Cloud based Contact Management System

Customers are an integral part of every business. Having quick and easy access to customer information may give your company an edge over the competition. You need to provide a technology service to all your employees to ease the process.

Implementing a Contact Management system can offer your company a complete picture of all customers at a glance. With cloud  based solution, all your employees can connect with the necessary information anywhere they go. The solution can be beneficial for large companies with multiple sales people or multiple channels to manage, as well as for small companies looking to expand and capitalize on all leads.

Another benefit of cloud based solutions, are the cost reductions. Having a Web-based platform frees companies from spending money on software, deployment, and maintenance.

Contact Management system helps in in organizing and managing your customers, so that you can focus on offering the best goods and services. Your employees can concentrate on the core business without having to worry about the tedious administrative duties. Managing customers is ease with an efficient online Contacts Management system.

How Contact Management System can help you?

  • Customer Contacts – Quickly and easily add, edit, and update information and customer records as needed.
  • Quick Search – Search quickly any information or sales lead.
  • Customer data – Keep detailed records of all customer interactions.
  • History – Get complete view of customer history and details.
  • Share information – Control who can access the customer details.
  • Resource – Allocate the customer work to different team.
  • Activities – Track all the activities and communications.
  • Connect – Connect to customers instantly through email or SMS.
Employing technology will eliminate the tedious work of administrating the process and helps in streamlining work and enables to work smarter.
Contact us today and avail a web based Contact Management System!


CRM leads and contacts

Sales pipeline in any CRM deals with leads, opportunities, contacts and accounts. A lead record is created when an individual shows interest in your service or you contact him for offering service. The lead is a very light weight source in CRM which may or may not get business.

The sales team uses this lead for connecting and offering the business service and trying to convert it into business. If there is any further interest shown by the lead, it could be then converted to ‘opportunity’. An opportunity contains additional information of what product or service he is interested, possible time for conversion etc. The opportunity can then be closed by the sales team or it can continue to be a business.

A contact in CRM is an individual having primary contact address. In the sales pipeline, a lead can directly moved to contact skipping the opportunity stage.

Getting leads has different means. It could be through the pile of contacts that you have received by a survey or by attending tradeshows, or directly purchasing leads. So with this set of leads, the sales team can work on to qualify the promising ones and dump the rest. The important feature of the lead management is that you have sorting and grouping option which helps for categorizing.

Lastly, the account record in the CRM system manages the complete life cycle of a company(your client). All the company related information is stored and accessed whenever required. Service tickets, activities and assignment, schedules and tracking act as an important feature in account management.

So leads could be referred as temporary lists and contacted ones could be moved to a different stage, remaining still stays in the lead list or could be dumped. Do regular housekeeping on all the leads, contacts and accounts so that you have updated and clear customer related information.