Compare the Best Sales Management Software in 2024
Sales management software enable sales reps, sales teams, and sales managers to manage all aspects of the sales process including contact info, lead management, opportunity management, quoting, proposals, and more. Sales management software overlaps significantly with CRM software, and its main function is to streamline sales efforts. Here's a list of the best sales management software:
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1
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
2
SuiteMaster
LeadMaster Solutions Group
SuiteMaster - An Open-Source ERP & Implementation Solution * SuiteMaster is an affordable, fully integrated ERP business platform. Clients can select from thousands of core business applications, including CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. The apps easily "snap" into SuiteMaster's core ERP platform. SuiteMaster provides enterprise-class ERP/CRM at an attractive price point. SuiteMaster can be fully white-labeled, allowing you to bundle it with your organization's value-added services. We are also an Odoo-authorized Premier Partner. We provide consulting and implementation services to support Odoo's award-winning ERP solution. Companies of all sizes rely on us to deploy Odoo ERP successfully. With over 50,000 successful deployments, Odoo ERP has become a top ERP provider. Companies rely on LeadMaster Solutions Group to ensure cost-effective implementations with high adoption rates. -
3
Act!
Act!
Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.Starting Price: $30.00/month/user -
4
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.Starting Price: $119 -
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Pipedrive
Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all yStarting Price: $14/month (billed annually) -
6
Pipeliner CRM
Pipelinersales Corp.
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.Starting Price: $25 -
7
EngageBay
EngageBay
EngageBay is a simple, affordable, integrated, all-in-one marketing, sales and service automation platform with free CRM, built to grow small businesses and startups. The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life. And finally, with the free live chat and helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize, and solve customer support tickets in minutes.Starting Price: $10.79/user/month (biennially) -
8
InfoFlo
InfoFlo Solutions Inc
Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.Starting Price: $199.00/month -
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Close
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.Starting Price: $49.00/month -
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GoldMine CRM
GoldMine
GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.Starting Price: $60 per user per month -
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Salesforce
Salesforce
Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.Starting Price: $25.00/month/user -
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Zoho CRM
Zoho CRM
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
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Nutshell
Nutshell
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field. Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for user-friendliness and affordability.Starting Price: $16.00/month/user -
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OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
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GreenRope
GreenRope
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface. Convert more and build long-lasting relationships with GreenRope's many features built to help you communicate with your leads and clients. From email marketing and social media to advanced marketing automation and more, all the tools you need to engage your contacts are right at your fingertips. It's now easier than ever to keep in touch and stay top-of-mind. We are strategists, developers, marketers, technology gurus, and people who care about helping you. Most of all, we are one unit, one team, and one family who works together to listen, create, and partner with inspiring businesses around the world. Let’s work together to build and grow your business!Starting Price: $99 per month -
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vtenext
vtenext
vtenext is the first and only All-In-One CRM equipped with a BPMN Engine and AI algorithms. Departmental silos are a dangerous productivity killer that you need to avoid. Boost your intra-organizational communication and reach your business objective through the features of a real Holistic CRM, a tool able to improve the efficiency of each business area. BPMN Engine This is a natively integrated tool which, through a graphic interface, allows to digitize and automate each kind of business process, avoiding collaborators to do tasks with low added value and minimizing loss of time and errors. Artificial Intelligence Integrated algorithms allow to make your organization more effective and efficient, through: - automatic tickets and leads classificators - lead generation chatbot - internal and external support chatbot - OCR Increase efficiency and automate marketing and pre-sales activities, sales, customer service and project management through vtenext now!Starting Price: 24 -
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Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
18
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
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Nimble
Nimble
The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.Starting Price: $19 per user per year -
20
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
21
Teamgate CRM
Teamgate
Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle, with our team by your side every step of the way. Say goodbye to hidden implementation costs, consulting fees and add-ons.Starting Price: Free -
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Less Annoying CRM
Less Annoying CRM
