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What Is Contact Management? Everything You Need to Know

Do you struggle to build relationships with prospects? Do you have trouble delivering messages at the right time to get prospects to convert?

If so, you need to invest in contact management.

Contact management helps you keep track of critical data from prospects interested in what you offer. With this data, you can deliver more relevant marketing materials to prospects and drive them to convert.

On this page, we’ll provide everything you need to know about this strategy, including:

Keep reading to learn everything you need to know about managing your contacts!

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What is contact management?

Contact management is the process of tracking, organizing, and storing customer data, so you can use that data to market to your prospects more effectively. Managing your contacts often involves using software to help you track and process this data. This strategy is critical for helping you understand more about your customers and the customer journey from prospect to customer.

Contact management vs. customer relationship management: What’s the difference?

When you learn about contact management, you’ll hear it used in conjunction with customer relationship management (CRM). So, what’s the difference between these two terms?

Essentially, customer relationship management is a more in-depth version of managing contacts. With contact management, you’re focused more on gathering the data on your contacts and effectively managing that data. With customer relationship management, you focus on using that data to develop relationships and nudge prospects toward converting.

These two strategies, when used together, help you build relationships with your contacts and nudge them toward conversion.

Why does contact management matter?

Now that we covered “What is contact management,” the next question we’ll answer is, “Why does it matter?” When learning about managing your contacts, you may wonder why it’s worth spending your time on. What’s the impact of doing this?

Here are three key reasons contact management matters:

1. Contact management helps you earn more sales

One of the biggest benefits of managing contacts is that it helps you earn more sales. When you gather data about prospects, you can use that data to help you better understand people interested in your products or services. You know who’s interested and have information about what motivates them to purchase.

By gathering that data, you can use it to deliver better marketing materials that result in more conversions and sales for your business.

2. Contact management helps you create loyal customers

In addition to earning more sales, managing your contacts helps you create more loyal customers. In today’s world, hundreds of companies demand attention from one person. As a result, many people focus on companies that take the time to get to know them and deliver personalized experiences.

With contact management, you can deliver more personalized experiences. You have all the data on people interested in your business, so you can use that data to build relationships with customers that turn them into loyal customers.

3. Contact management helps you spend your time wisely

The last benefit of contact management we’ll cover is that it helps you spend your time more wisely. When you collect data about people interested in your products or services, you know what interests them and motivates them.

When you know your audience better, you can spend your time focusing on delivering marketing materials that motivate them to convert. You don’t waste time developing and delivering marketing that won’t engage your audience.

5 contact management software options for your business

Now that you know why managing contacts is important, you’re ready to start doing it. If you want to start managing customer contact information, you need a contact management system. Contact management software will help you keep prospect data organized, so you can use it most effectively.

Here’s a list of the top contact management systems you can use to manage prospect data:

  1. Nutshell
  2. BIGcontacts
  3. Pipedrive
  4. Freshworks
  5. Contact Boss

Keep reading to learn more!

1. Nutshell

Cost: $16+ per user per month (free trial available)

Next on this list of CMS options is Nutshell. Nutshell is a simple yet powerful CRM platform that enables you to manage all your contact data. It’s a great option if you’re looking for a user-friendly CRM platform that’s easy to use.

Homepage for Nutshell contact management software featuring a white background and black text

With Nutshell, you can:

  • Find critical contact information fast
  • Track leads and sales
  • Automate tasks for marketing to prospects
  • Create email sequences
  • And more

Nutshell provides contact management in a CRM that makes it easy for you to manage your contact data.

2. BIGcontacts

Cost: $5+ per user per month (free trial available)

If you’re looking for contact management in a CRM, check out BIGcontacts. This CRM software helps you manage contact data and use that data to market to your prospects.

Bigcontacts homepage featuring a video about their software and details about their software

With BIGcontacts, you can:

BIGcontacts is the perfect solution if you’re looking for contact management software that helps you organize your contact data.

3. Pipedrive

Cost: $14+ per user per month

Another contact management system you can use is Pipedrive. Pipedrive is a great option if you want to manage contacts while also managing your sales pipeline.

Pipedrive homepage with a green background and black text detailing their product offers

With Pipedrive, you can:

  • Visualize your sales pipeline
  • Maintain a history of your contacts, including calls, emails, and meetings
  • Gather key sales data
  • Create lead-generating web forms
  • And more

Pipedrive is the perfect solution if you’re looking to maintain information about your contacts and use that to drive sales.

4. Freshworks

Cost: $15+ per user per month

Another excellent contact management system is Freshworks. Freshworks helps you manage your contact data so you can engage prospects and get them interested in what you offer.

Homepage for Freshworks detailing their product features

With Freshworks, you can:

  • See a complete view of customer interactions
  • Create personalized experiences
  • Automate tasks
  • Find the best leads for your company
  • And more

Freshworks is an excellent option if you want to manage and nurture relationships with contacts.

5. Contact Boss

Cost: $11+ per user per month (free trial available)

The last piece of contact management software we’ll cover is Contact Boss. Contact Boss is a great option for businesses looking to take total control of their contacts and contact data.

contact boss contact management

If you opt to use Contact Boss, you can:

  • Consolidate all your contact data into one place
  • Organize contact data
  • Track activity and call logs with contacts
  • Find the information you need with robust search features
  • And more

Contact Boss is an excellent option if you want to organize your data efficiently so you can use it effectively.

WebFX offers the contact management software you need to power your business

For your business to grow, you need to continually obtain new leads interested in what you offer. By practicing managing your contacts, you can maintain critical data about prospects that you can use to turn them into customers. If you’re looking for a contact management system that can help you do it all, WebFX can help.

Our CRM software, Nutshell, enables you to maintain contact data and use that data to power your marketing. You can feel confident that our contact management software will help you drive results –– we’ve driven over $6 billion in revenue for our clients.

Ready to manage your contacts better? Contact us online or call us at 888-601-5359 to speak with a strategist today!

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