Best Sales Force Automation Software

Sales Force Automation (SFA), better known as sales force management, is the process of streamlining and monitoring several sales activities, such as sales lead management, team management, forecasting, besides others.

What is Sales Force Automation Software?

These are digital tools that help an organization achieve operational excellence in managing the sales apparatus. The primary advantage of a sales force automation tool is its effectiveness in monitoring, enhancing, and troubleshooting the sales function.

Despite the presence of several sales force automation systems in the market, choosing the right option that fulfills key criteria for the business – such as platform independence, and analytical strength - is often taxing.

The following list of best Sales Force Automation Software generated by GoodFirms will help you make the right call while choosing one for your business. The listing takes into account several factors, including their price, features, and benefits. You can also check the reviews shared by the users.

Go ahead, and choose the best sales force automation system that fits your goals from the list given below:

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List of Sales Force Automation Software | Best Sale Force Automation Tool

  • 1. Delta Sales App

    Sales Force Automation & Field Force Tracking Software
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    Delta Sales App is a Field Sales Automation & Employee Tracking App designed for distributors, manufacturers, wholesalers and companies who have field employees. With features like order reporting, customer management, employee tracking, attendance, beat planning and many more, it helps companies in increasing customer engagements, enhancing efficiency of field force, and reducing administrative t... learn more about Delta Sales App

    "Best for managing employee and sales record"
    Neha Karn
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Sales Force Automation Software
  • 2. Field Force Connect

    Field Force Sales Automation CRM | Increase Sales Force Productivity
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    Field Force connect CRM empowers your field employees to easily generate, record, manage, and track leads and efficiently forecast their conversion probability. It comes with modules for collecting client data, reporting, sales insights, lead monitoring, and many more. Using Field Force connect CRM database, on-field sales teams can create successful strategies for lead conversions. Field Force co... learn more about Field Force Connect

    "Excellent application "
    Janak Jain, Executive Director at citimake builders pvt ltd
    Entry Level Price
    Free version
    Free Trial
    Available
    50%

    Category Focus

    Sales Force Automation Software
  • DigitalCRM customer relationship management software automates sales workflow and helps businesses capture more leads. It has features such as lead management, reports and analytics, contact management, sales funnel management, and many more. DigitalCRM software lets you visualize the complete sales pipeline and its elements such as customers acquired, the customer lost, on-going negotiation, etc.... learn more about DigitalCRM

    "DigitalCRM is an open-source customer relationship management (CRM) solution for managing leads, sales and marketing in businesses."
    Anonyms User
    Entry Level Price
    $500 One-time
    Free Trial
    30 Days
    33%

    Category Focus

    Sales Force Automation Software
  • 4. Salesforce CRM

    The #1 Growth Platform for Digital Sales.
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    Salesforce CRM is a comprehensive cloud-based customer relationship management software solution with robust automation features. Salesforce offers a wide range of CRM solutions such as contact management, sales activity tracking, lead and opportunity management, forecasting, analytics, marketing automation, and partner integrations. Salesforce CRM software allows you to manage your customer relat... learn more about Salesforce CRM

    "Salesforce CRM's robust features allows us to manage entire business with just a few clicks."
    Vartika Kashyap, Chief Marketing Officer at ProofHub
    Entry Level Price
    $25 Per Month
    Free Trial
    N/A
    25%

    Category Focus

    Sales Force Automation Software
  • 5. Zoho CRM

    Build everlasting customer relationships with the world’s favorite CRM.
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    Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of sales. Administrators can monitor missed opportunities and best-performing agent users, and also make business-impacting decisions using the... learn more about Zoho CRM

    "Zoho CRM’s user-friendly interface helps us meet our specific organizational needs and CRM preferences"
    Sara Graves
    Entry Level Price
    Contact Vendor
    Free Trial
    30 Days
    20%

    Category Focus

    Sales Force Automation Software
  • 6. Pipedrive

    Designed to keep you selling.
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    Pipedrive CRM software is an advanced customer relationship management solution for all types of businesses. You can track your performance, prioritize deals, and forecast revenue using Pipedrive CRM. It has features to manage leads, track client communications, custom chatbots, automate repetitive tasks, AI-enabled automation, performance insights, metrics and reports, data security modules, and ... learn more about Pipedrive

    "Pipedrive has helped us enhanced our overall business and sales performance"
    Emma Gordon, Founder at USSalvageYards
    Entry Level Price
    Free version
    Free Trial
    Available
    20%

