Essential Requirements

Everyone will have their own opinion as to what the most essential requirement should be, but for the moment we feel that a good contact management database should be.....

  • Useful to everyone in the business
  • Easy to use (and set-up in the first place)
  • Allow very fast searches to find individuals or companies
  • Cover prospects, customers, suppliers and company staff
  • Hold several different postal, email and website addresses for each contact / business
  • Allow different head offices, branch offices, Accounts Dept, invoice addresses etc
  • Cater for multiple contact and company phone numbers, fax numbers, mobiles etc
  • Store extensive, dated, listing of all contact history : calls, texts, letters, emails etc

Such a database is an important enabler for everyone working in reception, HR, marketing, sales, order taking, purchasing, Accounts and most other departments needing contact with colleagues, prospects, customers and suppliers. It should allow single point recording of any address, name, or other contact details changes, rapid reviews of contact history, joined-up decision taking over different internal departments and the ability to quickly pull useful management reports together.