Keeping an accurate record of leads and customers is table stakes for top-performing sales teams. But without the best contact management software (CMS) in place, it’s not possible to maintain clean data or healthy customer relationships. How would any seller possibly know how or when to reach out to people in their book of business?
If you’re dealing with any sort of volume, it’s practically essential that you have a CMS to automate your marketing workflows.
Contact management software helps teams organize all of their contacts’ information and activities — and it provides effective tools for ongoing marketing. It’s almost like having an extra employee whose only job is to keep track of all your sales and marketing processes.
What is contact management software?
Contact management software is an online platform that allows you to market to your database of contacts. These databases often include leads, customers, partners, and investors that sales teams market to or communicate with.
Imagine a new business owner working with just five leads. A year later, imagine that same owner, but with 150 customers and 1,000 active leads managed by a growing team. That owner needs something better than messy spreadsheets and calendar reminders. That’s where a CMS comes in.
There are plenty of bells and whistles you El Salvador Phone Numbers should expect to see in a great contact manager system:
A database
Keep all of your contacts’ information organized, including name, email, phone number, and anything else your business wants to know.
Data organization: Add specific tags to your contacts, then create filtered lists based on these tags or other information on the contacts’ records (demographic, interests, previous actions).
Marketing tools: Reach out to your audience using mass, automated, or 1-to-1 emails, SMS messages, and phone calls.
Tracking: Get email statistics, SMS response Costa Rica Phone Number List rates. Percentage of clients dropping off at each stage, and more.
Automation: Send communications at the perfect moment to the right person based on certain lead actions or time delays.
Connect with other services to improve functionality, such as Gmail, Zapier, Google Analytics, Facebook advertising, and hundreds more.