Best Ways to Improve a Project with Contact Management Software

With business software, what makes a difference is not what business tool you use but how effectively you use it.  Business tools used ineffectively can fall short of their promised glory not because they are not excellent tools but because they were underutilized and left with untapped potential.  Many companies who choose to implement contact management software make the mistake of doing so, especially when it comes to project management.

This is unfortunate considering the dynamic impact contact management software can have on company projects. For companies struggling with persistent team communication issues, this software can be the best solution for keeping team players talking.  Through shared notes, teams can keep projects updated in real time without the usual delays for turnaround.  With just a click of a mouse, most solutions allow team members joint access to vast amounts of company information for better communication across the board.

In fact, contact management software has the ability to address even the most complex project management concerns. Companies everywhere are in search of the best devices for putting an end to project management pitfalls such as routine wastes of time and resources.  With the effective use it’s possible to conserve resources by reducing paper waste and printing costs.  Data can be scanned and stored easily into most systems and even linked to company contacts for greater compatibility with existing company organization – a feature that saves both time and money.

Adding contact management software to your project management methods can make team tasks run a whole lot easier. That’s because it’s a solution that is easily customized, with management and classification controls that can be adjusted to fit the particular needs of any project.  If, for instance, your project involves only certain key accounts, parameters can conveniently be set to filter contact information linked to documents, emails and account history as a solid foundation for the project’s completion.

Using contact management software also stands to improve the skill set of team players.  Collaborators learn how to chisel and hone the software’s organizational features and can become experts in accessing key components for the best results possible.  Learning to communicate via software and update data in real-time, fielding  a variety of inputs from coworkers, is a 21st century skill that innovative companies should encourage as often as possible.

The good thing is that no matter which solution your company chooses, the benefits just keep getting better.  As vendors continue to develop increasingly interesting ways to streamline communication and expand collaboration capabilities, contact management software continues to be the top business tool for successful project management.


Keep Documents Organized with CRM Software

Keeping documents organized with CRM software may be new to many companies who have not yet discovered the versatility of this unique business tool.  Many may believe that it is limited only to organizing lists of company contacts, much like Outlook.  The truth is, however, its capabilities cover far more territory and may be just the tool your company needs to excel beyond the competition.  Particularly in the area of document management, software has the ability to keep items organized with clarity and ease.

The advantages of CRM software with key company document organizing features are numerous. Most software systems organize documents by linking them to contacts, so that each time a user clicks a contact’s name, all electronic documents associated with the contact are in full display.  This provides a sensible system of order and reduces clutter within the company’s computer system.  It also means that document retrieval is a snap, creating better workflow and saving precious time.

Further document archiving features include ways to keep folders organized. Top systems create folders for documents automatically each time a new contact or company is created.  Again, much-needed time can be saved when users avoid creating the same folder for each account over and over again.  This, added to the ability to copy and paste folders, files and documents across contact entries, opens up greater and greater possibilities for workers to use time productively.

The document management feature also has more beneficial advantages.  Take, for instance, version control. This term refers to the user’s ability to check documents in or out of the system for updates, changes, comments and general editing.  This allows multiple users to collaborate on document creation, complete with access to previous versions for referencing.  It can also reduce the frustration involved when multiple writers collaborate on a document, allowing each writer to pick up where the other left off without skipping a beat.

Keep in mind that some software solutions include document management as an added feature in addition to a list of core software features.  It’s best to keep an eye out for this important feature whether it’s an add-on or a core offering.  Its advantages make CRM software well worth the investment.


Contact Manager Software for Non-Profits

The features of contact manager software work extremely well with non-profit organizations in need of tools for keeping afloat in changing times. Whether its fundraising support or document storage that your non-profit needs, it is able to ensure the best results for non-profits both large and small.

One of the biggest responsibilities of non-profits is fundraising.  It’s an area that can easily become unmanageable without proper planning and foresight.  A non-profit organization needs the best tools available in order to keep the details of fundraising campaigns under control.  These include keeping tabs of donors and the amounts of donations as well as tracking frequent givers and recurrent volunteers.  Contact manager software has the ability to categorize each of these type of contacts for a variety of key actions.  Whether the desire is to schedule repeat emails or to strategically plan the best focus of time and energy, this software has the answers.

