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

"We are a service dealing in minerals and oilwell leases."
-- Buyer, Other Business Services, Ada, OK

"Rather buy this system that calls instantly to all incoming calls & tranfer it to agents.need to also do the tracking management as well.please email description of your program & costs."
-- Partner/Principal, Insurance, Los Angeles, CA

"We are searching for a way to allocate 600 to 700 third party internet leads a month automatically to our subagents. An autoresponse program t send a seris of emials to the potential client would be helpful as well."
-- Administrative Assistant, Financial Services, Tampa, FL

"We want an online program that is $50 per month or less. When we give a project a number, we want to be able to link every e-mail, and data entry to that number. We would like to type in info. one time and have it show up on the calendar, on our contacts list and on our various spreadsheets."
-- Office Manager, Construction/General Contracting, Smithfield, VA

"Need to contact clients and customers every 30 days. Also birthdays and on Anniversary’s."
-- Sales/Business Development, Other Business Services, Charleston, SC

"Need to have a simple web-based system that can be used virtually anywhere in the world."
-- Sales/Business Development, Real Estate, Saint Paul, MN

"I would like a system that can track what a customer buys, that I can search by what they buy, when they buy and has follow plans or campaigns and reminders."
-- CEO/President/Owner, Education, Austin, TX

"Want a simple spreadsheet-type tracking system that is available for others to update and access."
-- Buyer, Education, Fort Wayne, IN

"Need to disposition calls with call type / reason for calling. Call types / dispositions should be user configurable.Need reporting tools from application as well."
-- MIS/IT, Transportation/Logistics, Melbourne, FL

"We need a basic webbased contact management tracking system which will be able to keep copies of attachments/documents sent to contacts, keep track of conversations, meetings, and have an action field for follow thru."
-- Accounting/Finance, Other Business Services, Fort Lauderdale, FL

"Have used systems like Buzztrac, Reynolds & Reynolds Contact Mngt, Autobase, and E-lead elsewhere in the other dealerships I've worked at. However, I am looking for a more affordable solution for a smaller team."
-- Sales/Business Development, Other Business Services, Saugus, MA

"Would like something that has a "letters Library" in it that we can make our own letters and then mail merge them when we print."
-- Administrative Assistant, Real Estate, Troy, OH

"I am a candidate for a sales training - sales management position. I am pre-shopping to get familiar with my options. I can improve my chances knowing my best options at this time."
-- Sales/Business Development, Retail, Red Wing, MN

"We are commercial mortgage banker making primary loans on income properties.looking for lead generator for apts, retail, officeand ind'l.properties."
-- CEO/President/Owner, Real Estate, Los Angeles, CA

"We are a start-up IT Staffing firm in need of an application that can track client contacts, sales pipelines, contractors at client sites with bill and pay rate data for each contractor. We would also like the ability to report on clients due for follow up calls/contact for a daily queue. Some canned reports would be beneficial."
-- CEO/President/Owner, Other Business Services, Houston, TX

"We are looking into a few types of ways to keep track of leads. We also have a program that was written in clarion and this is where our entire database is. We would like two sections to this (opening sales leads, reorder sales leads) the opening sales leads will be inputted by the user and controlled by the opening foor only. For the re-order sales persons, if its possible i would like to be able to get the information of the other database at anytime. Here i would want them to be able to keep notes, dates, etcs.. but they can not change any data from the program but it will be able to get the information with touch of button(like update button). im not sure if this is possible or even if you understand it please contact me and before we even get working on the program i need a price range of what it will cost. This is something we are looking into but need to get the best for us company. thanks alot louis."
-- Buyer, Other Business Services, Kauneonga Lake, NY

"ACT! and Outlook aren't cutting it. Need to track contacts and status with DB of about 10,000 business owners. Would be nice if I could link the contact log with scanned, pdf, and word doc files related to that customer."
-- Partner/Principal, Other Business Services, Fort Myers, FL

"Need to be able to import data into the system from our current contact management database. Can be done as Excel, ascii delimited."
-- Partner/Principal, Transportation/Logistics, Bethesda, MD

"Information needed on customers: address, phone #s, what they purchased, date of purchase, purchase info, able to tickle DOB, date of sale for further contact."
-- Sales/Business Development, Retail, South Beach, OR

"Building strong, collaborative and effective vendor relationships with clients across multiple industries"
-- Human Resources, Real Estate, Roy, UT

"We are a service company and not product based. Our need is to identify possible clients and consultants, track their projects and anticipate opportunities."
-- Marketing/Public Relations, Other Business Services, Cleveland, OH

"Need to keep track of tradeshow leads & direct mail campaign follow ups."
-- CEO/President/Owner, Advertising/Marketing/PR, Trenton, NJ

"Contact me and we can discuss. I will know better after talking."
-- CEO/President/Owner, Telecom/Utilities, Acton, MA

"Need to have persons access a web database possibly depending on the cost. Currently everyone is using a separate database for leads so the owner doesn't have a consolidated look."
-- CEO/President/Owner, Computers - Software, Sewickley, PA

"Start up company. Just 2-3 of us need shared access to some sort of SFA to managed clients that we are calling on."
-- Partner/Principal, Advertising/Marketing/PR, San Diego, CA

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