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
- Customization 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 to running a software system that requires little or no maintenance, backup or support from your IT people.
Go to CRM Software Evaluation Spreadsheet