Many non-profit organizers may wonder whether contact manager software is worth the investment, but the truth is there are many non-profit solutions that are well worth it and very affordable.  For as little as $99, non-profits can take advantage of all the benefits of on-premise software that behaves like cloud software, but without the loss of control and exclusivity.   This allows the organization to act as tits own software host using a private server.  This small investment is for the life of the software, a one-time cost that comes complete with many integrated features such as document and email management, tracking and reporting, as well as features that can support event registration, and membership management.

The challenge for today’s non-profit is to make a significant impact with smart and effective programming.  Contact manager software can also help in this area.  Most contact manager software solutions contain a project management add-on that can significantly increase the overall effectiveness of non-profit programming. Sharable features such as calendars and documents, including presentations, flyers and press releases allow for joint collaboration throughout a program’s lifespan.  Non-profits can also take advantage of remote office management features in contact manager software which allows for group collaboration beyond the four walls of an organization.

The best non-profit operations start with an effective contact manager system, one that goes beyond the basic organization of contacts.  Fortunately, today’s contact manager software offers solutions that do just that.  Explore the depths of what contact manager software can do for your organization.  It could be just the solution your non-profit needs to tap into the next level of charitable success.


On-Premise/Cloud Hybrid Office with Contact Management Software

The possibilities are endless when contact management system teams up with remote office capability.  Yet, the remote, or virtual, office is one feature of contact management software that many businesses may not be aware of.  It’s an extremely useful tool for the increasing number of offices with employees working from home or while on the road.  However, not all contact management software systems have the ability to offer such versatility, so it’s a good idea to do your homework to find those that do.

Today’s business world is a patchwork of various work scenarios designed to accommodate almost any level of productivity.  In fact, during the recent economic down turn, many offices were forced to allow employees to work from home in order to cut costs. This produced a greater need than ever for software capable of giving off-site employees the same access to company systems as those on the premises.  A few choice vendors rapidly responded with on-premise systems capable of installation on any CPU, yet with top security features to ensure users could work remotely, yet worry-free.

In fact, top contact management software vendors make absolutely sure that security is at its finest for remote offers features, and that’s something to look for when choosing the best solution for your company. Security features are crucial to prevent breeches into private company information over remote connections. Look for contact management systems with 512-bit encryption for maximum security, but with firewall transparency within the system for flexibility in access and sharing of information among employees, no matter the location.

Also, keep an eye out for special deals which can significantly reduce the costs associated with virtual office technology. With  software, affordability of remote office features or systems can be a problem since many vendors charge extra as the number of users increase.  It’s always a good idea to seek out contact management software that allows an unlimited number of clients at no extra charge – and they are out there.

The advantages of contact management software with integrated remote office capability make it well worth the investment for your company’s day-to-day organization.  Take the time to examine each solution available and be sure to carefully consider purchasing a system with remote access features for a versatile, secure system that’s sure to meet your company’s needs.


Contact Management Software Outlook Alternative

Though Microsoft Outlook may be an extremely popular business tool, it has its limitations.  Many companies today are in search of alternatives to the well-known favorite, and they’re finding it in a fairly up and coming resource – contact management software. This atypical business builder has a plethora of workable features versatile enough to handle more than simple organization of contacts and emails. In fact, many companies may be surprised to learn just how much contact management software is capable of doing for better business.

First, this software goes above and beyond the potential of Outlook to provide sound time and money saving features.  For most systems even basic features include integration with mega communication builders like Skype, Twitter and Facebook.   Some even include map integration synced with every contact entry as well as compatibility with VOIP vendors and integrated SIP softphones.

In addition, companies can collaborate with contact management software in ways that simply are not possible with Outlook.  Users gain the ability to share emails, notes and documents complete with check-in/check-out features as well as version control.  This means documents can be updated on a real-time basis, without the usual confusion associated with the inclusion of multiple writers.

