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Wednesday, 07 January 2009
Contents
Contact Management Software
What is Contact Management Software?
Benfits of Contact Management Software
What CMS Solutions are available?
Off the Shelf Contact Management Software
CMS: Lotus Organiser
CMS: MicroSoft Outlook
CMS: ACT!
CMS: Maximizer
CMS: Goldmine
CMS: Filemaker Pro
CMS: MicroSoft Access
Bespoke CMS Solutions
Web-Based Contact Management Software Solutions
Portability/Synchronisation
Make the most of your data
Decide which data you will, and will not share
Data Protection Act
Content
Implementing Digital Signatures
Research
Consult
Plan
Act
Further Help

Contact Management Software

Portability/Synchronisation

Small Business Ad

Two critical issues when considering any Contact Management Solution are portability - how well the solution works across the different business communication devices you use, and synchronisation - how well the solutions can ensure that all your devices, and staff, are working from the same information.

Most of the programs mentioned above will integrate seamlessly with e-mail programs, such as Outlook. Many will work with other programs such as accountancy and word-processing.

The following table gives you a quick guide to the portability and synchronisation specifications of each of the solutions examined.

PROGRAM PORTABILITY SYNCHRONISATION XML SUPPORT
Lotus Organiser Works with telephones, mobiles, PDAs, PCs, laptops Good with mobiles, requires EasySync Pro (£35)
for other devices
No
Microsoft Outlook Works with many devices such as Palms Will not sync directly with many devices without
extra software
Yes
ACT! Only works with PCs & laptops Only between users No
Maximizer Works with palms, PCs & laptop Requires extra software to sync with other users No
Goldmine Works with palms, PCs & laptops Only between users Yes
Filemaker Pro Works with palms, pocket PCs, PCs & laptops Between users and with Palms and Pocket PCs Yes
Microsoft Access Through Outlook with similar devices Will not sync directly with many devices without
extra software
Yes

 

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