Contact Management Application

The CDC MarketFirst Contact Management Application is designed to help companies that do not have a contact management or CRM solution extend the value and utility of their CDC MarketFirst system—or for those who have an existing standalone solution but want to avoid the costs and complexities of integration.

Suitable for companies seeking either light contact management features or a starting point for building out a custom contact management system, the Contact Management Application enables users across marketing, pre-sales, telesales, and telemarketing to perform basic contact management activities in a pre-integrated solution with an easy-to-use web interface.

Core Contact Management

  • User Management
  • Call Group Management
  • Contact Management
  • Company Management
  • Call Queues
  • Action Items
  • Action History

Manage Contact and Company Information

Access, input, and edit contact information using a web form, keeping all contacts up to date as users learn new information. Manage company information as well, easily viewing or editing lists of contacts at each firm.

Create Call Queues for Sales or Pre-Sales Follow-Up

Associate "territories" with sales or pre-sales reps or service agents by assigning call-group criteria for them, which can be based on global lists, profiles, database segments, and more. Assign all campaign respondents in a certain geographic area or with a specific product interest—or even of a certain demographic group—to the best person for follow-up, creating a personalized call queue.

When users log in, they can click on "My Call Queues" to instantly access a sortable list of contacts with whom to follow up. By clicking on the contact, the user can drill down to see more information about the contact, including a history of past actions associated with the contact, ensuring they can approach each contact in a personalized, informed manner.

Pre-sales reps can use this feature to help qualify and verify contact information. When used in conjunction with the CDC MarketFirst Contract Renewals Application, this feature can also be used to help service agents or administrators track and follow up on expiring service and support contracts.

Assign Actions to Ensure Consistent Follow-Up

Improve organization and group collaboration by assigning call follow-up actions to yourself or other team members. When users log in, they can click on "My Action Items" to see all assigned tasks and drill down to easily find deeper contact information and histories.