Why You Should Be Using a Web Based Contact Management System

By Greg Handchild

The internet is a great way to find applications that can improve business productivity. Just one example of these programs is web based content management programs. Lots of companies online offer this software; some will even go as far as to host the database for you if you don?t have an internal server.

Some applications are offered as freeware, but they come with more strings attached; you typically need a place to run and store the information yourself. Whichever type of application you utilize; there are some steps you should take to ensure your company gets the most out of the program. Here are some tips that you and other businesses should implement when using contact management applications.

1) Teach employees how to use the application, but also when to use it.

Most of these web based applications are incredibly easy to use but that does not mean that the employees should just be given a login and told to fumble around. Proper training on any software piece is essential to it being used properly. Walking through menus, how to properly search and how to properly update the information that they input are all vital pieces that need to be trained on before expecting the employee to use the software.

Another vital piece of training is showing users what information goes into the web based content management application. This information must be decided upon ahead of time because it does vary from company to company. For example, most companies want costumer contact documented in great detail. With these detailed notes, management and other coworkers can address all concerns or complaints without wasting time having to track down the employee who first spoke with the customer in question.

2) Utilize the built in reporting features

It is common for reporting features to be included in contact management programs. This feature allows for easy manager audits because the manager can ensure all employees are doing their job by following up with clients as directed; other detailed reports like sales reports can be viewed too. In terms of customer service, a manager is able to get the big picture on how each employee contacts and handles customers; they may find no problems or one that needs to be addressed.

For instance, this type of software is often utilized in inbound call centers. A manager can audit the days calls to see if any particular problem was causing the call center?s activity for the day. If there is a problem, they can pass it on much quicker than simply waiting for the department with the problem to notice it. - 30445

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