Less Annoying CRM is a basic contact chief developed from the beginning private companies. Deal with your contacts, drives, notes, logbook, to-do's and that's only the tip of the iceberg, all from one straightforward web application. Our item is established on three center standards: straightforwardness, reasonableness, and exceptional client benefit. All clients get a boundless free 30-day trial to thoroughly test each part of the CRM, and client benefit is constantly free through the telephone and email if clients have questions.Starting Price: $15.00/month/user -
23
Copper
Copper
Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.Starting Price: $9 per user per month -
24
Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
25
Salesmate
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.Starting Price: $12/month/user -
26
Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user -
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Method:CRM
Method Integration
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.Starting Price: $25.00/month/user -
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Aptean CRM
Aptean
Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Are you ready to generate quantifiable business results while mitigating risk and expense? Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information. Aptean CRM enables you to streamline your business processes and automate everyday tasks—saving you time and money. From scheduling appointments and follow-up reminders, to writing emails and generating quotes, our CRM software supports your staff throughout the entire sales cycle.Starting Price: $60 per month -
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Spotler CRM
Spotler
Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.Starting Price: $17.00/month -
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SalesNexus
SalesNexus
With automated tasks for your sales team, and all their email correspondence on one easy to view contact screen, your sales team will become selling dream machines! Stop letting leads and $$$ slip through the cracks! For about $2 per day, you can reach out to more leads through follow ups and email marketing, organize your sales team, capture leads from your website, and all emails to and from your team! You know it’s time to get more organized- and your other CRM just isn’t cutting it. Stop letting leads and $$$ slip through the cracks! For about $2 per day, you can reach out to more leads through follow ups and email marketing, organize your sales team, capture leads from your website, and all emails to and from your team!Starting Price: $45 per user per month -
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Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
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iBOS Enterprise
iBOS
iBOS Enterprise, the finest cloud-based ERP software in Bangladesh, is made to wipe out your worries about collecting, storing, managing, and interpreting data of your business once and for all. There's not even a single part of your business you can't handle with its efficient modules, which input all the data in its cloud-based storage. It can't only manage your procurement but also can take care of your human resources, accounts, and finances. Besides, with it, you'll never lose your grip over Internal control, sales management, and inventory. The same goes for manufacturing, performance management, and asset management. It’s all about your preferences about what you want to work with. Migration isn’t as difficult as it sounds. With iBOS, you have the freedom to upload your own data, or we can always help you do it. There are options to allow many employees to assist in inventory management with limited user access control. In this ERP, the employees can manage recorded data. -
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Enxoo
Enxoo
Move to Industry Cloud and transform the relationships with your clients, partners and employees. Enxoo is dedicated to automate all of your crucial business processes by offering industry-specific digital transformation platforms created from our years of experience, industry expertise and tech skills. The “Industry” element stands for ready-made solutions designed for the telecommunications sector. We deliver expertise through our industry-specific solutions, products, and professional services. Our Industry Cloud platform is a unique combination of Salesforce + Enxoo for Communications. The scalable solution allows for fast implementation of productized features and functionality at a high-security level. Our agile project delivery approach allows us to effectively communicate with customers, building a one-team spirit. Our experienced and competent teams support customers at all stages of their digital transformation journey.
Sales Management Software Guide
Sales management software is a type of program used by sales teams to help them better manage and streamline their daily processes. It is an important tool for those who work in the sales industry as it provides them with a way to keep track of customer details, sales forecasts, and other business metrics. Sales management software can also offer features like lead tracking, opportunity tracking, workflow automation, and analytics.
Lead tracking helps track potential customers from initial contact to sale. This helps sales teams ensure they are following up on all leads and that no opportunities are falling through the cracks. Opportunity tracking allows sales reps to record notes about conversations with each customer so that they can get insight into what may influence the sale. Workflow automation enables companies to set up automated sequences for various tasks such as emails or follow-up calls which can make sure nothing gets forgotten or overlooked during the course of the sales process. Finally, analytics provide insights into how a product/service is doing in terms of generating interest among potential customers which can help inform marketing strategies and better target new prospects.
Overall, sales management software has become essential in today’s market where there’s often a lot of competition between companies vying for the same customers or marketplace share. By providing helpful tools that automate tedious tasks while enabling more meaningful engagement with customers, these platforms make it easier than ever before for sales teams to maximize their efforts and hit their goals faster than ever before.
