administrative rights to change costs and multipliers as market conditions change."
-- General Manager, Construction/General Contracting, Venice, FL

"We would like to have contact management software that allows us to set the fields, ie: name, address, location, certain test scores, deadlines, etc."
-- Consultant, Other Business Services, Albany, NY

"Need sales charts and graphs to track history and project sales forecast."
-- Sales/Business Development, Retail, Mcallen, TX

"We are looking for a system that can do automated marketing campaigns for us (there will be 3 users)so that every 2 or however often we want emails are automatically sent not just a reminder to send emails to our contacts/leads but to do it automatically at a scheduled day/time. Also, we want to be able to easily track emails, whose clicking on links, opening emails, etc."
-- Marketing/Public Relations, Real Estate, Minneapolis, MN

"Prefer Web-Based programs to allow for productivity during travel, and limiting hardware investment."
-- Sales/Business Development, Travel/Hospitality, Castleton, NY

"We are a construction company looking to track leads and maintain contact and correspondence with customers so that we can give them proposals in a timely fashion. Our sales process involves multiple people who need to be able to view what tasks they have been assigned to complete a sale."
-- MIS/IT, Construction/General Contracting, Valdosta, GA

"Can this product process dependencies? Such as, if I am preparing a quote, I chose our Product #1 which can only be paired with optional modules 1,2, & 3. I am looking for a proposal automation in which I would only see the modules that can go with Product #1, not all the modules 1-20."
-- Sales/Business Development, Computers - Software, Phoenix, AZ

"Nortel 3.0 Symposium 6.0 integrated with IVR Intevoice, Speechify, CTI.No IP at this point. Want to achieve more detail reporting then available. Several entities in healthcare using Queue service. Need in depth call tracking and data on agents and abandonment reports."
-- MIS/IT, Health Care, Palm Harbor, FL

"Must have capability to display entire contact list on single page which can be sorted by user defined fields."
-- Buyer, Other Business Services, Milwaukee, WI

"There is a software company in Washington State that has a program of CRM that works inside of Outlook.Do you konw if this company."
-- CEO/President/Owner, Other Business Services, Irvine, CA

"We are starting a new campaign, need to know what is available."
-- CEO/President/Owner, Financial Services, Farmingville, NY

"Currently all leads are hard copy and manually entered into and Access Data base and assigned from there. We would like to streamline the process for efficiency and tracking purposes."
-- Buyer, Real Estate, Ontario, CA

"We are a small residential treatment facility specializing in eating disorders. We need to manage contacts from all over the US since we have clients coming to us who are referred from numerous locations on an infrequent basis."
-- Sales/Business Development, Health Care, Anderson, IN

"We build web sites and get email leads, and phone leads. The leads go to the sales team, and then to the designers. We would need to be able to track the leads that come in, was contact made?, and the designers, what is being done on the site? etc.Thanks."
-- Accounting/Finance, Media/Entertainment/Publishing, Oglesby, IL

"I am looking for a system that allows for accountability and the ability to measure our efforts."
-- Sales/Business Development, Other Business Services, Schaumburg, IL

"Real Estate contact management (prospects from Open Houses/past clients for follow-up,etc)."
-- Buyer, Real Estate, Leesburg, VA

"Need system to track data for 45 yerars of client files by specific company, type of policy held, etc."
-- Administrative Assistant, Insurance, Fargo, ND

"I am not to sure about this service i would really need to sell some systems first , i only checked this because it was there "
-- CEO/President/Owner, Telecom/Utilities, Staten Island, NY

"We are IT consulting and this is for a project we are working on with one of our large manufacturing clients headquartered in Illinois."
-- Sales/Business Development, Information Services, Chicago, IL

"Inter lead follow up needs to be accessible through this product. Scheduling follow up calls and appointments by one user to be completed by another user is essential."
-- Sales/Business Development, Other Business Services, Long Beach, CA

"Need a user-friendly contact tracking system that tracks activities, send emails to select groups, & manages campaigns."
-- Buyer, Government, Fort Collins, CO

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