The Art of The Deal: Then And Now
In the not so distant past, sales professionals around the world relied on manual tools and methods to push sales orders along the sales pipeline. Sales teams sent letters and contracts by post or by hand, transmitted messages internationally through facsimiles and waited to get back to their desk to receive “while you were away” notifications on post-it notes from the company secretary or receptionist.
Within three decades, a new tech savvy generation of sales professionals now dominate the field. The old way of conducting sales has become extinct. The loud keystrokes of typewriters and bulky keyboards has been replaced with the silence of virtual keyboards on smartphones and tablets. The sound of the facsimile printer (or worse, the dot matrix printers of telex machines) has been replaced by a single chime of incoming mail or notifications in powerful new apps, all designed to reduce the response time for incoming sales inquiries to seconds or minutes instead of days or weeks.
Sales teams can now collaborate and share real time information about their various prospects and deals, digitally acquire new leads and close deals from a single digital platform, designed specifically with them in mind.
The Top 4 Sales Management Systems In 2017
Although no common standard for sales software solutions exists to aid in their ranking, the best software for sales management share a common set of features that include the ability to tweak the platform to fit particular use cases, environments and industries. Sales funnels are generally similar but the tasks describing the progress of a lead through it is unique to those cases, environments and industries.
Having said that, all modern software for sales management aim to help businesses boost their sales operations through various techniques such as automation and industry-specific templates for workflow and documents. With that in mind, we present to you 4 of the best sales management software platforms available in the market today that will fit the most common requirements along with the ability to configure and customize the solution to meet particular needs.
BPM’online: Bpm’online is our top choice in this list of best sales management software and is one of the market’s leading and most intuitive and user friendly sales management platforms available in the market today. Its comprehensive sales, marketing, and customer service capabilities are integrated in a unified platform, thus enabling sales teams with the ability to automate lead generation while generating more repeat business by providing customers with a personalized sales experience based on their previous preferences and service history.
One of the most beneficial advantages of Bpm’online is that it comes with a rich library of pre-defined sales process templates that follow industry best practices for many common industries. It boasts powerful 3rd party integration capabilities with various communication channels such as online digital marketing campaigns, email servers, call center management engines and social media channels. Among its other powerful benefits are custom reporting, real time dashboards, team communications and management, process editing, collaboration tools, document libraries and much more. It can be deployed on-premise and in the cloud and is suited for businesses of any size.
Sugar CRM: SugarCRM is a general, multi-feature open source CRM solution with powerful sales management capabilities, which are a subset of a robust CRM solution. This platform is ideal for businesses of any size that require good scalability from their software. It comes with a rich feature set for the end-to-end management of sales operations, including live dashboards, visual reports, workflow management, offer and order management, client profiling and order histories. Because of its open source nature, a passionate open source community contributes many additional modules, features and integrations that allow further customization to meet any kind of requirement and environment. Like Bpm’online, SugarCRM can also be deployed on-premise and in the cloud.
PipeDrive: PipeDrive is an online sales management platform that is available as a Software-As-A-Service. Its simple and intuitive interface allows for rapid deployment for small and medium sized teams looking to hit the ground running. It has a robust feature set, though not as extensive as the ones provided by Bpm’online and SugarCRM. Nevertheless, it compensates with its simplicity and rapid adoption rates. It provides sales pipeline visualization capabilities, sales team management, sales forecasting and places emphasis on customer interaction logging. It has decent 3rd party integration capabilities with other online platforms such as Google Apps for productivity and collaboration and MailChimp for email marketing.
HubSpot Sales: HubSpot Sales is an online sales software system designed to integrate easily with existing workflow. The strategy that HubSpot follows here is to minimize adoption time by introducing a learning curve only to the platform, not the process. The reasoning behind this is that process change comes over time and not necessarily at the time of implementing a new platform.
HubSpot’s online sales management system is an intelligent option that combines common sales management capabilities in an intuitive interface, with a strong focus on change management but without the complexity found in other platforms. Like others on this list, HubSpot can be integrated with online campaigns, email services, social media platforms, call centers and many others. Like PipeDrive, HubSpot is an online subscription only platform. And even though its subscription costs may be considered cheap, its ROI is realized over the long term with savings in reduced deployment downtime and seamless change management capability.