Features Offered by Sales Management Software
- Automated Lead Management: Sales management software provides automated lead management to help streamline and simplify the process of nurturing leads. This feature allows the company to capture and store customer information, as well as track customer interactions, so that sales reps can easily access and act on leads in an organized manner.
- Customer Relationship Management (CRM): Sales management software also offers a CRM system that helps sales reps track customer data, such as contact info, preferences, purchase history, and more. This feature allows for improved communication with customers, giving sales reps a better understanding of their needs and helping them personalize their interactions accordingly.
- Reporting & Analytics: In addition to lead tracking and CRM capabilities, many sales management systems also include reporting capabilities that enable users to generate reports based on various criteria such as sales targets achieved or time spent on each lead. These reports can help identify areas for improvement/efficiencies within the sales process.
- Automated Quote Generation: Some sales management software packages also come equipped with features for creating estimates and quotes quickly and easily. This allows companies to accurately price products/services according to market conditions while taking into consideration all available discounts and promotions.
- Opportunity Tracking: Many packages offer opportunities tracking tools which allow representatives to easily keep track of prospects who show potential in becoming long-term customers or those who are just starting out in the buying journey. This enables reps to adjust their strategies accordingly when it comes time to close deals.
Types of Sales Management Software
- CRM (Customer Relationship Management): This type of software enables sales managers to organize customer information, such as contact details and transaction history, for improved marketing and customer service efforts. It also helps facilitate better communication among team members and customers.
- Lead Tracking: Lead tracking software provides visibility into the progression of leads through the sales process, including each step taken along the way. It allows sales managers to track progress and outlooks by customer or lead in order to optimize strategies for success.
- Quota Management: Quota management software provides visibility into individual performance, both individually and as part of a team or region. Sales managers are able to set goals and quotas that are tracked over time, allowing them to measure performance against these metrics.
- Opportunity Tracking: Opportunity tracking software helps sales managers develop strategies around potential deals, providing insight into potential value across opportunities so that they can prioritize accordingly. The data collected from this type of solution can be used to analyze trends in the marketplace.
- Forecasting & Reporting: Sales forecasting and reporting software features predictive analytics capabilities that enable sales teams to anticipate future needs based on existing data points and market trends. This type of tool also provides executives with real-time access to generated reports for better decision making throughout the organization.
Benefits of Sales Management Software
- Automated Lead Tracking: Sales management software can make it easier to track leads throughout the entire sales process, from the initial contact to final purchase. This ensures that no leads are lost or forgotten and allows sales teams to quickly identify weak points in their processes.
- Increased Efficiency: Sales management software streamlines the sales process by automating routine tasks, such as data entry and customer follow-up. This eliminates manual errors, reduces tedious paperwork, and frees up time so your team can spend more time selling.
- Improved Reporting & Analytics: Sales management software provides detailed analytics on each stage of the sales funnel, allowing managers to quickly identify areas for improvement. The data provided helps managers accurately forecast future revenue and spot trends within their customer base.
- Account Management Tools: Sales management software provides a central hub for managing multiple accounts at once. Team members can easily collaborate on deals by sharing notes, setting reminders, and tracking changes in one central location.
- Enhanced Communication & Collaboration: All team members have access to a single source of truth when it comes to customer information; this makes it easier for them to stay on top of changes in customer preferences and needs. Additionally, communication channels are built into most sales management systems which allow users to interact with customers directly or share updates across team members without leaving the system.
What Types of Users Use Sales Management Software?
- Business Owners/Managers: Use sales management software to track customer information, analyze sales performance, monitor inventory levels, manage pricing and promotions, and more.
- Sales Reps: Utilize the software to maintain contact information, review accounts and prospects, manage leads and opportunities, track activities and communications with customers, enter orders into the system, store quotes & contracts electronically, generate reports quickly.
- Customer Service Reps: Use the software to efficiently respond to customer inquiries & complaints; track product warranties & returns; check availability of items in stock; access customer purchase history; generate invoices & credit notes for customers.
- Financial Analysts/Accountants: Leverage sales management software to produce accurate financial reports that gain insight into company performance from a variety of perspectives (e.g., by account or product line). Also make use of built-in capabilities for multi-currency management & accounts receivable tracking.
