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What is Sales Force Automation Software?

Sales force automation software allows you to standardize your company’s sales processes and activities, from lead to quote to conversion, along with reporting and efficiency analysis. This system can collate numerous sales records in minutes in place of hours it would take if you do things manually in a spreadsheet. Show moreYou can effortlessly analyze vital metrics including conversion rates, win-loss ratio, and lead time. Moreover, you can display a detailed outline of how well your sales team is performing with regards to products, areas, services, and leads. Sales force automation software can fast track your sales cycles to make sure you meet your goals sooner than later. The best rated app and front runner in this category is HubSpot Sales Hub, but we suggest you also check the other top products to find the one that is most suitable for your unique needs.Show less

How was this ranking made?

To develop this ranking of best Sales Force Automation Software we have analyzed 99 trending systems currently present on the market, contrasting their features, ease of implementation, client support, offered integrations with other systems as well as mobile support using our unique SmartScoreTM rating system. This list has been created by Louie Andre, our software expert dedicated to the Sales Force Automation Software category.

List of Top 12 Sales Force Automation Software

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1. HubSpot Sales Hub

Our score: 9.8 User satisfaction: 98%

A smart ecommerce system that helps you sell more in less time, as well as build and automate sales processes. Customizable and flexible, this addresses the needs of any sales teams across industries. It helps businesses gain considerable time- and cost-savings by allowing extensive automation of sales-related activities.

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2. Pipedrive

Our score: 9.4 User satisfaction: 100%

Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.

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3. PandaDoc

Our score: 9.2 User satisfaction: 95%

This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.

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4. SalesExec

Our score: 8.8 User satisfaction: 97%

An all-in-one sales lead management application and communication platform that can help businesses see actual results within 30 days. Designed for sales teams operating in field offices and contact centers, SalesExec provides various communication channels from inbound call routing, outbound dialing, email, and text SMS to leverage any sales initiative.

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5. CRM Creatio

Our score: 9.3 User satisfaction: 96%

Creatio CRM is an end-to-end CRM solution that features high-end automation products for marketing, sales, and service, and a no-code platform providing a maximum degree of freedom for workflow automation, business application development, and UI customization.

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6. Freshsales

Our score: 9.7 User satisfaction: 95%

A sales solution that integrates CRM, marketing, and communication features to help sales agents nurture customer relationships and close more deals. AI-powered deal insights also empower agents in hitting performance goals and sales quotas.

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7. Oneflow

Our score: 8.6 User satisfaction: 98%

Through Oneflow, sales teams can create responsive, interactive sales proposals and contracts that clients can sign digitally. Live editing ensures that all parties are on the same page during negotiations. Plus, contract analytics help managers keep close track of individual and team performance.

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8. Sales Creatio

Our score: 9.3 User satisfaction: 100%

A CRM and sales automation solution for small, medium, and large companies. Sales Creatio comes with smart automation tools for the critical stages of sales operations including CRM data management, lead management, invoicing, and order management. It is also capable of sales forecasting and data enrichment via pre-built SNS integrations.

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9. SellerCloud

Our score: 9.0 User satisfaction: N/A

SellerCloud is an e-commerce software that is dedicated to simplifying and automating the functionalities that help retailers in their business.

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10. SignRequest

Our score: 8.8 User satisfaction: 100%

A cloud-based electronic signature solution that allows users to affix legally binding digital signatures to different types of documents using various devices. Offering both free and paid versions, this lets users send and sign documents, secure audit trails, and brand files.

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11. RepZio

Our score: 7.8 User satisfaction: N/A

A suite of applications that can work even offline and are purpose-built for highly ambulant business owners and representatives.

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12. Salesmate

Our score: 8.7 User satisfaction: 100%

A comprehensive solution that lets sales teams engage communication tools with only a few clicks. These include in-app calling and texting tools, allowing agents to reach out to leads and customers instantly.