It isn’t just that a contact manager offers more features than Outlook.  It’s also important to note that the quality of these features can excel beyond Outlook capabilities.  The proof is in the little things. Take the fact that many contact management software email editors offer users the ability to attach read and delivery receipts to emails and the way that the software allows users to select contacts for a quick display of the relatedness of contacts across categories.  These details may seem trivial to some, but for the clever business owners who have given contact management software a try, subtle differences like these make the system well worth the investment.

Providing absolute business essentials that go the extra mile is what software is all about. Particularly, when compared to Outlook, it can provide companies with everything that’s needed to empower any company contacts list and ensure that unique business needs, such as collaboration and relationship management, are also met on a consistent basis.  Give contact management software a try today for an outlook alternative that is sure to improve the organized flow or your growing business.


Managing Sales with CRM Software

Sales is, perhaps, one of the most dynamic departments of a company, and it requires top-notch technology to accommodate its fast pace and indispensability. CRM software can be just what every sales team needs in order to meet both long and short-term goals. Though at times it may be difficult to accurately gauge the most salient sales team needs, it’s not hard to predict that CRM software is a smart investment designed to be effective in almost any sales situation.

Many business owners will be impressed with the ability to stay abreast of sales leads and new sales opportunities.  The software provides the ability to organize contacts according to shared characteristics. Categorize top sellers or key leads, grouping them together for convenient and consistent email blasts with just a click of the mouse. Most CRM software systems also allow users to track trends with detailed reports integrated into the software. This means essential sales data is always right at your fingertips.

Not only does its reporting tool allow for easy access to information, it can also ensure that the information is accurate and precise.  Organized and aggregated data is easier to calculate and import into charts, graphs and other visual displays.  What’s more, these calculations can then be shared with other members of a sales team using add-ons such as project management and document sharing.

No longer is the individual client lost in the myriad of information surrounding an account. CRM software provides the foundation for collecting receipts, invoices, emails, orders and more, and aggregating each in a logical manner.  This allows users to quickly locate detailed information about particular sales clients without loss of time and with very little effort.  This system is convenient as ever for sales teams with fast-paced schedules and daily routines.

If it’s customization your sales team needs, this software delivers. Those in need of the ultimate in tailored systems will be happy to know that it also comes in open source format with a variety of compatible codes to choose from.  If the preference is for a plug and play system, users would do well to select software that includes customizable features such as the ability to add categories and adjust rules and settings to fit sales department needs.

A strong  system can mean the difference between landing the next big sales opportunity and completely squandering it.  This is due to this business solution’s unique ability to tie together all the most important aspects of sales team management, keeping data organized and always at your fingertips.  It’s software that can reduce huge losses in time and energy, freeing staff to turn to the most productive activities of a job. It’s benefits for sales teams could be invaluable to the success of your business and are definitely worth a solid investment.




Keep Calendars Organized with Contact Management Software

Managing time and priorities is understandably a major preoccupation in today’s business world.  Executives, managers and workers alike are all encouraged to strive for a tightly organized calendar which allows enough freedom and flexibility to inspire the maximum amount of both productivity and relaxation. In addition to basic organization of contacts, contact management software users enjoy complete calendar management features which is a great reason to find out more about what this excellent business tool has to offer.

One of the main objectives in calendar management is to find ways to save time getting the calendar organized.  This makes perfect sense as scheduling and following the details of daily engagements can take a considerable amount of time without the right software.  Companies need ways to get appointments and meetings scheduled complete with full displays and all the information needed for each contact at their fingertips.  Contact management software’s archiving and linking features do just that, allowing users to link calendar dates directly to each and every contact involved, for easy retrieval and quick review.

Another great time-saving technique  is the calendar history feature.  With this feature, users view the entire history of meetings and appointments for any contact simply by clicking on the contact’s name or company. Some software is also designed for time slot review. This feature enables users with the same type of software to schedule meetings and appointments based on the availability of others, saving much needed time with lengthy email exchanges as meetings are scheduled.

