Best Sales Force Automation Software

Looking to enhance your sales processes? Sales Force Automation (SFA) software is a powerful tool that can help businesses streamline tasks like lead management, team coordination, and sales forecasting, boosting efficiency and the bottom line. GoodFirms has curated a list of the best Sales Force Automation Software, evaluated based on price, features, and user reviews. Explore our list below to find the ideal solution for your business needs.

129 Softwares   |  Last updated: Jul 16, 2024
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Here is the Top Sales Force Automation Software Solutions List

  • Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Ready-to-use platform to automate marketing campaigns and lead management workflows with no-code ... read more about Creatio CRM

    CRM Creatio is low-code SaaS CRM which has a financial service part with a focus on business process management for banks and financial institutions. reviewed by: Anonyms User
    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    15% in Sales Force Automation Software
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting

    INDUSTRIES

    • Marketing-advertising
    • Retail

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Chat
    • Phone
    • 24x7 Support

    Knowledge Base

    • Help Guides
    • Video
    • Blog

    What User‘s Say

    CRM Creatio is low-code SaaS CRM which has a financial service part with a focus on business process management for banks and financial institutions.
    Anonyms User
    Creatio CRM has effectively streamlined our company processes and enhanced team coordination across multiple offices.
    Veronika
    The most cost-effective CRM system available, providing all necessary features in one intuitive platform.
    Aluma

    REVIEW SUMMARY

    This software solution is best for financial services. Our firm is now able to manage all financial and banking processes. With its low-code platform and BPM technology, our organisation can automate business-related processes. It easily syncs with other software and apps.
    Anonyms User
    Anonyms User

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment

    AVAILABLE PACKAGES

    Standard
    $25 Per Month
  • 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 ... read more about Field Force Connect

    Glad to buy the HVAC software through field force tracker reviewed by: Paul Smith, Assistant Manager at manufering
    Entry Level Price
    Free version
    Free Trial
    Available
    50% in Sales Force Automation Software
    • Account Management
    • Channel Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Pharmaceuticals
    • Retail
    • Transportation-trucking-railroad

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Email
    • Chat
    • Phone
    • 24x7 Support

    Knowledge Base

    • Help Guides
    • Video
    • Blogs
    • On-Site Training

    What User‘s Say

    Glad to buy the HVAC software through field force tracker
    Paul Smith, Assistant Manager at manufering
    Perfect Software for My Business
    Jack Martin, Student at University of Southern California
    Very Useful Software for Business
    Smith Martin, Manager at manger

    REVIEW SUMMARY

    we are using HVAC Software services from last 3 years and we love this hvac service software, and it has cut down on employees efforts.
    Paul Smith
    Paul Smith, Assistant Manager at manufering

    Pricing Type

    • Free

    Payment Frequency

    • Quote Based
  • 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, ... read more about Delta Sales App

    Best for managing employee and sales record reviewed by: Neha Karn
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    50% in Sales Force Automation Software
    • Channel Management
    • Contract Management
    • Customer Communications
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Business-supplies-equipment
    • Construction
    • Cosmetics
    • Electrical-electronic-manufacturing
    • Food-beverages
    • Hospital-health-care
    • Logistics-supply-chain
    • Oil-energy
    • Railroad-manufacture
    • Telecommunications
    • Warehousing

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based

    SUPPORT

    • Email
    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training
    • Case Studies

    What User‘s Say

    Best for managing employee and sales record
    Neha Karn
    Most useful salesforce app
    Anishkar Bhatta
    Best software for work automation
    anmol seth

    REVIEW SUMMARY

    I had a pleasant experience with this app. They provided detailed demo session and addresses all my queries regarding the app. The plans are flexible and customized as per company's budget. I can track all the records of orders, returns , collections etc of all the salesman easily. The filters added in every page helps to search collective data easily. The best feature about Delta Sales App is the geo fencing which helps to track the GPS and add accurate data accordingly. My sales have improved with the better co-ordination with my customers and salesman. The support team is quick and responsive. Fully satisfied with my purchase.
    Neha Karn
    Neha Karn

    Pricing Type

    • Contact Vendor

    Preferred Currency

    • USD ($)

    Free Version

    • No

    Payment Frequency

    • Quote Based
  • Flowlu's sales force automation features empower businesses to streamline their sales processes, enhance customer relationships, and drive revenue growth. With Flowlu, businesses can automate repetitive tasks, such as lead management, email communication, ... read more about Flowlu

    Flowlu is a cloud-based collaboration software that allows businesses to manage tasks, and projects from anywhere. reviewed by: Alvin Buckley
    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    5% in Sales Force Automation Software
    • Account Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Airlines-aviation
    • Alternative-dispute-resolution
    • Alternative-wmedicine
    • Animation
    • Apparel-fashion
    • Architecture-planning
    • Arts-crafts
    • Automotive
    • Aviation-aerospace
    • Banking
    • Biotechnology
    • Broadcast-media
    • Building-materials
    • Business-supplies-equipment
    • Capital-markets
    • Chemicals
    • Civic-social-organization
    • Civil-engineering
    • Commercial-real-estate
    • Computer-network-security
    • Computer-games
    • Computer-hardware
    • Computer-networking
    • Computer-software
    • Construction
    • Consumer-electronics
    • Consumer-goods
    • Consumer-services
    • Cosmetics
    • Dairy
    • Defense-space
    • Design
    • Education-management
    • E-learning
    • Electrical-electronic-manufacturing
    • Entertainment
    • Environmental-services
    • Events-services
    • Executive-office
    • Facilities-services
    • Farming
    • Financial-services
    • Fine-art
    • Fishery
    • Food-beverages
    • Food-production
    • Fundraising
    • Furniture
    • Glass-ceramics-concrete
    • Government-administration
    • Government-relations
    • Graphic-design
    • Health-wellness-fitness
    • Higher-education
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Import-export
    • Individual-family-services
    • Industrial-automation
    • Information-services
    • Information-technology-services
    • Insurance
    • International-affairs
    • International-trade-development
    • Internet
    • Investment-banking-venture
    • Investment-management
    • Judiciary
    • Law-enforcement
    • Law-practice
    • Legal-services
    • Legislative-office
    • Leisure-travel
    • Libraries
    • Logistics-supply-chain
    • Luxury-goods-jewelry
    • Machinery
    • Management-consulting
    • Marketing-advertising
    • Market-research
    • Mechanical-or-industrial-engineering
    • Media-production
    • Medical-device
    • Medical-practice
    • Mental-health-care
    • Mining-metals
    • Motion-pictures-film
    • Museums-institutions
    • Music
    • Nanotechnology
    • Newspapers
    • Nonprofit-organization-management
    • Oil-energy
    • Online-publishing
    • Outsourcing-offshoring
    • Package-freight-delivery
    • Packaging-containers
    • Paper-forest-products
    • Performing-arts
    • Pharmaceuticals
    • Philanthropy
    • Photography
    • Plastics
    • Political-organization
    • Primary-secondary
    • Printing
    • Professional-training
    • Program-development
    • Public-policy
    • Public-relations
    • Public-safety
    • Publishing
    • Railroad-manufacture
    • Ranching
    • Real-estate
    • Recreational
    • Renewables-environment
    • Research
    • Restaurants
    • Retail
    • Security-investigations
    • Shipbuilding
    • Sporting-goods
    • Sports
    • Staffing-recruiting
    • Supermarkets
    • Telecommunications
    • Textiles
    • Translation-localization
    • Transportation-trucking-railroad
    • Utilities
    • Venture-capital
    • Veterinary
    • Warehousing
    • Wholesale
    • Wireless
    • Writing-editing

