Question

  Asked: Apr 24 2008   6:58 PM GMT
  Asked by: CRM Ask the Expert


Need opinions for evaluating business contact management software


CRM, CRM software, Contact management, Contact management software

I'm in the early stages of evaluating business contact management software. I'm familiar with Sage's ACT and Microsoft's Business Contact Management Software (an add-on to Outlook). My firm is in financial services and there will be less than 10 users. I'd also like to ensure the software meets the following three criteria.

1. Provides the ability to access and update while out of the office

2. Provides the ability to share/record information between all users

3. Provides the ability to import information from other sources and to import various types of documents.

Can you provide insight into choosing the best software to meet the needs mentioned? Thank you.

Subscribe to Alerts! Get questions and answers delivered to your Inbox.


E-mail me updates on this question



   SUBSCRIBE

hidden modal window

Answer Wiki (Improve, edit or add to this answer)


 RATE THIS ANSWER
0
Click to Vote:
  •   0
  •  0



I suggest using this free spreadsheet as a guide to choosing your software. It can be modified to include your own criteria and has separate instructions to help you get the most out of this tool.
  • AddThis Social Bookmark Button

Browse more Questions and Answers on CRM.

Looking for relevant CRM Whitepapers? Visit the SearchCRM.com Research Library.


Discuss This Answer


You must be logged-in to discuss a question. Log-in/Register

software » Blog Archive » Need opinions for evaluating business contact management software  |   Apr 25 2008  11:24AM GMT

[…] Original author wrote an interesting post today onHere’s a quick excerptNew Question Created. by CRM Ask the Expert. […]