Best Sales Force Automation Software

Sales Force Automation Software

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

What is Sales Force Automation Software?

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

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

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

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

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

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

  • 1


    CRM Software

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

    Visit website
    30 Days
  • 2

    Zoho CRM

    Build everlasting customer relationships with the world’s favorite CRM.

    Zoho CRM software is an enterprise-grade CRM solution used in over 180 countries by more than 1.5 million businesses. Zoho CRM lets businesses conduct webinars, presentations, and meetings right from within the CRM. It's blended tools such as a mobile app, dashboard, and AI-led metrics help businesses to stay ahead of the curve. Using Zoho CRM, your team can reach customers from various channels s... read more about Zoho CRM

    - Robert Turner Speller Jr, Principal Owner at Turner Accounting & Technology Group
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    Free version
  • 3

    Salesforce CRM

    The #1 Growth Platform for Digital Sales.

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

    Video Review
    - Tomas Kolafa, Co-Founder at Growth Media
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  • 4


    Designed to keep you selling.

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

    - Rodrigo Rojas Fernandez, Founder & CEO at TIMEHUNTER
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    Free version
  • 5


    Align Marketing, Sales, and Support teams around single view of your customers.

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

    - Bea Lumayag
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    Free version
  • 6


    Your company. United. Free. Unlimited. Online.

    Bitrix24 is the leading free online CRM software used by over 8 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management an... read more about Bitrix24

    - Hisham Balatiah, Founder at EIC - Engineers International Community
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  • 7

    Sugar CRM

    #1 Rated CRM platform for small and medium size businesses.

    SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) software solution on the market. We are the industry’s leading company focused exclusively on customer relationship management (CRM), lead management & marketing automation software. Helping our clients build a unique customer experi... read more about Sugar CRM

    Better than other open source CRMs
    - Shailesh Chaudhary, Digital Marketing Executive at Taction Software LLC
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    7 Days
  • 8


    Open Source ERP & CRM for Business.

    You enable only the feature you need. So whatever is your business management need (sales, human resources, logistic, stock, invoicing, accounting, manufacturing, etc), you are able to set up the application to match your need and only your need. Our marketplace is available to all developers and organizations, to centralize several hundreds of external add-ons, done to enhance the application for... read more about Dolibarr

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    Free version
  • 9


    High adoption, high performance. Get the all-in-one CRM built just for sales teams.

    Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team wh... read more about Close

    - Kyle Stremme 🦄, VP of Multi Unit and Franchise System Growth at FetchRev
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    14 Days
  • 10

    Copper CRM

    CRM Software Built For Google & G-Suite

    Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships. From the start, we have believed in delivering a different kind of CRM: one that’s user-centric, works in the tools you use, and ultimately makes building and growing lasting business relationships easier. Copper is the easy-to-use CRM for small bus... read more about Copper CRM

    My Trademark Firm is Organised thanks to Copper
    - Brian Goldberg, Founder & Executive Director at Trademark.Ventures International
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    14 Days
  • 11

    Vtiger CRM

    Close more deals, boost sales team productivity, and reduce time to make a sale.

    Vtiger is an easy to use and customisable CRM leveraged by sales teams in over 300,000 companies to boost business revenue and sales performance. Vtiger adds value at all stages of the sales process from helping you capture & identify top leads, nurture deals via automated email & SMS campaigns, collaborate with teammates, analyse & forecast revenue, streamline meetings, spot deals at risk, manage... read more about Vtiger CRM

    Great product for all valuable business. !!
    - Avinash Yaduka, Director at YADUKA GROUP
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    Free version
  • 12

    NetHunt CRM

    Push the boundaries with our Gmail CRM for sales and marketing.

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

    Best CRM so far
    - Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
    Visit website
    14 Days
  • 13

    Microsoft Dynamics CRM

    Moving business forward

    Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and sup... read more about Microsoft Dynamics CRM

    Perfect employer's CRM
    - Mike Falahee, President at Marygrove Awning Co. Michigan
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  • 14

    Freshworks CRM

    A fresh approach to customer engagement.

