Cost-Effective and Powerful Small Business Contact Management Software

Contacts are the lifeblood for any kind of business. Today having a broad, up-to-date database of business contacts is a competitive edge. Contact management allows companies to carry out effective prospecting, manage customer accounts, increase sales, and provide satisfactory service. The more you know about your leads and customers, the more chances for success your business gains. Small business contact management software gives you a powerful, personalized way to store and manage all relevant business contacts in one accessible, updateable location. Now everything you need to know about your clients is right at your fingertips with CentriQS contact management and CRM solution.

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All Contact Records in One Database

Naturally, the first task of contact management is to record names and contact details. Your employees should foster the habit of recording the names of prospects they had or would like to deal with. However, simply writing down names or relying solely on business cards does not work fine. Sticky notes, records written on a sheet of paper, business cards can be lost, and there will be no way to recover the value contact information.

So instead of using traditional records making tools (such as pen and paper) your personnel should add and save contact information in a database. For example, in CentriQS database you can create the Contacts view where all details on your primary and secondary contacts can be stored and organized. CentriQS lets easily add new items to the Contacts view - so when you finish a phone call with your prospect or read an email you can add the contact details to the database in a few clicks. If you need to find an existing record in the database, you can use the powerful search capability of this small business contact management software. Name, Country, City, Street Address, Phone, Email, Job Title and other contact details of your leads and customers are available for viewing, editing and searching.

Contact Management and Follow-up

Salespeople plan their daily tasks and appointments depending on what information they know about their clients. For example, you can call or email your customer to appoint a meeting or send an offer. If the customer agrees on the meeting or accepts your offer, you will plan your follow-up action appropriately. Since you use contact information to reach the customer and schedule an appointment, now you know better how to act and make a big deal.

Link Your Contacts to Tasks and Appointments

CentriQS lets you link your contacts to tasks and appointments to make it easier for you to plan and take follow-up actions. Links help you stay on top of performance.

When you open a contact in CentriQS database you can go to the Links tab and view all related tasks and appointments. You won't miss an upcoming meeting or urgent follow-up action as the small business contact management software lets you set desktop/email reminding alerts for your tasks and appointments. If you need to add specific information to your contact, task or appointment, you can use the Notes tab, which supports full RTF editor.

CRM and Account Tracking

Contact management is an integral part of CRM process. When you deal with prospective customers and leads, you record their names and contact details and then create a contact base for your small business. Those prospects that expose real sales opportunities become your customers who wish to purchase your products and pay for your services. For those people you can create accounts in your database. Small business contact management software will help you create, manage and track accounts and build relationships with your customers.

CentriQS as Small Business Contact Management Software

In CentriQS's "CRM for Sales" database you can use the Accounts view to add and manage customer profiles. Each profile has a number of properties (incl. Name, Address, Email, Revenue, Industry, Category, etc.) that help you make a complete description of your customers. Even if your database has dozens of accounts you won't get lost in it - filters and search will let you focus on needed items in a few clicks. The software records all changes made to your customer accounts, and there is the History tab to keep track of each account's change history. Also you add links to accounts to attach files, projects, invoices, orders, quotes and other items that help track account history.

Accounts Dashboard

One more way to track accounts is to use dashboards in CentriQS. Dashboards let use pivot tables, spreadsheets and graphs to display account data on a single screen. For example, you can create a dashboard that shows number of accounts created by each salesperson daily, accounts distribution by countries, and accounts total by years. The program allows you to customize the layout of your dashboard and display more items on it.

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