Find and Select Contact Management Software (CMS) and Choose Customer Relationship Management Software (CRM)

Find and Select CMS and CRM Software

Customer Relationship Management Software (CRM) and Selection of Contact Management Software (CMS)

Customer Relationship Management Software Selection and, to a lesser extent, Contact Management Software can be a minefield due to the different features that you will find in these applications.

You may be interested in functionality in Sales, Marketing, Customer Service or ECommerce.

Have a look at some of the CRM and CMS features in this list and consider which of them are required for your application.

Appointment Scheduling
Help Desk Priority Settings
Call History
Help Desk Support Request History
Contact Management
Literature Fulfillment
Contract Management
Mass Mailing
Customer Service and Care
Online Surveys
Customisation and Integration
Order Entry and Tracking System
Data Import/Export
Remote Agent Support
Document Management
Sales Campaigns
Email Auto-response
Searchable Knowledge Base
Email Banning of Specific Addresses
System and Agent Monitoring
Email/Fax
Web Enabled
Follow-up Date Call Backs
Workflow and Request Routing Control
Help Desk Applications
Your Required Reporting Capability

Consider also whether you would prefer a browser based or ASP solution. The ASP or Application Service Provision model for business software is becoming more popular of late. There are many advantages in running a software system that requires little or no maintenance, backup or support from your IT people.

ASP Solutions are no more commonly becoming knows as SaaS software or Software as a Service.

Customer Relationship Management Software (CRM) and Selection of Contact Management Software (CMS)

Go to CRM Software Evaluation Spreadsheet >