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A contact manager is a
software Software is a set of computer programs and associated documentation and data. This is in contrast to hardware, from which the system is built and which actually performs the work. At the lowest programming level, executable code consists ...
program that enables users to easily store and find contact information, such as
name A name is a term used for identification by an external observer. They can identify a class or category of things, or a single thing, either uniquely, or within a given context. The entity identified by a name is called its referent. A personal ...
s, addresses, and telephone numbers. They are contact-centric databases that provide a fully integrated approach to tracking all information and communication activities linked to contacts. Simple ones for personal use are included in most
smartphone A smartphone is a portable computer device that combines mobile telephone and computing functions into one unit. They are distinguished from feature phones by their stronger hardware capabilities and extensive mobile operating systems, whic ...
s. The main reference standard for contact data and metadata, semantic and interchange, is the
vCard vCard, also known as VCF (Virtual Contact File), is a file format standard for electronic business cards. vCards can be attached to e-mail messages, sent via Multimedia Messaging Service (MMS), on the World Wide Web, instant messaging, NFC o ...
. Sophisticated contact managers provide
calendar A calendar is a system of organizing days. This is done by giving names to periods of time, typically days, weeks, months and years. A date is the designation of a single and specific day within such a system. A calendar is also a phys ...
sharing features and allow colleagues to access the same database. The main reference standard is the
vCalendar The Internet Calendaring and Scheduling Core Object Specification (iCalendar) is a media type which allows users to store and exchange calendaring and scheduling information such as events, to-dos, journal entries, and free/busy information, a ...
. In management terminology, advanced contact managers can be called individual resource management (IRM) or contact management (CM) tools – systems for managing an individual's interactions with current and future contacts, to organize, collaborate, and synchronize health, lifestyle, and financial needs.


History

Contact list A contact list is a collection of screen names. It is a commonplace feature of instant messaging, Email clients, online games and mobile phones. It has various trademarked and proprietary names in different contexts. Contacts lists' windows ...
s have been available for a long time. The original contact management system (CMS) was Exsell for DOS by Excalibur Sources, released in 1984.


Benefits

A contact management system (CMS) may be chosen because it is thought to provide the following advantages:Aberdeen Group (January 2009) Automating Success: The Choice Between Contact Management and Customer Relationship Managemen

/ref> *Centralized repository of contact information *Ready-to-use database with searching *Sales tracking *Email integration *Scheduling of appointments and meetings * Document management system, Document management *Notes and conversation management *Customizable fields *Import/export utility *Contact sharing


Differences from customer relationship management

Traditionally, a contact manager is usually used for instances where the sales interaction model of the organization is a one-to-many interaction model, in which a single sales representative is responsible for multiple roles within a company. Alternatively, a company with a
many-to-many Many-to-many communication occurs when information is shared between groups. Members of a group receive information from multiple senders. Wikis are a type of many-to-many communication, where multiple editors collaborate to create content that is ...
interaction model, in which many sales representatives are targeting a single job role, a
customer relationship management Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information. CRM systems compile data from a r ...
(CRM) system is preferred.:. However, most recent contact management solutions are fully adapted to many-to-many interactions models, and the difference between a CRM and a Contact Manager starts to lay more on the fact that CRMs are commonly used to automate sales and marketing processes (quotes, invoices, reminder emails, etc.) where contacts management solutions focus on a people-centric approach which goal is to centralize all contact information within an organization and have better control on who can access this data and how it is accessed.


See also

* Address Book *
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Business intelligence Business intelligence (BI) comprises the strategies and technologies used by enterprises for the data analysis and management of business information. Common functions of business intelligence technologies include reporting, online analytical pr ...
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*
Comparison of CRM systems This article is a comparison of notable CRM systems. ERP systems are considered a superset of CRM systems. General Only stable releases are mentioned. Features See also * Comparison of mobile CRM systems * List of ERP software ...
* Consumer relationship system *
Contact list A contact list is a collection of screen names. It is a commonplace feature of instant messaging, Email clients, online games and mobile phones. It has various trademarked and proprietary names in different contexts. Contacts lists' windows ...
*
Customer experience transformation Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information. CRM systems compile data from a ra ...
*
Customer experience Customer experience (CX) is a totality of cognitive, affective, sensory, and behavioral consumer responses during all stages of the consumption process including pre-purchase, consumption, and post-purchase stages. Pine and Gilmore described t ...
*
Customer intelligence Customer intelligence (CI) as part of business intelligence is the process of gathering and analyzing information regarding customers, and their details and activities, to build deeper and more effective customer relationships and improve decisi ...
*
Customer service Customer service is the assistance and advice provided by a company to those people who buy or use its products or services. Each industry requires different levels of customer service, but in the end, the idea of a well-performed service is that ...
– contains
ISO ISO is the most common abbreviation for the International Organization for Standardization. ISO or Iso may also refer to: Business and finance * Iso (supermarket), a chain of Danish supermarkets incorporated into the SuperBest chain in 2007 * Is ...
standards * Data management * Data mining *
Database marketing Database marketing is a form of direct marketing using databases of customers or potential customers to generate personalized communications in order to promote a product or service for marketing purposes. The method of communication can be any add ...
*
E-crm The eCRM or electronic customer relationship management coined by Oscar Gomes encompasses all standard CRM functions with the use of the net environment i.e., intranet, extranet and internet. Electronic CRM concerns all forms of managing relations ...
*
Employee experience management Along with the notion of experience economy, employee experience is defined as a set of psychocognitive sentiments about the experiential benefits of employment. Employee experience is formed when an employee interacts with careers’ elements (e.g ...
(EEM) * Enterprise feedback management (EFM) *
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(EDM) * Farley File *
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*
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* Partner relationship management (PRM) *
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* Professional services automation software (PSA) *
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* Real-time marketing *
Sales force management system Salesforce management systems (also ''sales force automation systems'' (SFA)) are information systems used in customer relationship management (CRM) marketing and management that help automate some sales and sales force management functions. Th ...
* Sales intelligence *
Sales process engineering Sales process engineering is intended to design better ways of selling and make salespeople's efforts more productive. It has been described as "the systematic application of scientific and mathematical principles to achieve the practical goals ...
* Supplier relationship management *
Support automation Customer support is a range of services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, troubleshooting, maintenance, upgrading, and disposal of a product. Reg ...
* The International Customer Service Institute – contains
customer service Customer service is the assistance and advice provided by a company to those people who buy or use its products or services. Each industry requires different levels of customer service, but in the end, the idea of a well-performed service is that ...
standards * Vendor relationship management or VRM *
vCalendar The Internet Calendaring and Scheduling Core Object Specification (iCalendar) is a media type which allows users to store and exchange calendaring and scheduling information such as events, to-dos, journal entries, and free/busy information, a ...
(main "calendar interchange" standard) *
vCard vCard, also known as VCF (Virtual Contact File), is a file format standard for electronic business cards. vCards can be attached to e-mail messages, sent via Multimedia Messaging Service (MMS), on the World Wide Web, instant messaging, NFC o ...
(main "contact interchange" standard) {{colend


References

Data management software