How Can Sales Management Software Help a Business?


Is your business using excel or a CRM solution for sales management? Despite the fact that these tools are supposedly useful for managing sales, your sales campaigns aren’t meeting your monthly goals and you are wondering why? All companies need to have dedicated software solutions, no matter if their primary goals are employee management, customer relationship management or making sales.

This is why every business that wants to improve the overall sales process should look to find a reliable sales management software. With this kind of solution you can automate various purely technical sales processes and tasks.

Today we will talk about the many functionalities these kinds of software solution have and how they can help a business improve their sales processes. These are the most valuable features to look for in a sales management software.

Managing contacts

A quality sales management software will help a business manage its contacts more accurately and more thoroughly. This includes accessing valuable leads data, including sales activities, contact lists, communication logs and so on.

With this software, a business can overlook all of their leads on a larger scale by relying on social media analytics, history of sales deals in the past, and your campaign history data. In most cases, good sales management software solutions allow tracking activities around leads that are phone-based.

These call recordings can be stored and used in the future for better lead management. The most popular and most common features that you want with contact management include activity tracking, call recording, contact history and a contact database for storing all information.

Managing leads

Managing contacts

After generating leads, all businesses need to do a follow up, look to maintain their relationships with their leads, create marketing campaigns for them and communicate with them through phone calls, social media or emails.

A professional sales management software has the power of automating this communication. For example, there are solutions specialized for emails and they can send automated email notifications to leads and potential ones.

These solutions also have the power to assign leads to the right sales representatives, making sure that everyone has something to do. The emphasis with leads is that most processes are automated and simplified, making the jobs of sales people a lot easier.

Managing sales opportunities

In order to be effective at sales, you need to measure your efforts and learn how you can increase profitability. With this kind of software, companies can set sales goals for a given week or month and track your progress. All of this is done based on the analytics that the software provides you.

With this software, companies can more easily manage their pipeline by outlining a sales road map through which all of your sales activities can flow. With this software you can visualize the sales pipeline and in real time, while sending notifications when you recognize opportunities for making sales.

Not only can you track and set goals and manage your pipeline, but this kind of software also helps with the whole order management. This includes scheduling deliveries, checking credit limits and inventory allocation.

Performing analytics

Performing analytics

With analytics features, companies are able to see how effective their sales campaigns actually are. A typical analytics tool can provide data revolving around sales calls, conversions and lead generation. In most cases, all of these analytics are visible on a single dashboard and switching between them is quite easy.

There are also many filtering options available – for example, you can separate prospective leads to distinguish them from the leads that have converted already. Additionally, this kind of software allows you to represent all important sales figures through diagrams, graphs and charts.

A lot of sales solutions have advanced analytics features that have the power to forecast sales for a certain period of time. All reporting is done in real time and you will always have all the current data within your analytics tools.



These are the essential features that you should look for in your sales management tool. Still, a lot of them come with add-on features such as chat, gamification, email templates, and so on. Choose wisely depending on your needs, and make sure that the solution has the integrations you need so that you can continue using the tools and apps that improve your business.

Help Desk Software to the Rescue: Why and How to Use It

Every aspiring business needs to strive towards finding appropriate tools that will increase efficiency in their office – this is a given fact. Another obvious thing is that software solutions are have have tools in the contemporary business age.

The number of companies not using at least one piece of software is seriously low; the majority of business owners understand the importance of the right equipment and tools. However, the problem that keeps occurring is in that word “right”. A surprisingly big number of businesses are using a piece of software that’s inappropriate for their company. Continue reading “Help Desk Software to the Rescue: Why and How to Use It”

How to Pitch a CRM Solution to Your Senior Management

You and your colleagues have been longing for an automation tool to alleviate at least a part of your everyday struggles, but management doesn’t seem to notice the urgency? You’re certain that a proper customer relationship management system would help your entire company with acquisition, conversion, and retention, but your boss is not very interested in investing in another business tool? Continue reading “How to Pitch a CRM Solution to Your Senior Management”

CRM Systems that Will Help Turn Customers into Promoters

21st century just forces us to pay special attention to the way we create and sell products and services. During the past decades businessmen and individuals were simply concentrated on selling the product and receiving their money, but the situation has changed with the development of innovative technologies, advertising trends, market changes and challenges. The buying habits of consumers have also totally changed; they are comparing every single item or service with other options before making a decision to make a purchase. Continue reading “CRM Systems that Will Help Turn Customers into Promoters”

How Can Help Desk Help a Business

What is a Help Desk? This is a software solution that empowers companies to fix any technical issues more quickly and help IT departments be more efficient. With a help desk, companies can organize their information better, remove obsolete manual processes and streamline processes.

It has built-in email notifications through which everyone will be updated, centralizes information in one place and automates problem resolution workflows. Here is an example of a solution that can do all of these things Continue reading “How Can Help Desk Help a Business”

CRM Industry Trends for 2018

CRM technology has grown immensely over the past years and is expected to grow even further in the future. According to Forbes, “The cloud computing market is growing at a compound annual growth rate (CAGR) of 22.8% from 2014 to 2018 and will reach $127.5B by 2018”.

Many businesses are now accustomed with using CRM software systems in their operations, but it is important to keep up with the latest trends if you want to reap all the benefits. That is why we will focus on the trends in 2018 that are worth mentioning, and for any additional info that you might need, you can find it in on this page. Continue reading “CRM Industry Trends for 2018”