Contact Management Software

Plan & Test

Try before you buy

  • Most business sers will already have access to Microsoft Outlook in some form on their PCs, and many of the other solutions suggested offer free thirty day trials of all or part of their programs – you can find details of where to download these under Further Help & Advice.

Pilot the system

  • Try out your contact management software in a small pilot group.
  • Once you and the pilot group are happy with how things run you can roll the new system out to other people in your organisation, with the pilot group acting as its champions.

Plan the rollout phase

  • Depending on the complexity of the solution you are introducing, you may want to provide some staff training at this point. Decide who needs training and allow time for them to adjust to the new system.
  • There is a great deal of training available on most of these programs – if you choose Lotus Organiser, ACT!, Maximizer, or Goldmine, you will be able to carry out most of the process yourself. If you choose FileMaker Pro or Microsoft Access you may need some outside programming help (more for Access than for FileMaker).
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