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Email
    • Chat
    • Weekdays

    Training

    • Webinar
    • In-person
    • Documentation

    Knowledge Base

    • Help Guides
    • Video
    • Blogs
    • Webinars
    • Case Studies
    • Use Cases

    What User‘s Say

    Flowlu is a cloud-based collaboration software that allows businesses to manage tasks, and projects from anywhere.
    Alvin Buckley
    Flowlu is a modern work management software that offers professional online tools for high-level project and product management.
    Taylor Santos
    Flowlu is a cloud-based CRM to manage leads and contacts and track new sales opportunities.
    Nydia Oliver

    REVIEW SUMMARY

    This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses.
    Alvin Buckley
    Alvin Buckley

    Pricing Type

    • Usage Based

    Preferred Currency

    • USD ($)

    Free Version

    • Yes

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    INTEGRATED WITH

    • Google Drive
    • Zendesk Support
    • Jira
    • Intuit Mailchimp
    • Calendly
    • JivoChat
    • PayPal
    • Stripe Billing
    • Square
    • Skrill
    • Twilio
  • Our AI-powered cold emails help you engage with your prospects more effectively by personalizing your emails, tracking the results of your campaigns, and improving your sender reputation. You can send unlimited emails ... read more about Success.ai

    Revolutionizing Cold Email Outreach: Success.ai Review reviewed by: Rakesh Chauhan, Digital Marketer | Social Media Marketer| Content Marketer | SEO Specialist at Freelancer
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    50% in Sales Force Automation Software
    • Account Management
    • Email Marketing
    • Lead Management
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Information-technology-services
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Windows
    • Mac

    SUPPORT

    • Email
    • Chat
    • 24x7 Support

    What User‘s Say

    Revolutionizing Cold Email Outreach: Success.ai Review
    Rakesh Chauhan, Digital Marketer | Social Media Marketer| Content Marketer | SEO Specialist at Freelancer
    Experience of using an amazing AI powered cold email outreach platform
    Aritra Das
    Success.ai revolutionizes email marketing with AI-driven personalization.
    Jugal Kumar, Digital Marketing Executive @ Digital Marketing Manager | SaaS expert at Zebaq Pvt ltd

    REVIEW SUMMARY

    Success.ai revolutionizes cold email outreach with its AI-powered platform. With advanced personalization, targeted campaigns, and comprehensive analytics, it's a game-changer for businesses. While there's a learning curve and cost considerations, the benefits far outweigh the drawbacks. Success.ai is a must-have tool for anyone serious about maximizing their email outreach efforts.
    Rakesh Chauhan
    Rakesh Chauhan, Digital Marketer | Social Media Marketer| Content Marketer | SEO Specialist at Freelancer

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • Yes

    Payment Frequency

    • Monthly Payment
  • Zoho CRM is one of the top preferred customer relationship management systems for its powerful features, user-friendly interface, and easy adaptation. small businesses, startups, and large-scale enterprises can use Zoho CRM software ... read more about Zoho CRM

    Best CRM Software reviewed by: Arvind Upadhyay, Digital Marketing Manager
    Entry Level Price
    $14 Per Month
    Free Trial
    15 Days
    20% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Financial-services
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac

    SUPPORT

    • Email
    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    What User‘s Say

    Best CRM Software
    Arvind Upadhyay, Digital Marketing Manager
    Zoho CRM offers great integrations with other services that easily allow us to extend the platform’s functionality
    Davin Joseph, CEO at My Enamel Pins
    Zoho CRM is very easy to use and is perfect for small businesses as well
    Radhika Gupta, Founder at One Digital Land

    REVIEW SUMMARY

    Well, I have already used Freshsales but the workflow feature of Zoho CRM is the best in the world. There is not any comparison of Zoho CRM. Really!
    Arvind Upadhyay
    Arvind Upadhyay, Digital Marketing Manager

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 15 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $14 Per Month

    INTEGRATED WITH

    • WooCommerce
    • Xero
    • Google Drive
    • KrispCall
  • As a complete solution for CRM, Salesforce has been helping organizations transform from cost centers to growth engines with its exclusive services like lead management, sales force automation, sales forecasting, marketing, etc. ... read more about Salesforce CRM

    Made the jump up and never looked back reviewed by: Michelle Wu, CMO at Priority Home Buyers
    Entry Level Price
    $25 Per Month
    Free Trial
    30 Days
    20% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    What User‘s Say

    Made the jump up and never looked back
    Michelle Wu, CMO at Priority Home Buyers
    Salesforce is designed for companies with larger sales staff and more complex business models.
    Omer Usanmaz, CEO & Co-Founder at Qooper
    Salesforce CRM's robust features allows us to manage entire business with just a few clicks.
    Vartika Kashyap, Chief Marketing Officer at ProofHub

    REVIEW SUMMARY

    We at Priority Home Buyers switched from Podio last year and the difference is 10fold uin terms of KPI tracking and sales automation. I wouldn't recommend it unless you are hyper focused on keeping your call metrics organized in one place, and are operating primarily outbound as a real estate investor. But for us it worked wonders.