Many companies may be reluctant to venture forth from their usual Outlook calendar management scenario. However, this needn’t be an issue as most contact management software is designed without discarding the familiar Outlook interface.  This ensures the software stays as intuitive as possible when it comes to calendar management as well as other organizational features. Just like with Outlook, users can easily schedule meetings and appointments by clicking directly on the calendar’s month, week or day interface.

Choosing the right contact manager can be tricky.  One way to narrow down the possibilities is to look specifically for systems that include integrated calendar management. The unique elements of this feature can save precious time and money in the long run and can make running your business a perfectly streamlined endeavor.


Using Contact Manager Software in Real Estate

Managing your real estate contact management database can be a challenging task. For those making the attempt without the use of software, it may even be a nightmare. Leads are extremely important and can be quite numerous, each with their own specifics and unique details. Luckily, however, there are excellent contact management software solutions available and fully capable of organizing an extensive number of contacts as well as handling all the rigors of making a real estate business truly successful.

With real estate, the key goal is to maximize the full potential of current sales leads. This often means having the ability to measure the data associated with each lead and get it organized into meaningful statistics. The statistics can inform the decision-making process for the best use of time and resources. For instance, if it can be determined that the largest number of referrals come from a certain entity, such as the local visitor’s bureau, then marketing campaigns can be created and implemented based on this information for targeted results. Tracking this type of data is a feature that most contact management software systems are well-equipped to do.

In fact, the ability to match pertinent data with specific contacts and leads and then compare and contrast that data through an intuitive interface is one of its greatest assets. This makes the software an essential tool for real estate agents in search of a solution that does more than simply categorize contacts. Create and list multiple transactions per client according to customized terms, store important client documents and schedule routine listings and email blasts all from one fully integrated database.

Indeed, managing on-going communications with leads and current clients is an essential necessity for real estate agents. A contact manager is a major asset in doing so. First, with its ability to track and aggregate specific categories of contacts, it’s able to help agents pinpoint particular leads ready for communication. Then, with its ability to provide email platforms in just a few clicks of the mouse, group emails can be sent and even scheduled on sharable calendars, reminders included.

There simply is no better way to keep your real estate business flowing smoothly. On a day-to-day basis, contact management software takes the hassle out the routine aspects of real estate that must be completed promptly and produce solid results every time. Try it today to determine whether it’s best for your real estate endeavors. You’re sure never to be disappointed.


Open Source Contact Management Software

For many small- to medium-sized businesses, the cost of quality contact management software may be more than they can afford. These companies need help with business tools that will meet long and short terms contact relations goals without breaking their budget. Too often, such solutions are great in terms of pricing but fall short when it comes to options and variety.

One option to consider is open source contact management software. It’s the latest new tool in the business world for businesses in search of affordable contact management software. Prospective users should keep in mind, however, there are a few drawbacks to open source software, but first, a simple definition.

Open source software is software whose code is freely available. Open source contact management, from the user’s perspective, differs very little from other types of contact management software, except in one major way. Most open source software is highly customizable, allowing users to input their own choices for basic aspects of the software. This feature is highly sought after with small to mid-sized businesses seeking to tailor their software to fit a variety of different day-to-day scenarios.

Open source contact management is also usually built to be very compatible. In fact, most open source code provides compatibility with a variety of major database management systems such as MySQL, Microsoft SQL Server, or Oracle. Some even offer an Outlook plug-in along with the capability to allow users to customize fields. Other add-ons, such as Office Plug-in and Thunderbird Extension, or at least support for them, may also be available.

One of the biggest drawbacks of using open source contact management software is the amount of technical expertise required to manage the free code. Yes, it is easily customizable to fit the growing needs of a small business, but the know-how level may be beyond the expertise of small business owners. Most open source software users depend on forums to gain the knowledge necessary to use the software effectively. It’s a good idea to join one of these in order to get sound guidance for the open source software of your choice.

Open source contact management software is all the rage at the moment, mostly because of it no cost price tag. Prospective users should keep in mind that the down- side may be the amount of time and effort needed to implement and use it. The best approach, as always, is to study up on the variety of open source contact management software available in order to make the best decision for your business possible.