Client Management Software

ACT and Salesforce are the two most popular CRM programs. CRM is a term made up that means Customer Relationship Management. Both software programs are benefitial if used correctly. They can help manage the overall client list and build a sales pipeline. In my experience with working on ACT I thought the process made it more complicated than it needed to be. One could spend their entire day categorizing your customers and trying to put them into groups. These groups can be used for emails and updates to keep customers updated. I have found creating customer excel lists is just as effective for me. I would like to hear from people who use these programs and actually see results. I think keeping information in an excel spreadsheet is just as effective and easier to manage. I can group my contacts with different worksheets and have an overall customer list. If I were to use one of the programs I would probably use Salesforce, because they seem to have more compatibility. I had trouble with ACT, and have heard that Salesforce is a little bit easier to navigate.