    Michelle Wu
    Michelle Wu, CMO at Priority Home Buyers

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 30 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $25 Per Month
  • B2B Rocket is a revolutionary sales automation platform powered by proprietary AI agents. It navigates the entire sales lifecycle, from lead generation to conversion, enabling efficient, personalized interactions and automated meeting setups. ... read more about B2B Rocket

    Smooth customization reviewed by: Tuba Anwar, Telemarketing Specialist, Social media Marketing. Content Writing. at TVD IT LLC
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    100% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Program-development

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based

    SUPPORT

    • Email
    • 24x7 Support

    Training

    • Webinar

    What User‘s Say

    Smooth customization
    Tuba Anwar, Telemarketing Specialist, Social media Marketing. Content Writing. at TVD IT LLC
    Efficient analytics feature
    Pallavi Singh, Digital Marketing I B2B Marketing I at tycoonverse
    Best cold email outreach
    Rakesh Chauhan, Digital Marketer | Social Media Marketer| Content Marketer | SEO Specialist at Freelancer

    REVIEW SUMMARY

    B2B Rocket has made customization so smooth, straightforward, and efficient. It saves my time and never disappoints me. It makes my work easy and also time saving.
    Tuba Anwar
    Tuba Anwar, Telemarketing Specialist, Social media Marketing. Content Writing. at TVD IT LLC

    Pricing Type

    • Contact Vendor

    Preferred Currency

    • USD ($)

    Free Version

    • Yes

    Payment Frequency

    • Monthly Payment
  • Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which, includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead ... read more about Solid Performers CRM

    CRM which has got stuffs at a minimal investment reviewed by: Super Admin
    Entry Level Price
    $15 Per Month
    Free Trial
    Available
    14% in Sales Force Automation Software
    • Campaign Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting

    INDUSTRIES

    • Construction
    • Education-management
    • Hospital-health-care
    • Human-resources
    • Real-estate

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac

    SUPPORT

    • Email
    • Chat
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • On-Site Training

    What User‘s Say

    Good for Small and Medium Scale Enterprises
    Sadik Basha
    Great tool and I really like their chatbot
    Vishnu
    Simple and great CRM tool
    Alwin

    REVIEW SUMMARY

    I work with a 100+ team members and this system is suitable to match our requirement. But, I am not sure whether it can handle a team of 1000+ users. I think it has got the capability.
    Sadik Basha
    Sadik Basha

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • Available Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $15 Per Month

    INTEGRATED WITH

    • Zapier
  • ActiveCampaign CRM software is built considering every stage of the customer journey. The software provides a customized dashboard to fit any size B2B, B2C, and eCommerce businesses. This AI-integrated software offers end-to-end ... read more about ActiveCampaign

    Active Campaign is super easy to manage complex email marketing campaigns reviewed by: Rakshit Panchal, Marketing Specialist at Sydney Digital Agency
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    10% in Sales Force Automation Software
    • Campaign Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Sales Forecasting

    INDUSTRIES

    • Accounting
    • Computer-software
    • E-learning
    • Financial-services
    • Health-wellness-fitness
    • Logistics-supply-chain
    • Marketing-advertising
    • Professional-training

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • On-Site Training

    What User‘s Say

    Active Campaign is super easy to manage complex email marketing campaigns
    Rakshit Panchal, Marketing Specialist at Sydney Digital Agency
    ActiveCampaign’s intuitive interface and robust feature set, we can quickly create custom email sequences
    Sarah Gibson, Director at Proactive Healthcare
    I would recommened ActiveCampaign for your business and experience the best results.
    Jon Torres, Founder at Jon Torres

    REVIEW SUMMARY

    We at Sydney Digital Agency use Active Campaign for email automation to send emails frequently about our blogs and the latest updates of our services for the last three years. It's super easy to manage complex email marketing campaigns. You can also segment campaigns according to your services by including tags and lists. When you require to scale up, it's quite pricey.

    Rakshit Panchal
    Rakshit Panchal, Marketing Specialist at Sydney Digital Agency

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription
    • Quote Based

    AVAILABLE PACKAGES

    Standard
    $15 Per Month
  • Pipedrive CRM solution is designed for small to large enterprises. This advanced customer relationship management software has a user-friendly interface covering all CRM capabilities like lead management, sales force automation, marketing automation, ... read more about Pipedrive

    Pipedrive utilizes a machine learning sales assistant, which is highly accurate. reviewed by: Thomas Hawkins, CEO at Electrician Apprentice HQ
    Entry Level Price
    $12 Per Month
    Free Trial
    14 Days
    20% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based

    SUPPORT

    • Email
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog

    What User‘s Say

    Pipedrive utilizes a machine learning sales assistant, which is highly accurate.
    Thomas Hawkins, CEO at Electrician Apprentice HQ
    Pipedrive has helped us enhanced our overall business and sales performance
    Emma Gordon, Founder at USSalvageYards
    It's simple to use and offers a fantastic graphical user interface
    Lyle Florez, Founder at EasyPeopleSearch

    REVIEW SUMMARY

    We Electrician Apprentice HQ have been using Pipedrive for a few years now and probably utilize it several times per week. One of the main reasons we like it is because it utilizes a machine learning sales assistant, which is highly accurate. It also features an automated workflow, which is very helpful. It's affordable, which is a plus, but we do wish they had a free option available because we basically don't need all of the bells and whistles. The only other negative is that there is no phone support unless you pay for the most expensive plan. Other than that, we've been very satisfied with our experience.

    Thomas Hawkins
    Thomas Hawkins, CEO at Electrician Apprentice HQ

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $12 Per Month

    INTEGRATED WITH

    • Zapier
    • Slack
    • Stripe Billing
    • QuickBooks Online Advanced
    • Asana
    • Trello
  • 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 ... read more about Bitrix24

    Streamlining Collaboration: A Comprehensive Bitrix24 Review reviewed by: Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.
    Entry Level Price
    $49 Per Month
    Free Trial
    15 Days
    5% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Banking
    • Business-supplies-equipment
    • Computer-hardware
    • Computer-software
    • Construction
    • Consumer-services
    • Executive-office
    • Financial-services
    • Hospital-health-care
    • Insurance
    • Nonprofit-organization-management
    • Retail
    • Staffing-recruiting

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Email
    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar
    • Documentation

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • Webinar

    What User‘s Say

    Streamlining Collaboration: A Comprehensive Bitrix24 Review
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.
    Bitrix24 has a user-friendly approach to project management and communication which has simplified our daily operations.
    Audrey Hodges
    Bitrix24 has transformed the way we operate by replacing multiple services with a single, integrated ecosystem.
    Anonymous

    REVIEW SUMMARY

    Using Bitrix24 has been an illuminating experience in streamlining collaboration and boosting productivity within our team. The platform's multifaceted features offer a comprehensive solution for communication, project management, and CRM. The intuitive interface makes navigation effortless, while the wide array of tools caters to diverse needs, from task delegation and file sharing to time tracking and client management. The integration of communication channels like chat, video conferencing, and email within a unified platform fosters seamless interaction among team members, reducing the need for external applications. Additionally, the customizable workflows and automation options have significantly optimized our processes, saving time and minimizing errors. Overall, Bitrix24 has proven to be an invaluable asset in enhancing efficiency and fostering collaboration within our organization.

