Tracking leads and contacts

I am in charge of a group of consumer account managers and need a better way to track who they are making contact with. Really I need something that will help take them through the whole sales funnel from start to closing of the sale.

We do a lot of door to door sales and open houses at various retail stores. We also have a group that does telemarketing. Right now we have an excel spreadsheet that someone put together and I know there has to be something better.

At a past company they used salesgenie.com, I dont know if something like that would work for this, if someone knows more I would greatly appreciate it.

Originally Posted by jpdobbs I am in charge of a group of consumer account managers and need a better way to track who they are making contact with. Really I need something that will help take them through the whole sales funnel from start to closing of the sale. We do a lot of door to door sales and open houses at various retail stores. We also have a group that does telemarketing. Right now we have an excel spreadsheet that someone put together and I know there has to be something better. At a past company they used salesgenie.com, I dont know if something like that would work for this, if someone knows more I would greatly appreciate it.

Can you describe more about what you have in mind with tracking? What do you need that you're now unable to accomplish with your spreadsheet? What kind of functionality are you looking for? What are your goals?

Hi

Look at a basic contact system i.e. Act, Goldmine, Salesforce etc.

They all do 90% of the same so it is how you use them that will make the difference.

Oh and if you go for the full CRM later, I would make sure it is a sales focused!

Good luck

I use ACT and have used similar systems. I don't find that much difference between them.

Susan