    Freshworks CRM software is an AI-based customer relationship management software used for lead-scoring, sending a targeted email, activity capture, and finding sales leads. With over 40k customers, Freshworks is an inexpensive professional CRM software that requires minimal customization. It is super easy to set up, and it tracks everything from customer interactions to sales activities. Freshwork... read more about Freshworks CRM

    Most affordable CRM with best features and functionalities
    - Gautham Ramakrishnan, Head of Marketing at Zomentum
    Visit website
    21 Days
  • 15


    Sales Reporting Simplified

    Twib is a sales tracking and sales reporting app for business owners & salesmen offering a web-based ( admin panel to track GPS location of sales employee activity, where you can monitor the day to day activities of your sales team by capturing the real data from their location with sales GPS tracker. It helps the company and the sales personnel in the field to track sales visi... read more about Twib

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    14 Days
    Contact Vendor
  • 16

    Agile CRM

    All-in-One CRM Software, Sales Enablement + Marketing Automation + Customer Service.

    Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. Trusted by thousands of small to medium businesses across multiple industries, Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and ma... read more about Agile CRM

    - Michael DeLon, President, Paperback Expert | Positioning Experts for Business Growth at Paperback Expert
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  • 17


    CRM in your inbox, Manage from Gmail.

    Streak is an all-in-one customer relationship management (CRM) software solution built to handle any business process where email communication is at its core. We understand that the better a business can manage the relationships it has with its customers, the more successful it will become. So our goal is simple: to give you the tools to manage relationships in the place where you live and work, ... read more about Streak

    One of the best productivity chrome extensions out there!
    - Matthew Fox, Technical Recruiter at Edmunds
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    14 Days
  • 18


    The Simple, Smart CRM for Office 365 and G Suite Teams.

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

    Allows me to understand my prospects thoroughly
    - Mason Culligan, Founder and CEO at Mattress Battle Inc.
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    14 Days
  • 19


    Messenger based sales crm software

    amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.... read more about amoCRM

    - InsightWhale
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    14 Days
  • 20


    Employee efficiency at fingertips

    Track'n'Train is a No. 1 Sales Outsourcing and automation software with Employee Tracking, Order Management, Lead Funnel, Data Metrics. Attendance and claim management system.... read more about Track'n'Train

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    30 Days
    Contact Vendor
  • 21


    Close Deals Faster in the Remote Sales World

    Our platform always leverages your data and matches it to outcomes to improve your operations so they’re more intelligent with every turn of the flywheel. Once you have the right pieces in place, the flywheel creates momentum that builds off itself.... read more about Outreach

    A Must-Have for SaaS Sales
    - Jordon Sargent
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  • 22

    Nutshell CRM

    All-in-one growth software tool gets your entire team on the same page, CRM and email marketing.

    Nutshell is dedicated to helping sales reps win more deals and solving the most critical challenge of CRMs: motivating sales teams to embrace the product. We’re passionate about our customers’ success, and we love finding new ways to take the frustrations out of selling. Nutshell is a growth software platform that helps sales and marketing teams work together to win more deals. Simple enough f... read more about Nutshell CRM

    Good, cheap CRM
    - Alex Lapp, Social Media Manager at Insite Advice
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    14 Days
  • 23

    Less Annoying CRM

    A simple CRM built just for small businesses to manage contacts, track leads, and stay on top of all

    Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. It is a simple customer relationship manager built from the ground up for small businesses. Manage your contacts, ... read more about Less Annoying CRM

    A good option for small to midsized businesses
    - Morgan Taylor, Finance Expert & CMO at LetMeBank
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    30 Days
  • 24


    A simple yet powerful CRM for small businesses selling B2B.

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

    An excellent system if you have a plenty of customers and a strong sales team
    - Adam Hempenstall, Founder & CEO at Better Proposals
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  • 25

    ZooM SFA

    Sales Force Automation Simplified

    SPEC INDIA’s flagship product - ZooM Sales Force Automation Solution is designed and created with in-depth industry knowledge, to fit in the customer needs, business flows for FMCG, Manufacturing, Sales & Distribution, Healthcare & Wellness, and Consumer Durables industry. ZooM automates the workflow/activities of the sales team, customer executives and the on-field representatives putting bus... read more about ZooM SFA

    Provides quality video and audio
    - Burt Valentine, Streaming Editor/Digital Marketer at How to watch
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    7 Days
  • 26

    NetSuite CRM

    One unified business management suite, encompassing ERP/Financials, CRM and ecommerce.

