Overview of EngageBay

Website visitor tracking is the practise of collecting, storing, and sharing information on visitors' activity on the internet by website administrators and third parties. Analysis of a user's behaviour can be used to give content that allows the operator to deduce their preferences and is of interest to a variety of parties, including marketers. It can be used as part of visitor management since it lets you to know who is visiting your website based on their trackable behaviours, such as why they are there, what issues, interests, or pain points they have, and where they are in the buying process.

lead nurturing creates and reinforces relationships with customers, at every point of the sales funnel. A good lead nurturing plan concentrates marketing and communication efforts on hearing prospects' requirements and delivering the information and answers they require to create trust, raise brand awareness, and maintain a connection until the options are ready to buy. Marketing automation tools can enable marketing teams to generate dynamic, adaptive communications at scale by developing a lead nurturing plan. By doing so, you'll be able to not only build relations with customers but also sustain those relationships while the prospect progresses through the buyer's journey at their own pace.

The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gathering leads from various sources, tracking all online and offline touchpoints, such as emails, ad clicks, website visits, phone calls, and face-to-face meetings, and keeping track of all interactions. It enables businesses to understand their consumers' needs and desires and persuade them to purchase their goods or services. The fundamental goal of lead management is to provide customers with the information they need to proceed down the funnel. However, customers may receive duplicate or irrelevant information if several components of a marketing organization are out of sync or leads are not adequately qualified, culminating in the death sentence for an otherwise on-track conversion.

Landing pages are single-page websites designed to promote or advertise a marketing or ad campaign. Visitors " land " on a landing page after clicking on a link in an email or advertising from Google, Bing, YouTube, Facebook, Instagram, Twitter, or other websites, visitors "land" on a landing page. Unlike web pages, which typically have multiple goals and encourage research, landing pages have a single plan, known as a call to action (or CTA). Landing pages are distinct from other pages on your site in that they are focused on achieving specific, short-term objectives to get the desired results.

Drip emails are a sequence of automated emails sent to people who complete a specific action. You may specify the number of emails to send and the rate they are delivered for any given activity. The recipient's name and particular references to the action they took can be included in these emails to make them more personalized. You may, for example, send a drip campaign to someone who signs up for your online course. You could also utilize abandoned cart emails to send out a drip campaign to those who add something to their online shopping cart but don't buy it.

An organization creates and controls marketing and sales processes, people, policies, and platforms to offer goods and services indirectly through partner firms through channel management, which includes resource allocation. These operations aim to maximize revenue while keeping costs as low as feasible. The main goal of channel management software is to boost productivity by managing a group of channel partners. This entails better enabling, training, and engaging partners to generate more revenue at a reduced cost. Businesses must set clear goals for each channel when developing their channel management solutions. A medium is how you want to offer your goods or services to your target audience.

Marketers frequently use demographic information such as age, gender, residency, or region and a variety of other predetermined attributes to construct categories. Marketers can use campaign segmentation to target campaign messaging and content to the right people. Customer journey mapping, a visual representation of customers' purchasing paths, converges with campaign segmentation (or nonpurchase). Customer journey mapping displays how customers contact a firm for the first time, where they go online or in person, and what they do. Building customer profiles to understand customers' behaviors and preferences is the first step in using campaign segmentation effectively. A travel company, for example, might send a quiz to determine consumer preferences and customize vacation alternatives.

Analytics (ROI Tracking) is a method of calculating the return on investment from a company's marketing expenditures. Return on marketing investment is another term for it (ROMI). It can be used to evaluate the effectiveness of a specific marketing campaign or the company's entire marketing mix. Most analytics (ROI tracking) is done at the program or campaign level so that marketers can see which initiatives are yielding the best results and hence deserve more investment. It also influences future spending levels, budget allocation across initiatives and media, and the messages that a marketer selects.

Multivariate testing is a process for testing a hypothesis by changing numerous factors. Multivariate testing aims to determine which combination of variants performs the best out of all the options. Websites and smartphone applications are made up of a variety of interchangeable components. A multivariate test entails changing multiple items simultaneously, such as an image and a headline. Three photo variations and two headline variations are merged to create six material variations, all of which are checked at the same time to determine the winning variant. Numerous aspects on the same page are altered in tandem to increase a single conversion objective, such as signups, clicks, form completions, or shares.

