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

"Document repository, online contract access, smart contract creation based on online user interview, workflow approvals for contract creation, lifecycle contract management, contract tracking, flexible interfaces and contract templates, customizable reporting, audit trail, SAP compatable preferred, etc."
-- Buyer, Advertising/Marketing/PR, Los Angeles, CA

"While we will not have others using this system remotely, it would be nice to have the capability to make entries while off site."
-- Marketing/Public Relations, Consulting, Austin, TX

"The system that we are looking for is a CRM that will be used for a pathology clinic in upstate south carolina. For the time being, we will need a web-based solution that will integrate with MS Outlook. Please let me know what you come up with ASAP. Please note that we have looked at ACT!, Saleslogix, and Goldmine and we would really like to consider other vendors. Thanks for you help, and we look forward to visiting with you."
-- Sales/Business Development, Other Business Services, Spartanburg, SC

"I am looking for a software I can install into our system that will allow us to track all incoming calls. Also be able to set up in a spread sheet form for reports."
-- Administrative Assistant, Other Business Services, Burlington, MA

"We would like an all in one solutions for tracking sales leads, finance along with reporting."
-- Sales/Business Development, Consulting, Audubon, NJ

"Prefer web-based product with browser interface, for ease of synchronization and use when travelling."
-- CEO/President/Owner, Manufacturing, Columbia, MD

"Looking for a web-based CRM solution specifically for real estate and mortgage loan sales for employees who are based throughout California."
-- Partner/Principal, Real Estate, Burbank, CA

"Easy to use, no programming, want to manage up to 20,000 records."
-- CEO/President/Owner, Consulting, Washington, DC

"Our needs are pretty simple. Need to implement in the next week."
-- Sales/Business Development, Real Estate, Boston, MA

"I would not like it to use up to much memory. I would like to use it with yahoo mail. I would like it to take notes and remind me when I need to call someone according to the date."
-- Marketing/Public Relations, Retail, Minneapolis, MN

"I need a program that can be utilized with quick books and or outlook for a Maid and Janitorial service."
-- CEO/President/Owner, Other Business Services, Woodstock, GA

"This a Complementary and Alternative Medicine Series of DVDs with sales reps all over the country, but the main office is in New York.. We are very small, but hope to pair with pharmaceutical companies soon. Thanks for the help."
-- Consultant, Health Care, Los Angeles, CA

"Is your system recommended for one physician who is trying to create an easy way to access notes and database containing patient dianoses and statistics?Please advise,Thank you."
-- Consultant, Health Care, New Rochelle, NY

"I am a sales trainer. My 6 day sales training program consists of 3 full days of Prospecting. The last 3 days is how to sell products and or sevices. The training program is for general sales in all type industries. I want to be able to choose and teach a simple, easy to use, CRM software system to all my students, then recommend they purchase the software for their personal/business use."
-- CEO/President/Owner, Education, Palmerton, PA

"I need a system that organizes our agent to where they will receive information pertinent to updates and marketing and we will recieve their progress on sales and communication. We are using Veretekk, but I am searching for a system for this data and communication at a much less confusing level. Thank you."
-- Sales/Business Development, Financial Services, Eau Claire, WI

"Am just setting up a process server business and need to contact attorneys etc."
-- CEO/President/Owner, Legal, Brentwood, CA

"On line card file, sortable by any field.calendar with call back alert and world time features. unlimited card files for different divisions of our business."
-- Sales/Business Development, Other Business Services, Eureka, MT

"I am a commercial land developer looking for an off-the-shelf multiuser server-based software (please do not contact me if your product is web-based)that can be customized which tracks and reports:1. Leads by product, type, and development2. Sales by product, salesperson and development3. Activity by client, salesperson, product and development (lead, presentation, reservation, LOI, contract and delivered) 4. Source of leads5. Conversion analysis by product, sales person and development(lead to presentation, presentation to reservation, etc.)6.Convresation log for each contact7. Inventory of products by development8. Lead/Contact status (incl., time passed since last conversation)9. Customize-able Campaign Design and Tracking."
-- Facilities/Operations, Real Estate, Lake Mary, FL

"Primary use will be Mortgage biz, with future use in real estate (commercial & Residential)."
-- CEO/President/Owner, Financial Services, Sacramento, CA

"I'am looking for Customer Service Software that well give me basic customer data via incoming caller ID."
-- CEO/President/Owner, Telecom/Utilities, Griffin, GA

"Small used car lot (averaging 12-24 auto monthly) would like to have inventory management system."
-- Buyer, Non-Profit, Ypsilanti, MI

"I need a system that when pull up a customer I can see all the data I have entered. I would like to be able to see multiple sales calls on one page."
-- Sales/Business Development, Wholesale, Houston, TX

"I will be generating leads through Google AdWords, Email Distribution and Direct Response Advertising. I will need a system to tract/manage these leads. I need a system that provides a form for prospects to complete regarding their buying/selling goals (30 to 90 days, 6 to 12 mos), type of property and contact information ie., name, phone, email address etc."
-- CEO/President/Owner, Real Estate, Chicago, IL

"In research phase only right now and don't know how or where to begin looking or what to look for. Need suggestions and pricing for products as well as pricing for set-up once our server is set up in about a month.We need something easy to implement, easy to learn and teach, affordable, and accessible by multiple users on a network. Cost *is* an issue- to a point- as we are a small business."
-- Office Manager, Construction/General Contracting, New Berlin, WI

"We are a small, startup direct sales company. I am looking for a contact management solution that will help us track our leads and followup activities. Currently, I would need 2-3 people with access to the system. This could possibly increase to 5 over the next 6-12 months."
-- Sales/Business Development, Retail, Westford, MA

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