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Contact manager - Wikipedia

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class="vector-sitenotice-container"> <div id="siteNotice"><!-- CentralNotice --></div> </div> <div class="vector-column-start"> <div class="vector-main-menu-container"> <div id="mw-navigation"> <nav id="mw-panel" class="vector-main-menu-landmark" aria-label="Site"> <div id="vector-main-menu-pinned-container" class="vector-pinned-container"> </div> </nav> </div> </div> <div class="vector-sticky-pinned-container"> <nav id="mw-panel-toc" aria-label="Contents" data-event-name="ui.sidebar-toc" class="mw-table-of-contents-container vector-toc-landmark"> <div id="vector-toc-pinned-container" class="vector-pinned-container"> <div id="vector-toc" class="vector-toc vector-pinnable-element"> <div class="vector-pinnable-header vector-toc-pinnable-header vector-pinnable-header-pinned" data-feature-name="toc-pinned" data-pinnable-element-id="vector-toc" > <h2 class="vector-pinnable-header-label">Contents</h2> <button class="vector-pinnable-header-toggle-button vector-pinnable-header-pin-button" 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<span>Benefits</span> </div> </a> <ul id="toc-Benefits-sublist" class="vector-toc-list"> </ul> </li> <li id="toc-Differences_from_customer_relationship_management" class="vector-toc-list-item vector-toc-level-1 vector-toc-list-item-expanded"> <a class="vector-toc-link" href="#Differences_from_customer_relationship_management"> <div class="vector-toc-text"> <span class="vector-toc-numb">3</span> <span>Differences from customer relationship management</span> </div> </a> <ul id="toc-Differences_from_customer_relationship_management-sublist" class="vector-toc-list"> </ul> </li> <li id="toc-See_also" class="vector-toc-list-item vector-toc-level-1 vector-toc-list-item-expanded"> <a class="vector-toc-link" href="#See_also"> <div class="vector-toc-text"> <span class="vector-toc-numb">4</span> <span>See also</span> </div> </a> <ul id="toc-See_also-sublist" class="vector-toc-list"> </ul> </li> <li id="toc-References" class="vector-toc-list-item vector-toc-level-1 vector-toc-list-item-expanded"> <a class="vector-toc-link" href="#References"> <div class="vector-toc-text"> <span class="vector-toc-numb">5</span> <span>References</span> </div> </a> <ul id="toc-References-sublist" class="vector-toc-list"> </ul> </li> </ul> </div> </div> </nav> </div> </div> <div class="mw-content-container"> <main id="content" class="mw-body"> <header class="mw-body-header vector-page-titlebar"> <nav aria-label="Contents" class="vector-toc-landmark"> <div id="vector-page-titlebar-toc" class="vector-dropdown vector-page-titlebar-toc vector-button-flush-left" > <input type="checkbox" id="vector-page-titlebar-toc-checkbox" role="button" aria-haspopup="true" data-event-name="ui.dropdown-vector-page-titlebar-toc" class="vector-dropdown-checkbox " aria-label="Toggle the table of contents" > <label id="vector-page-titlebar-toc-label" for="vector-page-titlebar-toc-checkbox" class="vector-dropdown-label cdx-button cdx-button--fake-button cdx-button--fake-button--enabled cdx-button--weight-quiet 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searchaux" style="display:none">Software program for contact information</div> <p>A <b>contact manager</b> is a <a href="/wiki/Software" title="Software">software</a> program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. They are databases that provide an integrated approach to tracking information and communication activities linked to contacts. Simple ones for personal use are included in most <a href="/wiki/Smartphone" title="Smartphone">smartphones</a>. Sophisticated contact managers provide <a href="/wiki/Calendaring_software" class="mw-redirect" title="Calendaring software">calendar</a> sharing features and allow colleagues to access the same database. </p> <meta property="mw:PageProp/toc" /> <div class="mw-heading mw-heading2"><h2 id="History">History</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Contact_manager&amp;action=edit&amp;section=1" title="Edit section: History"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <p><a href="/wiki/Contact_list" title="Contact list">Contact lists</a> have been available for a long time. An early contact management system was Exsell for DOS by Excalibur Sources, released in 1984.