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in your company, where they are in the buying cycle, and whether or not they are a good fit for your company. Companies can use lead scoring to determine if prospects should be fast-tracked to sales or nurtured. The finest lead scoring systems consider demographic and firmographic factors like company size, industry, job title, and behavioral factors like clicks, keywords, and website visits. The purpose of lead scoring is to determine which leads are ready for sales and which ones need more nurturing. There should be no lead left behind.

The service desk, which is the single point of contact for all users dealing with IT, is usually tightly associated with incident management. When a service is disrupted or fails to achieve the promised performance during regular business hours, it's critical to get it back up and running as soon as possible. Any situation that has the potential to cause a breach or degradation of service should be met with a reaction that prevents the actual interruption. The goals of incident management are as follows. The incident management method focuses primarily on handling and escalating events as they occur to restore predetermined service levels. Root cause analysis and problem resolution are not part of incident management.

Social media integration is a marketing method that allows you to augment your current branding and marketing efforts using social media platforms. Social media integration helps develop brand recognition and extends the reach of your marketing initiatives by allowing customers to connect or exchange information about your website and social media on various social networks. Social media integration in live chat software enables you to set up a well-organized social media workflow, reducing the amount of systems, screens, and passwords that your agents must manage while also providing with a clear view of the messages and responses made to and from your teams.

Multi-Channel Customer Service encompasses a variety of platforms such as phone, email, live chat, social media, and self-service channels such as FAQs, knowledge bases, forums, online communities, and more. Given the numerous advantages, it offers, multi-channel customer care is quickly becoming the new standard. The term'multi' is the foundation of the notion. This means that your customers can contact your company via multiple communication channels with their questions or concerns. It's crucial simply because your customers want to get you as quickly and efficiently as feasible. However, the reality is that people prefer to be linked with you on their preferred channel.

You can resolve cases or support issues faster and more efficiently with answer templates. Answer templates (previously known as templated snippets) are reusable messages that can be copied to case or task forms to give users quick and consistent responses or display standard chat response messages in Agent Chat. Macros allow you to add dynamic content, drop-down lists, and fillable fields to templates, in addition to avoiding repetitive actions. For example, macros allow users to create templates with attachments so that they don't have to remember including a specific file every time they compose a particular letter. Instead, you can add information to the message body, fill in the Bcc, Cc, and Subject email sections, and much more.

Storing a document, usually, a digital document, in a document management system is known as document storage (DMS). We now employ electronic storage instead of filing cabinets. It conserves both space and time. When a document is saved, it is frequently tagged with a metadata collection to identify it as belonging to a specific category or classification. Then it's saved as a digital file. A document retrieval specialist knows about the document system's labeling, tagging, and schema. While the requester may be able to use the DMS, even with a simple keyword search, they are unlikely to be as efficient.

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than ever before, trusting them to create meaningful experiences by allowing customers to modify flavor, food shape, and even the actual packaging design of products. It serves as a tool for marketers to personalize products and services for specific customers. This is when a provider develops a new product or service for a particular customer that did not previously exist. This can happen in both the personal service and business-to-business markets. Companies with high-priced or one-of-a-kind products are more likely to use customized branding.

Ticket management is a means of dealing with issues and requests. Tickets are simple data entities used to track everything that needs to be done. Ticket management is a crucial business strategy built into almost all bug tracking software. Complex problems that can't be resolved in a chat can be handled through tickets. Because they're all in one spot, no inquiry goes unanswered. Customers can leave you messages in the chat widget even if you are unavailable. These communications will be saved as tickets, and you will be able to respond when you return to the internet. When a problem is too tough to handle on chat, you can also file a ticket while talking to a customer.

A chat survey is a method of gathering customer feedback to access their overall experience across channels such as the website, mobile apps, or in-app by rating the agent's performance and the number of products or services available. It's a helpful feature of live chat software that you may personalize with a greeting message and a feedback option that suits your company's needs. Surveys and feedback are simple yet efficient techniques to learn about your customers' opinions on your company. It's one of the most effective techniques to figure out where your customer service lacks and improve customer retention strategies. The survey questionnaire should be created based on your business needs to provide successful results.

