What is Contact Management?

Contact management is a method of storing, quickly accessing, editing, and tracking customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. and leads dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.. Contact management software can be as basic as a spreadsheet or as sophisticated as customer relationship management software.

To make a sale in today’s business environment, you must do more than simply personalize a sales email with someone’s name. Customers are loyal to businesses that remember their specific preferences, and they expect to have a positive experience every time they place an order or receive a package in the mail. Going above and beyond encourages repeat sales and referrals, which can significantly reduce your overall customer acquisition costs.

What is Contact Management Software?

Contact management software can organize searchable information about prospects and current customers. The software can handle basic information, such as names, phone numbers, and email addresses. It can also keep track of important calendar events and fundamental interactions between the company and the contact.

Contact management solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. tools are especially popular among SMBs, where a team member, contact manager, or sales managerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. may play multiple roles for a single contact. Contact management is also critical in e-commerceE-Commerce E-Commerce is a field, platform, or environment where the buying and selling of goods and services are transacted online., where repeat customers mean the difference between a one-time deal and long-term customer value.

The primary aim of developing an automated contact management system is to assist any firm in more robustly and efficiently storing and retrieving all information about an existing clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer..

Why use Contact Management Software for sales?

It records your customer interactions.

Log all cross-channel communications with customers automatically, so you have a record to refer to later. This information will be essential in choosing what good or service to offer them for cross-sellingCross-selling Cross-selling B2B is when a customer purchases a product and they are offered a second product at a discount or as a reward. and up-selling, the mode of your subsequent interaction, and how to deal with clients who are similar in the future.

Enhance the customer experience.

When using all-in-one contact management, customer service agents can deliver better results with less effort. They’ll have easy access to a centralized contact list that includes detailed records of previous cross-channel customer interactions, task notifications, and follow-up reminders.

Arrange all of your information in one location.

Contact information is delivered to you via a variety of channels, including social media, live chat, phone calls, your company website, face-to-face conversations, purchase records, and more. A contact management platform consolidates all of this information, including address books and phone numbers, into a single business contact record that you can access from a single location.

Aids in team collaboration

A centralized contact record increases visibility for everyone in your company and makes your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). smarter and more transparent. Team members can consult individual case files worked on by other staff members in real-time, reducing the need for in-person meetings. This eliminates tasks, hand-off errors, and redundant work while also encouraging open collaboration.

 

Experience Pipeliner CRM Now

Pipeliner allows salespeople to take control of their opportunities, remain consistent through every stage of the sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology., and always stay focused on important priorities. It's the CRM that salespeople actually enjoy using.
Try Pipeliner CRM for Free

Key Features of Contact Management Software

Make a list of your contacts and categorize them.

Contacts are segmented by industry, geography, stage in the customer lifecycle, and other factors. Identifying customer profiles allows you to personalize your customer experience and determine which demographic offers the most opportunities.

Mobile access

Any contact management platform nowadays includes a mobile app for Android/iOS. Wherever you are, you can gain immediate access to contact lists and key information via a mobile device and then act on it for sales, support, customer service, and marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. tasks.

Management of tasks and projects

Assign tasks to specific team members, provide complete transparency into who is doing what, and set deadlines with reminder notifications. When used in conjunction with CRM, cloud-based SaaSSaaS SaaS is an acronym for Software as a Service. contact management tools consolidate all your work processes and allow you to deal with task and workflow processes on the fly.

Data Entry Automation

Automate your customer data entry, freeing up time for more important tasks by eliminating time-consuming administrative tasks. Automated data recording can then be used to power email marketing automation, sales automationSales Automation Sales Automation is the act, practice or technique of using software to simplify, speed up or streamline the entire sales process or specific component activities such as customer tracking, forecasting, and inventory monitoring., and other applications.

Simple import and export 

Import contact information from CSV, Microsoft Excel, Google Sheets spreadsheet files, business cards, CRM, or other digital tools. Export them just as easily, so you’re covered if you switch platforms, start using new apps, or require data visibility from stakeholders.

Contact Management Software vs CRM

Although contact management software and CRM software share some features, there is a difference: A contact management system provides basic features, whereas CRM software integrates sales, marketing, and reporting tasks.

The following are some of the pros of CRM software:

Real-time Data Access: Using a cloud-based CRM, you can access customer data in real-time and keep your entire team updated on any new information or changes to contacts.

CRMs frequently use third-party integrations to fill in data gaps automatically. Third-party apps can even be used to analyze customers’ social media accounts.

Collaboration: Often in business, brainstorming generates new ideas and can aid in closing a complex saleComplex Sale Complex Sale is a type of sale common in B2B markets involving multiple decision-makers, custom service or purchase agreements, and relatively longer sales cycles..

Learn More About Pipeliner CRM

Learn More About CRM

Pipeliner CRM Manifesto book cover
Sales Management Through Pipeliner CRM
5 Essential Principles for a Sales Champion