Build Your Customers with Sales Contact Management Software


Sales Contact Management

Start to use sales contact management software if you want to:

  • Make more calls for less time
  • Send more targeted emails
  • plan conversations with current and potential customers 
  • Recent calls and conversations logged in the client profile 
  • Get in touch with your customers in seconds 
  • Submerge deeper into customer engagements 
  • Set up meetings with your customers
  • Get a full picture of every customer
  • Easily identify sales-ready clients 
  • Manage customer sales interactions 
  • Track the leads’ behavior and more.

Sales contact management software features


  • Recording customer interactions: calls, emails, messages, and charts.
  • Categorizing contacts with tags and customer communications history.
  • Access to customers’ social profiles and scheduling social posts.
  • Identifying customer interactions, appointments, and other touchpoints.
  • Collecting information about made orders and bought products.
  • Defining every client’s key contacts and relationships.
  • Auto-profile enrichment of the customer profile.
  • Collecting data about customer orders and returns.
  • Monitoring website visits and visited pages.
  • Real-time view of the customer order and its process.
  • Tracking customers’ behavior and interactions.
  • Customizable email templates and email marketing management.
  • Receiving real-time alerts about opened emails and clicked links.
  • Visual reporting and customizing default reports.
  • Coordinating customer activity with the event and campaign management.
  • Linking customer records to existing clients in your database.
  • Specifying people connections: colleagues, friends, spouses, partners, relatives.
  • Holding contact information: name, emails, phone numbers, and addresses.
  • Automatically updating duplicate subscribed and unsubscribed contacts.
  • Access to customer data anytime from anywhere with a mobile application.
  • Seamless integration with Gmail, Outlook, and other third-party software.

contact management software

Benefits provided by sales contact management software



email management
  • Helps to organize the contact management process effectively.
  • Prevents losing the attention of existing relationships. 
  • Lets track any business relationship with: 
    • business partners, 
    • affiliates, 
    • in-house staff, 
    • freelancers and subcontractors, 
    • vendors and suppliers, 
    • customers, and others;
  • Monitors how every new relationship is advancing.
  • Detects duplicate contacts.
  • Gives you complete pictures of contacts. 
  • Sends, tracks, and saves emails.
  • Enable quick access to any contact. 
  • Captures links between contacts and business relationships.
  • Converts the company’s website traffic into new business opportunities. 
  • Enhances the usefulness of the contact list by building links to other records: 
    • projects, 
    • tasks, 
    • sales opportunities, 
    • organizations, and others. 

  • Scours the web for other social profiles: 
    • LinkedIn, 
    • Facebook,
    • Twitter, and other popular social networks; 
  • Helps to capture more leads;
  • Allows to define the most important contacts and relationships; 
  • Provides convenient filters for contact records;
  • Ensures full relationship history: 
    • sent correspondence, 
    • delivered marketing campaigns, 
    • overdue payments, 
    • unpaid invoices, and others.
  • Enables import of thousands of contacts in a few steps.
  • Integrates with Gmail and Outlook.
  • Provides a mobile application to work from anywhere.
social-contacts-management

All companies regardless of their industry are searching for new ways to keep their costs down, get more leads, increase sales, enhance revenue, and grow their business. Sales managers and representatives play a significant role in any business; they directly work with customers and ensure a smooth sales process. The sales team's time is a limited resource that will bring the maximum revenue if is spent on high-value prospects. The smart sales strategy based on the opportunity scoring calculated by taking into consideration the data collected from various channels can provide the best prospects. Computerized programs and systems for customer engagement such as sales CRM software allow companies to rapidly create and develop relationships with new customers to meet their strategic business plans, and first of all, increase sales of their products and services.



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