Managing business contacts with CRM

by Dquip Team · Published January 30, 2017 · Updated August 8, 2017

Contact management and it’s role for business:

As a business owner or as someone in the cream level of an organization, there are numerous contacts that one gets in touch with. This makes it imperative to precisely know if the contact is a prospective business contact, partner company, vendor company, employee, etc. Several companies face challenges with:

– Compiling and securing their contact data
– Categorizing contacts
– Managing access to contact information
– Bridging the contact knowledge gap when an employee exits, etc.

Contacts can be utilized for functional efficiency, building client relations and much more.
In order to overcome these challenges and attain exquisite efficiency in their contact management system, companies use CRM software solutions.

To know more about CRM have a look at this feature list.

Download 100 Plus Features Of CRM

Contact Module

This module lets you:

– Store, change and remove Client contact details.
– Save crucial dates regarding products and services purchased.
– Set payment reminders, etc.

14 Things you can do in contacts module:

1. Import your existing contacts.

2. Add contact details of leads, clients, vendors etc.

3. Give tags to categorize contacts of leads, clients, vendors, etc. Eg: Hot Lead, Very Important Client, etc.

4. Add birth dates, anniversaries, remarks and other information about respective contacts.

5. View & edit contacts.

6. You can do the following in List Contacts:
– Update Contact status
– Create Quotation
– Schedule Meetings
– Send / Schedule Emails
– Schedule Follow-up Calls
– Schedule SMS
– Modify details of the contact
– Reactivate or deactivate a contact
– Delete a contact

Conclusion:

See the CRM software in action here.
If you’re looking more posts, visit our CRM software blog category.

Also find these modules – CRM

– Sales Target Module

– Lead Module

– Client Module

– Follow–Up Module (Calls, Mass Emails, SMS & Meetings Module)

– User Module

Resources & Sign Up: