Discover the 8 best sales software for you to implement in your company – WAU
Improving sales methodology and management is essential for a company to grow in the market. Thus, knowing and adhering to the use of good sales software, such as good CRM, can make this goal easier to achieve. This is because, with constant technological advances, sales-oriented methodologies and tools […]
Improving sales methodology and management is essential for a company to grow in the market.
Thus, knowing and adhering to the use of good sales software, such as good CRM, can make this goal easier to achieve. This is because, with constant technological advances, sales-oriented methodologies and tools also accompany this process.
If you want to optimize your business management and keep up with technological advances, we bring in this post some tools that can help in this process. Thus, you can organize yourself better and save time, energy and resources.
In addition, you must also be patient when presenting these news to your sales team, even if it is lean.
Discover the main sales software options we have selected and check the ones that best suit your reality.
Sales software: know the main
We have listed here a list of seven most used sales tools that can meet your company’s objectives.
The first and most well-known sales software is Salesforce. The tool was the first cloud solution for sales management.
Today, Salesforce serves more than 100,000 companies and dominates approximately 15% of the world market. The company has reached the top by providing a number of features that are essential for institutions that want to improve management.
Among its tools, the software helps you find the best leads for each company, in addition to contacting your customers quickly. It also stands out for being extremely responsive: among the options on the market, it is the one that best offers functions via mobile.
To rely on Salesforce for your company, you need to hire a plan according to your needs.
To understand if this is a good tool for your company, you can use the 30-day free trial as a test, which gives access to the set of features and functionality. If you find them effective, you can hire Salesforce services for your company.
SugarCRM is also a great option for sales software. The tool offers automation in marketing, sales and support.
It also has the benefit of being extremely intuitive and easy to use. That way, the software is handled smoothly, even by those who have never used a CRM before.
It is worth mentioning that the service and support offered by SugarCRM are extremely positive. So it can be a good option to manage sales and organize your CRM in a practical way.
Agendor works as a CRM that centralizes the registration of customers and maintains their purchase history. Thus, the software helps in knowing the profile of each customer, analyzing the performance of suppliers.
Agendor is London software and offers detailed management and ease of use reports. For this reason, it is also considered a great management tool.
Zoho is a sales software created in India and has been around for 20 years. The company offers good and relatively inexpensive software when compared to other tools.
Among its features, Zoho offers a complete view of the sales cycle. Therefore, the software stands out for being easy and having many years of experience in the market.
The tool provides access to reports with important information and you can integrate the application with Outlook, send emails and have all documents organized.
Among the various market options, Insightly stands out for being a great software for professionals and small businesses. That’s because it offers a free version that allows you to work with up to 2,500 customers.
However, if you want to work with other Insightly features, you can purchase the paid version.
It allows integration with Google Apps, Evernote and Dropbox and also offers a very competent CRM, which allows you to search the social media profiles of potential customers.
6. Hubspot Sales
HubSpot Sales is a smart e-commerce product that you can use to create and automate relevant sales processes.
The best part is that, even if you don’t have coding skills, you can effectively take advantage of this software. This can help you save a lot of time, as the program automates vital sales-related operations.
Another important advantage is to automate emails and follow-up reminders without making them monotonous and impersonal.
The essential features are: custom report and report templates, integration with Outlook and Gmail, inbox profiles, pipeline management and sales automation.
Among the best elements of HubSpot’s sales are automatic notifications, which fire whenever a potential customer performs actions such as opening an email, clicking on a link, etc.
In addition, you don’t have to worry about data entry as you can easily import your contacts.
HubSpot Sales connects well with HubSpot CRM to allow you to monitor your sales pipeline, as well as the performance of your representatives.
If your sales management needs are simple, you can opt for the free plan. Hubspot offers a great free trial that allows you to test all the main features of the software first.
Pipedrive is a market leader that offers flexible pricing packages for companies of any size. There is also a useful free trial that you can use to check if the software meets your needs.
What makes Pipedrive one of the best selling software solutions on the market?
To start, it offers a friendly and efficient overview of the sales pipeline, as it has a built-in business methodology.
The platform shows your sales at different stages, which helps you to identify the transactions that need to be promoted. You can also track the progress of each sale individually, as well as offers for leads.
Pipedrive stands out from other sales software because you can use it as your sales manager to select the right businesses and activities to focus on. For this reason, the tool is a great advantage for sales managers and business owners.
You can use the system’s timeline view to identify promising leads and close more deals. In addition, Pipedrive offers nightly backups in several secure locations, in addition to a solid hosting infrastructure.
Ploomes is a sales platform that operates, not only in commercial management, but also in its operation, thus generating greater engagement from salespeople.
This is because the main reasons why CRMs are not well adopted by salespeople are: the rework of using more than one system and the lack of purpose in using the tool.
It is common to see operations in which users have to record their business data within the CRM, but to close the sale, they still need to create a sales order within the ERP – which, normally, is a complex and not very flexible system.
To address this, Ploomes offers integration with ERPs, as well as plug-and-play integrations with proprietary tools for online marketing, calls, schedules and payments.
Budgets and sales orders can be made within Ploomes and then sent to ERP via integration, without having to leave CRM. In addition, CRM allows you to perform other operational actions, such as calls and sending emails.
This makes the database connected and, consequently, allows for the creation of more realistic reports, since salespeople need to use the tool to sell.
To solve the second problem, the tool has three main resources: CRM (customer database), Workflow (definition of automated processes) and CPQ (budgets generated by automation).
How to choose the best sales software to implement in your company?
Automating sales and marketing requires many considerations such as features, price, usability and support.
Some solutions are independent and some technical resources are required to integrate a marketing automation platform with a separate CRM system.
Marketing and sales automation is still a novelty in the industry when it comes to technology, and new platforms are emerging every day. So, how to choose the right one for you? Here are some necessary considerations:
Think about your audience
Do you sell to companies or to end consumers? The distinction between B2B and B2C can make a difference when evaluating sales and marketing platforms.
A B2C business requires an e-commerce component and the ability to track purchases.
A B2B company may need a way to manage and track multiple relationships within a company and track transactions through a sales pipeline.
Understanding how you will target your audience can help narrow your focus when choosing a platform.
Choose the ideal software type
There are two routes you can take when it comes to sales and marketing software.
The first is to purchase a marketing and CRM automation platform separately and integrate the two. The second is to choose a CRM that comes with marketing automation and several other features in one.
There are advantages to both options and the decision depends on your level of knowledge and the resources at hand.
A small business will likely get all the functionality it needs with a complete solution – without the expense and headaches of integration.
On the other hand, a larger company may need more robust functionality and have the technical resources needed to integrate systems across the organization.
Choose the features according to your needs
When searching for software, there will always be: mandatory resources, which are not negotiable for your company; interesting but not necessary resources; and the features you’ll never use.
Getting the right feature set can be crucial to making the software easier to use. You need to balance the functionality needed to grow and scale without having to use bloated software that is very difficult to implement and take off.
Ensure ease of use
User adaptation is essential for companies that implement sales and marketing software.
Will you and your team be able to easily navigate through CRM? Will the people in charge of marketing have the necessary resources? Make sure the answers are “yes” to these questions.
Conduct software usage training
Training to learn how to use the software correctly is essential.
As much as it may be super easy to use, applying the marketing and sales strategy can make its use complicated. So be sure to ask for training, as you will certainly need it.
And speaking of training, also try to train all people involved in your marketing and commercial processes and who will be in control of the sales software. Check out this article written by Diego Gomes, CMO of Websites Are Us, the main reasons and how he invests in marketing training for his followers.