Best Contact Management Software

January 15, 2021

By Neil Patel

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When you’re trying to make the sale, you want to be as tactful as possible. You want to talk to your customer at the exact time they want what you’re selling. This means going beyond storing their basic contact information and tracking points of contact, rebuttals, and previous sales deals.

That’s where contact management software can be one of your most valuable sales sidekicks. It helps you streamline your sales process so that you can close sales faster, keep your most valuable customers, and grow your business.

But how do you find the right contact manager to integrate into your sales system? Well, you’ve landed exactly where you need to be. In this extensive guide, I review five of the top contact management tools on the market and walk you through the best features as well as their price points. Let’s get started.

The Top 5 Options For The Best Contact Management Software

  1. Salesforce – Best scalable CMS
  2. Hubspot – Best free CMS
  3. Zoho – Best for simple contact management
  4. Pipedrive – Best for visual contact management
  5. Zendesk – Best for reporting and analytics

How to Choose The Best Contact Management Software For You

Choosing the best contact management software goes beyond making sure they provide the standard CMS tools scoping anywhere from sales tracking, keeping customer notes, emails, and sales history. Your business is unique, which means your CMS needs are also unique. Because of this, it’s hard to pinpoint a one-size-fits-all CMS that you can use in any given sales scenario or industry.

You also have to consider the size of your team, your plans for scaling and revenue growth, and what functionalities are non-negotiable in your given industry.

Beyond that, there are a few specific key factors to think through when trying to make the best choice in a sea of software. Here are a few additional factors to consider that I also used for this list to make sure you’re making the best contact management investment possible.

Reporting and Analytics Capabilities

Some contact management systems put more emphasis on sales reporting and analytics than others. This can prove to be a valuable asset or just an extra feature to your team, depending on how you uniquely handle your sales process.

These days, contact management software is increasingly robust in terms of the analytics it can gather to help you make the best sales decisions. Some of them can measure everything from live chat interactions to sales calls, email responses, and even what you’re prospective customers say on social media about you or your competitor’s product or service.

Deciding how deep you need your contact management analytics to go will ultimately depend on your sales goals and budget. Consulting with your sales team can be a sound idea in the process of making a final decision.

Sales Process and Software Fit

The sales process you use to sell printers …read more

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