    Neetika Jain
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • Yes

    FREE TRIAL

    • 15 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $49 Per Month

    INTEGRATED WITH

    • Intuit Mailchimp
    • Slack
    • Salesforce CRM
    • office365
    • Xero
    • Zapier
    • QuickBooks Online
    • Google Drive
    • HubSpot CRM
  • 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 ... read more about EngageBay

    Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time reviewed by: Lucia Jensen, CEO at WeLoans
    Entry Level Price
    $12.74 Per Month
    Free Trial
    N/A
    8% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Computer-software
    • Consumer-services
    • Education-management
    • E-learning
    • Higher-education
    • Information-technology-services
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based

    SUPPORT

    • Email
    • Phone
    • 24x7 Support

    Knowledge Base

    • Help Guides
    • Video
    • Blog

    What User‘s Say

    Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time
    Lucia Jensen, CEO at WeLoans
    My handy business tool.
    Eric F Montera
    EngageBay - A Revolutionary all-in-one system
    Crypto13

    REVIEW SUMMARY

    We WeLoans have been using Engage Bay since the company started, and it has helped us identify new opportunities, ensure customers are satisfied, and convert our webpage visitors, among other solutions. Engage Bay is the CRM software we use in our company once a week to track our marketing, support, and sales team. In addition, Engage Bay streamlines tracking customer details by allowing us to store unlimited contacts that help us build strong relationships with our clients.

    Lucia Jensen
    Lucia Jensen, CEO at WeLoans

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • Yes

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $12.74 Per Month

    INTEGRATED WITH

    • Zapier
    • Xero
    • mailgun
    • Mandrill
    • Postmark
    • SendGrid
    • PieSync
  • Keap

    3.9 (12 Reviews) Verified

    Keap CRM software is a robust client management and marketing automation software designed for small businesses and startups to govern all CRM activities from one dashboard. The system is powered by features ... read more about Keap

    Keap helps us to obtain constructive sales leads for our business reviewed by: Jonathan Tian at Credityelp
    Entry Level Price
    $249 Per Month
    Free Trial
    14 Days
    10% in Sales Force Automation Software
    • Campaign Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Proposal Generation
    • Sales Forecasting

    INDUSTRIES

    • Accounting
    • Information-technology-services
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Chat
    • Phone
    • 24x7 Support

    Knowledge Base

    • Help Guides
    • Video
    • Blog

    What User‘s Say

    Keap helps us to obtain constructive sales leads for our business
    Jonathan Tian at Credityelp
    Email marketing Tool
    Jarrod Partridge, Founder at F1 Chronicle
    Clone yourself
    Al Guertin, Managing Franchise Partner at Expedia CruiseShipCenters Ottawa

    REVIEW SUMMARY

    In CreditYelp business operations, we use Keap as our marketing automation tool. It also serves as a good customer relation software for us to collect, organize and track the data to acquire better leads for our consistent sales. The user-friendly interface is one of the pros of this tool, and fewer customization features seem to be the disadvantage we face with this software. We have been using this software for more than a year. Once a month, we connect with this tool to obtain constructive sales leads for our business.

    Jonathan Tian
    Jonathan Tian at Credityelp

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Quote Based

    AVAILABLE PACKAGES

    Standard
    $249 Per Month
  • Sugar CRM is a next-generation customer relationship management software solution for all businesses. This flexible, user-centric software allows users to strategize the CRM strategy with core features like customer sales force automation, ... read more about Sugar CRM

    Better than other open source CRMs reviewed by: Shailesh Chaudhary, Digital Marketing Executive at Taction Software LLC
    Entry Level Price
    $19 Per Month
    Free Trial
    Available
    20% in Sales Force Automation Software
    • Account Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Marketing-advertising
    • Retail

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • Case Studies
    • Whitepapers
    • On-Site Training

    What User‘s Say

    OK CRM for small businesses - still lacking
    Kelly Wasden, Enterprise Accounts at Motivosity
    Solid CRM
    Zeke Becerra, Regional Sales Manager at Dbvisit Software
    Great system that can accomplish all the functionalities
    Joseph Sloan, Marketing & Communications Coordinator at Advice Media

    REVIEW SUMMARY

    I want to like SugarCRM but after using it for well over 2 years as both user and admin, I have a real hard time recommending it to any business that is scaling fast. It's clunky in reporting, weird with opportunity creation. They updated the UI a bit, but that basically means they just repurposed the same buttons and added some more color to the overall look and feel. It's definitely an upgrade, but nothing like CopperCRM (Prosperworks) and SalesForce or even Hubspot. It's OK for a small business as they are starting out because it is somewhat easy to navigate, but with the lack or reports and overall clunkiness, I have a hard time recommending when there are so many great CRM's out there to accomplish your needs.