    Category Focus

    Sales Force Automation Software
  • 7. Nimble

    The Simple, Smart CRM for Office 365 and G Suite Teams.
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    Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals. #1 Small Business Sales and Marketing CRM by Fit Small Business, Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence, and marketing automation into a powerful relationship management platform that ... learn more about Nimble

    "Nimble is an industry-leading CRM for contact management solutions. "
    Anonyms User
    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    33%

    Category Focus

    Sales Force Automation Software
  • 8. Keap

    Sales and Marketing Automation built to help you grow without chaos.
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    Keap is on a mission to simplify growth for millions of small businesses. For 15 years, Keap has been helping small businesses get organized so they can deliver great service and close more business. Today the pioneer of CRM and marketing automation software for small businesses serve more than 200,000 users globally with its Infusionsoft and Keap products. Keap is headquartered in Chandler, Arizo... learn more about Keap

    "Clone yourself "
    Al Guertin, Managing Franchise Partner at Expedia CruiseShipCenters Ottawa
    Entry Level Price
    $40 Per Month
    Free Trial
    N/A
    20%

    Category Focus

    Sales Force Automation Software
  • 9. Freshsales

    Accelerate your revenue with context-driven sales
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    Freshsales software is used for lead-scoring, sending a targeted email, activity capture, and finding sales leads. It is super easy to set up, and it tracks everything from customer interactions to sales activities. Freshsales software allows users to create custom fields and modules to capture information specific to your organization's workflow. It also comes with modules such as task management... learn more about Freshsales

    "Freshsales is cost-effective and has a very easy learning curve"
    Madilyn Hill, CEO at Truepersonfinder
    Entry Level Price
    Free version
    Free Trial
    Available
    20%

    Category Focus

    Sales Force Automation Software
  • 10. HubSpot Sales Hub

    Powerful Sales Software That Grows With You
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    Time-Saving Sales Tools You Can Start Using for Free. Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow.... learn more about HubSpot Sales Hub

    Entry Level Price
    $500 Per Month
    Free Trial
    Available
    100%

    Category Focus

    Sales Force Automation Software
  • 11. NetSuite CRM

    A Complete CRM Software Solution
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    NetSuite CRM is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. NetSuite Partner Relationship Management (PRM) enables real-time information flow that enhances ... learn more about NetSuite CRM

    "It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting."
    Josh Peters
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    25%

    Category Focus

    Sales Force Automation Software
  • 12. SAP CRM

    Best CRM software and customer experience solutions
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    Win in the experience economy by differentiating and growing your business and delivering exceptional customer experiences. Build a connected customer journey based on empathy and trust with SAP C/4HANA, a suite of five industry-leading cloud solution portfolios, and SAP C/4HANA Foundation to help your business innovate, integrate, and be agile. Understand your audience by anticipating their needs... learn more about SAP CRM

    "It provides helpful framework channels which separates leads from the framework"
    David Reid, Sales Director at VEM Group
    Entry Level Price
    Contact Vendor
    Free Trial
    7 Days
    33%

    Category Focus

    Sales Force Automation Software
  • 13. ActiveCampaign

    Keep track of leads in a CRM, not in your head.
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    ActiveCampaign helps growing businesses meaningfully connect and engage with their customers. With our SaaS platform, we help businesses go beyond marketing automation to optimize their customers’ experiences. ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to create incredible customer experiences. Have real-time conversations with your customers. Get ... learn more about ActiveCampaign

    "I would recommened ActiveCampaign for your business and experience the best results."
    Jon Torres, Founder at Jon Torres
    Entry Level Price
    $9 Per Month
    Free Trial
    14 Days
    14%

    Category Focus

    Sales Force Automation Software
  • 14. Sales Cloud

    Drive business growth on the world's #1 sales platform.
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    Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways. For those who venture in search of content that thrills, inspires, and informs. the best-in-class sales solution that has helped power the world's best sales teams on the worl... learn more about Sales Cloud

    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    50%

    Category Focus

    Sales Force Automation Software
  • 15. CRM Creatio

    The most agile CRM platform to accelerate sales, marketing, service and operations
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    CRM Creatio is a comprehensive full-fledge application to accelerate marketing, sales, and service that can be deployed as standalone products, or as a bundle on a single CRM platform. Creatio is a unique synergy of unified CRM and intelligent BPM platform that connects the dots between marketing, sales and customer service. Midsize and large organizations can now efficiently manage the complete c... learn more about CRM Creatio

    "One of the best CRM I have used till now. "
    Anonyms User
    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    25%

