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

"Looking for web based address book common calendar app that we can use from inside or outside of the office."
-- MIS/IT, Financial Services, Columbus, GA

"My need is simple I am looking for a program that will let me enter lead info (Name, company, addresses (2) fax, phone, and notes. My biggest requirement is a notification for call backs. I am looking for something like ACT at a lesser cost. I would be willing to accept an older edition of a program that fits this situation."
-- General Manager, Equipment Sales & Service, Fennville, MI

"Would like a very low cost solution as this service is for a very basic tracking of a sideline product. Therefore, users will access infrequently. Seems that a concurrent license environment would be the most cost-effective fit."
-- Buyer, Financial Services, Kansas City, MO

"We need to transfer everything from ACT to a new provider. This CRM software needs to be hosted and accessed online. Please conly contact if you can transfer everything from ACT, including history and current notes and tasks."
-- CEO/President/Owner, Consulting, Phoenixville, PA

"We are looking a customised CRM to support a broadband Internet Service provider. This is intended to take care of their sales and customer support both technical and commercial"
-- CEO/President/Owner, Telecom/Utilities, Abuja, NY

"5-8 users at multiple sites; could start with lower number of users with centralized updating."
-- CEO/President/Owner, Education, Lenexa, KS

"Want to be able to have quick access to the details of the past purchases, of my customers. Want to see the quanitity they ordered, selling price, my cost,how item is packed, etc. Would also like ability to search by either item # or item description, or purchased date range."
-- CEO/President/Owner, Wholesale, Early Branch, SC

"Need to input the following information into the system:Name of ContactName of CompanyAddress of ContactTelephone Number of ContactEmail Address of contact and a calendar to track the contact - when the contact was spoken to and when the contact should be accessed again."
-- Partner/Principal, Real Estate, Melville, NY

"We have a project list of about 30 active databases/clients at any one time. We need a system that can be loaded and updated easily, with reporting capability to track daily and weekly calls and Leads.There is no Sales function after Lead qualification, no forecasting or follow up is needed, our Leads go to our clients for final disposition."
-- MIS/IT, Advertising/Marketing/PR, Salem, NH

"I'd like to work with a software that will notify me when to contact a client in the data base."
-- Partner/Principal, Other Business Services, Sandwich, MA

"Granular - Would like our sales reps to only see their numbers, but our CEO to be able to see all numbers across all reps."
-- Buyer, Legal, San Francisco, CA

"Must be Web Based wtih a full calendar function so the Lead Coordinator can set appointments for Sales Staff."
-- CEO/President/Owner, Consulting, Shawnee Mission, KS

"I would like to know who I could download leads for me employees."
-- CFO, Financial Services, La Habra, CA

"Link all documents, emails, etc to the proper contact automatically.Possibily but not necessarily should have localizations for my agents in Italy and in Japan "
-- General Manager, Advertising/Marketing/PR, Secaucus, NJ

"My main need is for incoming leads to be tracked by source and salesman. this information then will lead to closing % reports and intergrated into qbooks. we need this asap."
-- General Manager, Construction/General Contracting, Phoenix, AZ

"This is for a start up company I am working with. I want a web based software package. I want it to work with Outlook. We will grow over the next couple of years."
-- CEO/President/Owner, Consulting, Medina, MN

"Starting a new business and would like to keep in contact with people we meet during the initial buildout or meet in public."
-- CEO/President/Owner, Health Care, Sierra Vista, AZ

"3 sales persons, contacts, results, key person, phone #, addresses, emails, specific office or facility contacted. Contacts for referrals for private duty, veterans, Medicaid caregivers."
-- CEO/President/Owner, Health Care, Saint Louis, MO

"We are in real estate development. Looking for system we can grow with."
-- Sales/Business Development, Real Estate, Naples, FL

"The newspaper I work for has no electronic sales tracking system with a data base of all contact info. for businesses reps call on. We're looking for a management/reminder system that tracks daily sales calls, notes on the call, follow up plan and contract storage. The purpose of the system would be to access dustomer info., sales calls, and contracts for each business."
-- Sales/Business Development, Advertising/Marketing/PR, Las Cruces, NM

"We presently use ACT. However we do not like the constant upgrades and continuing costs. Act can do wayyy more than we need."
-- Partner/Principal, Wholesale, Jackson, MI

"We are looking for a simple, shared contact management system (name, numbers, dates, for documenting discussions and agreements). Not necesssarily big time "sales management" or "lead tracking". We need the capability to add and delete fields to as necessary. We need to have between 2-10 users accessing the system at the same time. We need full ability to import/export our data from/to a file such as .xls or .csv."
-- MIS/IT, Retail, Lynnwood, WA

"Must be able to work off line due to our remote area."
-- Sales/Business Development, Health Care, Billings, MT

"We are looking for a system that will allow our customers to log into a site where they can view our call sheets and other info."
-- CEO/President/Owner, Other Business Services, Grand Blanc, MI

"I will not be the purcheser of the software. I am doing research for a client."
-- CEO/President/Owner, Consulting, Greensboro, NC

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