    Kelly Wasden
    Kelly Wasden, Enterprise Accounts at Motivosity

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • Available Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $19 Per Month
  • Close

    5.0 (5 Reviews) Verified

    Close CRM software can easily create a route of growth for your business. It increases the sales team's productivity with sales force automation by taking care of core operations. The integrated reporting ... read more about Close

    reviewed by: Kyle Stremme 🦄, VP of Multi Unit and Franchise System Growth at FetchRev
    Entry Level Price
    $49 Per Month
    Free Trial
    14 Days
    7% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Channel Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac

    SUPPORT

    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog

    What User‘s Say

    Close is a powerful and easy to use CRM
    Erik Zahnlecker, Co-Founder, COO at Allocate.ai
    Most complete & easy-to-use CRM
    Joe Gatto
    Straight to the point and no added mess
    David Lee, Manager at CPD Online College

    REVIEW SUMMARY

    Close has an intuitive user interface and is supercharged by its many available integrations. We leveraged the Zapier integration and in doing so automated a good portion of the work we were previously doing manually. It was as if we added another member to our team. Highly recommend

    Erik Zahnlecker
    Erik Zahnlecker, Co-Founder, COO at Allocate.ai

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $49 Per Month
  • Nimble is a reliable and relationship-focused CRM software specifically designed for small businesses. From contact management, sales force automation, email tracking, and deal management to activity tracking, Nimble has everything you need ... read more about Nimble

    Nimble is an industry-leading CRM for contact management solutions. reviewed by: Anonyms User
    Entry Level Price
    $24.90 Per Month
    Free Trial
    14 Days
    33% in Sales Force Automation Software
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Proposal Generation
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Chat
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • On-Site Training

    What User‘s Say

    Nimble is an industry-leading CRM for contact management solutions.
    Anonyms User
    Nimble is a software that helps us track relationships with our consumers.
    Lorie Carson, Founder at RealPeopleFinder
    Nimble is essential in helping our small team with this vital aspect of our business
    Evan McCarthy, CEO at Sporting Smiles

    REVIEW SUMMARY

    Nimble is a perfectly good CRM tool for social sales and marketing that allows small businesses to store and organize all the contacts for follow-up reminders and to generate new leads. It easily incorporates Office 365 and some Google apps. This app provides great interaction between the customers and also it is very cost-effective. Its enhanced CRM systems are integrated with the communication power of social media and collaborative tools. Nimble has some nice features like Quotes, list management, customer support, referral tracking and many more.
    Anonyms User
    Anonyms User

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $24.90 Per Month
  • Freshsales cloud-based CRM software is a 360-degree customer relationship management tool that enables users with core sales management and support activities. This fully-featured CRM system is customizable and accessible on mobile. Freshsales ... read more about Freshsales

    Freshsales is cost-effective and has a very easy learning curve reviewed by: Madilyn Hill, CEO at Truepersonfinder
    Entry Level Price
    $9 Per Month
    Free Trial
    Available
    20% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac

    SUPPORT

    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog

    What User‘s Say

    Freshsales is cost-effective and has a very easy learning curve
    Madilyn Hill, CEO at Truepersonfinder
    Comprehensive CRM tool which blends in with your organizational needs
    Stella Scott, Co-founder at EasyPaydayLoan
    Most affordable CRM with best features and functionalities
    Gautham Ramakrishnan, Head of Marketing at Zomentum

    REVIEW SUMMARY

    We Truepersonfinder are using Freshsales for our organization. We haven't had to invest heavily in training. There is a free plan as well that helped us to find out about its real-time viability before investing it hugely. We use it daily to track the customer journey and ticket dispersal. Its AI, Freddy, guides us to close a deal that has high potential. It really saves us time and effort in closing a deal. While we mostly loved it, we missed the internet-scraping lead generation feature during its use.

    Madilyn Hill
    Madilyn Hill, CEO at Truepersonfinder

    Pricing Type

    • Per User

    Preferred Currency

    • USD ($)

    Free Version

    • Yes

    FREE TRIAL

    • Available Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $9 Per Month
  • Vtiger is an AI-integrated CRM software for startups and small to medium businesses. The software integrates easily with other tools to align all your teams under one dashboard at every stage in ... read more about Vtiger CRM

    Great product for all valuable business. !! reviewed by: Avinash Yaduka, Director at YADUKA GROUP
    Entry Level Price
    $12 Per Month
    Free Trial
    15 Days
    5% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Computer-software

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Email
    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar
    • In-person
    • Documentation

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    What User‘s Say

    Great product for all valuable business. !!
    Avinash Yaduka, Director at YADUKA GROUP
    And All-in-One CRM and Support Suite
    Jose Quintero, Support Services Manager at GB Advisors, Inc.
    One Stop solution for Growing Companies
    Saurabh Saxena, Product Operations & Marketing at InterviewBit

    REVIEW SUMMARY

    It is an amazing product where all Sales, Project and service can be maintained very well. It help all roles of organisation.
    Avinash Yaduka
    Avinash Yaduka, Director at YADUKA GROUP

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • Yes

    FREE TRIAL

    • 15 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    One Growth
    $12 Per Month
    One Professional
    $30 Per Month
    One Enterprise
    $42 Per Month
  • NetSuite CRM is a powerful cloud customer relationship management (CRM) software designed for startups and fast-growing businesses. As a market leader, Netsuite CRM has been helping organizations master customer relationships with their ... read more about NetSuite CRM

    It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting. reviewed by: Josh Peters
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    25% in Sales Force Automation Software
    • Campaign Management
    • Channel Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac

    SUPPORT

    • Chat
    • Phone
    • 24x7 Support

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • Whitepapers

    What User‘s Say

    It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting.
    Josh Peters
    NetSuite CRM is an enterprise-level, integrated and complete CRM solution for small and midsized organizations to manage their sales information.
    Anonyms User
    Netsuite CRM is a best fit for our firm as it satisfies all our needs starting from the Leads to Customer support.
    Anonyms User

    REVIEW SUMMARY

    NetSuite is a cloud accounting software within an ERP platform that eases the process of getting data and tracking transactions, taking records of payables as well as receivables. It is good for all sizes of businesses as it provides accurate reporting on time and gives you full control over financial things. Our firm is using this software to generate the view of customers and sales.
    Josh Peters
    Josh Peters

    Pricing Type

    • Contact Vendor

    Preferred Currency

    • USD ($)

    Free Version

    • No

    Payment Frequency

    • Quote Based
  • NetHunt CRM is a well-known online sales force automation tool allowing you to control your sales pipeline. Expanding target audiences and acquiring the market is easy with this CRM, as the device ... read more about NetHunt CRM

    Best CRM so far reviewed by: Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    25% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    LICENSING & DEPLOYMENT

    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Phone

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    What User‘s Say

    Best CRM so far
    Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
    Great for small teams
    Richard Rothbauer, CEO at ABN+Analytics
    Easiest to use CRM in Gmail
    Lina Lugova, Head Of Marketing at EPOM

    REVIEW SUMMARY

    I tried both well-known CRMs and tried to develop my custom solution, but none of them did their job perfect. I am fully dependant on GSuite apps in my job: Google Calendar, Hangouts, Docs, Sheets, and NetHunt helped me to organize a mess created during the years of managing 100+ clients.