    Category Focus

    Sales Force Automation Software
  • 16. Nutshell CRM

    All-in-one growth software tool gets your entire team on the same page, CRM and email marketing.
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    Nutshell is dedicated to helping sales reps win more deals and solving the most critical challenge of CRMs: motivating sales teams to embrace the product. We’re passionate about our customers’ success, and we love finding new ways to take the frustrations out of selling. Nutshell is a growth software platform that helps sales and marketing teams work together to win more deals. Simple enough f... learn more about Nutshell CRM

    " A cloud-based CRM software to automate sales processes in businesses."
    Anonyms User
    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    25%

    Category Focus

    Sales Force Automation Software
  • 17. SuiteCRM

    Open source CRM application for businesses.
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    SuiteCRM’s revolutionary Hosted Service ends per-user charging, ends charging for premium features & ends vendor lock-in. Take back control & scale CRM throughout your business at massively reduced cost without fear of hidden charges. Know your customer by creating a central repository for all your customer data enabling you to gain key insights that can be used to enhance and nurture your busin... learn more about SuiteCRM

    "It's a powerful CRM software that offers all advanced features and integration with accounting software like Xero to enhance your business."
    Anonyms User
    Entry Level Price
    Contact Vendor
    Free Trial
    30 Days
    33%

    Category Focus

    Sales Force Automation Software
  • 18. Salesflare

    A simple yet powerful CRM for small businesses selling B2B.
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    Salesflare reminds you of who you should contact, collects information on customers, and logs all your customer interactions for you. It does this by surfacing data from email, phone, calendar, social media, the web, and more. Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and ke... learn more about Salesflare

    "An excellent system if you have a plenty of customers and a strong sales team"
    Adam Hempenstall, Founder & CEO at Better Proposals
    Entry Level Price
    $23.20 Per Month
    Free Trial
    N/A
    33%

    Category Focus

    Sales Force Automation Software
  • 19. Flowlu

    We Help Business Processes Flow Smoothly
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    Flowlu is all-in-one business operating platform that contains all essential tools for project, task, finance, and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. Flowlu's tools let you know what your employees are doing and what problems they are facing. You can track every part of your business, from time spent by your team and th... learn more about Flowlu

    Entry Level Price
    Free version
    Free Trial
    Available
    12%

    Category Focus

    Sales Force Automation Software
  • 20. NetHunt CRM

    Push the boundaries with our Gmail CRM for sales and marketing.
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    Accept no imitations; no lousy sidebar solutions. NetHunt provides a fully-featured CRM, fully-integrated with your existing Gmail inbox. With the recent launch of its Workflows feature, NetHunt took the leap from powerful CRM system to dedicated sales-growth hub. Now, it automates webform capture, drip campaigns, and contact-email linking. Algorithms and notifications make life easier because som... learn more about NetHunt CRM

    "Best CRM so far"
    Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    25%

    Category Focus

    Sales Force Automation Software
  • 21. Snov.io

    Scale your business and engage leads better with the sales CRM that delivers results.
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    Snovio is a perfect solution for Sales reps, Marketers, Startups, Recruiters, and anyone who relies on email outreach or outbound research. Cut down the time it takes to find and collect leads and candidates. It is your perfect CRM for efficient contact management and powerful cold outreach. Find more convertible leads, verify contacts, track your lead's progress, and automate cold outreach. Save ... learn more about Snov.io

    "Building relationships with customers and prospects"
    Anastasiia Khlystova, Content marketing manager at HelpCrunch
    Entry Level Price
    $33 Per Month
    Free Trial
    N/A
    20%

    Category Focus

    Sales Force Automation Software
  • 22. Trackence

    Sales Force Automation Tool
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    Trackence is a Advanced Sales Force Automation (SFA) tool to increase productivity of Sales Force and substantial growth in your Business. Trackence, empowers the sales person in the field by giving access to all information like Stock, Order, Collections, Issues, Priorities, Schedule and analytical reports, on the go to get maximum productivity of your sales force. Gives the power to the Sales Ma... learn more about Trackence

    Entry Level Price
    Contact Vendor
    Free Trial
    Available
    100%

    Category Focus

    Sales Force Automation Software
  • 23. EngageBay

    Market better. Sell faster.
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    EngageBay is a simple, affordable, all-in-one marketing automation software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails and automate your marketing funnel through marketing automat... learn more about EngageBay

    "Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time"
    Lucia Jensen, CEO at WeLoans
    Entry Level Price
    Free version
    Free Trial
    Available
    10%

    Category Focus

    Sales Force Automation Software
  • 24. Pipeliner CRM

    The Better CRM Built for Sales, Used by Sales!
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    The Pipeliner CRM platform embeds and reinforces the sales processes and best practices that you establish. It provides your salespeople with a complete picture of their book of business to manage prospects and opportunities more effectively. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily c... learn more about Pipeliner CRM

