Contact Managers, what can they do?

Any sales team that sales remotely depends on fresh leads and contacts. A contact manager system keeps all of these leads in order and keeps sales reps selling.

Contact manager systems organize and control all of the tasks and processes associated with creating, contacting, and selling to leads. These systems, which are also called customer relationship managers or CRMs, start their job with lead capturing. A third party lead generation company is certainly one location that a contact manager can upload lead information from. Another productive source of leads is the company website. Contact managers can be programmed to gather information from web forms filled out and submitted on the internet. The information on these web forms are gathered and stored within the CRM and that lead is then qualified based on the information available.

A contact manager system organizes contacts into three separate categories (sometimes referred to as “buckets”). The contacts with in these three categories – leads, prospects, and customers – can have specific tasks assigned to them, or these contacts can be split into smaller groups within their category. Using a CRM a sales representative can interact with a whole group of contacts at once, such as sending them all an identical email or fax message.

Contact managers act as calendars to keep track of meetings or call-back appointments with contacts. Syncing with email systems like Microsoft Outlook and reminding agents of important meetings is only the beginning of what a CRM can accomplish.

Contact managers are the central piece of software that supports many of the other telephony software that allows call centers to function. Power dialers pull lists of leads from the CRM and upload all important data from a call there. Automatic call distribution, or ACD, routes inbound phone calls to the best available agent that is free when the call is received. Contact managers can also be the most reliable basis for business reporting. The real time analytics that a contact manager calculates allows for an accurate interpretation of data to show the underlying trends of the current sales market.

Contact managers also aid sales agents in fulfilling the needs of their contacts. One way that a customer relationship management system does this is with its prewritten email templates and voice messages. These emails or voice messages can be left by the CRM whenever the need arises, stopping the sales agent from wasting calling time in order to send emails to clients and contacts. A contact manager helps with all parts of inside sales.