Conversational user interfaces will provide better customer service.

Build an ecosystem that helps maximize all of your software tools. Social media, email, inventory, project management, and reporting are just some of the integrations available. In many ways, contact management software is the critical hub that connects your systems. The best contact management solution for your company might be the one that integrates seamlessly with your existing software.

Choose strategic integrations with other systems.

Some solutions are faster to set up than others, so it's important to balance setup time with your long-term goals. Our research found that 80% of companies implemented their contact management software within 18 months.

The time from C-suite decision to IT expansion to employee training could take months, or even years. Moving to a new contact management system can be a long process.

Know how long your transition will take.

Affordable or trendy solutions may not offer the tools your small business really needs, so be sure to invest in a system that solves your company's unique problems. Capterra found that 66% of businesses that switched to a different contact management system did so because their initial solution lacked the needed features.

Get the features you need the first time.These features ultimately improve customer satisfaction and retention. Some contact manager apps can collect support requests, assign them to representatives, and even schedule callbacks so customers aren't forced to wait on hold. Interaction histories help employees offer more personalized and relevant customer assistance through data about past customer experiences with the company. The right contact management system can improve customer service in several ways. Small businesses can use this business intelligence to make smarter, fact-based decisions. A contact management system can track customers throughout the sales cycle and compile valuable reports about what is and isn't working. Informed marketing and sales efforts depend on contact tracking. Together, these features make it possible for small businesses to access essential contact information at any time, boosting efficiency, accuracy, and flexibility. Businesses can grant specific users permission to access certain groups. People and companies can be grouped as leads, customers, vendors, employees, and more.

Distributed contact information. A contact management system typically tracks and stores the contact information in a universally accessible cloud database.

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