The process of resolving known issues in a project is known issue management. Employee or vendor problems, technology failures, and supply shortages can all derail your project. You risk producing unnecessary friction, delays, or even missing the deadline if the situation isn't fixed. Issue reports are unique documents that include all relevant information about a particular topic. The problem tracking program usually creates them automatically. Only necessary data should be written into them by the developer or user. Issue trackers have this feature, and it's beneficial. Probably the most well-known issue is bugs or faults.

A knowledge base is a centralized documentation repository that includes frequently asked questions, how-to guides, and troubleshooting instructions. Its goal is to make it simple for people to solve difficulties without asking for assistance. Knowledge bases result from a process known as "knowledge management" that collects and organizes all of that data in a meaningful manner. External or internal audiences can both benefit from knowledge bases. An appliance manufacturer, for example, might keep maintenance instructions in a customer-facing knowledge base and an internal knowledge base where personnel can learn about company policies.

A service level agreement (SLA) is a written contract between a service provider and a client that specifies the services to be provided and the expected level of service to be provided to the customer at all times. Vendors, services, and industries all have different agreements. Before subscribing to an IT service, the SLA should be thoroughly examined and tailored to maximize service value for both the end-user and the business. Service providers should note the distinctions between internal outputs and customer-facing results since they can assist in establishing service expectations. Service level agreements can cover/define a wide range of internal goals and KPIs.

In Incident, you may automate your work flow process for new requests by using automatic routing. It instructs the system on when and where incidents should be sent. Problem Type, Location, Building/Unit, Purpose, Project, or any combination of the five can be used to automatically route incidents. Location-based and problem-type-based routing are two of the most used routing strategies. Data is used in automated routing to give targeted support. Based on a customer's declared, inferred, and in-the-moment preferences, make informed decisions. With each completed encounter, predictive routing becomes wiser. Gather information and use it to propel your company's development.

Using escalation alerts, users can create notification rules for primary and custom entities. A few requirements may be included in escalation rules, which will result in email or on-screen alerts. Escalation rules are more complicated than notifications and can be used inside and outside a workflow. Escalation rules are typically used to create reports with more than five criteria or a complex SQL trigger clause. A message is displayed on screen or sent through email if one or more conditions are met, the clause is enabled, values are updated, or SQL is performed.

A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themselves when they require assistance, information, or a service. It's one of several ways to give folks who need help self-service, self-help, and, ideally, self-care skills, with that help often requiring no interaction from support professionals. A self-service portal is a wonderful way to save time and money by expediting frequent service requests. Self-service portals also allow up service employees to work on more complex issues or develop new products that will help the company expand.

Live chat is a tool that allows employees to communicate with website users or with one another in real-time. It might be text, voice, or video-based chat that team members utilize to communicate with one another and discuss or resolve any issues that have arisen. Customer service Customers can also use live chat to communicate with customer service representatives without calling them directly. For example, users can send a message in a chat box instead of waiting for an email response, and then wait for a live chat response from an agent. Live chat might be misleading because there is usually a three-minute or more wait time despite its name.

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's response to a prospective customer's request - one legal entity offers another a contract. The conditions of the supplier's quotation bind him legally. The quotation document may include additional information, such as taxes, raw material, labor expenses, and other elements that influence the final price. It also consists of the time it will take to finish the service or deliver the items, and the time it will be valid. A quotation, which appears to be a minor component of the business process, is often essential in acquiring and retaining consumers.

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals with the list owner, and coordinating fulfillment with the list owner's service bureau are all part of the job. Companies looking for quick wins overlook the value of email list management. It isn't easy to form long-term relationships with subscribers unless you maintain your email list carefully and pay attention to every one of your subscribers. To achieve the best return on investment, it's preferable to have an email list made up of really engaged subscribers. A properly managed email list is made up of people who are interested and have legitimate email addresses. It positively impacts email deliverability, sender reputation, user engagement, and bounce rates.

