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

"This is for Department Mgrs to rec. info from their team regarding delegation of assignments, projects, tasks - to be easily assessible to all members of the team - via username/password."
-- Administrative Assistant, Agriculture, Amarillo, TX

"We run a wood floor and cabinet renewal company, and need software to integrate contact management, mailings, scheduling follow up management, invoicing and book keeping. Also, we would like it to be handheld compatible."
-- Sales/Business Development, Construction/General Contracting, Liberty Lake, WA

"Would like to have a contact management system and a customer relations manager software package combined. I am a Realtor."
-- Buyer, Real Estate, Clanton, AL

"We are looking for patient demographic/contact information software for a one physician office."
-- MIS/IT, Health Care, Boise, ID

"I do not want a web based service I would like software."
-- Sales/Business Development, Financial Services, El Monte, CA

"Ideally, we would have access to a central calendar/ or some other method, to keep track of presentations and follow up dates with some kind of remunder tickler tickler system. Also, it would be nice to be able to follow up a "marketing campaign" of various configurations. Thank you."
-- CEO/President/Owner, Real Estate, Fontana, CA

"A great deal of our work is done from home, so I am assuming this needs to be web based."
-- Partner/Principal, Education, Lees Summit, MO

"I am in the staffing industry (Nursing) and I need a software solution to track assessments (home visits) for nurses and a scheduler. I may be interested in something that tracks financials, though this would be a small operation and my company would not be willing to invest large sums of capital until this was a proven process."
-- General Manager, Health Care, Canton, GA

"I need to be able to track my employees final results also salesmens final results also percentages for sales and other detailsthere will be other details too,but i got most of the info."
-- Office Manager, Construction/General Contracting, New Berlin, WI

"I need to track client data, contract information and run reports for follow-up and sending mailings to clients at different times."
-- Partner/Principal, Insurance, Cottage Grove, OR

"Would like to be able access from mobile percentagesintergate scheduelingcover sheetsthere are other things."
-- Office Manager, Construction/General Contracting, New Berlin, WI

"We have an upcoming event that we are working with a business partner. The Business Partner would like us to provide a "Landing Page" for people to click on a URL, enter some informaiton, and register for the event. We would then collect the registrations."
-- CEO/President/Owner, Computers - Software, Denver, CO

"Looking to have a system that is simple to set up and use. The phone call is logged by our scheduler and assigned to one of two reps. They go estimate the work and then come back. I want to be able to track the lead from the time the phone call is made, until there is a yes or no to doing business with us. daily reminders for who to followup with would be nice. An integrated calendar and daily to do list would also be helpful."
-- CEO/President/Owner, Construction/General Contracting, Gretna, NE

"Limited to initial budget, seeking a software management program for around $1k, plus licensing user fee per location. Company will only spend so much. so let's see if you guys can come up with something within those parameters.Thanks,rq"
-- Consultant, Real Estate, Miami, FL

"This system would need:Capability of accepting new entries as well as updates to entries from a web based contact preference form. Accept bulk lists from our mainframe in daily or monthly increments.Create lists for export.Accessed level permissions."
-- Creative Design/Writing/Production, Non-Profit, New York, NY

"Must be an all inclusive system which will allow for contact database --- with ability to interface with SQL (pull data from our CMS software program). Customization - tracking of contact communication, follow-up."
-- MIS/IT, Legal, Oakland, CA

"I own a health club with six hundred members. I would like to increase the membership numbers through follow-up. Currently we have no system to input prospect information or prospect follow-up."
-- Partner/Principal, Health Care, Maple Grove, MN

"Need to manage a database of commercial and residential leads for a new lawn care business. I will be calling and mailing info to them, and need to track contacts etc from first contact to point of sale."
-- CEO/President/Owner, Agriculture, Chevy Chase, MD

"We need a web based sales and tracking system for a small sales group."
-- Marketing/Public Relations, Media/Entertainment/Publishing, Morganville, NJ

"Easy to learn and use, automatic dialing, fax and HTML capable and customizable if possible."
-- Partner/Principal, Other Business Services, Schertz, TX

"We are a mac based company. need software that is compatable."
-- Office Manager, Construction/General Contracting, Atascadero, CA

"Low cost, fast installation, unlimited numbers of users, minimal training time,Web based, and standard SFA functions"
-- Buyer, Other Business Services, Houston, TX

"We need this software to run a direct mail/telemarketing campaign."
-- Marketing/Public Relations, Information Services, Milwaukie, OR

"This is all new to me, but there must be something out there to assist in these tasks."
-- Marketing/Public Relations, Health Care, Palm Harbor, FL

"17 year old property management company expanding our business. Starting marketing programs and want to track current and future lead sources and closing ratios."
-- CEO/President/Owner, Real Estate, Saint Petersburg, FL

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