    "Best CRM ever!!!"
    Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLC
    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    50%

    Category Focus

    Sales Force Automation Software
  • 25. Bitrix24

    Your company. United. Free. Unlimited. Online.
    Visit website

    Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process, and knowledge management. Allows better knowledge continuity by moving data from network silos and local drives to a well-protected centralized repository. Wikis, blogs, and forums ensure social-enabled knowledge bases for improved... learn more about Bitrix24

    "One can perform all the crucial tasks of the organization with this software"
    Steve Anderson, CEO at Junk-Yard-Near-Me
    Entry Level Price
    $30 Per Month
    Free Trial
    Available
    5%

    Category Focus

    Sales Force Automation Software
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Buyer’s Guide

Buyer’s Guide to Sales Force Automation Software

For any type and size of the business, it is ultimately the number of sales done that matters. The sales figures show whether the business is successful or not. So, it becomes critical to ensure that the entire sales process in the organization is streamlined and synchronized enough to yield excellent results in terms of high sales volume and profitability. 

There are many challenges that sales teams usually face like poorly defined sales goals, lack of training, communication gap within the team members, mismanagement, leadership failures, and many more. The best sales force automation software is the ultimate key to seamlessly overcoming these challenges and achieving predetermined sales goals.

Whether you are planning to buy a sales force software for the first time or require to change the existing one, this buyer’s guide would walk you through the complete information supporting you to make the right choice.

What Is Sales Force Automation?

Sales force automation refers to automating different tasks throughout the sales pipeline. Whether it is about sending emails to the customers, sharing information or tracking sales performance, automating and streamlining these tasks becomes essential to save time, reduce errors, and achieve efficiency. Below mentioned are some essential tasks in sales that need to be automated to accelerate sales and achieve predetermined business goals.

Reporting

Using a daily, weekly, and monthly reporting system is the most powerful action that can improve sales performance. The sales reporting system can keep track of the sales achieved or opportunities missed. Reporting is essential for salespersons and sales managers both as it provides answers to the questions like -

  • What is the total amount of sales made?
  • Are your sales efforts working?
  • Are you following the right sales strategy?
  • Whether you need to change anything in your process to hit the sales targets?

Sales Force automation ensures that your sales team doesn't miss out on an essential task - reporting. The sales managers have easy access to those reports to plan their strategies accordingly.

Lead Management

Lead management is the process of consistently and equally managing all the leads. You need to sort, segment, and nurture leads to convert them to the customers. Lead management becomes complex, especially when the number of leads is high. Sales Force automation streamlines the tasks of lead management and ensures that every lead is attended to with high efficiency, and a maximum of them are converted to achieve sales goals.

Opportunity Management

The leads that are sure to get converted are known as opportunities. Differentiating the opportunities from leads is based on various parameters like the buyers' response, budget, purchasing process, and authority to make decisions. Sales Force automation can help streamline the process of identifying leads as opportunities by assigning a status to each lead like "needs negotiation," "needs to consult higher authorities'', and many more. The sales force automation process allows each sales team member to access the information about each opportunity's status. This ensures that the entire sales team is aware of each buyer's journey and can approach them using the right strategy.

Contact Management

Contact management is the process of recording the contact details of the leads, opportunities, and buyers in a systematic manner. Having access to the contact information at the fingertips makes the sales process easier and more efficient for the sales team. Sales Force automation helps the sales team access the contact information from anywhere and easily approach their current and potential customers.

Task Management

Task management includes managing all the aspects of a task like prioritization, time allocation, human and financial resources management, notifications, assignments, dependencies, recurrence, etc. Streamlining these aspects can help in accomplishing tasks efficiently and effectively. Various sales tasks need to be done systematically, like following up with the clients, preparing presentations, order & delivery management, collecting payments, and many more. Automating task management can help in completing these tasks flawlessly and delivering excellent customer experiences.

Team Collaboration

Team collaboration refers to a systematic approach that can improve teamwork. The teams that collaborate efficiently are highly productive. Sales automation can excellently engage the workforce by better knowledge sharing, reduced communication gaps resulting in enhanced performance.

Reports & Analytics

It is required to generate reports to gather the information that shows how sales efforts are performing. In contrast, analytics is the process of extracting data to get meaningful insights that can be used to make better decisions. Sales automation helps the sales team access reports and analytics that monitors the current situation and improves their strategies to achieve their sales targets.

What Is Sales Force Automation Software?

