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 something that is simple to use, easy to access from outside the office, and is reasonably priced."
-- General Manager, Consulting, Chicago, IL

"B2B business leads not consumer leads. Leads comimg from multiple sources (trade shows, direct sales, outbound calling, media, web site) all need to be tracked."
-- Marketing/Public Relations, Computers - Software, Plano, TX

"This contact management system will contain a large database of hospitals and key contacts. It also needs to keep daily contact conversation notes."
-- Buyer, Health Care, Carrollton, TX

"We are looking for sales and marketing software that can help us get organized, give new ideas, get accountability for marketing, track sales, quoting, forecasting and that is compatible with QuickBooks."
-- Sales/Business Development, Manufacturing, Monroe, NC

"This is for a debt settlement company so suppliers currently working with or familiar with a simuliar company are encouraged to contanct me."
-- Sales/Business Development, Other Business Services, Chandler, AZ

"There will be 2 of us using this system and we will both be working from home so we will need to be able to synchronize our data."
-- CEO/President/Owner, Consulting, Sausalito, CA

"We are a mortgage and real estate company in need of a good online client management system which primarily lets us enter personal information, basic loan information, when to contact them back, and most importantly, lets us keep whatever volume of notes for each contact."
-- General Manager, Real Estate, West Jordan, UT

"Our company generates b2b sales appointments and leads over the phone and distributes them to our clients. We want this system to allow our clients to have web access to their campaigns to view set appointments, read - download lead details, communicate lead feedback and results to our staff."
-- Buyer, Other Business Services, Indianapolis, IN

"Looking for real estate data contact managemet integrated with idx and web site."
-- Partner/Principal, Real Estate, Cedar Grove, NJ

"We are a New home builder with multiple sales locations throughout the central valley in California. We have an in house design center as well. There is a program used for our lot specific construction schedule that may need to be accessed but I don't know that it would nor do I know the name of the program used by construction."
-- Administrative Assistant, Real Estate, Turlock, CA

"We have a sales team and we have customer support reps. We need to allow the support reps to track customer questions and requests and allow the sales team to monitor the activity."
-- MIS/IT, Health Care, Clearwater, FL

"I am the office mananger for a historical home in Birmingham, AL. We have weddings, receptions, luncheons, business meetings, etc. I need something to organize all of our clients info (phone,address,etc.),party type, date, time, and details, also payments, etc."
-- Office Manager, Travel/Hospitality, Birmingham, AL

"I looking for client server software that sales reps can access from anywhere with internet access. I would like to be able to import leads and assign to any of the reps as well as track the lead source. I’m currently using a home made client server version but it needs more features. I need the ability to send out email templates with customer information merged into the email, the ability to track each sales person as they update the leads they’re working on. I also have an example of what I’m looking for in an excel sample."
-- CEO/President/Owner, Advertising/Marketing/PR, Pittsburgh, PA

"I work in the construction equipment supply business and will need to use a system that will cover the entire sales cycle from prospecting to paying sales commissions on sales and leasing."
-- Sales/Business Development, Equipment Sales & Service, Altamonte Springs, FL

"We are a start up BtoB business selling machines to small businesses. We would like to keep track of all sales call (phone, walk in) and a summary of what happend with each call along with contact info so that we can determin what to do next to sell the product. Tracking from anywhere residing on our secure server."
-- CEO/President/Owner, Equipment Sales & Service, Danville, CA

"We want our Agents to use a web based system for leads and sales prospecting, when prospect accepts we want to import into Goldmine."
-- MIS/IT, Financial Services, Bozeman, MT

"Specific to Real Estate Contact and Real Estate Lead management."
-- CEO/President/Owner, Real Estate, Enterprise, AL

"Simple to use and import data from excel. be able to send custom emails with a click that include customer names."
-- Partner/Principal, Financial Services, Chicago, IL

"Previously I used Act Contact Management but after having computer problems I cannot find the disk."
-- CEO/President/Owner, Information Services, Miami, FL

"Need to be able to syncronize over the internetneed to be able to convert exisint act files."
-- CEO/President/Owner, Consulting, Monterey, CA

"Im thinking about starting a email advertising site. When I blast emails to my members I need to be able to track when they hit the advertised link and a timer (30 sec) read time. When a certain # of times the link is clicked I need to Stop the link. Does this make sense?? I am selling advertisers a guaranteed 30 sec. reading of there add. Im advertising through emails. This is just an idea. Can it be done??"
-- Marketing/Public Relations, Advertising/Marketing/PR, Jacksonville, FL

"We want something simple, web-based would be preferable, and secure. The purpose of this database would be to document pre-planning of and participation in physician office visits (with actions and outcomes), with the capability to report on activity and provide a "master calendar" for all planned meetings."
-- Administrative Assistant, Insurance, Indianapolis, IN

"I am looking for an easy way to transfer contact information into my ACT database. I have egrabber but it will not work on my system and I cannot get them to call me back to assist in finding the problem."
-- CEO/President/Owner, Media/Entertainment/Publishing, Marietta, GA

"Tracking person & time of any maintenance to the contact records. Being able to restore records maintained by an individual by al time frame."
-- CIO, Other Business Services, Oklahoma City, OK

"I need to be able to upload current xcel docs and lists to software."
-- CEO/President/Owner, Financial Services, Cape Girardeau, MO

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