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