Sales force automation software is a tool that automates all the business tasks relating to sales that include managing leads, opportunities, contacts, information, inventory, orders, customers, and sales forecasting. Sales teams use sales force automation systems to become highly productive and efficient by automating repetitive and mundane tasks relating to the entire sales process, including follow-up emails & calls, quotes, closing deals, and order delivery. 

The ultimate goal of the sales force automation system is to allow businesses to sell more of their products and services which can be done -

  • By automating the administrative tasks, the sales force automation can focus more on the revenue-generating activities like calling leads, setting up appointments for the meetings, and planning successful strategies.
  • By streamlining the sales process, the sales team can achieve flawlessness in their jobs, leading to increased sales. The sales team might forget sending the follow-up emails, but properly configured sales automation software can never forget that. The managers can get insights into the strategies that are working and making improvements to those strategies.

How Is Sales Force Automation Different From CRM and Marketing Automation Software?

Sales force automation can have some attributes of CRM and vice versa, but both the technologies are not the same. Let's have a look at the basic difference between both of them -

Difference Between Sales Force Automation Software and CRM

Similar to the roles of sales and marketing teams, the technology used by these teams also differ. Let's have a look at the primary difference between sales force automation and marketing automation tools.

Difference Between Sales Force Automation Software and Marketing Automation Software

Sales force automation software, marketing automation software, and CRM, all these three tools are used at different levels of the buyer's journey as shown below -

Use of Different Software In Buyer's Journey

Who Can Benefit From Sales Force Automation Software?

Sales Force automation tools can benefit -

Businesses - By providing the ability to enhance customer relationships, increase sales & revenue, improve market share, and stay competitive.

Salespersons - By providing the ease to monitor sales activities and collaborate with the team members, increase the chances of closing deals, and achieving sales targets.

Sales Managers - By providing the ability to monitor the productivity of the sales team, and take actions based on real-time information about the customers’ preferences.

Customers - By providing access to the quality products & services, best shopping experience, and after-sales service.

What Are The Different Kinds Of Sales Force Automation Software?

The sales force automation solution can be categorized based on aspects like functionality, usage, deployment, and price. Let's have a basic understanding of each one of them, as that would help you in selecting the right one suiting your business infrastructure, budget, and requirements.

A. Functionality

i) Salesforce ERP

There are enterprise-level CRM sales force automation tools available like Epicor, SAP, etc., that are strong in sales, marketing, and customer relationship management. This type of ERP tool is also known as all-in-one salesforce software solutions. The large enterprises use these software solutions as they are rich in features and versatile in terms of functionality, allowing them to handle every process of their business.  

ii) Sales Force Marketing Automation Software

Many software solutions include features supporting sales & marketing automation both. This type of sales force marketing automation software helps sales and marketing teams collaborate effectively and deliver excellent results.

ii) Sales Force Software for Small Businesses

Small businesses' requirements for managing their sales team, sales figures, and customers are limited, and so is their budget. Usually, the small businesses choose low cost cloud-based sales force software on a monthly subscription basis or free and open source sales force software to manage their sales operations effectively and flawlessly.  

B. Usage

i) Web-based Sales Force Automation Software

The web-based sales force automation system can be accessed using internet and web browsers on devices like desktops, laptops, tablets, and smartphones. These devices use different operating systems, like Windows, Linux, macOS, etc.

ii) Mobile SFA Applications

Sales force mobile applications have become quite popular these days. These applications work on mobile devices based on different platforms like iOS, Android, Windows, etc. The users get the freedom to manage their sales on the go with the help of mobile SFA applications.

C. Deployment

i) On-Premise Sales Force Automation Software

On-premise sales force automation solution is installed on the computers and devices of the user or organization using the software rather than a remote server or cloud. The companies equipped with high-end infrastructure and technical resources required to maintain the software prefer deploying on-premise sales force automation solutions.

ii) Cloud-Based Sales Force Automation Software

Cloud-based sales force automation systems, also known as SaaS, are accessed via the internet. Instead of installing the software on the devices used by software users. The companies that require the ease of accessing the software from anywhere prefer using cloud-based sales force .automation software.

D. Price

i) Free Sales Force Automation Software

As the name suggests, free sales force software means you don't need to pay anything to purchase its license or use it. When it comes to free sales force automation software, there are two options you can select from -

  • Free and open source sales force automation software - download and customize as per your requirements.
  • Free cloud-based sales force automation software - login and start using immediately from anywhere with the help of internet-powered devices.

ii) Paid Sales Force Automation Software

When it comes to paid sales force automation tools, the companies have three options -

  • Buy a readymade sales force automation system hosted on the cloud or remote server with monthly/yearly/one-time subscription options.
  • Hire an in-house software developer or a team of software developers that can develop a customized sales force software as per the organization's demands and pay them their remuneration.
  • Outsource the complete software development project to a freelancer or a professional sales force automation software development company and pay the mutually agreed quoted price.