    Volodymyr Denysenko
    Volodymyr Denysenko, Front-End-Entwicklerin at EPOM

    Pricing Type

    • Flat Rate

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $24 Per Month
  • CompanyHub is specialized CRM package which is fully customizable to any industry type.  A very easy to use CRM similar to excel with user friendly features which is so productive that you ... read more about CompanyHub

    It's a SaaS-based Professional accounting CRM software which is similar to excel and useful for all scales of businesses for their various operations. reviewed by: Anonyms User
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    50% in Sales Force Automation Software
    • Account Management
    • Channel Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    LICENSING & DEPLOYMENT

    • Cloud Hosted
    • On Premises
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Chat
    • Phone

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training

    What User‘s Say

    It's a SaaS-based Professional accounting CRM software which is similar to excel and useful for all scales of businesses for their various operations.
    Anonyms User
    CompanyHub is a SaaS-based, fully customizable business-related CRM application for task management, useful for sales teams.
    Anonyms User
    CompanyHub is one of the best CRM I have ever come across and I have been using it for quite a while now and I can not get enough of it.
    Anonyms User

    REVIEW SUMMARY

    Excellent time-saving and efficient accounting software I have seen till now. No more manual entry and other time-consuming tasks after implementing this software as it works like a pro. You can turn this software according to your need as it is highly customizable software. I am using this for creating records, sending emails and other managing accounts. The great thing about this software is it provides a 360-degree view so now I can view all processes in one place.
    Anonyms User
    Anonyms User

    Pricing Type

    • Flat Rate

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription
    • Quote Based

    AVAILABLE PACKAGES

    Standard
    $15 Per Month
  • 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 ... read more about SuiteCRM

    SuiteCRM's mobile-friendly interface has made things easy for our workers, no matter where they are in the world reviewed by: Calvin Willis, Founder at Moo Soft
    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    33% in Sales Force Automation Software
    • Channel Management
    • Contract Management
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    LICENSING & DEPLOYMENT

    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • On-Site Training

    What User‘s Say

    SuiteCRM's mobile-friendly interface has made things easy for our workers, no matter where they are in the world
    Calvin Willis, Founder at Moo Soft
    It's a powerful CRM software that offers all advanced features and integration with accounting software like Xero to enhance your business.
    Anonyms User
    A great alternative to similar CRMs that are both open source and SaaS.
    Anonyms User

    REVIEW SUMMARY

    Our medium-sized software download company Moo Soft has utilized the open-sourced SuiteCRM for three years to manage our global workforce of contract workers. It has very useful features such as customizable dashboards, workflow automation, and good integration with our other popular web applications. The biggest advantage is that it is really affordable to be open-sourced. However, this also leads to its disadvantage as it is a bit more challenging to use for those not technically minded as you do need a bit of technical knowledge to set up and manage the software.

    Calvin Willis
    Calvin Willis, Founder at Moo Soft

    Pricing Type

    • Contact Vendor

    Free Version

    • No

    FREE TRIAL

    • 30 Days Trial

    Payment Frequency

    • Quote Based
  • Nutshell is an all-in-one solution for businesses of all types. The CRM solution assists the sales and marketing teams of B2B businesses in closing deals successfully with features like sales forces automation, ... read more about Nutshell CRM

    A cloud-based CRM software to automate sales processes in businesses. reviewed by: Anonyms User
    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    25% in Sales Force Automation Software
    • Channel Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Information-technology-services
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac

    SUPPORT

    • Chat
    • Phone

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs

    What User‘s Say

    A cloud-based CRM software to automate sales processes in businesses.
    Anonyms User
    We have gained a significant improvement in the overall productivity of our company by using Nutshell
    Ashley Amor, Co-Founder at PeopleFindFast
    Good, cheap CRM
    Alex Lapp, Social Media Manager at Insite Advice

    REVIEW SUMMARY

    Nutshell CRM is easy to implement and use for any business. This way it enables a company’s sales force to work more precisely to increase deals. This CRM helps automate core processes which involve customer relationship building like lead generation, marketing, tracking and sales. Its reminder feature is great to complete daily tasks like making calls, sending emails, conducting meetings etc.
    Anonyms User
    Anonyms User

    Pricing Type

    • Flat Rate

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $19 Per Month
  • Pipeliner online CRM tool is a unique cloud-based visual CRM specifically designed to fit all sizes and types of businesses. The multilingual CRM software takes all the heavy lifting of managing customer ... read more about Pipeliner CRM

    Best CRM ever!!! reviewed by: Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLC
    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    50% in Sales Force Automation Software
    • Account Management
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting

    INDUSTRIES

    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Chat
    • Phone

    Knowledge Base

    • Help Guides
    • Video Guides
    • Case Studies
    • On-Site Training

    What User‘s Say

    Best CRM ever!!!
    Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLC
    The best CRM I've Ever Used
    Fred Sumner, Account Executive West Regional at ISONAS

    REVIEW SUMMARY

    Simply put, this product is extremely simple to set up and administer and even easier to use as a salesperson. I recommend it for anyone using a so-called "Enterprise" level application.

    Fred Sumner
    Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLC

    Pricing Type

    • Flat Rate

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $25 Per Month
  • SAP is a reliable customer experience and CRM solution well known for its efficiency and impactful results. The integrated sales force automation facility of SAP helps in building quality sales leads to ... read more about SAP CRM

    It provides helpful framework channels which separates leads from the framework reviewed by: David Reid, Sales Director at VEM Group
    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    25% in Sales Force Automation Software
    • Account Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Sales Forecasting

    INDUSTRIES

    • Accounting
    • Information-technology-services
    • Logistics-supply-chain
    • Marketing-advertising

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Email
    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • Webinars
    • On-Site Training

    What User‘s Say

    It provides helpful framework channels which separates leads from the framework
    David Reid, Sales Director at VEM Group
    The best part is that automated data entry is possible
    Lorie Carson, Founder at RealPeopleFinder

    REVIEW SUMMARY

    My company VEM Group uses SAP CRM software. My Company has been using this software for the last 3 years on a weekly basis. It Mechanizes the appropriation of leads. Caution in the event of lead copies. Making of mission codes for advertising exercises. Permitting prompts to be doled out to accomplices. Extraction of leads from the frameworks. Helpful framework channels to separate leads from the framework. Adding a lead to an explicit sustain crusade made in Marketo is beyond the realm of possibilities in SAP. The UI isn't seriously amazing. It comes up short on devices to permit us to visit with inner associates.

