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5 Robust Sales Software Apps That Go Beyond Sales

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salesA solution can be called a sales software if it features two main functions: lead generation and salesforce automation. Lead generation can be as simple as scouring the Internet for prospects’ contact details and segregating them according to your preferences, or complex like going through your existing sales records and database to spot opportunities, such as repeat sales, referrals, and upsells. On the other hand, salesforce automation cuts across sales processes after following the lead, from order processing and inventory control to customer management and sales forecast. Some solutions overlap both main functions, while other packages focuses on each niche.

Still, some sales software products go beyond sales, adding features that are closely tied with selling, such as: CRM, ERP, campaigns, marketing analytics, and even content marketing. Unless you’re only looking for a specific tool, for example, a referral program or sales commission app, getting a robust sales software may give you the best value for your budget. After all, selling requires other key processes to ensure customers are defined, service support is organized, or revenues are accounted for. Here are five robust sales software and their key features other than salesforce automation and lead generation:

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1. Salesformics


Sales features

You can create a series of events to automate the sales process: from sending emails to new leads to funneling the recipients  into conversion.  The software also includes social media channels in its sales and marketing automation, expanding your reach to where customers are. A GX Box search engine lets you find data fast across workflows by typing the keyword or tag instead of opening menus and folders.

Other key features

If you’re a small business, Salesformics has a built-in CRM, so you may not need a separate system. It’s easy to unearth related data, such as, lead, contact, and opportunity or manage customer communication to resolve issues. A segment marketing creator also lets you organize contacts and customers and target niche audience with specific messages at the right time. Likewise, it has an intuitive dashboard that you can customize with your key performance indicators to get instant feedback and insight.

Read more:  20 Best Customer Support Software Solutions of 2019

2. BPMonline CRM


Sales features

Why is BPMonline CRM included in this article on sales software features? To start, its drag-and-drop tools make it easier to automate sales and other workflows. You can create quick sales quotas and projections using customers’ buying trends vis-a-vis tracking your sales agents’ performance. For greater flexibility, the Lead Management module can export files to Excel, while you can customize reports, dashboards, lookups, data fields, and processes using the Administrative Tools wizard.

Other key features

BPMonline leverages its CRM functions to give you marketing analytics in graphics and diagrams. These tools are handy come year-end business forecasts. Meantime, the Marketing Management module allows for multi-channel campaigns and market segmentation. The module has also strategic uses like for budget planning and ROI estimates. Moreover, the software features a Knowledge Management online database to build your self-help customer service portal.

3. ExactTarget


Sales features

It’s an excellent lead capture tool built over a content-driven process. Although the app focuses on content marketing, it also automates a standard sales workflow from segmenting leads, managing contacts, sending emails to them, and tracking real-time feedback (example: open emails, read emails, click-throughs, conversions).

Other key features

ExactTarget can perform predictive marketing analytics by using your preset measures or attributes, for instance, sales volume vs. salesforce budget or sales target vs. actual conversions in a month. A drag-and-drop interface lets you to create report parameters in real-time visually without the need to understand codes. Similarly, the software can help you to analyze individual preferences of your digital content based on location, search terms, visits, etc. and tailor your content to target specific visitor. A personalized content can help you match the best offers and deals with the right prospects and increase conversions and engagement.

4. NetSuite ERP


Sales features

Technically an ERP solution, NetSuite ERP has sales tools across its enterprise modules. Many mid-sized and large companies are attracted to the software for the integration of these sales functions in other key process, such as, accounting, inventory, and manufacturing. These sales features include: order fulfillment, workflow management, automated invoicing, and incentive compensation management.

Other key features

As an ERP solution, NetSuite boasts of modules that address key business processes tied with sales. You have audit visibility and tax management; fixed asset management; flexible payment processing; inventory control; bill of materials; billing schedule; and payroll services, among others. The modules are sold separately to help you scale the features as your business demands them.

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5. WorkflowMax


Sales features

The software is packaged as a project management software geared towards selling, making it a sales software. The idea is to help you complete a client job from lead generation to deliverable.  You can organize leads by category, staff, wins, or month. Its alerts and activity calendar helps you to follow up prospects to increase conversion. You can also send fast and accurate job costings with the quote tool.

Other key features

WorkflowMax goes to full gear once the lead is closed. You get a comprehensive set of tools to manage the job and deliver results, including: timesheets, job tracking, and document management. It also features a collaboration platform that connects you in real-time with team members, your contractors, and the client. Finally, a flexible reporting tool lets you generate reports based on your data settings to look for insights that you can use for future client jobs.


We hope this article on sales software features has helped you. Getting a sales software is no longer limited to getting just sales features. In today’s fast-paced, competitive business environment, your sales has to use varied and dispersed data–such as consumer behavioral trends, social media mentions and signals, and supply chain issues–fast and accurately. That means getting other key features beyond sales tools to increase customer satisfaction and conversion rates.

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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