<sup id="cite_ref-1" class="reference"><a href="#cite_note-1"><span class="cite-bracket">&#91;</span>1<span class="cite-bracket">&#93;</span></a></sup> </p> <div class="mw-heading mw-heading2"><h2 id="Benefits">Benefits</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Contact_manager&amp;action=edit&amp;section=2" title="Edit section: Benefits"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <p>A contact management system may be chosen because it is thought to provide the following advantages:<sup id="cite_ref-Aberdeen_2-0" class="reference"><a href="#cite_note-Aberdeen-2"><span class="cite-bracket">&#91;</span>2<span class="cite-bracket">&#93;</span></a></sup> </p> <ul><li>Centralized repository of contact information</li> <li>Ready-to-use database with searching</li> <li>Sales tracking</li> <li>Email integration</li> <li>Scheduling of appointments and meetings</li> <li><a href="/wiki/Document_management_system" title="Document management system">Document management</a></li> <li>Notes and conversation management</li> <li>Customizable fields</li> <li>Import/export utility</li> <li>Contact sharing</li></ul> <div class="mw-heading mw-heading2"><h2 id="Differences_from_customer_relationship_management">Differences from customer relationship management</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Contact_manager&amp;action=edit&amp;section=3" title="Edit section: Differences from customer relationship management"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <p>Traditionally, a contact manager is usually used for instances where the sales interaction model of the organization is a <a href="/wiki/One-to-many_(data_model)" title="One-to-many (data model)">one-to-many</a> interaction model, in which a single sales representative is responsible for multiple roles within a company. Alternatively, a company with a <a href="/wiki/Many-to-many" title="Many-to-many">many-to-many</a> interaction model, in which many sales representatives are targeting a single job role, a <a href="/wiki/Customer_relationship_management" title="Customer relationship management">customer relationship management</a> system is preferred.<sup id="cite_ref-Aberdeen_2-1" class="reference"><a href="#cite_note-Aberdeen-2"><span class="cite-bracket">&#91;</span>2<span class="cite-bracket">&#93;</span></a></sup> </p><p>However, most recent contact management solutions are fully adapted to many-to-many interactions models, and the difference between a CRM and a contact manager starts to lay more on the fact that CRMs are commonly used to automate sales and marketing processes (quotes, invoices, reminder emails, etc.) where contacts management solutions focus on a people-centric approach which goal is to centralize all contact information within an organization and have better control on who can access this data and how it is accessed.<sup id="cite_ref-3" class="reference"><a href="#cite_note-3"><span class="cite-bracket">&#91;</span>3<span class="cite-bracket">&#93;</span></a></sup> </p> <div class="mw-heading mw-heading2"><h2 id="See_also">See also</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Contact_manager&amp;action=edit&amp;section=4" title="Edit section: See also"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <style data-mw-deduplicate="TemplateStyles:r1184024115">.mw-parser-output .div-col{margin-top:0.3em;column-width:30em}.mw-parser-output .div-col-small{font-size:90%}.mw-parser-output .div-col-rules{column-rule:1px solid #aaa}.mw-parser-output .div-col dl,.mw-parser-output .div-col ol,.mw-parser-output .div-col ul{margin-top:0}.mw-parser-output .div-col li,.mw-parser-output .div-col dd{page-break-inside:avoid;break-inside:avoid-column}</style><div class="div-col"> <ul><li><a href="/wiki/Address_book" title="Address book">Address Book</a></li> <li><a href="/wiki/Automated_online_assistant" class="mw-redirect" title="Automated online assistant">Automated online assistant</a></li> <li><a href="/wiki/Business_intelligence" title="Business intelligence">Business intelligence</a></li> <li><a href="/wiki/Business_relationship_management" title="Business relationship management">Business relationship management</a></li> <li><a href="/wiki/Comparison_of_CRM_systems" title="Comparison of CRM systems">Comparison of CRM systems</a></li> <li><a href="/wiki/Consumer_relationship_system" title="Consumer relationship system">Consumer relationship system</a></li> <li><a href="/wiki/Contact_list" title="Contact list">Contact list</a></li> <li><a href="/wiki/Customer_experience_transformation" class="mw-redirect" title="Customer experience transformation">Customer experience transformation</a></li> <li><a