Is There a Good Sales Contact Management Tool?

by Bob Poole on April 15, 2013

TelephoneOver the 45 years I’ve been involved in sales, I’ve used all kinds of sales contact management tools for tracking, follow-up and reporting. They range from a pad of paper to some of the most sophisticated (and complicated) tech based tools of today. And, I still haven’t found that one tool that is effective, simple, and will be welcomed by most salespeople with open arms. Too many of the contact management tools of today seem to have been designed by committee. And, there were too many financial controller types on the committee, it seems to me.

Please help me and salespeople everywhere!

Tell me what you’re using and why you use it. I’d love to find a cloud based system that will give us the tools we need for tracking and reporting without weighing us down with unnecessary work that takes away from actual selling.

I’ve got something that I personally use and I’ll tell you what it is and why I use it after we start our discussion. You can answer in the comments section at the bottom of this post or send me an email if you prefer. Please put “Your Blog Request” in the subject line. Thank you!

{ 5 comments… read them below or add one }

Jacqui April 15, 2013 at 12:29 pm

I think there are a host of systems that can be good, but it depends 100% on how they are implemented and how the associated processes are defined. I love Salesforce and believe it can be an extremely effective solution that helps sales people really show their value. BUT it all depends on the way it is set up, the processes and how they are integrated with the sales process in given company.

Bob Poole April 15, 2013 at 1:55 pm

I agree with your comment, Jacqui, especially the part after BUT. That’s one thing that small companies sometimes just aren’t not willing to take the time to set up and they quickly lose interest in Salesforce.
Bob Poole recently posted..Is There a Good Sales Contact Management Tool?My Profile

Mark April 24, 2013 at 5:46 am

Hi Bob,

We built Contactzilla to be a super easy to use tool for managing contacts, a CRM system for people that think CRM is too complicated. It’s currently in beta you can try it at http://www.contactzilla.com

If you are looking purely for a simple sales pipeline tool we highly recommend http://www.pipedrive.com (not related to us at all).

Hope this helps, Mark.

Bob Poole April 24, 2013 at 8:46 am

Thanks, Mark, for sharing both names. We’ll check them out.
Bob Poole recently posted..Sales Tool Follow-UpMy Profile

Mark April 26, 2013 at 4:02 am

No problem. Let me know what you think.

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