Contact Management
Contact management is an important part of business, and there are many benefits to using a CRM system. It can help you manage your contacts, track conversations between different people and keep everything organized. In addition to these features, many systems also feature basic tools for collecting contact information, managing workflow, scheduling meetings and tracking expenses as well as uploading documents.
Benefits of a CRM for contact Management
Some businesses use CRM as an alternative way of managing customer relationships rather than keeping track on paper via spreadsheets or other means of data entry such as paper clipboards or post-it notes.
You can manage communication from different platforms
Email is the backbone of most CRM systems. If you have an email address, it’s likely that your customer relationship management (CRM) system will use it as its main method for communicating with you and sending reminders. This can be helpful in keeping track of conversations and other important information, but it also makes it easier for customers to get in touch with you if they need assistance or have questions about their order.
Track the results of online marketing campaigns
Some CRM systems have the added benefit of letting users track the results of online marketing campaigns. For example, you can use it to monitor the number of clicks and conversions made by your website or email campaigns. This information will help you adjust your marketing efforts so that they’re more effective at getting people interested in what exactly they’re selling, increasing ROI (return on investment).
Track customer contact information and organize them in groups
CRM systems are used to help track contact information and organize contacts into different groups such as “customers,” “prospects,” “partners,” and “agencies.” The system can then be used to keep track of each contact’s information, including their name, phone number, email address and any other details. This is especially useful when you are trying to reach out to a large number of people and want to make sure you have all the necessary information at your fingertips.
The best CRM software for contact management
Many CRM systems feature basic tools for collecting contact information, managing workflow, scheduling meetings, tracking expenses and uploading documents. Here are some of our best picks.
Zoho CRM
Zoho CRM provides a lot of data and reports that can be used to manage your customers, such as address books, transaction histories, calls details records (CDRs), contacts’ membership in multiple groups or departments. All these features help you create exceptional marketing plans for different clients because they are able to track the progress of an individual client faster than any other ordinary contact management tool.
BigContacts
BIGContacts CRM helps users organize their contact records by providing a detailed view of each record, including phone numbers and emails. Previous interactions with the contact are also shown as well as upcoming ones. Notes about that particular person can be added for future reference. You can even capture information from web forms and integrate it into your database without having to do any manual work. This allows you to personalize various outreach communications and campaigns.