href="/wiki/Customer_experience" title="Customer experience">Customer experience</a></li> <li><a href="/wiki/Customer_intelligence" title="Customer intelligence">Customer intelligence</a></li> <li><a href="/wiki/Customer_service" title="Customer service">Customer service</a> – contains <a href="/wiki/International_Organization_for_Standardization" title="International Organization for Standardization">ISO</a> standards</li> <li><a href="/wiki/Data_management" title="Data management">Data management</a></li> <li><a href="/wiki/Data_mining" title="Data mining">Data mining</a></li> <li><a href="/wiki/Database_marketing" title="Database marketing">Database marketing</a></li> <li><a href="/wiki/E-crm" class="mw-redirect" title="E-crm">E-crm</a></li> <li><a href="/wiki/Enterprise_feedback_management" title="Enterprise feedback management">Enterprise feedback management</a> (EFM)</li> <li><a href="/wiki/Event-driven_marketing" class="mw-redirect" title="Event-driven marketing">Event-driven marketing</a> (EDM)</li> <li><a href="/wiki/Farley_File" class="mw-redirect" title="Farley File">Farley File</a></li> <li><a href="/wiki/Help_desk" title="Help desk">Help desk</a></li> <li><a href="/wiki/Mystery_shopping" title="Mystery shopping">Mystery shopping</a></li> <li><a href="/wiki/Partner_relationship_management_(PRM)" class="mw-redirect" title="Partner relationship management (PRM)">Partner relationship management (PRM)</a></li> <li><a href="/wiki/Predictive_analytics" title="Predictive analytics">Predictive analytics</a></li> <li><a href="/wiki/Professional_services_automation_software" class="mw-redirect" title="Professional services automation software">Professional services automation software</a> (PSA)</li> <li><a href="/wiki/Public_relations" title="Public relations">Public relations</a></li> <li><a href="/wiki/Real-time_marketing" title="Real-time marketing">Real-time marketing</a></li> <li><a href="/wiki/Sales_force_management_system" title="Sales force management system">Sales force management system</a></li> <li>Sales intelligence</li> <li><a href="/wiki/Sales_process_engineering" title="Sales process engineering">Sales process engineering</a></li> <li><a href="/wiki/Supplier_relationship_management" title="Supplier relationship management">Supplier relationship management</a></li> <li><a href="/wiki/Support_automation" class="mw-redirect" title="Support automation">Support automation</a></li> <li><a href="/wiki/The_International_Customer_Service_Institute" title="The International Customer Service Institute">The International Customer Service Institute</a> – contains <a href="/wiki/Customer_service" title="Customer service">customer service</a> standards</li> <li><a href="/wiki/Vendor_relationship_management" title="Vendor relationship management">Vendor relationship management</a> or VRM</li> <li><a href="/wiki/VCalendar" class="mw-redirect" title="VCalendar">vCalendar</a> (main "calendar interchange" standard)</li> <li><a href="/wiki/VCard" title="VCard">vCard</a> (main "contact interchange" standard)</li></ul> </div> <div class="mw-heading mw-heading2"><h2 id="References">References</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Contact_manager&amp;action=edit&amp;section=5" title="Edit section: References"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <div class="mw-references-wrap"><ol class="references"> <li id="cite_note-1"><span class="mw-cite-backlink"><b><a href="#cite_ref-1">^</a></b></span> <span class="reference-text"><style data-mw-deduplicate="TemplateStyles:r1238218222">.mw-parser-output cite.citation{font-style:inherit;word-wrap:break-word}.mw-parser-output .citation q{quotes:"\"""\"""'""'"}.mw-parser-output .citation:target{background-color:rgba(0,127,255,0.133)}.mw-parser-output .id-lock-free.id-lock-free a{background:url("//upload.wikimedia.org/wikipedia/commons/6/65/Lock-green.svg")right 0.1em center/9px no-repeat}.mw-parser-output .id-lock-limited.id-lock-limited a,.mw-parser-output .id-lock-registration.id-lock-registration a{background:url("//upload.wikimedia.org/wikipedia/commons/d/d6/Lock-gray-alt-2.svg")right 0.1em center/9px no-repeat}.mw-parser-output .id-lock-subscription.id-lock-subscription a{background:url("//upload.wikimedia.org/wikipedia/commons/a/aa/Lock-red-alt-2.svg")right 0.1em center/9px no-repeat}.mw-parser-output .cs1-ws-icon a{background:url("//upload.wikimedia.org/wikipedia/commons/4/4c/Wikisource-logo.svg")right 0.1em center/12px no-repeat}body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-free