- IT Professionals: Depend on the software as a platform to customize business processes according to their organization's specific needs; ensure adherence to regulatory requirements via automated alerts & notifications; provide computer systems security with role-based access control features.
How Much Does Sales Management Software Cost?
The cost of sales management software can vary widely depending on the features and complexity of the system. Generally, entry-level software packages start around $50 to $200 per month, while more sophisticated systems may range from $500 to over $2,000 per month. Additionally, many vendors offer discounts for larger orders or extended terms. Some providers also offer a pay-as-you-go model with prices that are adjusted according to usage. If you’re looking for a customized solution, the cost could be even higher because it would require the development of specialized features and integration with other existing systems. It’s important to understand your unique needs before selecting a sales management software package so you can choose one that will provide the functionality and scalability your business requires at a fair price.
Types of Software that Sales Management Software Integrates With
Software that can integrate with sales management software typically includes customer relationship management (CRM) software, accounting software, inventory software, order processing software, and e-commerce solutions. CRM software helps businesses track and improve customer relationships; accounting software allows users to automate payment entries and ledger activities; inventory software helps businesses track stock levels as well as warehouse and store locations; order processing software simplifies the checkout process for both customers and retailers; and ecommerce solutions are used to create an online storefront. By integrating these types of programs with sales management solutions companies can streamline their processes, save time, increase efficiency, reduce costs, provide better experiences for customers or users, improve tracking accuracy, manage multiple stores more effectively and gain useful insights into their sales performance.
Trends Related to Sales Management Software
- Automation: Sales management software is increasingly leveraging automation capabilities to streamline complex processes and drive greater efficiency. Automation allows sales teams to focus on higher value activities by automating mundane, repetitive tasks such as data entry and lead management.
- Data-Driven Insights: Sales management software solutions are offering more powerful analytics capabilities to enable better data-driven insights. This helps sales teams understand customer behavior and make more informed decisions about their sales strategies.
- Mobile Accessibility: Many sales management platforms are now providing mobile access, allowing sales teams to access and manage their data from anywhere. This makes it easier for sales teams to stay connected with customers and keep up-to-date on the latest sales information.
- AI Integration: Artificial Intelligence (AI) is becoming an increasingly important part of sales management software solutions. AI can help automate complex tasks, provide actionable insights, and even generate personalized recommendations for customers.
- Integration with Social Media: Social media is an important part of any modern marketing strategy, so integration with social media platforms has become a key feature of many sales management platforms. These solutions can help sales teams leverage social media to reach potential customers and build relationships with them.
- Cloud Computing: Cloud computing is becoming increasingly popular as a way to store, manage, and share data. Sales management software solutions are now leveraging cloud computing to offer faster, more secure solutions that can be accessed from anywhere in the world.
How to Find the Right Sales Management Software
Use the comparison engine on this page to help you compare sales management software by their features, prices, user reviews, and more.
- Determine the Needs of Your Business: Before selecting sales management software, it is important to determine your organization’s specific needs. What features are essential for your sales team? Do you need a solution that handles customer relationship management as well as invoicing and analytics? Make sure to also consider any unique requirements that may affect the selection process such as language localization or integration with existing systems.
- Consider Your Budget: Sales management software can vary in cost depending on the features and scalability of the platform. Carefully consider what you can afford to spend before beginning your search. If you don’t have a large budget, be prepared to potentially sacrifice certain features or limit the number of users who will have access to the system.
- Research Vendors & Solutions: Once you know how much money you’re willing to spend and what kind of features you need, research different vendors and solutions that meet those requirements. Read product reviews from customers, compare pricing plans, and look at any free trials available from vendors if possible. Ask yourself questions like “What is their customer service like? How easy is it to use? Are there any hidden fees?”
- Test Run Different Options: After narrowing down your list of potential solutions, test run each one before making a final decision. Many vendors offer free demos or trial periods so take advantage of these resources if they are offered in order to make sure that the platform meets all your needs and is intuitive for everyone who will be using it within your organization.
- Make Your Final Selection: Once you have tested out different platforms and reviewed all your options, select the best sales management software for your business based on cost, features offered, user-friendliness, scalability, customer support and other factors that pertain to your organization's needs.