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Essential components of a first-class Web-based Contact Management System
Account Management Customer Relationship Management Sales Software:
 Good Customer Relationship Management Sales Software must provide the ability to coordinate and sort all key account data.
The account management sales software system will put all key accounts in one safe, secure, reportable, account database structure. The key to a first-class account management system lays the foundation for the Web-based Contact Management
solutions. Accounts need to have the ability to be added manually or by import. The account management Customer
Relationship Management system must make a key account strategy easy to build. And this is sales account management and customer
account management so all leads, opportunities, documents and contacts associated with a key account are visible and reportable. *
Feature Set Customer Retention Rating in a Recession for MS CRM: 8 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft Dynamics CRM System: 9 Stars out of 10 Stars
Customer Account Roll-up:
 The power of a Customer Relationship Management sales software system is the power to have an account level view of all
activities past and future rolled-up onto one screen. This can be implemented in a roll-up report but generated reports from
the night before may be out-dated. The ability to view account data in current time is powerful and vital. Decisions are produced best with accurate data; account data in a CRM sales system with this feature is providing accurate data. *
Feature Set Customer Retention Rating in a Recession for Microsoft Dynamics CRM: 7 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for MS CRM System: 9 Stars out of 10 Stars
Understanding your client and building a detailed customer profile:
 Most all Contact Management software sales systems have sales process development capabilities within the central system.
It is up to your group to define the stages and information tracked within the new sales system. As we already know, when
meeting with a potential buying opportunity, they have already been thing about the business problems that are keeping them
from reaching their goals. To reach a level of understanding of your customer needs, this will require research and multiple
meetings. Make sure your new CRM sales system can accommodate this required detail information. * Feature Set Customer Retention
Rating in a Recession for Microsoft Dynamics CRM: 10 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft Dynamics CRM System: 9 Stars out of 10 Stars
Pipeline Management as part of a Web-based Sales Software System:
 Pipeline management can be every sales person's nightmare or every sales person's fantasy. A solid sales software system
must make pipeline management a sales persons dream. If you deal in advanced solutions or big-ticket items, your customers
probably don't have a distinct process for acquiring what you sell. The more appropriately we can discover our customer's
buying process, or the objects that have to happen just before they can buy, the better we can take care of our pipeline. A
managed pipeline is aligned with our customer and works with them where they truly are. * Feature Set Customer Retention Rating in a
Recession for MS CRM: 8 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft Dynamics CRM System: 9 Stars out of 10 Stars
Calendaring within the Customer Relationship Management Sales Software System:
 Effectively designed calendar integration could be the most crucial area of a first-rate CRM system. Tasks are the driving
influence of the sales software system and the calendar is the conduit that the tasks flow through. Calendars should always be shared across the company for the system to be used the most adequately. Calendar reports need to be a one click
report for optimal use. Through the effective use of a tasked based calendar program, the sales person can facilitate the
buying process and close more deals. When CRM users generate events, put in contacts, or add clients, all the data should be displayed
and shared within the calendar. When the user rolls over the particular day, multiple icons should show the specific activity or event of
the day. This will lessen the number of clicks and pages loads needed to view the information of that day. Minimizing clicks means a far
more productive sales force. All of this information appears in the calendar and provides an instant view of events scheduled for that
day. Leads and Clients that enter the system are also on display for quick access to critical information to reduce multiple clicks. *
Feature Set Customer Retention Rating in a Recession for Microsoft Dynamics CRM: 9 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for MS CRM System: 8 Stars out of 10 Stars
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