Software designed for sales management helps sales managers and their teams work through the sales process from beginning to end. The features of sales management software typically focus on areas, such as, developing and managing a sales force, defining a sales process and reporting and analyzing sales figures. You can use these products to set sales targets, assign territories, establish goals and gain insight into key performance indicators. Other important features include the ability to manage source leads, to route the right sales leads to the right sales representatives, to make sales projections, to identify high-priority business areas, to access call tracking reports and analytics and to manage sales teams from a single dashboard. Read the full software guide...
Sales management software is essentially a digital tool to help companies manage their sales operations in an organized way. Products in this category mainly focus on the implementation of sales techniques, from building sales teams to training, motivating and monitoring them, delegating tasks, matching sales leads with sales representatives, and order processing.
Sales managers often use these products to set sales revenue targets, gain insight into key performance indicators of the sales force, and generate sales forecasts. Some products come with analytics and reporting capabilities, allowing you to track how many leads are coming from each source. You can use this information to identify more profitable business areas and plan your sales strategy accordingly.
More advanced products may feature the ability to monitor sales leads in real time, to forecast inventory levels, to automatically make sales calls and leave voicemails, to automate territory management, and to identify sales opportunities. Some other generic factors to consider include ease of use, customization and integration capabilities.
|API||Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.|
|Audience Targeting||Allows for audience segmentation, generally to tailor marketing or advertising messages to target specific user groups.|
|Budgeting||Planning and tracking capabilities for financial budgets and plans often used to manage funds across different departments or for investor / shareholder oversight.|
|Calendar Management||Manage and update calendars for scheduling or consolidation of events across teams, departments or business functions.|
|Call Disposition||Track the result of calls within call center software.|
|Call Tracking||Track which of your online and offline marketing efforts are successfully generating calls.|
|Contact Management||Manage large amounts of personal or business contacts in a centralized system.|
|Contact Sharing||Share contacts across teams or platforms to give access to others or to migrate address books across different systems.|
|CRM Integration||This indicates whether integrations with Customer Relationship Management (CRM) software are supported by a software application.|
|Customer Management||Manage customer databases and/or track outstanding shipments, payments and more.|
|Dashboard||Dashboards are digital interfaces commonly used to visualise data or give quick access to important features and functions of online platforms. They often serve as an overview gateway in software applications.|
|Data Export||Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.|
|Data Import||Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.|
|Data Visualization||Data visualization features render a visual interpretation of data sets through the use of charts, infographics and other visual cues generally in form of a reporting dashboard.|
|Email Integration||Integration with email clients or providers to create and send emails as well as view received emails within an application.|
|Expense Tracking||Track employee travel and other expenses to stay on top of budgeting requirements and reimbursements.|
|External Integrations||Integrations with other software products or platforms to improve efficiency and compatibility across systems.|
|Forecasting||Forecast upcoming expenses, sales, revenue, user levels, etc. through the use of predictive methods and past data.|
|Google Apps Integration||Integration with the G Suite, including Gmail, Google Docs, Google Sheets, Google Calendar, etc.|
|Inventory Tracking||Stay on top of inventory levels, to manage the storing, reordering or production of stock items.|
|Lead Management||Manage business leads to improve sales outreach processes or stay on top of prospect inquiries.|
|Lead Scoring||Manually or automatically assign quality scores to business leads to target / segment sales outreach efforts.|
|Marketing Automation||Automate marketing processes, such as outreach emails, customer engagement, chat replies through the use of chatbots and others.|
|Multi-Currency||Support of different currencies for payments, accounting purposes, taxes, reports and more.|
|Multi-User||Supports more than just one user account and generally allows for collaboration with colleagues.|
|Notifications||Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.|
|Project Management||Manage projects from conception through the planning stage to delivery and post-project reporting phases. This allows organisation teams to organise resources, plan budgets and improve efficiency in the delivery of project objectives.|
|Referral Tracking||Track contact-, user- or visitor- referrals from advertising networks, other websites, business partners and other channels for intelligence, revenue sharing or similar purposes.|
|Sales Motivator||Gamification or motivation features within sales and CRM software to increase sales performance.|
|Scheduling||Schedule tasks, resources, appointments, payments, communications, etc.|
|Softphone||Similarly to VOIP, Softphone features allow you to make calls via the internet.|
|Supplier Management||Manage suppliers and purchases required in the day-to-day operation of a business.|
|Third-Party Plugins/Add-Ons||Offers additional features or integrations built by third-party developers in form of plugins or add-ons.|
|Travel Management||Manage travel plans and expenses for employees, prospects or potential recruits through a central environment.|
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