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

"I'm looking to immediately begin using a system that will allow me to manage leads for recruiting purposes.I've designed several recruiting campaigns, including follow up calls, emails, and appointments.I want a system that will:1. Allow me to manage recruiters2. set campaigns that include automated emails (drip campaign)3. allow user to change contacts from phase 1 to 2 to 3 based on their interest, ie. post-interview follow up system 4. Allow me to set appointments for recruiters in an online calender.5. restrict access to leads based on assignment or contact typeany ideas, tips on how to do this is welcome."
-- Marketing/Public Relations, Real Estate, Salt Lake City, UT

"We are an independent used car operation carrying about 100 units in stock on the average and selling about 38-40 per month."
-- Sales/Business Development, Retail, Pittsboro, NC

"I am a salesman for a Roofing,siding,and gutter company. I plan on starting my own company next year, and I would like to have a program where I am able to manage every person that I might be doing business with, or that I already have done business with."
-- CEO/President/Owner, Construction/General Contracting, Beloit, WI

"Manage small (1000) prospect data base. Sort by sales rep or geographic area. Track monthly mailings. Two security access levels required; sales rep and sales manager."
-- Sales/Business Development, Manufacturing, Petaluma, CA

"We would like to be able to scan and attach documents into existing customer files."
-- CEO/President/Owner, Insurance, Buckeye, AZ

"I need a program that will keep track of telemarketing lead info for approx 7 network users. I have the data, I just need a better way of tracking results in order to avoid repeat phone calls to customers from different telemarketers."
-- CEO/President/Owner, Real Estate, Lawton, OK

"By tracking deals through the pipeline in a central, shared environment, sales and support staff work together easier and more efficiently, allowing employees to collaborate with each other for greater team success and customer satisfaction. Sales team members can all work together and see all of the customer interaction. Instantly, each member of your team can pick up the ball and help to close sales stuck in the pipeline, revisiting neglected accounts and uncovering the hidden value in existing customer base."
-- CEO/President/Owner, Construction/General Contracting, Decatur, GA

"We would like something simple that keeps track of the number of ups through the door, their potential, lead source etc. Something like the TRAX software just more simple and cheaper."
-- CEO/President/Owner, Retail, Centerview, MO

"Want to view call contact history on screen while on the phone with a prospect/customer AND would prefer click 'n' call capability utilizing a small desk top or notebook as the dialing system."
-- Marketing/Public Relations, Advertising/Marketing/PR, Palm Coast, FL

"Need to migrate data from ACT!8.0 including email and file attachment links."
-- CEO/President/Owner, Equipment Sales & Service, Snellville, GA

"We are looking for an inexpensive yet very efficient contact management software."
-- Consultant, Consulting, Duarte, CA

"Need to use for both generating mailing labels and sending e-mails to specific groups within my DB."
-- CEO/President/Owner, Manufacturing, West Chester, OH

"We are looking for web based software to create an online community."
-- Sales/Business Development, Information Services, Bontia Springs, FL

"Would like to know if Act is capable of producing contracts and BEO's."
-- Sales/Business Development, Travel/Hospitality, New London, CT

"Need CRM tool for a automotive group...need leads to go to one place for multiple Dealers."
-- Sales/Business Development, Other Business Services, Largo, FL

"Need a contact management program to track our customers. We provide a cleaning service."
-- Administrative Assistant, Other Business Services, Port Matilda, PA

"We are looking for someone certified in ACT for Workgroups who can support our installation and train our staff on the product."
-- Accounting/Finance, Retail, Chantilly, VA

"A field for notes and ability to search information within these notes."
-- Marketing/Public Relations, Advertising/Marketing/PR, Lorton, VA

"Currently, our contracts are management and tracked through several make-shirt Excel spreadsheets. There are hundreds of ongoing projects that are managed through these spreadsheets and we hope to extract the information from our defined cells and populate that information into user-defined fields."
-- Buyer, Other Business Services, Irvine, CA

"Want to be able to chart statistical data as well as track current and potential customers. I would also like to track when services are needing renewal, follow-up customer service and a place for notes."
-- Marketing/Public Relations, Information Services, Lincoln, NE

"- Ability to make database private to other users- Ability to synch with Blackberry handhelds- Straight forward filtering- Easy to use interface- Easy to great groups."
-- Sales/Business Development, Other Business Services, Fort Worth, TX

"We are a new Residential Real Estate company. If you have a product geared towards our industry that would be great."
-- CEO/President/Owner, Real Estate, Greensboro, NC

"We have 17 remote users that will need the availability to synchronize their database with the main server based databasee on a weekly basis."
-- Sales/Business Development, Manufacturing, Michigan City, IN

"I am interested in something to track customers and prospects in realestate."
-- Sales/Business Development, Real Estate, Fairburn, GA

"Not looking for a complete CRM as we do not have a need for the standard service and marketing modules. We are most concerned with forecasting, gaining visibility of our sales-funnel/pipeline, tracking won/lost order data and conducting various analysis.Integration with our existing quote system is ideal. We manufacture an engineered-to-order product."
-- Sales/Business Development, Manufacturing, Fresno, CA

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