Taking any business decision where investment is involved has never been easy. Choosing a contact management software is one such difficult decision that needs to be taken wisely, or you might risk losing your precious dollars. One wrong step and you might tumble down like a pack of cards.
Like the stars in the sky, the market is filled with multiple contact management software. Most of the businesses follow the crowd and go with the popular name, but that doesn’t lead them anywhere. While choosing a contact management software, many factors need to be taken into consideration. You need to mull over everything to ensure you don’t regret later.
The best contact management software will allow you to do many things beyond just organizing your contacts in one place. With the best business contact management software, you can-
- Gain control over your contacts and manage them efficiently
- Access your contact information from anywhere
- Sync you valuable contacts with various devices
- Get real-time contact insights
- Seamlessly import/export your contacts
- Call your contacts with a single click
- Minimize contact duplication
- Track contact’s activities
How to choose the right contact management software?
Nobody deliberately takes the wrong decision for their business. It is the lack of knowledge that leads to failure. So, ensure you research and garner every information about the contact management software you choose.
Below are the things that you need to give attention to while choosing the best contact management software for your organization.
1. Contact management features
For ensuring the highest return on investment, you need to choose a business contact management software that has wide potential and allows you to do many things. It should have some exceptional features that benefit your business and offer maximum value.
Reminder and notification
How often do you forget to follow-up a prospect? Well, human memory cannot remember a lot of things. There are chances that you might commit to email or call a client and forget. So, you need a smart tool that reminds you of the follow-up and up-coming activities. Select software that allows you to set reminders for each contact and notifies in real-time so that you don’t miss any opportunities.
File sharing
Some contact management solutions include the file-sharing feature. So, whenever you come across any important information regarding any contact, you can share it instantly with your team and collaborate with them.
Notes and to-dos
Keeping track of information related to the customers is necessary. Therefore, you require a tool that lets you add notes and activities to the contacts instantly. You should be able to see all the notes and to-dos next to your contacts whenever you log into the system.
Tagging
Tagging saves your time and even helps in grouping contacts of prospects with a similar interest together. So, contact management software should allow you to add tags to sort data and perform bulk activities on different groups efficiently.
Track history
Choose a contact management software that shows you the history of each contact like the calls made or the email conversation you had with the prospect. Everything should be streamlined in one place, for having the context when you connect with your clients.
Profile enrichment
Manually finding data for each contact is a cumbersome task, isn’t it? Wouldn’t it better if you automate this task. The best contact management software offers integration with third-party apps for enriching the profile automatically. The tool will fetch the vital information like contact data, social media profile and many other details in seconds.
2. Cost-effectiveness
The less you spend, the better will it be for your small business. Choose a solution that doesn’t require any heavy investment yet offers the essential features you require. Besides you need to be cautious of the hidden cost. Few contact management vendors offer the software at a cost-effective price to get the customers locked behind the wheel. But customers realize that they must pay more for getting the full value of the software.
3. Ease of use
To leverage the benefits of the features, you need a contact management software that is easy to set-up and use. It should have a clean UI with zero downtime. The dashboard should be self-explanatory so that you don’t have to spend your precious time figuring out different things. You should be able to add contacts easily and manage as well as track them efficiently.
4. Contact list limit
Ensure you clarify everything in the beginning so that you don’t have to worry about anything later. Few contact management software has certain storage limits. Most of the contact management vendors play it smart and don’t mention it earlier. So, take the wise route and find out the number of contacts you can store for determining if the software is worth investing or not.
5. Mobile access
You need a solution that supports the on the go sales trend. You should be able to add contact and update information related to it from anywhere. Therefore, make sure that the contact management software you select has a mobile app. This will make you work easier and faster. You can easily connect with your clients and schedule appointments without any hassle. All the data and notes about your contacts will be at your fingertips.
6. Support
Select a vendor who thinks about you and is determined to help you whenever you need them. Settle for a solution that provides the optimum level of customer support. Your queries should be resolved quickly to avoid delays. Read reviews written about the company on various review sites to find out how strong is the company’s support team. Are they 24x7 available? Do they assist the customers in the right way at the right time? Usually, customers don’t lie, so you can refer to their reviews for understating how good is a specific company.
Hassle-free contact management with Salesmate CRM
Salesmate CRM is one name that you can trust for simplifying your contact management process. It provides a unified view of all your contacts and related activities. Keep your contact information secure in a consolidated database and access it whenever you need it. Get the complete context of each contact to have meaningful communication with your prospects.
Salesmate is an easy to use customizable solution. So you can mold it as per your business to get the most out of this intelligent software. For its exceptional capabilities, even Finances Online awarded it with Premium Usability and Rising Star 2019 awards. Try it for free, to see how will it help you in managing your contacts.
Wrapping up
A feature-rich contact management software helps in streamlining contacts and everything related to it for improving service level. Whatever you need is available on an easy-to-search dashboard. You don’t need to toggle between platforms for finding anything.
You can either choose to invest in a separate contact management solution or use it within a CRM system. The logical step would be to use within a CRM software as you get access to many other features as well to close your sales deals faster. So ponder over everything, read various reviews and take the best decision for your business.
If you are a small business and using calling for your business, then we have a great news for you all!! 🆕 Salesmate CRM is now coming up with the built-in calling 📲 and bulk SMS features. Which means, no more integrations, no add on hardware cost. Just make and receive more sales calls from your CRM system. You can also make use of your smartphone for this feature. Try now!!
If you want to know more about the features that can come in handy for you and your sales team, get in touch with us!