The option you choose from above depends on your company’s requirements, budget, and infrastructure.

iii) Freemium Sales Force Automation Software

Many of the paid CRM sales force automation tools offer freemium versions. The freemium version may have limitations in terms of the features, users, or time period. For example, Zoho CRM is free to use for 15 days, Streak has a free version with limited features, and Agile CRM is free forever but only for 10 users.

Benefits of Using Sales Force Automation Software

In this competitive business scenario, organizations need to adapt to customer-oriented methodologies. The best sales force software can help you in doing that by providing below-mentioned benefits -

Increases Accountability of Sales Team

By using the sales force automation tools, the sales representatives can view their reports sent to the management and document lead generation and productivity. The sales managers can measure their respective teams' performance and inform the higher authorities about the success of the sales strategies implemented. This makes every individual of the sales team accountable for their roles and improves their performance that ultimately helps in meeting their sales targets.

Reduces Cost Per Sale

The sales force automation solution provides clear visibility over the sales funnel and the buyers' journey, which can help in quicker conversions and increased sales ratio. It can make your sales cycle shorter and help the sales team to focus on acquiring more customers. The shorter sales cycle and a high number of sales figures result in reduced cost per sale.  

Helps In Gaining Insights to Real-Time Information

Sales automation software consolidates all the information and presents in the form of easy to understand reports. That helps the sales team and the managers to gain insights to the real-time information about the tasks done and pending, allowing them to improve efficiency and reduce mistakes. 

Allows Accurate Sales Forecasting

Applying sales force automation software, you can seamlessly track the opportunities, and probability of the closures. As per the latest market research report, sales forecasting is projected as one of the most lucrative segments of sales force automation. It gives total control of your sales pipeline, including information about the status of every lead. That helps in forecasting the sales accurately and planning successful business strategies for the future.

Improves Customer Retention Rates

As most of the administrative tasks are automated using a sales force automation system, the sales team can focus more on selling and maintaining customer relationships. The salesforce software empowers the sales team to provide customers with a better shopping experience and win their loyalty.

What Are The Features To Look For In A Sales Force Automation Software?

Not all sales force automation tools are built equally, as they include different features. The features in a sales force automation software you require depend on your business type and size. But, there are some must-have features that your sales force automation system should include -

Lead Segmentation & Prioritization

You get leads from several sources like email marketing campaigns, social media posts, referrals, and other marketing efforts. After receiving the leads, they need to be segmented and prioritized based on the potential buyers' preferences, purchase history, age, demographic location, and many other factors. The sales force software you select should have the ability rate and rank every lead by giving a lead score. That would make the process of lead segmentation and prioritization easy for you and help you apply a customized sales approach towards every potential buyer.

Scheduling

Whether it is about scheduling emails to be sent to your customers or scheduling appointments for the meetings, the sales force automation software should allow you to automate that to reduce human errors and improve efficiency in your sales process. Scheduling would eliminate missed sales opportunities instances, as the software would send reminders to your sales team about the follow-up calls they are supposed to do to their customers. It also automates sending follow-up emails to the customers to ensure that all leads are regularly and equally attended. When it comes to internal sales meetings, the smart scheduling system in your sales force software would avoid conflicting appointments and help managers control the team members' attendance in the meetings.    

Customer Information Management

Managing the complete information about each customer is a critical task if done manually. The sales force automation solution should help you in doing that. Every customer details are different in terms of their demographics, geographical location, age, preferences, and many other parameters. Moreover, these customers are on different levels of the buyers' journey. Having easy access to the in-depth information about the customer is very important to approach them with a sensible and relevant sales pitch. That can only help in accelerating the sales and profitability of the business.  

Sales Team Management

The reporting module of sales force automation software helps the managers in ensuring that their respective sales teams are following the right processes and doing the right thing at the right time. The sales manager can assign tasks and goals to their sales team members easily using a sales force management software rather than having to discuss the sales targets individually. Thus, you need to ensure that the sales force software you choose should have features like team reporting and task management as that would make your sales managers and sales teams to work with proper collaboration and deliver expected results.

Real-Time Insights & Analytical Reports

The sales force automation software should be able to collect data from various sources and represent it in the form of reports showing real-time figures helping you to analyze the current situation, and drive informed decision-making. These real-time insights and analytical reports generated by the sales force software should highlight the activity metrics like the value of possible conversions so that future sales figures can be estimated. 