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Sales Force Automation Software Guide

Table of contents

Sales force automation (SFA) is part of a CRM (Customer Relationship Management) software solution. SFA tools provide visibility, automation, and structure to vital online selling processes like sales order processing, opportunity management, activity management, contact management, and account management. Choosing the best Sales Force Automation tools for small business organizations or enterprises, however, is a challenging task that requires many aspects to be taken into account, such as the ones mentioned in this buyer’s guide.

Get to know each product with free trial

A good course of action is to sign up for at least a few free trial plans or demo from leading sales force automation providers. With that method, you will have the opportunity to test the list of important elements and you will get a good comparison of the features of the tested sales force automation tools. The best thing to do when choosing the best Sales Force Automation tool is to try programs that currently have impressive SmartScore rankings and Customer Satisfaction Rating in our sales force automation software reviews, as for instance our Handshake reviews and Salesboom CRM

Targeted Businesses

Depending on the features they need, SFA buyers can be categorized into the following types:

  • Direct sellers that sell via telesales teams and direct field reps.
  • Channel sellers that sell via channel partners.
  • Enterprise buyers that sell through both direct sales and channel partners.
  • Small businesses that are looking to upgrade beyond storing contact and interaction details in shared spreadsheets and email inboxes.

Channel and enterprise buyers need specialized features for sending and monitoring leads across various units within the company. They would like to integrate the SFA software with other platforms like accounting, payroll, etc. Direct sellers and small businesses would also consider integrations. For example, email integration is important for all types of buyers.

What are Examples of Sales Force Automation Software?

  • Handshake: A popular wholesale sales order management tool that allows teams to write and receive orders on their mobile devices, handle customers, and streamline the order fulfillment process.
  • LiveHive: A popular acceleration platform that promoted growth, improves sales and boosts customer engagement with automated contact sharing capabilities and deep analytics.
  • Skyward CRM: A popular sales force automation platform designed for small and mid-sized businesses which can be deployed both on-premise and as a SaaS solution.
  • Salesboom CRM: A cloud-based sales force automation tool that also caters the CRM needs of small, medium, and large businesses.

Types of Sales Force Automation Systems

There are many different types of sales force automation software tools, varying from free and basic suites to ultra costly and accurate programs. Features can also be categorization criteria, as certain programs do nothing but summarize leads, while others are more robust and they automate sales insights and enable multichannel sales, track the entire sales cycle, and even do some custom branding. Deployment is also an important factor based on which there are:

  • On-premise sales force automation systems. These are covered with a single license and are hosted on the client’s local server. They qualify as the most expensive ones, due to the fact that they require complex setup and occasionally some hardware installation.
  • Software-as-a-service (SaaS) sales force automation systems. These are usually paid per month and are hosted on the vendor’s server. The business owner is not responsible for installation, updating, and maintenance.
  • Cloud-hosted sales force automation systems. Most of these offer free basic plans and qualify as the most affordable ones due to their universal access and the fact that the client doesn’t need to update them or to pay for maintenance.
  • Allied Services. Organizations usually have automation systems in place but they may need more to scale their operations. These services usually take part in the automation process, up to 60%. These service providers are in-charge of fine-tuning existing sales processes to better fit the business’ goals.

Key Features of Sales Automation Software

Our in-depth comparisons indicate that these are the features to expect from your next sales force automation system:

Integration. Integration is an important functionality. You might wish to integrate the data you currently have in your legacy systems with the SFA solution you are looking to buy. The SFA software should allow you to do this easily.

Flexibility. The software should be flexible so that you can tweak it to suit your sales processes and workflow. It should also be easily configurable to allow you to modify and update it smoothly without needing to call technicians for programming help.

Customizable Reports. Another key feature is customizable reports which give you a good insight into your sales processes and marketing campaigns. Apart from standard reports, you should be able to customize and generate your own reports to make informed decisions.

Scalability. Scalability is also important. Can the system keep up with your business growth? If you wish to grow from 10 sales reps today to 100 in the future, is the system scalable to enable you to easily add more to the number of users?

