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 to be able to manage all contact with a customer, provide a report of sales calls that were made for the week and have follows with letters, faxes, calls, ect. automatically generated."
-- Sales/Business Development, Manufacturing, Amarillo, TX

"This is a beginning combined real estate and mortgage brokerage business."
-- Sales/Business Development, Real Estate, Independence, MO

"If possible, I would like to have 3 companies have access to the same basic database, but with their own exclusive sales notes. I am beginning use of Peachtree for my accounting package."
-- Sales/Business Development, Transportation/Logistics, Mahwah, NJ

"Needs to be able to convert our current ACT database into this program."
-- Partner/Principal, Media/Entertainment/Publishing, Greensboro, NC

"Sales Call Reporting and Managment of the sales call history is paramount. Ease of use to enter itineraries and sales call results is a must. Currently intineraries and call reports are done manually and/or faxed/emailed to management, but we have no real method to manage with a standard application. Our desire is to standardize this over the entire sales force."
-- Partner/Principal, Other Business Services, Roanoke, VA

"For use with insurance and financial services,need areas of client list,prospect list and suspect list,also need to move from 1 list to the other."
-- Buyer, Insurance, Fairfield, NJ

"I need a contact manager that will notify me when a contact needs a phone call. I will need to set the number of days between calls and be notified of when those calls are to be made."
-- Sales/Business Development, Real Estate, Hebron, IN

"Sales people will access this from multiple offices and locations with needs on the road as well. Our main goal is to make the contact information more consistent throughout the organization, simplify entry of information, and enable us to better use this list for lead generation and customer contact purposes."
-- CEO/President/Owner, Biotech/Pharmaceuticals, Eugene, OR

"We recently upgraded our server and in the process we learned that ACT! is a memory hog and it is unable to do the reporting we need. We are selling to to individuals and not companies and it seems most programs are focused on companies. We need ease of use, accurate data, management tracking, and lead/sales reporting. We are looking for a small business sales force solution."
-- Sales/Business Development, Real Estate, Desert Hot Springs, CA

"I have played around with "Sales Optimizer" and truly like it, but it is way too expensive for my small company."
-- Sales/Business Development, Other Business Services, Hollywood, FL

"It’s needed for an organized sales process. All e-mail address, mailing addresses and phone #s will go into it. It will help us track and management all our e-mail marketing campaigns. All we’ll have individual notes of what’s happening with each prospect, including who’s working them, if they’re interested but can come to the next class, the days of the week they can come, things like that."
-- Administrative Assistant, Education, Glendale, CA

"Looking for a system that we can track the history when agents access a lead, to determine ownership of record etc."
-- Buyer, Travel/Hospitality, Ocoee, FL

"I work in a MAC office. Does your software support Safari."
-- CEO/President/Owner, Advertising/Marketing/PR, Beverly Hills, CA

"A phone and fax system that can be used with the software for mobility."
-- Sales/Business Development, Advertising/Marketing/PR, Charlotte, NC

"We are a complete financial services firm. We provide investments, accounting and taxes. We are looking for a way to streamline handling referrals, and an easy way to mail merge, and assign each other tasks. I want to be able to sort clients and prospects so that I can to targeted mailings."
-- Office Manager, Financial Services, Barrington, IL

"I do recruiting and use Paradox as a data base for names and addresses."
-- CEO/President/Owner, Other Business Services, Phoenix, AZ

"I will be the only person working with the software, but I need to have it loaded on two computers - at work and at home. Is this possible without investing in 2 user liscenses?"
-- Marketing/Public Relations, Other Business Services, Bridgeville, PA

"I used ACT! software 4 years ago but need a little refresher on how best to use for my needs."
-- CEO/President/Owner, Consulting, Willowbrook, IL

"The need to integrate weekly, monthly, and bi-monthly newsletters to be sent to customers and prospects alike."
-- Partner/Principal, Education, Riverside, CA

"I need the following states:va la md fl with min loan bal of 175k looking to refi ,take out or consolidate a second mtg or even debt consolidation."
-- CEO/President/Owner, Real Estate, Saint Louis, MO

"We are a real estate company that is lookiing for a "drip system" to manage our leads. Thanks."
-- Office Manager, Real Estate, Lincolnton, NC

"I need software for health care agency that is secure, safe because ss numbers are involved. I need intake information,like when typing in personal health care info. from clients. Ineed software that keeps that information safe."
-- Administrative Assistant, Health Care, Verona, PA

"Would like to buy a system to have on our server that multiple users can access."
-- Consultant, Consulting, Portland, OR

"I want the system hosted online. I have a vitural business, my teamates work from their homes. I want a centralized database so everyone can view the information. I want a place where notes can be recorded for all to see-date and time included automatically. IF possible have all e-mails and attachements sent to clients stored in the contact record. I want a shared calander."
-- CEO/President/Owner, Insurance, Harrisburg, PA

"Must be designed to run well on a new MAC system that will be purchased.Should be able to set up separate databases."
-- CEO/President/Owner, Other Business Services, New York, NY

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