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
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.
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.
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.
Depending on the features they need, SFA buyers can be categorized into the following types:
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.
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:
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:
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.
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:
Sales force automation tools come in different forms and types. As such, they are also available in various pricing packages such as:
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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.
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.
A sales force automation software not only allows you to refine your workflow but improve your overall processes. Here are its key benefits:
While sales force automation platforms come with advanced features, you should look for the following key functionalities:
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:
If you are a starting business with little to no budget for automation software, there are solutions that provide free plans such as:
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