There are also few advanced features that can make the difference between good and great sales force automation systems, such as:

  • Customer profitability analysis
  • Business intelligence analysis
  • Digital dashboards
  • Activity workflow manager
  • Mobile support
  • Pipeline analysis
  • Sales performance management
  • Quote and order processing
  • Competitive intelligence
  • Territory realignment and management
  • Call center software integration
  • Social media integration
  • Account management
  • Contract management
  • Document management
  • Lead management
  • Pipeline management
  • Order management

Benefits of Sales Force Automation Software

SFA systems offer contact management features to help you monitor all interactions with your clients. The contact management includes names, phone numbers, addresses, resources, data, description of the contacts, and follow-up steps with each contact. The feature ensures you contact customers only when required and helps to avoid over-contacting as well as accidental omissions. SFA software offers an all-round view of all interactions and activities between your company and customers. As part of an integrated CRM solution, the 360-degree view includes customer support and marketing interactions with the client.

SFA software also offers a lead tracking feature to maintain sales leads obtained through marketing and sales campaigns, outbound calls, mass mailing, website visits etc. This feature includes data on customers’ purchase behavior to improve up-selling and cross-selling to them. Other important components of SFA systems are sales forecasting, order management, and product knowledge. For team-based selling and group scheduling, SFA software offers integrated scheduling for sales team members as well as calendar and email synchronization.

Consider These Before Purchasing a Sales Force Automation Software

While many solutions claim to fit many workflows and processes, there are some factors that you want to take into account before finalizing your purchase. Here are a few:

  • Scalability – The reason you are automating your processes is to free up time and budget for your next endeavors. As such, a plan to scale your automation once your business grows can maximize your revenue in the long run.
  • Support of existing systems – Automation services largely rely on the type of system and technology that you are currently using. While sales force processes are customizable, you may have specific requirements for automation. That means you need to consult your potential service provider if they can accommodate your specific needs.
  • User-friendly interface – You also need to consider if you and your team need training before you can use the automation system. Onboarding processes take time away from your core business needs.

Common Pricing Tiers for Sales Force Automation Software

Sales force automation tools come in different forms and types. As such, they are also available in various pricing packages such as:

  • Per feature – One of the most common pricing tiers. You typically pay for the features that you need from the most basic to advanced. They usually organize their packages based on the needs of various business sizes.
  • Per user – In combination with the previous tier, most service providers charge per user per month. The pricing also varies with the type of features that you want to use.
  • Bundled services – Some sales force automation tools are part of bigger systems that cater to various business needs from marketing to support. These providers usually offer bundle services together, which can be economical if you are looking for other apps as well.

List of Sales Force Automation Software Companies

Order by:

Newest
  • Newest
  • Score
  • User Score
Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
HubSpot Sales Hub reviews

HubSpot Sales Hub

Sales Force Automation Software
9.8
free
98%
URVA reviews

URVA

Sales Force Automation Software
8.0
$9
93%
Lystloc reviews

Lystloc

Sales Force Automation Software
8.0
₹249
97%
Signaturely reviews

Signaturely

Sales Force Automation Software
8.8
$10
97%
Sales Creatio reviews

Sales Creatio

Sales Force Automation Software
9.3
$40
100%
CRM Creatio reviews

CRM Creatio

Sales Force Automation Software
9.3
$40
96%
FieldAssist reviews

FieldAssist

Sales Force Automation Software
8.0
By quote
97%
Wavo reviews

Wavo

Sales Force Automation Software
8.0
by quote
94%

KloudBeat

Sales Force Automation Software
8.0
By quote
94%
RepZio reviews

RepZio

Sales Force Automation Software
7.8
$25
-
Pobuca Sales reviews

Pobuca Sales

Sales Force Automation Software
8.4
$30
-
Oneflow reviews

Oneflow

Sales Force Automation Software
8.6
€17
98%
DeltaSalesApp reviews

DeltaSalesApp

Sales Force Automation Software
8.0
$14.95
-
Field Force Connect reviews

Field Force Connect

Sales Force Automation Software
8.0
$5
-
Pobuca Sales reviews

Pobuca Sales

Sales Force Automation Software
8.4
$30
-

Things to consider when you invest in a SaaS

There are plenty of cloud-based SaaS solutions available in the market and this makes it difficult for a company to select a suitable app for their requirements. The first element to consider is usability. Be certain about the changes required for your team’s processes and workflow when you implement the software. Purchase a program that adapts to your workflows and not the other way around.

