Contact Management Software

Research & analyse

Set objectives

Set clear measurable objectives for what you want to achieve.

• Do you want to make your data easy to access and share?
• Gain more in-depth information about staff activity?
• Provide better customer service?

Cost/benefit analysis

• Establish the costs of implementing contact management software, such as software, maintenance and upgrades. Also take into consideration factors such as staff training.
• Balance these costs against the benefits, such as greater efficiency, reduced costs and more flexible information management.

Establish your needs

• What data do you plan to incorporate into your contact management records?
• Do you just want to keep track of phone numbers and appointments? If so, a simple solution like Lotus Organiser might be best for you.
• Or do you want to track sales activity, with leads and appointment setting? And store specific information about customers, their purchasing habits and prospects, and your sales teams and their activity? Act!, Goldmine or Maximiser might be more suitable here.

Choose your contact management solution

• Evaluate which will be most suitable: bespoke, off-the-shelf, or web. Or a combination of an off-the-shelf solution, with Microsoft Outlook as an e-mail client front end.