What Are The Current Trends In Sales Force Automation Software?

To ensure that your sales force automation software follows a futuristic approach, you need to consider these disruptive current trends impacting the sales processes in a highly competitive manner.

Customizable Dashboards

Every sales force automation software comes with a dashboard representing the data in the graphical form. The default dashboards can suffice, but the customizable dashboard can give you the information about the dimensions and metrics that are highly significant for your business. You need to select a sales force software that allows you to create dashboards and add widgets to as per your business logic.

Artificial Intelligence

The sales force automation software powered with AI technology can deliver data-driven predictions, insights, and smart recommendations that can help you make better decisions impacting team performance and sales pipeline management. Artificial intelligence leverages the benefit of improved data analytics, and also helps with enhancing the user experience using chatbots and voice assistants.

Measuring Customer Satisfaction

Although AI and data-driven reporting are striking trends, all of them lead to improving customer experience and satisfaction. Despite so much advancement in technology, customer satisfaction is still the #1 sales metric that can drive your business organization towards success. Measuring customer satisfaction has become highly significant to ensure that you are following the right strategies and delivering the right products/services. You need to ensure that the sales force automation software you select can accurately measure customer satisfaction.

Blockchain

Salesforce Blockchain was launched in May 2019. This technology-enabled software is considered as a low-code platform enabling organizations to share data across a network of third-party applications in a highly secure environment. Precisely, the blockchain-enabled sales force automation software allows businesses to create a trustworthy work culture, cut down on unnecessary costs, and achieve high-level sales processes & operations. Blockchain technology is an emerging trend at present but will be commonly adopted by most of the sales force automation software with advanced features.

Mobility

Mobility has opened a new horizon of possibilities for the companies in terms of enhancing the productivity of their sales force. As the trends of BYOD (Bring Your Own Device) and Work From Home are highly prevailing in organizations these days, mobility in sales force automation software has become a must requirement. The salespersons can report to their managers from any remote location using their mobile devices. Moreover, the sales managers can also track their sales team members using mobile-based sales force automation systems.

Industry-Specific Solutions

Salesforce Blockchain was launched in May 2019. This technology-enabled software is considered as a low-code platform enabling organizations to share data across a network of third-party applications in a highly secure environment. Precisely, the blockchain-enabled sales force automation software allows businesses to create a trustworthy work culture, cut down on unnecessary costs, and achieve high-level sales processes & operations. Blockchain technology is an emerging trend at present but will be commonly adopted by most of the sales force automation software with advanced features. 

What Are The Factors To Be Considered While Selecting A Sales Force Automation Software?

Before you actually make a purchase decision regarding your sales force automation software, it becomes necessary to pay attention to the below-mentioned factors -

Analyzing Business Requirements

Do a thorough analysis of the tasks that you need to automate with your sales force automation software besides the basic ones like contact management, scheduling emails & appointments, sales team reporting, and sales forecasting. If your business runs a specific sales process that needs to be automated, the software you select should help you in doing that.

Testing Before Buying

Buying a sales force automation software is a considerable amount of investment. What if you realize that it doesn't suit your business requirements after purchasing a particular salesforce CRM system? Many solutions come with a free trial period. It would be better to avail of the facility and test the sales force automation software before purchasing it.

Number of Users

The sales force automation may differ depending on the number of users it allows. Ensure that your sales force automation software allows enough users to accommodate your team if you own a large enterprise. If your requirement pertaining to the number of users is low right now, it can grow in the future. So, in that case, you need to select the sales force automation software with an upgraded plan allowing you to accommodate more users in the future.

Check Reviews

It is always better to learn from the experience of others when it comes to investing in new software. Check the reviews posted by the users about the sales force automation software you are planning to buy and make sure that those reviews are authentic.

Deployment, Training & Support

Before buying a sales force automation software, consider the deployment, training & support services the vendor offers. Make sure that the sales force automation software provider helps you in making the system up and running, integrate your existing apps & data, and provides prompt & quality support. In case your team members need training on how to use the software, the vendor should be able to ensure that.

User-Friendliness

Ease of use is highly significant when it comes to adopting a new system. Having too many features in a sales force automation software that you are not going to use makes the software ambiguous. To keep that simple, select the sales force automation that includes a dashboard with all the important information, just a click away. It should enable you to access frequently performed operations on your fingertips.

Security

There is a lot of critical information involved with a sales force automation software. The sales force automation software should provide role-based access to the users and store passwords with proper encryption methods to ensure secure access and avoid malware activities.  

