Sales Force Automation & Marketing

Contacts

"The richest people in the world look for and build networks, everyone else looks for work." - Robert Kiyosaki, Entrepreneur and Author.

Contacts are the core-stone of any business relationship. They help you grow your business directly by buying products/services that you sell and also spread the word about your organization to others.

Business thrives on contacts and networking. Over a period of time you will have thousands of contacts, often people with same name in one department or organization or different organizations and with multiple contact numbers & addresses.

Having basic contact information alone would not suffice, as you need to be aware of the roles & responsibilities and their position at the organization's hierarchy level, to be able to efficiently communicate with them.

When your business goes global, many times you will not be able to identify a person's gender based on their name.

So it becomes imperative for a business to organize contact information and store it in a secure; accessible and a universal location.

CRM Software integrates contact management capabilities and provides you with a simple, intuitive and efficient way to organize, store and retrieve your contacts.

The search box allows you to search for contacts with very little or no effort. Fields like Title, Job Title, Department, Reports To and Birth-date allow you to capture subtle information that becomes very important in the long-term for cordial relationship with the contacts.

Tagging every contact to a specific account in the CRM gives you various benefits. Whenever you view an account - you will be able to see related contacts and when you view the contact, you will be able to view the related account.

This avoids ambiguity and fosters efficiency in contact management. Also it eliminates chances of miscommunication to a great extent and reduces communication gap.

Features

• Export contacts to your mobile using vCard format
• Sort contacts based on Lead source
• Star your important contacts
• Search based on Name & Phone Number