Tech Team: In the Trenches

November 2005 Volume 3 Issue 11
Table of Contents


Cool Tools: Contact Software

Besides your computer, contact software can be one of the most powerful tools available for maximum productivity. It’s designed to assist you with farming, marketing your services and follow up with your clients. It’s a place for you to keep your contact information. It can even give you alerts for birthdays, holidays, any category you desire.

Now, finding the right software option should begin with a look at how you currently work and the organizational changes you’d like to make. Since the contact management software is a database application, you can retrieve the information from your contact records to produce personalized correspondence. When you set up your contact management system, you create a profile of prospects, buyers, sellers, and former clients. You can then develop a system of tracking all real estate activity related to each profile. For example, the profile might contain fields for names, addresses, phone numbers, fax numbers, e-mail addresses, professions, marital status, family size and the names of a client’s children. By adding the specifics of a desired home such as type, square footage, target date for move, neighborhood preferences and any other choices, you can quickly and effectively organize your records and search criteria. This information can then be used to create mail merges for contacting your clients.

Here are some factors to consider when deciding on a software package. 

Device compatibility. Does the software operate on the hardware devices you currently use in the office, at home and in the field? Will the software permit data synchronization, or data from one device to another, so your information is always current?

Ease of use. Are records easy to set up and customize? Do search, sort and reporting features allow you to retrieve data quickly?

Scheduling. Does the software include a calendar, to-do list and automatic prompts for scheduled activities so you can organize your time more effectively?

Communications support and tracking. Does the software allow you to integrate your full range of communications tools as part of your contact manager? Can you launch e-mails, attach letters and log phone calls from within the application? Are you able to attach letters and create logs of phone calls with notes as part of your contact records?

Data export. Does the software let you easily use some information from your contact manager in other applications or devices (Treo or Palm)? 

There are software packages that are considerably less expensive, but remember that they will be less feature-intensive and the old adage probably applies, ”You get what you pay for.” Also, software companies come and go, so you want to put your efforts into a package that is backed by a reputable company.

We took a look at several contact management software options. Here are the details on three of the products. 

Product

ACT by Sage 2006

Contact Plus

Outlook 2003 with Business Contact Manager

Target

Individuals and groups up to 10

Individuals and small offices

Individuals and small offices

System Requirements

Microsoft Windows XP home, XP Professional, 2000 Professional

Microsoft Windows ME, NT,2000,XP

Windows 2000 SP3 or later, Pentium 233 MHz, RAM 128 MB. Microsoft Windows XP or later

Compatibility

Microsoft 2000/2002/2003, Outlook Express 5.5-6.0, Eudora        5.2 -6.0, Microsoft Office 2000/2002/2003, Adobe Reader            5.0-6.0

Microsoft  2000/2002/2003, Outlook Express 5.5-6.0, Microsoft Office 2000/2002/2003

Works along with Outlook 2003.  Microsoft 2000 required to use the sharing functionality. Can be used by Networks without a server. Most common email protocols.

Features

Calendar pop-ups. Activity alarms. Over 60 pre-defined fields to populate. Customize layouts to make projects unique to your business.

Ability to automate mundane tasks based on an anchor date. Can synchronize contacts and calendars with pocket PC, Palm Pilot and Blackberry. Can assist with holiday scheduling.

Organize messages and information, send e-mails from multiple accounts and receive reminders of tasks or meetings. 

Price

$199.00

$199.00

$100.00

Service

800 number for annual support plan or a per call plan.   9-9 Monday to Friday. Online chat feature available.

No 800 number. Support hours are 10-3 Mountain time Monday to Friday.  Voice support free for first 30 days. Fee after 30 days.

800 number provided. E-mail or phone support by individual request or by support agreement.

http://www.act.com

http://www.contactplus.com

http://www.microsoft.com

http://www.microsoft.com/office/outlook/contactmanager/prodinfo/faq.mspx

Copyright 2005 FAR