The second feature to consider is the user interface. It should be simple and easy to use so that your workers get the hang of it quickly. Get them involved in the selection and usage process, and analyze their daily needs to find a good fit. Make the users look at the demos and try out the free trials and get their opinions.

The third important element is scalability. Select a system that can grow with your company. Though many SaaS vendors offer enterprise packages, these are expensive for a lot of companies. So, check if the platform allows you to export your data and move on to another solution if required. In fact, select a vendor that allows you to export your data as you can trust their honesty and they are the correct type of SaaS brands you should look to collaborate with.

Frequently asked questions about Sales Force Automation Software

What is the best sales force automation software?

The best sales force automation software is HubSpot Sales. It is part of the HubSpot software environment, which includes marketing, service, and CMS. It is customizable to fit various types of businesses. It also comes with free tools for small enterprises that want to get started with the service.

HubSpot Sales Hub makes it easy to automate various outreach activities without sounding robotic. You can queue personalized follow-ups through reminders and emails. You can also set the timing of each message. It is also easy to organize leads and customers with the free CRM tool.

The platform comes with powerful features that allow you to connect with leads. You can track emails and know when a lead opens it. You can then use the email templates and scheduling to develop the perfect follow-up. The system also includes functionalities so you can close deals and manage pipelines.

What are the benefits of sales force automation software?

A sales force automation software not only allows you to refine your workflow but improve your overall processes. Here are its key benefits:

  • Centralized customer and transaction management. Platforms typically integrate their customer database with the rest of the functionalities. That means you can easily identify which leads have the most potential and focus on them. You can also track transaction history, which provides valuable customer journey insights.
  • Boost productivity. Because many processes are automated, you can focus on the most critical tasks. Its centralized nature also means you do not have to juggle independent tools. Some solutions also come with a mobile version so you can access tools wherever you are.
  • Generate insights and reports. Systems come with dashboards that can show you real-time data so you can identify opportunities right away. Additionally, you can generate reports in just a few clicks to see the performance of your campaigns.
What are the features of sales force automation software?

While sales force automation platforms come with advanced features, you should look for the following key functionalities:

  • Automated scheduling. The platform should be able to remind you and your team when to contact various customers. Additionally, schedules could be customized based on the customers’ behavior, demographics, and other factors.
  • Automated customer management. The system should be able to gather customer information without human intervention. It should also monitor their behavior, such as clicks, products checked, purchasing, and more. Then, they are categorized in the database based on these data.
  • Automated lead prioritization. There are countless factors to determine whether a lead is worth pursuing. As such, the system should be able to gather all relevant data and organize the leads according to priority. This allows you to maximize opportunities and never miss a potential lead.
What is the easiest sales force automation software to use?

Sales force automation should simplify many, if not all, of your workflows. An intuitive interface minimizes errors and increases productivity. Here are the easiest platforms to use:

  • HubSpot Sales. The software integrates features into one easy-to-understand interface. The integrated dashboard makes it easy to see the opportunities and actions needed. You can also get information based on your priorities.
  • Freshsales. The platform is a part of an extensive family of solutions. Functionalities are well-organized and within reach in just a few clicks. The clean interface makes it easy to see important information.
  • Pipedrive. It features a sales pipeline that makes it easy to track many leads at once. Various processes are automated so you can focus on developing effective campaigns.
What is a good free sales force automation software?

If you are a starting business with little to no budget for automation software, there are solutions that provide free plans such as:

  • Freshsales. The service provider offers a Sprout plan that is free forever. It includes automation features for leads, tasks, appointments, accounts, deals, and more.
  • Zoho CRM. The free edition of the platform comes with essential features such as lead management, document management, and even a mobile app. It accommodates up to three users.
Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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