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

"Like for the system to collect measurable and quantifiable customer data. We need to know how our customers rate our service we provide."
-- Marketing/Public Relations, Government, Waldorf, MD

"I just want to keep track of cloients and prospects based on 2-5 categories. I need complete address, telephone and e-mail data.I would also like tohave a working Calender built in so that I vould eliminate Outlook."
-- Buyer, Real Estate, Greensboro, NC

"I would like to be able to enter custom data in drop down fields that we can choose from to associate the lead with certain prodcuts and then be able to search by those choices to pull up the leads pertaining to the product we are focusing on at that time."
-- CEO/President/Owner, Advertising/Marketing/PR, Brooksville, FL

"I need a simple system that can help our 5 salesman track potential work. While providing management with monthly potential and actual sales data."
-- Buyer, Manufacturing, Rogers, AR

"We would like to have a relational database that allows us to apply multiple categories to each contact (there would be about 20 total) and do searches/make lists accordingly."
-- Administrative Assistant, Advertising/Marketing/PR, New York, NY

"Thinking of a way to enter in a keyword or phrase so that specific customers are gathered for a newsletter or an email notice.differentiation as we have very diffeent functions we perform in our service."
-- Sales/Business Development, Transportation/Logistics, Woods Hole, MA

"System will be used to track applicants for professional positions. Expect there to be as many as several thousand active records at any time."
-- CIO, Health Care, New Orleans, LA

"I need a system that can be used on both macs and pc. I need to be able to share info between the two systems."
-- Sales/Business Development, Media/Entertainment/Publishing, Grand Rapids, MI

"Main focus:tracking of leads generated by repstickling by expiration date of competitors contract datesales funnel and forcastingclosing percentagessimplicity."
-- Sales/Business Development, Other Business Services, Shawnee Mission, KS

"This is a for profit Clinic that visits regional providers to attain more referrals into our system. We also are affiliated with a not for profit Hospital that too visits these physicians. We need a Microsoft friendly component that will allow us to view information like the last time they were visited, type of referrals they make, any notes from the office, etc."
-- Marketing/Public Relations, Health Care, Urbana, IL

"I am trying to find the best solution for my business and need more information along with pricing."
-- CEO/President/Owner, Other Business Services, San Diego, CA

"I need the system to do mailing, contact notes,to do list, appointments. and keep general information about my clients."
-- CEO/President/Owner, Financial Services, New Orleans, LA

"We are wanting to put together the clients that we have now and will be aquiring in the future. We need info like Company name, multiple contacts for each business and all info related to them and numbers, etc. We will need room to put notes and put past sales with that company. We are also open to suggestions. We are in the construction business (concrete/ready mix). Thanks."
-- Sales/Business Development, Construction/General Contracting, Gastonia, NC

"We are a real estate investment company that buys and sells single family homes."
-- General Manager, Real Estate, Clarksville, TN

"We would like to move away from Goldmine. Currently CEO feels a need to find a solution without consultation from the IT department.We need to unify the research teams on this solution."
-- MIS/IT, Education, Colorado Springs, CO

"We will need to rename many of the categories. Can this be done?We want to have 3-5 people access and input data on the web. Does this software do that?"
-- Marketing/Public Relations, Non-Profit, Gainesville, FL

"I want to track the date and the length of each call. I would also like to have a section where the rep can put notes into a box or caption that is also dated."
-- Marketing/Public Relations, Health Care, Huntersville, NC

"Our company is interested in send a email blast to attract clients."
-- Marketing/Public Relations, Consulting, Little Falls, NJ

"We need a system that will take all the selling reoports from our retail accounts (they come to us thru EDI) and combine for a company wide analysis."
-- Buyer, Retail, Los Angeles, CA

"I am a business & real estate broker need to keep track of leads & customers."
-- CEO/President/Owner, Real Estate, New Hyde Park, NY

"We are a trailer dealership looking to initiate contact management and quote tracking."
-- Buyer, Retail, Erie, PA

"We are about to commence an Adapy CRM upgrade using Bond but need an independent consultant with experience in Adapt or other similar CRMs to assist in the upgrade."
-- CEO/President/Owner, Other Business Services, New York New York, NY

"Need software that can produce reports showing bookings (revenue) by:1. Hotel2. Account or group3. Sales person4. Arrival Date5. Booking date."
-- Facilities/Operations, Travel/Hospitality, Fargo, ND

"Main objective is to track customer contacts, be able to merge those contacts for mailings,track sales and marketing activities."
-- Administrative Assistant, Real Estate, Coeur D'Alene, ID

"I am ready to buy but need the best pricing.also considering ACT."
-- Accounting/Finance, Advertising/Marketing/PR, Westminster, CA

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