Contact manager

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A contact manager is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. They are contact-centric databases that provide a fully integrated approach to tracking of all information and communication activities linked to contacts. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database.

History[edit]

The original contact management system (CMS) was ACT! 1.0 for DOS in 1987, some beta copies were out prior to this.[1]

Benefits[edit]

A contact management system (CMS) may be chosen because it is thought to provide the following advantages:[2]

  • Centralized repository of contact information
  • Ready to use database with searching
  • Sales tracking
  • Email integration
  • Scheduling of appointments and meetings
  • Document management
  • Notes and conversation management
  • Customizable fields
  • Drip marketing
  • Import/export utility

Differences from customer relationship management[edit]

A contact manager is usually used for instances where the sales interaction model of the organization is a one-to-many[disambiguation needed] interaction model, in which a single sales representative is responsible for multiple roles within a company. Alternatively, a company with a many-to-many interaction model, in which many sales representatives are targeting a single job role, a customer relationship management (CRM) system is preferred.:[2]

See also[edit]

References[edit]

  1. ^ Act History Act! CRM#History
  2. ^ a b Aberdeen Group (January 2009) Automating Success: The Choice Between Contact Management and Customer Relationship Management [1]