<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Productivity Tips, Appreciating Asset, Building Stronger Relationships, CRM benefits,

7 Min Read

7 Essential 'Red Flag' Questions for Selecting Contact Mgmt

Is a contact and customer management solution right for you? 

http://www.successwithcrm.com/blog/topic/red-flag-issuesSage-ACT-Red-FlagThe following seven questions address the typical "red flag" scenarios that signify a need for contact and customer management.

If you answer Yes to one or more of these questions, you are a strong candidate for contact and customer management software.  To assess your current situation with the greatest accuracy, be sure your business might improve in each of these areas described as you answer each question.

Note that from this point forward, ACT! will be used as the representative contact and customer management solution. References specific to ACT! may not apply to other contact management software.


Question 1:  Have you ever wanted to organize all of your business data about a contact, customer, or company, but couldn't figure out how to neatly compile it from multiple places and applications?


Question 2: Have you ever wasted time searching for a key piece of customer information or needed to retrieve exactly what you sent to a customer/prospect? 

Question 3: Have you ever wished you had a personal assistant who kept you informed of every upcoming appointment, important date and task?


Question 4: Have you ever wanted an automated way to create and deliver customer communications, instead of spending hours or days creating them individually?


Question 5: Have you ever wanted to make an application work the way you want it to work, or wished multiple applications would work together?


Question 6: Have you ever wished you could gain clear insight into the exact status of all current opportunities - whether for yourself or for your team?


Question 7:  Have you ever wished for a "bird's eye view" into key areas of your business?

How many of these questions did you answer "Yes" to?  If you need more information, please continue..... 


What is a Contact & Customer Manager?

A contact and customer manager allows you to manage all tasks and information related to developing and maintaining relationships with people, groups, and companies with whom you do business.

Built on the foundation of a contact-centered, relational database, contact and customer management software provides comprehensive tracking and instant access to all contact-related information. It's intuitively designed for the day-to-day management of contact information by an individual, workgroup, or corporate team.


A personal information manager (PIM) will contain isolated (as opposed to integrated) components.  It's harder to find related information and obtain a holistic view of a contact.

Contact and customer management provides a 360-degree view of your contact information so you don't have to jump from one application to another to complete a task, plan your day, or execute your sales strategies.


Contact and customer management software is a tool to improve the way you build your professional image. It empowers you to focus on profitable endeavors, such as outshining your competition, by minimizing the time you spend on routine tasks. It's an essential tool for consistently transforming contacts into customers and first-time customer into loyal relationships.


For more insight into the "red flags", check out this link.

Sometimes the next step is to give us a phone call to have a conversation:   Are you Ready  or do you need to optimize what you now have.  Both of these links lead to a free consultation - a holiday gift to you! 

Topics:   Productivity Tips Appreciating Asset Building Stronger Relationships CRM benefits

Boosts Sales Productivity with CRM: Now & Later - Part II

35 Ways CRM boosts sales productivity; today and every future day. In Part I we covered 22 ways the use CRM can boost sales productivity and effectiveness, NOW.  Later has arrived.   Knowledge of the ...
Picture of Dick Wooden Dick Wooden 7 Min Read

Facilitate relationships with partners and customers using Creatio portals

Creatio portals can help you to facilitate long-term relationships with partners, contractors, stakeholders, and customers, and is designed for various use cases and business scenarios.   Did you ...
Picture of Dick Wooden Dick Wooden 7 Min Read

Appreciation- Increase the Value of Your Business

Some businesses have a couple of special customer appreciation days each year. That can be part of a good marketing strategy, but Julie and I advise our entrepreneurial clients to make every day a ...
Picture of Dick Wooden Dick Wooden 7 Min Read