Sales are the ultimate goal of every business, no doubt. But managing it is a real challenge. With good products, superb support and excellent customer service. However, the challenges are pretty demanding at times. And sales management software products help us optimize our efforts.
With an increasing workload, sales management software helps streamline, enhance, and simplify the process, so that you can make the most of your efforts. Here’s a compilation of our preferred products.
But what are these sales management tools?
Here’s a straightforward description: Sales management software is designed to simplify the task of sales management.
It encompasses a wide range of functions, including generating pipeline reports and automating email processes. They come in various shapes and sizes, catering to diverse business requirements. Starting from compact and flexible options apt for SMBs to comprehensive and robust enterprise solutions tailored for corporate giants.
Your selection of a tool depends on your specific needs. The good news is that nearly every item on the list offers a free trial or demonstration, allowing you to explore and assess them before making a commitment.
So, if you find yourself dedicating a lot of time to online documentation and manual data entry tasks, as well as relying on Excel for sales forecasting and managing the sales pipeline, it is high time you invest in an all-in-one CRM solution that also functions as sales management software. This tool proves particularly valuable when client communication is inconsistent and irregular.
ConvergeHub is all-in-one CRM and sales management software that enhances collaboration across departments, vendors, and stakeholders- thus driving increased numbers of closing deals.
With complete customization options, ConvergeHub combines sales automation and email sequencing functionalities while seamlessly integrating with various business applications, including Gmail, Outlook, Mailchimp, Intercom, Unbounce, and more.
Featuring four distinct sales pipeline management views, including a user-friendly drag-and-drop lead board, ConvergeHub accommodates the needs of outbound sales teams, inbound sales teams, relationship-based sales teams, and any other B2B sales force.
Unlike many other sales management software, this product stands out by offering free live customer support, unlimited contact records and data storage, as well as comprehensive sales analytics reporting. It comes equipped with all the necessary tools to enable your sales team to sell more intelligently, without the burden of costly upgrades or add-ons.
Our pricing is pretty straightforward, with both Starter and Pro options available, allowing you to select the CRM solution that perfectly suits your sales team’s requirements.
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Primarily an analytics platform, Databox is designed for businesses, irrespective of their size. Being an analytics platform, it brings you sales, marketing, and advertising data in a centralized hub which further helps arrange the pipeline. This eliminates the need to switch between various applications and provides a comprehensive overview of your sales performance. With a thoroughly customizable and user-friendly dashboard, Databox helps you visualize and plan your sales pipeline in the most seamless manner.
For sales managers, Databox functions as a sales management software with amazing features to manage sales quotas and goal-setting. When it comes to setting new targets for the next quarter, the platform offers detailed updates of the current daily, weekly, and monthly performance. Thus, it’s easier to set realistic and achievable goals. To make things more streamlined, Databox’s 70+ integrations help monitor progress in real-time.
Databox is absolutely great when it comes to KPI scorecards and notification features. Get actionable insights on sales trends as well as Slack notifications- this way your sales managers will always be on the top of their performance as well as consistently stay well-informed, and make the right decisions and stay ahead of the curve.
Placing itself as a comprehensive “RevOps platform,” this platform analyzes your data in real time throughout the sales funnel. It helps your teams across departments make well-informed decisions that positively impact sales.
InsightSquared is powered by AI- thus enabling sales leaders to make decisions that’s totally data-driven. You can check when your customers show signs of disengagement. And, they can accordingly take corrective decisions. Also, you can easily distinguish your top-performing sales representatives and plan for their involvement while making sales strategies. Additionally, the platform provides 120 pre-configured “Actions” to optimize sales processes. Furthermore, you can get all of them customized.
InsightSquared’s reporting suite is highly recommended if you are a sales professional. It brings detailed activity reports, providing a detailed view of every deal, be it won or lost. Furthermore, it lets you maintain and manage your entire sales pipeline from a single dashboard. Precisely, it gets you a lot of convenience.
LevelEleven is a sales performance management system that empowers managers to reinforce crucial behaviors within their sales and customer-facing teams. Initially launched in 2012 as a sales gamification app, LevelEleven has since transformed into a comprehensive suite of “data-driven coaching” tools, dedicated to motivating, engaging, and developing sales representatives.
Among LevelEleven’s coaching tools is the ability to access rep performance snapshots, providing a daily overview of each seller’s efforts and results. Additionally, the platform offers automated coaching workflows to ensure consistent and timely coaching sessions.
Managers and senior leaders will find LevelEleven’s executive scorecard particularly useful. This feature enables them to monitor the performance of various units within the organization and compare their achievements against set goals. The executive scorecard offers a user-friendly summary, making it effortless for senior leaders to identify areas that require attention and initiate necessary actions.
Zoho CRM is powerful sales management software that operates within the extensive app ecosystem of Zoho. While the bundled pricing structure of the Zoho apps can pose challenges for obtaining a quote solely for the CRM, the features and functionalities it offers make it a valuable tool for businesses.
Zoho’s all-in-one CRM capabilities serve as an incredible solution for more complex sales management functionalities. It comes with an array of automation tools that help categorize website visitors and identify potential leads. This helps increase the chance of lead conversion by potential customers through various stages of the sales pipeline. By leveraging these automation features, sales teams can enhance the efficiency of their sales process, ultimately saving valuable time and resources.
Zoho CRM makes a preferred choice due to its sales reporting capabilities, providing sales managers with a powerful tool to accomplish their tasks. It helps generate detailed reports across multiple dimensions. It includes every feature to enable sales managers to gain valuable insights into their team’s performance. Simultaneously, it helps identify emerging trends and data analysis, which further contributes to profitable sales decisions. Leveraging comprehensive sales reports, sales managers can efficiently drive sales growth and optimize their strategies for success.
Zoho CRM brings highly effective sales management software which also aids in uplifting customer engagement. It offers a bundled pricing structure as well as a pay-as-you-go model. Whatever you choose, be sure that you are making a valuable investment for businesses seeking to streamline sales processes and enhance customer relationships. With Zoho CRM, SMBs have the right tools to optimize their operations and nurture stronger customer bonds.
This sales management software has all the capabilities to manage sales and marketing from a single location. Bringing these applications together within a unified platform, Nimble streamlines the management of customers and prospects.
The most advantageous feature of Nimble is the “Today” page – specifically designed for salespeople to have a unified view of ongoing activities. Real-time data helps your sales team stay up-to-date and adopt well-informed decisions.
Nimble also features amazing and intelligent selling tools. It delivers valuable insights into sales activities in real-time, so that it helps enhance their selling strategies based on data analysis. SMBs can leverage features like deal forecasting, pipeline analytics, calendars, and task management to optimize the sales process. With so many incredible features Nimble proves to be an invaluable asset for businesses aiming to elevate their sales management capabilities.
While business requirements and their objectives are different, the choice of sales management software does not follow the same rules. Having all kinds of enterprise-grade features does not make it a great choice if it does not solve your business purpose. So, choose wisely instead of investing in a high-end product line.
The ultimate objective of sales management is to develop and execute effective strategies that enable the sales team to not only reach but surpass their revenue targets. The role of sales management software cannot be underrated. It must serve as a valuable tool that perfectly frees managers up for more complex jobs. It also helps them deal with operational complexities on a regular basis
Sales management software acts as a catalyst for sales success by providing the necessary tools and insights to optimize sales strategies and maximize revenue generation. While streamlining operations, these sales management tools help enhance productivity, and foster a customer-centric approach. No doubt, it plays a pivotal role in helping sales teams thrive in today’s competitive business landscape.
