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

"Integration with microsoft word and outlook and easily able to update information with another computer."
-- Partner/Principal, Real Estate, Boston, MA

"We must have all our info from act 2005 version 6.0 go into the new system. We also have other requirements that we would like todiscuss with the companies."
-- General Manager, Other Business Services, Stockton, CA

"Our company is from a conservative background and will need a competitive price to decide."
-- Sales/Business Development, Computers - Software, Seattle, WA

"We are looking for a program to move up to from Outlook. We presently use Outlook for all e-mail, contact, task lists and calendar. We would like it to integrate with a phone system for screen pop and call tracking. Much of our order data is in a internet based order management system which would be ideal if it could pull financial information form. We would like some sales and marketing features but managing our work-flow and delivery calendar is critical."
-- CEO/President/Owner, Other Business Services, Bloomingdale, NJ

"We are an health insurance agency that order internet leads & like to have a management system that integrate with thee lead generating companies.please email first because it is faster to communicate with you."
-- Partner/Principal, Insurance, Los Angeles, CA

"We are a small start up business that wants to be able to easily map sales. We need to have time, place, method of sale, quantity and client database options. Idealy we would want to be able to pull up an area and see the progression of sales and the method of sales in that area (advertising, word of mouth, web sales). This program idealy would be used by our answering service as they enter the sales data on our web site and our sales people at thier point of sale."
-- CEO/President/Owner, Retail, Renton, WA

"We are avery small company, but we need to look professional and we do have a need to market effectively and manage when we are reaching out to whom and why...!"
-- CEO/President/Owner, Information Services, Weston, MA

"We are just beginning sales training courses at our bank, and are looking for a way to track individual and department sales."
-- Sales/Business Development, Financial Services, Carthage, IL

"We have several independent sources for lead and contact management. I would like to have a program for approximately 10-15 users with database management, lead generation and reporting capabilities. Have researched ACT."
-- Marketing/Public Relations, Equipment Sales & Service, Florence, SC

"Primarily interested in contact management and communication with individuals rather than sales project managment functions."
-- Buyer, Non-Profit, Colorado Springs, CO

"We are currently using salesforce for customer support, but not for sales tracking. Would like to compare to other systems and prices."
-- CEO/President/Owner, Education, Mesa, AZ

"Need an integrate system to track a project through the entire sales cycle; lead, contract, project management, project cost accounting."
-- Sales/Business Development, Construction/General Contracting, Purcellville, VA

"The system is for a non-profit organization with a membership of about 2,000 where the upkeep of membership data includes a limited number of fields (about 25) and can be accessed by several people from remote locations. The data is being kept by excel spreadsheets now and is not meeting our needs."
-- Consultant, Other Business Services, Oakton, VA

"I am a multi media company I am looking for a database contact manager system to keep the various contacts we have. I will need to access on the road since we are a travel company. We will need a database for customers (opt in and subscribers to our website) advertisers, toursim bureaus, sponsers etc. we need to do direct mail with these. I used Act back in 1994 when I was a stockbroker so that is my only point of reference of what I need."
-- CEO/President/Owner, Travel/Hospitality, Kennesaw, GA

"Would like to track contacts and prospects in the system and have info linked to Quickbooks where the orders are processed."
-- CEO/President/Owner, Manufacturing, Metairie, LA

"Looking for a system that we can use to track product ordered by customers as well as communication with customers, and also use for sorting customers for specialty phone and email marketing campaigns."
-- CEO/President/Owner, Financial Services, Las Vegas, NV

"Want web-based, monthly subscription, must integrate seamlessly with Outlook email, must be able to manage email campaigns and standard documents and collateral materials - marketing campaign stuff, but simple."
-- Sales/Business Development, Real Estate, Newton Upper Falls, MA

"Use software to analyze accounts based on product usage and account attributes to better understand the account profiles."
-- Administrative Assistant, Manufacturing, Parkers Prairie, MN

"I need the data to be open to everyone in the sales force."
-- General Manager, Equipment Sales & Service, Midland, TX

"If you have answered all of the required questions above, click the "Continue" button below to finish and send your request."
-- Marketing/Public Relations, Equipment Sales & Service, Houston, TX

"I am working on a project that deals with football merchandise sales. This is for a startup business for 86 employees, sales office, sales floor, management, telemarketing, marketing, accounting, corp. security, administrative staff, human resources, and ware house employees."
-- Sales/Business Development, Computers - Software, Irvine, CA

"We are a small company that deals in commercial heating. We use the database/customer tracking software to do a bi yearly sales mailing. The customer address and name is currently exported out of ACT 3.0 We feel that ACT is a fairly large product for our needs. Please advise on any other smaller software packages that provide the basic function we are looking for."
-- Sales/Business Development, Equipment Sales & Service, Burnsville, MN

"What we are looking for is a oftware that will send on voive broadcast in the hundred on thouseandsleave message if theya are not home put have if working will we are not either a vice over VOIP that can make lost up contact at one time."
-- Sales/Business Development, Wholesale, Windsor, CO

"I want to know: when i will pay my firs payment of my account?..."
-- Educator, Non-Profit, Daly City, CA

"(1) flexibility to treat active customers (accounts) as either entities or individuals(2) automatic "drip" contact programs, utilizing e-mail, meeting, and snail mail settings."
-- CEO/President/Owner, Real Estate, Plano, TX

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