    David Reid
    David Reid, Sales Director at VEM Group

    Pricing Type

    • Contact Vendor

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 7 Days Trial

    Payment Frequency

    • Quote Based
  • 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 ... read more about Snov.io

    Building relationships with customers and prospects reviewed by: Anastasiia Khlystova, Content marketing manager at HelpCrunch
    Entry Level Price
    $33 Per Month
    Free Trial
    N/A
    20% in Sales Force Automation Software
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    LICENSING & DEPLOYMENT

    • Cloud Hosted
    • Web-based

    SUPPORT

    • Phone

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Case Studies

    What User‘s Say

    Cost-effective software
    Noah Myint, Marketing Director at Galintel
    Building relationships with customers and prospects
    Anastasiia Khlystova, Content marketing manager at HelpCrunch

    REVIEW SUMMARY

    At Galintel, our marketing department uses Snov.io for email marketing.Snov.io / Snovi Easy to use, outbound and inbound marketing is a breeze when we use this software. Cost-effective when you think of how much data it can deliver with the price range. The only con that I can say is maybe pricier than other email marketing software.

    Noah Myint
    Noah Myint, Marketing Director at Galintel

    Pricing Type

    • Flat Rate

    Free Version

    • No

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $33 Per Month
  • Creatio CRM tool is designed to serve mid-size and large enterprises specifically. This cloud-based CRM tool is a no-code platform best utilized to automate CRM workflow. The CRM software has key modules ... read more about CRM Creatio

    One of the best CRM I have used till now. reviewed by: Anonyms User
    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    25% in Sales Force Automation Software
    • Account Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    INDUSTRIES

    • Banking
    • Financial-services
    • Insurance
    • Telecommunications

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac

    SUPPORT

    • Chat
    • Phone
    • 24x7 Support

    Training

    • Webinar

    Knowledge Base

    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies
    • Whitepapers

    Pricing Type

    • Contact Vendor

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 14 Days Trial

    Payment Frequency

    • Quote Based
  • ClinchPad is a deal focused CRM that enables you to close deals faster. It is simple to use, a web-based application built for small teams who are looking to transition from a ... read more about ClinchPad

    ClinchPad is a web-based sales pipeline management application and an alternative to traditional CRMs. reviewed by: Chloe Covington
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    33% in Sales Force Automation Software
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting

    LICENSING & DEPLOYMENT

    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training

    Pricing Type

    • Contact Vendor

    Free Version

    • No

    Payment Frequency

    • Quote Based
  • Salesmate is a CRM tool designed to supercharge sales activities and expand customer relationships throughout the sales lifecycle. This CRM tool comprises features like sales force automation, lead management, marketing automation, etc. ... read more about Salesmate

    Salesmate is an intelligent customer relationship management system to help the sales team to get more leads. reviewed by: Eden Savage
    Entry Level Price
    $12 Per Month
    Free Trial
    15 Days
    33% in Sales Force Automation Software
    • Account Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Sales Forecasting
    • Workflow and Approvals

    LICENSING & DEPLOYMENT

    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Chat

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs

    Pricing Type

    • Flat Rate

    Free Version

    • No

    FREE TRIAL

    • 15 Days Trial

    Payment Frequency

    • Monthly Payment
    • Annual Subscription

    AVAILABLE PACKAGES

    Standard
    $12 Per Month
  • SutiCRM helps organizations manage customer data and interactions, automates marketing, sales, and customer service activities. The CRM software provides a complete view of what customers want and easily integrates with your existing ... read more about SutiCRM

    A real versatile document management software that allows us to efficiently manage our documents and files in a centralized location reviewed by: Ashley Quinn
    Entry Level Price
    $10 Per Month
    Free Trial
    30 Days
    11% in Sales Force Automation Software
    • Account Management
    • Campaign Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Workflow and Approvals

    INDUSTRIES

    • Accounting
    • Banking
    • Financial-services
    • Hospital-health-care

    LICENSING & DEPLOYMENT

    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android

    SUPPORT

    • Email
    • Phone
    • 24x7 Support

    Knowledge Base

    • Help Guides
    • Video
    • Blog

    Pricing Type

    • Flat Rate

    Preferred Currency

    • USD ($)

    Free Version

    • No

    FREE TRIAL

    • 30 Days Trial

    Payment Frequency

    • Monthly Payment
    • Quote Based

    AVAILABLE PACKAGES

    Standard
    $10 Per Month
  • Sales.Rocks is an all-in-one Sales Enablement and Automation platform that helps companies fill their sales pipeline by allowing them to get quick access to full contact profiles for 115M+ Companies and more ... read more about Sales.Rocks

    Sales.Rocks is a sales enablement and automation platform to transform everyday sales and marketing. reviewed by: Alex Horton
    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    50% in Sales Force Automation Software
    • Campaign Management
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    LICENSING & DEPLOYMENT

    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux

    SUPPORT

    • Chat
    • Phone

    Knowledge Base

    • Help Guides
    • Video Guides
    • Blogs
    • Infographics
    • Case Studies
    • Whitepapers

    Pricing Type

    • Contact Vendor

    Free Version

    • No

    FREE TRIAL

    • 7 Days Trial

    Payment Frequency

    • Annual Subscription
    • Quote Based

Buyer’s Guide

Buyer’s Guide to Sales Force Automation Software

The number of sales done ultimately matters for any type and size of business. The sales figures show whether the company 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 high sales volume and profitability. 

Sales teams usually face many challenges, such as poorly defined sales goals, lack of training, communication gaps among team members, mismanagement, and leadership failures. 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 Salesforce software for the first time or require changing the existing one, this buyer’s guide will walk you through the complete information to help you 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 customers, sharing information, or tracking sales performance, automating and streamlining these tasks becomes essential to save time, reduce errors, and achieve efficiency. Below are some essential functions in sales that need to be automated to accelerate sales and achieve predetermined business goals.

Reporting

A daily, weekly, and monthly reporting system is the most potent action to 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 as it provides answers to questions like -

  • What is the total amount of sales made?
  • Are your sales efforts working?
  • Are you following the right sales strategy?
  • Do you need to change anything 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 can easily access those reports to plan their strategies accordingly.

