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I am looking for a good CRM/SFA software solution similar to a salesforce.com or SugarCRM. I am looking for one feature in particular that I haven't been able to find in the popuar CRM products. I need to be able to take a customer account (or group of accounts) and specify a call frequency for them. (i.e. Call these customers once every quarter) The software will then schedule calls for a salesman based on the specified call frequency. This needs to occur at a day and time-of-day level (i.e. Call customer A at 9:30 Monday morning, then call Customer B at 10:00, and so on) Once a call is made, the results of the call are keyed in and the next call for that customer is automatically scheduled.<br />
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Can anyone give me some direction on a software offering to look at that has this capability?
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I am looking for a good CRM/SFA software solution similar to a salesforce.com or SugarCRM. I am looking for one feature in particular that I haven't been able to find in the popuar CRM products. I need to be able to take a customer account (or group of accounts) and specify a call frequency for them. (i.e. Call these customers once every quarter) The software will then schedule calls for a salesman based on the specified call frequency. This needs to occur at a day and time-of-day level (i.e. Call customer A at 9:30 Monday morning, then call Customer B at 10:00, and so on) Once a call is made, the results of the call are keyed in and the next call for that customer is automatically scheduled.

Can anyone give me some direction on a software offering to look at that has this capability?

CRM Software Information Request

Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization, including businesses, schools, interest-based user groups, clubs, charities, or governments. Services provided by enterprise software are typically business-oriented tools such as online shopping and online payment processing, interactive product catalogue, automated billing systems, security, enterprise content management, IT service management, customer relationship management (CRM), enterprise resource planning (ERP), business intelligence (BI), project management, human resource management (HR), manufacturing and supply chain management, enterprise application integration (EAI), and enterprise forms automation. Enterprise software is often available as a suite of customizable programs that require specialist capabilities.

Enterprise Software

Office Productivity refers both to the act of being productive and efficient in an office or professional environment, as well as the software applications used to "produce" information. This includes the development of professional skills, creating work processes, and almost any program used to create or modify a document, image, audio or video clip. However, business application suites such as Microsoft Office, which include word processing, spreadsheet and presentation programs, are typically called productivity software, as contrasted with a "utility program," such as a file manager, which is used to organize files and folders on the computer. Many office- and business-oriented groups of programs are organized into suites.

Office Productivity

Productivity software is application software dedicated to producing information, such as documents, presentations, worksheets, databases, charts, graphs, digital paintings, electronic music and digital video. Most common programs and suites such as Microsoft Office and LibreOffice have their own topics. Office suites, which brought word processing, spreadsheet, and relational database programs to the desktop in the 1980s, are the core example of productivity software, but they can include communications software, personal information managers, groupware and log analysis software.

Productivity Apps

SugarCRM produces the web application Sugar, a customer relationship management (CRM) system that is available in both open-source and commercial open-source applications. Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.