a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-limited a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-registration a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-subscription a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .cs1-ws-icon a{background-size:contain;padding:0 1em 0 0}.mw-parser-output .cs1-code{color:inherit;background:inherit;border:none;padding:inherit}.mw-parser-output .cs1-hidden-error{display:none;color:var(--color-error,#d33)}.mw-parser-output .cs1-visible-error{color:var(--color-error,#d33)}.mw-parser-output .cs1-maint{display:none;color:#085;margin-left:0.3em}.mw-parser-output .cs1-kern-left{padding-left:0.2em}.mw-parser-output .cs1-kern-right{padding-right:0.2em}.mw-parser-output .citation .mw-selflink{font-weight:inherit}@media screen{.mw-parser-output .cs1-format{font-size:95%}html.skin-theme-clientpref-night .mw-parser-output .cs1-maint{color:#18911f}}@media screen and (prefers-color-scheme:dark){html.skin-theme-clientpref-os .mw-parser-output .cs1-maint{color:#18911f}}</style><cite class="citation book cs1"><a rel="nofollow" class="external text" href="https://archive.org/details/bub_gb_yjAEAAAAMBAJ"><i>InfoWorld</i></a>. InfoWorld Media Group, Inc. 1987-06-01. p.&#160;<a rel="nofollow" class="external text" href="https://archive.org/details/bub_gb_yjAEAAAAMBAJ/page/n15">16</a>. <q>Exsell excalibur.</q></cite><span title="ctx_ver=Z39.88-2004&amp;rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Abook&amp;rft.genre=book&amp;rft.btitle=InfoWorld&amp;rft.pages=16&amp;rft.pub=InfoWorld+Media+Group%2C+Inc.&amp;rft.date=1987-06-01&amp;rft_id=https%3A%2F%2Farchive.org%2Fdetails%2Fbub_gb_yjAEAAAAMBAJ&amp;rfr_id=info%3Asid%2Fen.wikipedia.org%3AContact+manager" class="Z3988"></span></span> </li> <li id="cite_note-Aberdeen-2"><span class="mw-cite-backlink">^ <a href="#cite_ref-Aberdeen_2-0"><sup><i><b>a</b></i></sup></a> <a href="#cite_ref-Aberdeen_2-1"><sup><i><b>b</b></i></sup></a></span> <span class="reference-text">Aberdeen Group (January 2009) Automating Success: The Choice Between Contact Management and Customer Relationship Management <a rel="nofollow" class="external autonumber" href="http://download.act.com/act2010/docs/Choice_Between_Contact_Management_or_CRM.pdf">[1]</a></span> </li> <li id="cite_note-3"><span class="mw-cite-backlink"><b><a href="#cite_ref-3">^</a></b></span> <span class="reference-text"><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1238218222"><cite class="citation web cs1"><a rel="nofollow" class="external text" href="https://www.getsharedcontacts.com/contact-management-guide">"The Short Guide To Contact Management"</a>. 2 November 2021. <a rel="nofollow" class="external text" href="https://web.archive.org/web/20211021040744/https://www.getsharedcontacts.com/contact-management-guide/">Archived</a> from the original on 2021-10-21.</cite><span title="ctx_ver=Z39.88-2004&amp;rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Abook&amp;rft.genre=unknown&amp;rft.btitle=The+Short+Guide+To+Contact+Management&amp;rft.date=2021-11-02&amp;rft_id=https%3A%2F%2Fwww.getsharedcontacts.com%2Fcontact-management-guide&amp;rfr_id=info%3Asid%2Fen.wikipedia.org%3AContact+manager" class="Z3988"></span></span> </li> </ol></div> <!-- NewPP limit report Parsed by mw‐web.eqiad.main‐5dc468848‐fg5m9 Cached time: 20241122145226 Cache expiry: 2592000 Reduced expiry: false Complications: [vary‐revision‐sha1, show‐toc] CPU time usage: 0.153 seconds Real time usage: 0.235 seconds Preprocessor visited node count: 356/1000000 Post‐expand include size: 3768/2097152 bytes Template argument size: 536/2097152 bytes Highest expansion depth: 8/100 Expensive parser function count: 1/500 Unstrip recursion depth: 1/20 Unstrip post‐expand size: 7911/5000000 bytes Lua time usage: 0.091/10.000 seconds Lua memory usage: 2905738/52428800 bytes Number of Wikibase entities loaded: 0/400 --> <!-- Transclusion expansion time report (%,ms,calls,template) 100.00% 213.058 1 -total 45.73% 97.424 1 Template:Short_description 38.45% 81.916 1 Template:Cite_book 26.71% 56.898 2 Template:Pagetype 11.67% 24.872 3 Template:Main_other 10.49% 22.344 1 Template:SDcat 7.28% 15.508 1 Template:Colbegin 3.34% 7.121 1 Template:Colend 2.67% 5.692 1 Template:Cite_web 2.10% 4.479 1 Template:Short_description/lowercasecheck --> <!-- Saved in parser cache with key enwiki:pcache:idhash:23097307-0!canonical and timestamp 20241122145226 and revision id 1246216224. 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