Lead Management

Lead management is the process of consistently and equally managing all leads. You need to sort, segment, and nurture leads to convert them to customers. Lead management becomes complex, especially when the number of leads is high. Sales Force Automation streamlines the tasks of lead management. It ensures that every lead is attended to highly efficiently and that a maximum number is 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 decision-making authority. Sales Force automation can help streamline 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 knows each buyer's journey and can approach them using the right strategy.

Contact Management

Contact management is the systematic process of recording the contact details of leads, opportunities, and buyers. Having access to 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 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 accomplish tasks efficiently and effectively. Various sales tasks need to be done systematically, like following up with clients, preparing presentations, order and delivery management, collecting payments, and many more. Automating task management can help complete these tasks flawlessly and deliver 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 through better knowledge sharing and reducing communication gaps, resulting in enhanced performance.

Reports & Analytics

Generating reports to gather information about sales efforts is required. 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 monitor the current situation and improve their strategies to achieve their sales targets.

What Is Sales Force Automation Software?

Sales force automation software is a tool that automates all sales-related business tasks, including 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 administrative tasks, sales force automation can focus more on revenue-generating activities like calling leads, setting up appointments for 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 to send the follow-up emails, but properly configured sales automation software can never forget that. The managers can gain insights into the strategies that are working and improve 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 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 differs. Let's examine 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 all 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 making it easy to monitor sales activities and collaborate with team members, we can increase the chances of closing deals and achieving sales targets.

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

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

What Are The Different Kinds Of Sales Force Automation Software?

Sales force automation solutions can be categorized based on aspects like functionality, usage, deployment, and price. Let's have a basic understanding of each one, as that will help you select the one that suits 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 and marketing automation. 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, small businesses choose low-cost cloud-based sales force software on a monthly subscription basis or free and open-source sales force automation 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 the Internet and web browsers on devices such as desktops, laptops, tablets, and smartphones. These devices use different operating systems, such as Windows, Linux, and MacOS.

ii) Mobile SFA Applications

Salesforce 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

An 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. 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. 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 -

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, or one-time subscription options.
  • Hire an in-house software developer or a team of software developers who can develop customized sales force software according to 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 paid CRM sales force automation tools offer freemium versions. The freemium version may have limitations in terms of 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 the 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 on the sales team accountable for their roles and improves their performance, which ultimately helps them meet their sales targets.

Reduces Cost Per Sale

The sales force automation solution provides clear visibility over the sales funnel and the buyer's journey, which can help in quicker conversions and increased sales ratios. It can also shorten your sales cycle and help the sales team 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 it in easy-to-understand reports. This helps the sales team and managers gain insights into 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 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 you require in a sales force automation software 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, such as email marketing campaigns, social media posts, referrals, and other marketing efforts. After receiving the leads, they must 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 be able to rate and rank every lead by giving a lead score. That would make the lead segmentation and prioritization process easy for you and help you apply a customized sales approach to every potential buyer.

Scheduling

Whether it is about scheduling emails to be sent to your customers or scheduling appointments for 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, as the software would send reminders to your sales team about the follow-up calls they are supposed to make to their customers. It also automates sending follow-up emails to customers to ensure all leads are regularly and equally attended to. Regarding 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 do that. Customers' details differ regarding their demographics, geographical location, age, preferences, and many other parameters. Moreover, these customers are on various levels of the buyers' journey. Having easy access to in-depth information about the customer is very important to approach them with a sensible and relevant sales pitch. That can only help accelerate the sales and profitability of the business.  

Sales Team Management

The sales force automation software reporting module helps the managers ensure that their respective sales teams follow the right processes and do the right thing at the right time. The sales manager can easily assign tasks and goals to their sales team members using sales force management software rather than discussing the sales targets individually. Thus, you need to ensure that the sales force software you choose has features like team reporting and task management, as that would make your sales managers and sales teams work with proper collaboration and deliver the 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 reports showing real-time figures, helping you analyze the current situation and drive informed decision-making. These real-time insights and analytical reports generated by the sales force software should highlight 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 graphical form. The default dashboards can suffice, but a customizable dashboard can give you information about the dimensions and metrics that are highly significant for your business. You need to select sales force software that allows you to create dashboards and add widgets according to your business logic.

Artificial Intelligence

Sales force automation software powered by 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 benefits of improved data analytics and also helps enhance the user experience using chatbots and voice assistants.

Measuring Customer Satisfaction

Although AI and data-driven reporting are striking trends, they all lead to improving customer experience and satisfaction. Despite so much technological advancement, customer satisfaction is the #1 sales metric that can drive your business organization to success. Measuring customer satisfaction has become significant to ensure that you follow the right strategies and deliver the right products/services. You must 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 a low-code platform enabling organizations to share data across a network of third-party applications in a highly secure environment. Precisely, 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 and operations. Blockchain technology is an emerging trend at present but will be commonly adopted by most sales force automation software with advanced features.

Mobility

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

Industry-Specific Solutions

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

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

Before you 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 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.

Testing Before Buying

Buying sales force automation software is a considerable 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 take advantage of this facility and test the sales force automation software before purchasing it.

Number of Users

Sales force automation may differ depending on the number of users it allows. If you own a large enterprise, ensure that your sales force automation software enables enough users to accommodate your team. If your requirement about 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 others' experiences when it comes to investing in new software. Check the reviews posted by 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 sales force automation software, consider the deployment, training, and support services the vendor offers. Make sure that the sales force automation software provider helps you set up the system, integrate your existing apps and data, and provide prompt and quality support. The vendor should also be able to ensure that your team members receive training on how to use the software.

User-Friendliness

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

Security

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

Price

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

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 your chosen sales force automation software?
  4. Where should you contact for technical support after purchasing 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, your business can be financially liable. 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 steps below.

Step 1: Ensure proper training has been provided to the software users 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 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 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 who are not adopting the new system by punishing them. Users not ready to change their old systems will eventually understand the benefits of using the latest systems when their fellow members are 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 emails and appointments can be taught after some days to help them 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 users and may result in dropouts. If a rule is set that the sales team will be rewarded incentives based on the sales performance notified by the new Salesforce CRM system, the sales team will be mandated to use that system only.

How Much Can A Sales Force Automation Software Cost?

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 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 on your list right now, you can use free, 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 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 and software, includes 9000+ reviews, and has 600+ validated surveys, growing daily.
  • 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 and services to 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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