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 need a quick inexpensive solution to start tracking my leads and contacts. Time is a factor."
-- Sales/Business Development, Computers - Software, Oklahoma City, OK

"Need to keep track of mailings sent to new and existing customers."
-- Marketing/Public Relations, Wholesale, New Alexandria, PA

"I need system to store, track and manage leads and sales."
-- Consultant, Health Care, San Clemente, CA

"We are a full service financial real estate firm with a focus on real estate services."
-- Consultant, Manufacturing, Santa Fe Springs, CA

"We are really looking for something web-based that can be accessed from anywhere. We are not interested in this software syncing up with Outlook or any other provider, HOWEVER we would like to import/export into such common databases. Thanks!"
-- Marketing/Public Relations, Consulting, Berkeley, CA

"We already have rights to a copy of Microsoft CRM, i would like to know if this is right for our needs. If not, what is? And if so then we are looking for customization & integration. Thanks."
-- Sales/Business Development, Consulting, Irvine, CA

"We would like to be able to add and manage contacts, share the information, create reports that would show results and forecast future results. It would need to be user freindly and efficient. be able to send group e-mails but seem personalized also be able to create automatic tickler groups for monthly group e-mails."
-- Sales/Business Development, Advertising/Marketing/PR, Lafayette, LA

"I am not interested in a system that tracks sales $ or activity of staff. I primarily want a system for information gathering of communicatuions and contacts and allows easy sorting of information by catagories and sub-catagories by titles or key words. We will use it for tech support call information collection."
-- CEO/President/Owner, Manufacturing, Fullerton, CA

"I am concerned about BEFORE someone starts a chat that you can obtain enough information from them that you know whether it is a competitor asking your pricing. I am a services business and I ONLY do quotes via e-mail. Also, I am wondering if other service businesses have shown an interest in this product."
-- CEO/President/Owner, Other Business Services, Logan, OH

"Small business selling highly specialized capital equipment. Multiple customer interface with company (sales, technical, product management)... need to coordinate within company and track customers."
-- Sales/Business Development, Manufacturing, Pleasanton, CA

"We generate over 5000 leads per year. Our goal is to be able to set up future contact prompts, to identify how many leads went to each branch, number of closed deals vs. number of leads, and to pull stats on individual sales people."
-- Sales/Business Development, Financial Services, Colorado Springs, CO

"We are looking for a software that can be a stand alone and update over the internet once signed on to the server."
-- CEO/President/Owner, Construction/General Contracting, Blue Springs, MO

"We are looking for something quite simple. We want to be able to enter basic client info, then be able to generate basic mailing lists, email blasts, etc. We also want to be able to have the system either 'remind' us to contact a certain client or have the system respond automaticly and contact a client."
-- Marketing/Public Relations, Real Estate, Rahway, NJ

"Need to print address books/directoriesglobal emailMS-Word as word processorDrip marketing/tracking."
-- CEO/President/Owner, Financial Services, San Francisco, CA

"Need a tool for individual outside sales reps to use in maintaining and updating prospects, contacts, proposals, and sales process. Also needs to include an integrated appointment/calendar feature."
-- Sales/Business Development, Other Business Services, Fort Smith, AR

"We need to import goldmine database into other contact management software."
-- CEO/President/Owner, Other Business Services, Philadelphia, PA

"Please Sent some documentation on Online Shopping Web site such as Introduction, Purpose, Scope, Overview, Funtional requirements and some other ideas about the Online Shopping Software"
-- Sales/Business Development, Retail, Kolkata, IN

"Quick and easy to use. Basic lead and contact management functions."
-- Buyer, Consulting, Gaithersburg, MD

"Have used ACT for several years. With the latest updates, it's become unreliable."
-- CEO/President/Owner, Wholesale, Wooster, OH

"We are a Countertop and Cabinet Fabrication Company with 2 Sales people and need to find a way to track thier productivity as well as sales."
-- CEO/President/Owner, Manufacturing, Las Vegas, NV

"We currently use MACOLA for acct purposes as well as Foxpro which does our invoices."
-- Buyer, Manufacturing, Fort Lauderdale, FL

"Must be compatible with Quickbooks, and able to import data from quickbooks easily, without having to double enter data.Must be able to mass email and mass fax 1000+ customers with ease and slow internet connection. Currently have ACT from 2000. emailing 250+ customers is a PITA, and mass faxing same thing. out dated software. we want to initiate a marketing campaign of mass emailing and faxes quite often."
-- Sales/Business Development, Manufacturing, Mauston, WI

"Requirement is for tracking of about 100 leads in medical field by consulting vendor for big ticket services (500K +)."
-- Consultant, Health Care, Yarmouth Port, MA

"Essentially, I want the tellers to fill out a referral form and then have the New Accounts Representative input the referral information into "the system" - whatever that is. This would interface with our data processing system to track (and match up referrals) new accounts and ANY other products sold by the New Accounts Rep. I'm looking for tracking of number of referrals, referral conversions, and cross-sell ratio."
-- Buyer, Financial Services, Bellaire, TX

"We are one of the well factories in Taiwan. NEW BOX Co. Ltd is offering novel toys and design have Eco-awareness toys. We have the patent in Japan and Taiwan.Our product of Magic Jumping Fish have many kinds of packing design, the point is the fish would be jumping by itself to bite the lure within about 6~8 seconds, it’s very amazing and interesting, suits the children and the adult. Beside, the packages of display box can be a big gift box; it’s very good gifts for children. We have Jumping game boxes of Magic Jumping Fish products; it can to gather children to play this game. Everybody wanted children happy."
-- Sales/Business Development, Manufacturing, Wa, CA

See More: 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18