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

"Mostly we would like a way for several sales reps to track their sales calls and follow up- history and progression so they may report to our company on a weekly basis."
-- Sales/Business Development, Manufacturing, Petaluma, CA

"Company BackgroundMy-RiNNOVi was conceived in 2005 to provide entry level and experienced staffing services to the Life Science industries. With One location positioned to help the Life Sciences industry find experienced Healthcare professionals (Nurses) who want to renew or rejuvenate their own career paths into the Life Sciences industry.RiNNOVi is the Italian word for: “Rebirth, Renew and to Rejuvenate”. Our focus is to help career professionals in the Healthcare industry (RN’s, LPN’s and Medical professionals) recognize other opportunities for career advancement and financial stability with industry leading employers in the Life Sciences industry."
-- General Manager, Biotech/Pharmaceuticals, Aurora, OH

"I would like a system where my real estate sales agents can put in contact information and another person can use that information for mass mailing, mass e-mail, personal contact messages like birthdays, anv, ect."
-- Office Manager, Legal, New Orleans, LA

"Sales only. Would like a demo. We are not manufacturing so discounts, cost of sales, etc. do not apply....just sales, sales tracking, pipeline concept, goal setting, e-mailing. We are all over the board on handheld devises and cell phones. Would consolidate."
-- Sales/Business Development, Insurance, Kearney, NE

"We are a FOREX Trading Education company, with a Planned Launch of a 20-DVD Video Series ($995.00-$1,995.00 cost) and/or ongoing Mentoring and Coaching for a monthly fee. Since Foreign Exchange Currency Trading is a nationwide/worldwide market, we look to recruit Sales People from all over the Country, with no territorial restrictions. We need a solution that is Web Based and still brings the power of a solid, yet affordable Sales-Contact Management/CRM software."
-- Consultant, Education, Chicago, IL

"Our business leads and sales are generally driven by face-to-face contact with prospects. We are trying to better see which of our salespeople are putting in the actual efforts to meet prospects."
-- CEO/President/Owner, Other Business Services, Loxahatchee, FL

"Campaign requires collecting historical client data from different sources, offices worldwide, its scattered. once its collected, and put in a useable format, a customer recommendation letter will be sollicited (perhaps combined with an incentive, discount on repeat service) "
-- Partner/Principal, Equipment Sales & Service, New York, NY

"Need to be able to select a person for an event after you have everyone selected be able make name tags, seat tag etc for the people attending the event."
-- Marketing/Public Relations, Government, Macdill Afb, FL

"There will be approx. 4-5 sources of leads coming in that need to be identified and input into a initial "autorespond e-mail", then once that email is viewed, personal contact can be asigned and begin."
-- CEO/President/Owner, Advertising/Marketing/PR, Odessa, FL

"We are strictly looking for a contact management database that our employees can use from across the country into one database. We are looking to do mailings, email blasts, labels, etc. from the database. Let me know if you need anymore information."
-- Human Resources, Education, Watertown, MA

"I have the data set in a MySQL database that is changing daily. I would like to set up a method of transferring data to the provider for delivery to the end user online when they securely sign in."
-- MIS/IT, Health Care, Redlands, CA

"I would prefer to install and ost it myself, thus avoiding any monthly fee's."
-- Partner/Principal, Real Estate, Cologne, MN

"Also require e-mail campaign management capability as well as automated dialer capability."
-- Partner/Principal, Other Business Services, Virginia Beach, VA

"The system needs to have the ability to remind the user of tasks set for a future date. need to be able to send email. Leads need information that would be pertinent to our type of business."
-- Sales/Business Development, Transportation/Logistics, Bridgeton, MO

"Our business is based on individual custom projects for various repeat customers. We need a system that can handle all documents by customer/project. This includes all forms of correspondance with dates, attachments, notes, financial records, invoices, purchase orders, design drawings, etc. I currently use ACT! 2007 but it is not adequate."
-- CEO/President/Owner, Manufacturing, Houston, TX

"The payouts are multilevel to keep track of and relpicating."
-- Marketing/Public Relations, Insurance, Littleton, CO

"Database to track leads received from various marketing efforts. Ability to bulk upload lists. Ability to run monthly and YTD reports of lead sources, states, how lead contacted us and what type of lead they are. Email and Word integrateable. For Nonprofit organization. Tourism industry."
-- Marketing/Public Relations, Travel/Hospitality, Saint Robert, MO

"Need import and export functionNeed to import resumes into systemInput info easily-easy to use systemNeed a calendar and scheduling functionCompetitive pricing."
-- Buyer, Health Care, Canton, OH

"Our sales team is physically located in 3 other states and will be utilizing laptops so we need something that can be accessed over the web rather than through a server here at the main office. The software will be used by the sales reps, admin support, and management. Needs to be EASY to learn and use."
-- Administrative Assistant, Manufacturing, Skowhegan, ME

"I HAVE TRIED ACT 2000 AND FOUND IT NO USER FRIENDLY. I LIKED MY ACT! 2.0. iT HAS WHAT I NEED AND WHAT I WANT. NEED TO PURCHASE ASAP PLEASE."
-- Marketing/Public Relations, Advertising/Marketing/PR, Jacksonville, FL

"I run a health and fitness club need to track from suspect through prospect and percentage of ability to close to the close. also need to track telephone inquiries or any other leads as well."
-- CEO/President/Owner, Other Business Services, Noblesville, IN

"I am interested in a simple solution such as a free trial with the option to upgrade once sales have taken off."
-- CEO/President/Owner, Financial Services, Boston, MA

"This is an MBA case analysis for choosing a system to address a company's current business process problems If possible would like evaluation to include ASP and client server information."
-- Buyer, Education, North Brookfield, MA

"Need a team sales page each team can access. need several product pages. They need to be able to pay on-line."
-- Sales/Business Development, Retail, Wichita, KS

"Need e-mail automation immediately for 1000 contacts and need to track 100 prospects in pipeline."
-- Consultant, Education, Plano, TX

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