Sales Software

Everything you need to know


Sales software helps businesses manage their sales cycle, through contact management, lead capture, lead scoring, proposal management, quoting, deal closure, and more.

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Everything you need to know

Sales software helps businesses manage their sales cycle, through contact management, lead capture, lead scoring, proposal management, quoting, deal closure, and more.

The solution automates sales procedures and helps measure key sales metrics such as conversion rate, bounce rate, and lead times.

Some common features of sales software are:

Sales management: helps users track sales performance and manage the sales pipeline. It also facilitates email marketing, project management, document management and invoicing.

Sales force automation: helps organizations standardize their sales processes and manage opportunities, leads, customer accounts and interactions.

Sales enablement: provides a centralized content repository that allows sales team to create, distribute, publish, and collaborate on the sales content.

Sales forecasting and analytics: helps businesses predict sales and create reports to compare achieved versus target sales. Sales teams can also use customer analytics to gain actionable insight to assist in deal closure.

Lead management: allows sales reps to capture, assign, generate, nurture, and manage leads up to the point of conversion.

Contact management: Organizes and manages a database of leads that contains information such as contact details, contact history, interaction history, and activity tracking for future sales campaigns.

Opportunity management: Allows sales reps to identify and track potential sales opportunities through order management, pipeline management, and quote management.

Reporting and analytics: Allows sales reps to generate sales reports and view sales data through dashboards, graphs, and charts.

Integrations: Allows sales apps to integrate with third-party apps such as, email, CRM, marketing, accounting, and more.

Security: Allows users to assign role-based access or provide limited access to confidential sales data.

Benefits of sales software

Lead management: Helps sales managers with real-time allocation, tracking and management of leads. The tool helps maximize lead value by capturing, routing, and scoring leads.

Collaboration and internal communication: The tool’s ability to compile, organize, and update contact information in one place provides sales teams easy and timely access to any contact information. In addition, it helps reduce inefficient overlap if, for example, two teams working in isolation need the same information about a specific contact.

Understanding of customer behavior and interests: The reporting and analytics functionality of sales apps can help sales teams get insights into prospects and customers (i.e., their behavior, preferences, interests), helping to respond to their interests in the best way possible.

What type of buyer are you?

There are multiple facets to sales. Before you make a final choice, evaluate your sales strategies to comprehend which sales software would be a good match for your business.

Direct selling: If your small business is involved in direct selling via web, sales teams, direct field reps, or a combination of these, any basic sales software with functionalities such as collaboration, contact management, and eCommerce integration will work for you.

Multi-channel selling: If your sales process involves multiple channel partners and a wide network of sales, then you need specialized and advanced functionalities such as lead management, multi-channel sales, and reporting and analytics.

Mobile selling: If you wish to sell via mobile, you should look for sales software that specifically offers native iOS and Android apps.