Price

Last but most importantly, the price of the sales force automation software. Needless to say that the price of the sales force automation software should be within your budget. Simultaneously, you need to ensure that you are not letting go of the functionality vital to your business as that can prove to be more expensive for you in the long run. You need to select a sales force automation software that includes all the features you require but is not out of your budget limit at the same time.

Further, finding the answers to the below-mentioned questions can ease your sales force automation software selection -

  1. What are your expectations from your sales force automation software?
  2. Do you have the infrastructure and technical expertise to deploy a particular SFA?
  3. Will your team be comfortable with the sales force automation software you have chosen?
  4. Where are you supposed to contact for technical support after purchasing a sales force automation software?
  5. How quickly does the SFA software vendor provide support?

How To Ensure Successful Implementation Of Sales Force Automation Software?

After investing in software if your sales team is not using it, it can be a financial liability to your business. You cannot just rely on the software provider for the successful implementation of your sales force automation system in your organization. You need to motivate your team to adopt the new system so that they can improve their productivity and performance by following the below-mentioned steps.

Step 1 - Ensure proper training has been provided to the users of the software within your organization. Explain to them the benefits of adopting a new way of working. The emphasis should be on improving their performance and incentives instead of just the business profitability.

Step 2 - Involve the sales teams in your decision making. Show them the success stories of the companies that adopted the sales force automation system to win their confidence. Make them understand that this system is not being implemented for micromanagement. On the contrary, it is being implemented for the sales growth, and that is ultimately going to impact the personal growth of each individual in the organization.

Step 3 - Reward the users of the new system with incentives. Don't force the users that are not adopting the new system by punishing them. The users that are not ready to change their old systems would eventually understand the benefits of using the new systems when their fellow members would be rewarded for their efforts.

Step 4 - Make the transition process simple by introducing the new system gradually. Introduce the different modules of the system one-by-one. For example, if today you have explained to your team how to feed their contacts in the system, scheduling the emails and appointments can be taught after some days to help them to grasp the system easily.

Step 5 - Make the new system indispensable. For example, people get emotional value when they use apps like Facebook, Instagram, etc. Business applications like sales force automation software may seem boring to the users and may result in dropouts. If a rule is set that the sales team would be rewarded incentives based on the sales performance notified by the new salesforce CRM system, the sales team would be mandated to use that system only.

How Much Can A Sales Force Automation Software Cost?

The software development companies quote different prices for their services, depending on the modules you require in your custom sales force automation system. 

But, if you are planning to buy readymade sales force automation software, there are many available at monthly/yearly/one-time subscription charges The price of the subscription-based sales force automation software can start from $4.99/month to $30000 one-time charges. For example, the pricing package offered by the sales force automation software like TrackerPal ranges from $4.99/month to $9.99/month. Whereas, the pricing package of enterprise-level sales force automation software like Microsoft Dynamics ranges from $95/month to $1500/month.

If you are not comfortable with monthly subscription charges, you can go for sales force automation software like Bitrix24 that is available at only $35 per year. Moreover, you can also consider Sofon Guided Solutions that is available at $30000 one-time charges.

You can also go through the details of YetiForce and Talisma CRM if you need a customized pricing package to ensure that you are paying for only those features that you need.

If investing in a new system is not in your list right now, you can go for free and open source sales force automation software that you can customize and use according to your business needs.

For sales force automation software comparison, and more information on the software pricing packages in this category, just go through the complete list of sales force automation here.

Why Refer To GoodFirms’ List Of Sales Force Automation Software?

GoodFirms is a one-stop destination for software buyers and service seekers looking for the best applications or firms. At the same time, GoodFirms also helps software vendors and IT companies enhance their marketing efforts and brand visibility. GoodFirms works as a connecting bridge between the software vendors and buyers. Below are some reasons that can justify the fact that referring to GoodFirms list of sales force software is the right decision you have made.

  • GoodFirms has already listed 600+ services & software, includes 9000+ reviews, and 600+ validated surveys and is growing each day.
  • GoodFirms follows a systematic research process to calculate the company's ratings or software based on its ability, reliability, and quality.
  • GoodFirms has been cited as a reliable source for vendors wanting to showcase their products & services in front of global prospects.

Conclusion

Every business owner wants to reach the top level and get ahead of the competition, regardless of their business size. Sales force automation software can improve the sales team's productivity and the bottom line of the entire business organization.

We hope this buyers' guide has helped you select the best sales force automation software for your business. For further information on sales force automation software or other tools used in different business sectors, you can get in touch with the GoodFirms team. We would be happy to assist you with the exact details you require.

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