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product. From product planning to installation, training, troubleshooting, maintenance, upgrading, and disposal, it covers it all. Client service is critical to your organization since support workers are responsible for rapidly and effectively resolving customer issues and increasing customer happiness. Customer retention, customer lifetime value, and brand reputation are all affected due to this. Your customer service representatives are specialists in your product. They should provide a wide range of proactive technical assistance while also providing excellent customer service: they should have the patience and people skills to help unhappy clients find a solution.

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet channels while automating tiresome operations. Marketing automation aids in the identification of potential buyers and automates the process of nurturing those leads until they are ready to be converted. It automates behaviors that lead clients to the point where the sales team may approach them directly to close a purchase and start a long-term relationship. The data it collects can help you select which marketing approaches to utilize.

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to them sharing a referral link or code with a friend, to that friend following that link or code to become a customer, or taking any other action that is valuable to you, such as downloading an app — and everything in between. Monitoring cookies is one of the most prevalent (and accurate) methods of tracking referrals. In practice, this implies that these cookies are usually utilized in conjunction with a one-of-a-kind sharing link. In other words, when a referrer signs up for your referral program, a unique URL is established.

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is described in project documentation, prepared at the start of the development process. Scope, time, and budget are the major restraints. The second difficulty is to optimize the allocation of required inputs and use them to achieve pre-determined goals. Finally, project management aims to deliver a finished product that meets the client's requirements. In many circumstances, project management's goal is to mold or reform the client's needs to meet the client's goals more effectively.

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in your company, where they are in the buying cycle, and whether or not they are a good fit for your company. Companies can use lead scoring to determine if prospects should be fast-tracked to sales or nurtured. The finest lead scoring systems consider demographic and firmographic factors like company size, industry, job title, and behavioral factors like clicks, keywords, and website visits. The purpose of lead scoring is to determine which leads are ready for sales and which ones need more nurturing. There should be no lead left behind.

A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product characteristics, descriptions, measurements, price, weight, availability, color, user reviews, and other information are included. Sales reps, inside sales, buyers, retail clerks, field marketers, and managers are the users and groups who benefit from product catalogs. Product catalogs assist businesses in increasing conversion rates by allowing salespeople to have contextual interactions with customers/prospects rather than wasting time on problem discovery and resolution. It facilitates a continuous flow of information from the point of origin to the destination point between internal and external parties. Product marketing teams in charge of catalogs can utilize content management systems to publish material for end-users to use.

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call recording and phone tapping. Data from a telecommunications system or private branch exchange (PBX) is gathered in the form of call detail records, which include the originating station, destination, start and end times, and transmission parameters (CDRs). The data is often presented via a serial communications port on earlier PBXs, or, more recently, via a computer network over an Ethernet connection on more current PBXs. CDRs are gathered on computer systems that run call logging and analysis applications via the interface. Although some PBX vendors supply simple call tracking software, there are many additional third-party options.

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google spreadsheet containing entries for all of the persons with whom you conduct business can be used to manage your contact data. On the other hand, many companies prefer to employ specialized contact management software. This is especially useful if you have many contacts to keep track of or several persons who need access to the information. Instead of contact management software, some businesses employ Customer Relationship Management (CRM) solutions. CRM software often includes contact management elements and features that assist firms in managing their connections.

Facebook ads are sponsored communications that businesses post on social media platforms. You'll be capable of writing in your voice due to this. Plus, as mentioned in the social network's beginner's guide, you may reach out to the people who mean the most to you. Almost 96 percent of social media marketers say that Facebook offers the best return on investment of all the channels available (ROI). Not only does Facebook let you set a spending limit, but it also charges less to reach the same number of people as another site. Make your inquiries as to specific as possible. Facebook's demographic data helps to target people based on particular attributes.

A marketing automation app for mobile devices is a software application that allows marketers to automate and manage marketing activities. These processes can range from sending out a series of onboarding push notifications or in-app messaging to arranging email nurture drips. The software aims to simplify mobile marketing duties by allowing the system to handle monotonous tasks like segmenting customers, scheduling messaging, and personalizing offers. All processes that deal with retention benefit significantly from automation. When appropriately used to support your plans, it can dramatically increase conversions and income for your company.

