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 small water supply contractor. Our organization deals mainly with municipalities and industry. There will be 3 to 4 individuals using the software. Our main needs are to track who and how (email, site visit, etc.) our sales reps are contacting our clients. Owever, we also wish to track upcoming projects."
-- CEO/President/Owner, Construction/General Contracting, Groveport, OH

"Need for just 2 people. Need software that both users can use with outlook on two different laptops; however, it needs to be centralized somehow where both persons can access/update the same files."
-- CEO/President/Owner, Wholesale, Maumelle, AR

"We are a small company and need an inexpensive solution."
-- General Manager, Advertising/Marketing/PR, Villa Park, CA

"If possible and it is as reliable, a web based would be as satifactory, we are going away from server based software with our medical billing system. You may have asked that earlier but I do not speak computer lingo."
-- CEO/President/Owner, Other Business Services, Cookeville, TN

"We are a small business that is growing fast, we need to get organized, but we don't have a lot of money to spend on organizational tools like contact management systems."
-- Administrative Assistant, Media/Entertainment/Publishing, Sacramento, CA

"Please forgive my seemingly stupid responses to some of the questions above. The fact is that I know enough about computers to get myself in trouble. However, I am fairly quick on the uptake when the information is put in everyday language rather than "computereeze"."
-- Consultant, Other Business Services, Bartlett, TN

"Looking for both technical and strategic software development. Currently have experience with SalesLogix 7.0 & 7.5. Need the support to go with it."
-- Marketing/Public Relations, Manufacturing, Grand Rapids, MI

"I'm starting a home based answer service. I need a computer software with caller ID, tracking, email the message, and storage, i need to take/type the message on the computer as i am talking to the caller. As well as have a place for my client information."
-- CEO/President/Owner, Other Business Services, Claymont, DE

"We currently use an in-house product that is also creates quotes and invoices."
-- Sales/Business Development, Computers - Software, Austin, TX

"I'm just beginning to research this as a sales tool. We have a proposal system in place as well as an accounting program that also doubles as a record of service calls. It would be nice to have something that integrates with what we already have and also tracks our individual marketing campaigns/leads/clients."
-- Sales/Business Development, Other Business Services, Union, NJ

"Need a web-based program for users in different states. Also want a area for typing notes."
-- Marketing/Public Relations, Non-Profit, Cheshire, OH

"We want to solicit sales to parents for young people in our outdoor school and summer camp. "
-- Administrative Assistant, Education, Worton, MD

"Want a field to fill out on the website site to feed an email data base that can be easily blasted."
-- Office Manager, Advertising/Marketing/PR, Vero Beach, FL

"I want to manage these leads with a microscope. And cut down on the Repetitive filling out of forms for different processors. We use about 5 other contracts. and then integrate with our own office database."
-- Buyer, Financial Services, Irvine, CA

"I also really, really need inexpensive call blast system that works!"
-- Sales/Business Development, Other Business Services, Phoenix, AZ

"My husband is in car sales and this is for our own personal use to keep track of his customers and leads."
-- Sales/Business Development, Other Business Services, Conyers, GA

"Just want to be able to tract my conversations and keep client information on file for each client I have."
-- Consultant, Financial Services, Haubstadt, IN

"We have not converted to Windows Vista, but are still using XP."
-- Marketing/Public Relations, Non-Profit, Washington, DC

"I would like to be able to track number of contacts, type of contacts, outcome of contacts as well as quotes, items quoted, dollars quoted which were generated from contacts and also sales dollars generated from these quotes and contacts."
-- Sales/Business Development, Wholesale, York, PA

"CRM Tracking, Order Mgmt. Marketing Campaign Mgmt. Sales Force Mgmt."
-- CEO/President/Owner, Other Business Services, Marietta, GA

"Security is important because of the sensitivity of the client documents."
-- Marketing/Public Relations, Financial Services, Phoenixville, PA

"Want to compile my own lists moving forward. Need something to handle that. I also want to compile reports for the clients after the event summarizing everything up."
-- CEO/President/Owner, Advertising/Marketing/PR, San Diego, CA

"At this point just compiling information for a business that's to be started soon. Online land listing service is our business concept. "
-- Partner/Principal, Real Estate, Alexandria, VA

"Must interact with MS Outlook and use Outlook as the primary contact manager without requiring a import/export function."
-- CEO/President/Owner, Other Business Services, Fredericksburg, VA

"I want something easy!!I only want it to schedule jobs. I reall liked the camelot program but it is to expensive. I just need my 4 computer to be looking at the same schedule and each person can make a change and it show up. I do not need any other tools other than a schedule board.I am working from excel now and it works fine except you can't see it on other computers."
-- Partner/Principal, Other Business Services, Mechanicsville, MD

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