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 need a program to store client and vendor information as well as potential clients etc. and allow us develop our own catagories for these. We need a program that will allow us to set reminders for certain days & times to follow up and will set an "alarm" that these need to be done. We also need to have the capability for all this information to be shared."
-- Office Manager, Agriculture, Gainesville, FL

"Simple, easy to use, remote access - prefer via internet."
-- Consultant, Financial Services, King Of Prussia, PA

"Need a very robust categorization function, with ability to categorize Contacts and Organizations separately. Need to be able to create an Organization record once, then attach multiple Contact records to it. Need a very flexible record filtering system, and integrated broadcast email."
-- CEO/President/Owner, Consulting, Williamston, MI

"We would like to be able to sort system also by things like prefered form of contact. Also would like to be able to have customer opt of of mailing list without removing them from sales database entirely."
-- Marketing/Public Relations, Manufacturing, Hudson, WI

"Leads listed by Salesperson for calendar period to show line item Customer name and address,automatically assigned ascending lead number, date of lead, quote date, quote amount, sale date, sale amount, completed job cost,lead status.Also, recap reports compiled for requested calendar period for each Salesperson able to be sorted by lead status, sale date, quote date, lead date. Totals provided for each requested report to include number of line items, quote amounts, sale amounts, job cost amounts. Recap reports can be "landscaped" to confirm to letter size printing paper with each report page titled and numbered in ascending order."
-- General Manager, Equipment Sales & Service, Shreveport, LA

"We are a staffing firm and our current employee/customer software does not provide resources for sales tracking. I believe we would benefit from an non-interactive system that would aid our salesforce to automate lead generation, scheduling, sales and follow-up status, and sales reporting."
-- Sales/Business Development, Other Business Services, Lancaster, SC

"Need to be able to load 2400 contacts from my Goldmine system into this new system."
-- CEO/President/Owner, Consulting, Broomfield, CO

"I want multiple lead sources leads to be able to come into one location where users can reserve them as their own. They will then move to their system as opposed to the main system with all of the leads."
-- CEO/President/Owner, Advertising/Marketing/PR, Gardner, KS

"We would like a system that is simple, easy to use, integrates with Outlook and provides sales forecasting tools."
-- CFO, Retail, San Jose, CA

"Would like to get Lead status, basic reports, percentage of closed, dollar value and sales trends."
-- Administrative Assistant, Manufacturing, Ontario, CA

"To be able to send a mass e-mail to clients addressed personally without appearing like a mass mailing."
-- Partner/Principal, Real Estate, Dallas, TX

"We required leeds set to run to makes sales on phone."
-- Office Manager, Telecom/Utilities, Austin, TX

"We are a small insurance agency with 5 employees. We want a simple program that will allow us to customize contact & lead fields for easy reporting. Email and voice broadcasting campaigns are desired."
-- Partner/Principal, Insurance, Chicago, IL

"We are looking for:1. Email Campaign Management software2. Customer Profiling Database {that is fed from several sources (website, other docs) and subsequently feeds the email campaign management tool). 3. Eventually (12+ months) will need more robust CRM functionality (i.e. utilize in call center, as well)."
-- Buyer, Consulting, Orlando, FL

"Sale people in remote locations, and need to synk information."
-- Buyer, Other Business Services, Rosemount, MN

"I have been using ACT 6.0 for about 4 years. I need an update."
-- Buyer, Education, Baltimore, MD

"We're looking for contact management that will allow for data to be entered after each call and "sync'd" up online each night. Thus all memebers of the team will have the most current client data with them each day without having to be online."
-- CEO/President/Owner, Consulting, Coral Springs, FL

"Lead status, email linked to contact, automatic generation of Invoice/Purchase orders, etc."
-- Sales/Business Development, Education, Phoenix, AZ

"This system is for a team of Financial Advisors, so features would have to work well with this type of business."
-- Office Manager, Financial Services, Washington, DC

"Used for mailings/e-mailings of selected profile groups and contact information reports."
-- Accounting/Finance, Non-Profit, Portland, OR

"We need a solution AS SOON AS POSSIBLE, completely implemented prior to September 8th. We are beginning a new project and need buyerzone leads to automatically import into this software. We will have inside sales representatives calling on these leads. Software needs reporting, follow ups, email auto responders, reminders, and possibly even proposal generation capabilities."
-- CEO/President/Owner, Consulting, Phoenixville, PA

"This is for 1 user, to run on my pc."
-- CEO/President/Owner, Consulting, Crystal Lake, IL

"It would be very helpful if the software could migrate or import contact information from Lotus Notes v7, including Contacts Activity."
-- Buyer, Education, Los Angeles, CA

"Need to track customers, source of leads, be able to report install date, etc."
-- Sales/Business Development, Consulting, Chesapeake, VA

"100% customizeableSelling SERVICE not product (do not need to track price at all)."
-- Sales/Business Development, Construction/General Contracting, Shawnee Mission, KS

See More: 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18