Free Stock Photos are a terrific way to get high-quality, royalty-free images to use in your designs for various applications. They're ideal for marketing and advertising, promotional work, personal or commercial creative endeavors, publishing, websites, and blogs, among other things. Before free stock images were freely accessible on the Internet, people obtained stock photos by purchasing royalty-free image bundles on CD-ROMs. Printed stock pictures and negatives had previously been physically stored in archives and libraries. Users can now search through hundreds of millions of stock photos from companies like Shutterstock and Getty Images, which contain hundreds of millions of images to meet a variety of purposes.

RSS stands for "Really Simple Syndication," and it's exactly what it sounds like: a mechanism for you to syndicate your material to other websites or tools. RSS is a data stream that contains a lightweight subset of the content from which it is derived. For example, it includes the article's title, a synopsis, and a link to the original post. As marketers, we must always look for methods to save time as the number of jobs on our plates grows. Automating your email newsletters with RSS feeds is one of the most innovative methods to save hundreds of hours each year. It's a fantastic, safe, and effective way to give your audiences up-to-date information from sources you trust.

An email template is a preformatted HTML email that you may use to make your unique email template by replacing the suggested content with your own. You may quickly and easily write and produce email campaigns using an email template because all you have to do is replace the email's pictures, phrases, fonts, and other aspects. You may effortlessly upload your photographs, update the text, and select relevant and new stuff for your subscribers rather than design the email template from scratch. You don't have to decide which sections of the email to include, where to put the photographs, or what text to write. Instead, you'll have more time to find specific new content, thanks to the pre-made design.

Email scheduling is the process of specifying a precise time for an email to be sent. A planned email is a message that you may send later; type the message ahead of time and configure the email delayed so that it doesn't go out until the date and time you decide. Sending an email at a specified time in the future can be precisely what you need if you're the kind to create emails but forget to send them on time, causing them to languish in your draughts folder for far too long. Alternatively, if you have something to say but it won't be relevant for a few days, schedule the message to be sent at the most appropriate time.

Real-time collaboration or live editing in the workspace, in the same email template – by multiple users at the same time, with the automatic and practically instantaneous merging of their updates, is possible with the real-time editor. Real-time presence allows you to see where your colleagues are working in the email while editing, preventing conflicts. This feature will help you and your colleagues stay on the same page by allowing you to observe changes to text and formatting as they happen. You can easily generate dynamic emails to attract your clients' interest using the real-time marketing email editor.

A document library is a safe place to keep files that you and your coworkers can effortlessly search, collaborate on, and access from any device at any time. For example, you can store all files connected to a given project or client in a document library on a SharePoint site. It's as simple as dragging and dropping files from one area to another to add or move them between directories. In addition, each document library shows a list of files, manuals, and essential details about each, such as who produced or last edited a file. This information can better organize your files and make them easier to find.

List segmentation helps send relevant material to the right individuals at the right time. For example, you can segment your contact and lead lists based on information obtained from form submissions and specific interactions they have with your marketing after becoming a leader in your database. Clicks on a particular CTA, tweets at your company's Twitter handle, or views on a specific page on your website are examples of these actions. They can all help you narrow down your segmentation even further. If a lead comes to your pricing page, for example, they may be evaluating your software and on the verge of making a buy.

The drag and drop editor is a valuable tool for used for creating emails by dragging and dropping blocks into a template and modifying their colors, styles, sizes, and locations. Working with the drag-and-drop editor does not necessitate any specialist skills. Every editor tool is set up to work on your email template. Errors made during the coding process can have devastating consequences. To ensure accuracy, app designers frequently have to review the code many times. Software designers can save time by not checking and validating tags multiple times with drag-and-drop editors. The error risks are substantially lower than if it were done manually because the computer automatically supports the coding language required to generate visual elements on a website.

A/B testing, also known as split testing, is a marketing experiment in which you divide your audience to test various campaign versions and see which one performs best. In other words, you can show one-half of your audience version A of a piece of marketing content while showing the different half version B. A/B testing eliminates the guesswork in marketing and can lead to the success of specific campaigns or goods. We'll go through the principles of A/B testing, why you should use it, how to avoid A/B testing blunders, and how to use A/B testing in your marketing in this article.

