Top 5 things to look for in a
Sales Management Software

Maximizing sales and in turn profits is one of the main goals of any organization looking for sustained growth. You improve sales by closing more deals.  But how do you close more deals? Effective sales management helps you to close more deals and achieve your business goals.

You don’t close a sale; you open a relationship if you want to build a long-term, successful enterprise.
Patricia Fripp

What is Sales Management ?

Sales management is a method of managing sales processes and motivating your sales force to maximize sales and drive revenues.

Managing sales is not an easy task. You need to constantly monitor KPIs, your sales team’s performance, assign leads to your team based on leads requirements, and much more. 

A sales management software helps you in automating these tasks and helps you and your sales team to focus on the more important goal – closing more deals.

What is a Sales Management Software ?

Sales management software is a centralized system to help salespeople get organized by helping them manage their contacts, track sales deals and ultimately reduce time spent on administrative tasks.

The main benefit of using a Sales Management Software (also called sales CRM) is to clear tedious tasks from your schedule, allowing you to focus on the activities that drive sales.

What to look for in a Sales Management Software ?

If you are looking for Sales Management Software that syncs seamlessly with your business, make sure that the software has the below-listed features

(1) Integrates numerous tools into one platform

• Provides customer interactions across multiple channels such as email, phone, and chat under a single window
• Integrates with essential software like billing, helpdesk, marketing automation, etc.
• Manages your notes, calendars, tasks and appointments alongside your contacts.

(2) Merges every record across the customer lifecycle in one place

• Provides complete information about your contacts in a single screen.
• You can view your recent conversations via phone, email, chat alongside contact information. The status of your deals and purchases are linked to the contacts.

(3) Saves time and improves productivity

• Recurrent tasks such as sending emails, generating reports are automated
• Minimizes manual data entry
• Automatic assignment feature- the system automatically assigns prospects to the right salesperson

(4) Accessing data using a mobile app

• Data can be accessed anywhere and at any time
• Provides uninterrupted access to customer information
• Immediate access to product information, client information, and pricing
• Allows you to manage your daily tasks without hindrance
• Provides actionable insights and allows you to take smart and informed decisions

(5) Easy and intuitive interface

• Easy and quick implementation
• Smooth migration of data from spreadsheets or other tools
• Does not make you wander around the application

In Summary

To increase your sales team’s productivity and to scale your business faster make sure to choose the right sales management software that best suits your business needs.