A system of regulating a company's document ecosystem based on a variety of document templates is known as template management. It's commonly done with the help of template management systems or software. A good template management solution makes it easier for staff to prepare papers, reducing time and increasing productivity. Although company templates are designed to be compliant and correct, employees cannot always write documents due to a lack of access to the appropriate template versions. Thousands of employees are using incompliant, outdated, and erroneous papers daily as a result. Template management allows businesses to maintain control over their templates, allowing employees to produce high-quality papers quickly.

A spam check tool examines your email to see if it will be flagged by spam filters and removed from a subscriber's inbox. The program examines the content of your email and the source from which it was sent. You may use spam check to discover regions of spamminess before sending out your campaigns and automation emails to your contacts. The spam check tool examines your message's content and displays the results on the campaign overview and campaign Settings pages. You will notice "Passed" with a green checkmark if Spam Check found no concerns with your content.

A mailing list is the total number of people who have signed up for your website, whether a blog, an e-commerce site or a corporate website. The practice of arranging all email addresses collected from the customers and leads is known as mailing list management. Validating addresses and eliminating inactive members from your list regularly can help you send more focused emails and improve metrics like open and bounce rates. Consider mailing list administration to be all of the labor that maintains the mailing list up-to-date and accurate behind the scenes. All of this information is saved in your email marketing software, and you can manage it as needed.

An event-triggered email is sent automatically when a specific event happens. The events could be a one-time occurrence or a user-performed action. Event-triggered emails are an email marketing method that sends an email to a user or subscriber when a specific event happens. The emails are generated automatically and delivered to a subscriber list in response to a buy button being clicked or special occasions such as a subscriber's birthday. Event-triggered emails are a type of email marketing that allows marketers to send messages in response to the occurrence of a particular event. For example, special deals, discounts, and exclusive coupons may be communicated to their subscriber list via email.

Drip campaigns are a series of automated emails sent in response to user actions or predefined schedules. They let you interact with groups of people based on events like when a person establishes an account or how often they visit your website. There's no need to manually write and send each drip email because it comes from a queue of previously produced emails. They can even be customized with your contacts' names, corporate information, and other information. So said, drip marketing is all about delivering the correct information to the right people at the right time.

Click-through tracking is an analytical function that measures and reports where individuals click or tap on websites, apps, and emails. A click tracking tool uses software or tags to track mouse clicks and taps. This data is gathered and presented in several ways, including quantitatively, graphically (heat maps), and through individual sessions (session recordings). Click tracking tools are used by marketers, analysts, and user researchers to attribute conversions, measure user activity, and discover website failures and optimization opportunities. Click-through tracking generates a click stream from a series of page requests, and each page generates a signal. These signals are then collected, giving web admins a sense of what people are looking at or clicking on within a website.

A script that automates email answers is known as an autoresponder. The script is activated by user actions on a website or when a user sends an email straight to another email address with an autoresponder. Autoresponders help marketers streamline their campaigns and reduce the amount of work they have to do. Instead of emailing each person who signs up for a newsletter, an autoresponder sends a welcome email that has been customised by previous scripts. Autoresponders, have grown in complexity, and marketers are now employing them in a greater number of methods to communicate with their subscribers. Your autoresponders' success may be measured using the same metrics as your other email marketing campaigns.

Multivariate testing is a process for testing a hypothesis by changing numerous factors. Multivariate testing aims to determine which combination of variants performs the best out of all the options. Websites and smartphone applications are made up of a variety of interchangeable components. A multivariate test entails changing multiple items simultaneously, such as an image and a headline. Three photo variations and two headline variations are merged to create six material variations, all of which are checked at the same time to determine the winning variant. Numerous aspects on the same page are altered in tandem to increase a single conversion objective, such as signups, clicks, form completions, or shares.

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google spreadsheet containing entries for all of the persons with whom you conduct business can be used to manage your contact data. On the other hand, many companies prefer to employ specialized contact management software. This is especially useful if you have many contacts to keep track of or several persons who need access to the information. Instead of contact management software, some businesses employ Customer Relationship Management (CRM) solutions. CRM software often includes contact management elements and features that assist firms in managing their connections.