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

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  • 27

    CRM Creatio

    The most agile CRM platform to accelerate sales, marketing, service and operations

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

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    14 Days
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  • 28


    Open source CRM application for businesses.

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

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  • 29

    Nextiva CRM

    Gain the insight to turn customers into fans.

    Nextiva CRM manages your customer's interactions with sales and service CRM. Collect data at every touchpoint across the system, trigger powerful workflow automation, gain insight that everyone in your organization can leverage, and build amazing relationships with your customers. ... read more about Nextiva CRM

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    30 Days
  • 30


    The Professional Enterprise Class Open Source CRM Solution

    openCRX is an open CRM solution that meets the needs of organizations requiring multifunctional, enterprise-wide coordination of sales generation, sales fulfillment, marketing and service activities to customers, partners, suppliers or intermediaries. ... read more about openCRX

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    Free version
  • 31


    Best Sales CRM Software for Growing Sales Teams.

    Salesmate is a truly intelligent sales CRM helps sales reps be more productive, increases their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster. With Salesmate, it got easier for businesses manage their pipeline, save time at all stages of the sales cycle and win new customers without breaking their back on busywork. Spending more time on the field?... read more about Salesmate

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    15 Days
  • 32


    Building relationships and making deals is easy and frictionless in Pipeline.

    PipelineDeals is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. To an easy-to-use cloud-based platform that syncs your team in real time. And a Smart Agend... read more about PipelineDeals

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    14 Days
  • 33

    Zendesk Sell

    Sales CRM to enhance productivity, processes, and pipeline visibility for sales teams.

    Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams.Sell's intuitive user interface removes the friction from deal updates so reps and management are always able to access, analyze and collaborate on up-to-date and relevant deal data. ... read more about Zendesk Sell

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    14 Days
  • 34


    Effective CRM of the future.

    YetiForce is a leading open source CRM system when it comes to innovation. The software has a positive impact on all business activities - from marketing, through sales to support services. YetiForce is an essential tool for the effective operation of any business.Flexible and efficient management for your company wherever you are in the world - this is what you gain by installing YetiForce. Free ... read more about YetiForce

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    Free version
  • 35


    Web-based CRM for Small business, keeps team organised and productive

    A system for managing a company’s interactions with current and future customers. CRM involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. A system for managing a company’s sales process.... read more about SalesJunction

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    15 Days
  • 36

    CompanyHub CRM

    Fully customizable CRM. As easy as Excel.

    CompanyHub CRM lets you create sales bots and automate your sales process. It is also fully customizable for your industry. CompanyHub reminds you of leads you need to followup. Just set hotness indicating how often you would like to stay in touch. Whenever there is lack of communication, you will automatically get a followup reminder. ... read more about CompanyHub CRM

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    14 Days
  • 37

    Talisma CRM

    Delivering an Exceptional Customer Experience

    Talisma Corporation Pvt. Ltd., a wholly owned subsidiary of Campus Management Corporation, is the leading Customer Relationship Management (CRM) software solutions provider. Talisma enables organizations to globally deliver an exceptional customer experience throughout the customer lifecycle. Talisma CRM is leading Customer Relationship Management Software made for Enterprises. Businesses can trac... read more about Talisma CRM

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  • 38

    Sales Cloud

    Drive business growth on the world's #1 sales platform.

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

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    14 Days
  • 39


    Sales Pipelines lens Customer Service lens Projects lens Events lens Learning.

    GreenRope is a powerful, web-based application that allows business owners to consolidate their customer database, create marketing campaigns, send and track invoicing and that’s just the beginning, all while being more efficient and effective than ever before. No matter what kind of small business you are running, we work hard to make your life easier through consolidation while still offering ... read more about GreenRope

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  • 40



    CallAction is a mobile web application to automate the tracking and engagement of inbound calls across all marketing channels.Instantly respond and engage all your leads with intelligent text message is a mobile first SaaS based virtual assistant platform designed to capture, respond and track every type of inbound lead from offline and online marketing and advertising cha... read more about CallAction

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    14 Days
  • 41


    Time-saving sales automation software for every stage of the funnel.

    Autoklose covers all the important areas of modern sales development. It helps you target the right prospects by utilizing our huge database packed with clean, verified B2B leads from different industries and applying a number of different powerful filters. You can then engage your prospects and convert them into loyal customers by sending out sequences of highly tailored emails at scale, ... read more about Autoklose

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    14 Days
  • 42

    Teamwork CRM

    Easy-to-use sales CRM software that helps you effectively manage your sales process.

    Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. It helps you organize your process, manage your pipeline, report on what matters and grow the bottom line. Track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your whole sales process, and by splitti... read more about Teamwork CRM

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    30 Days
  • 43


    Automate your Field Tracking & Reporting

    We focus on simplicity and therefore, our solutions reflect an ease to work and applicability to complex problems in a simplified manner. With our rich experience of over 6 years in innovative product delivery, and Applications & services, Newtel is serving as the new age digital partner to clients worldwide, helping companies to manage their operations efficiently in real time at optimal costs wi... read more about TrackerPal

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    14 Days
  • 44

    CentraHub CRM

    #1 Custom CRM Software for Businesses

    A custom CRM for growing businesses of any size. Grow bigger and build better customer relationships through Centra hub CRM. Centra Hub CRM is fully customizable, which is integrated with sales, marketing, and service. It has excellent experience in offering highly customizable CRM solutions. Automates lead generation, nurturing, and support for all growing businesses. Centra Hub is a cloud-based ... read more about CentraHub CRM

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    30 Days
  • 45


    360 Intelligent Field Force CRM platform

    Intelligent Field Force CRM platform, Designed uniquely for distributed field teams and channel partners. BeatRoute uses applied intelligence to maximize outcomes from last-mile customer interactions such as: Customer Order Maximization, Customer Profiling, Customer OnBoarding, Visit Scheduling, Lead Management with KYC, Team Activity and Performance ScoreCard, Alerts and Notification, Site Surve... read more about BeatRoute

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    21 Days
  • 46


    The Retail Intelligence Platform

    Bizom is a mobile-first, SaaS-based technology solution that leverages automation and data to help consumer goods brands streamline downstream supply and increase sales. Bizom's modules include sales force automation (SFA), distributor management system (DMS), and retail execution and management. Each of these modules uses Bizom's proprietary analytics engine ELL and AI and ML to deliver custom re... read more about Bizom

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  • 47


    Keep your teams connected & boost motivation

    SalesScreen is a sales performance software that uses visualization and gamification to help organizations build happier, more productive workplaces. Gamification is a powerful tool to motivate entire teams to achieve their targets. Inspire your teams towards goal attainment in a fun and engaging way with leaderboards, sales competitions, ranks, badges, and celebrations on TV. Visualization + Gami... read more about SalesScreen

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  • 48


    Know Your Customers. Accelerate Growth.

    BuzzBoard uncovers data-driven insights about SMBs that drive more meaningful conversations for marketers and sellers, resulting in increased sales across the customer lifecycle. By applying data science and digital signals to the world’s most extensive collection of business intelligence about SMBs. BuzzBoard transforms unproductive sales interactions into customized opportunities to improve cu... read more about BuzzBoard

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  • 49


    Supercharge your sales team with Reply

    Reply is multichannel sales engagement platform which automates personal email outreach, calls, and tasks, while Sales can focus on what really matters - closing deals. Reply automates most of the time-consuming daily operations of sales reps, allowing them to focus on closing deals and impactful communications. At Reply, we believe that every task and sales operation that can be automated should ... read more about Reply

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    14 Days
  • 50


    Accelerate your sales revenue

    sales-i transforms the way manufacturers, wholesalers and distributors work. Make every sales call personal and profitable, fast. It is Cloud-based solution for small to large businesses that helps manage, prioritize, monitor & automate sales processes. ... read more about sales-i

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Buyer’s Guide

Buyer’s Guide to Sales Force Automation Software

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

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

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

What Is Sales Force Automation?

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


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

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

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

Lead Management

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

Opportunity Management

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

Contact Management

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

Task Management

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

Team Collaboration

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

Reports & Analytics

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

What Is Sales Force Automation Software?

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

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

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

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

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

Difference Between Sales Force Automation Software and CRM

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

Difference Between Sales Force Automation Software and Marketing Automation Software

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

Use of Different Software In Buyer's Journey

Who Can Benefit From Sales Force Automation Software?

Sales Force automation tools can benefit -

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

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

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

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

What Are The Different Kinds Of Sales Force Automation Software?

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

A. Functionality

i) Salesforce ERP

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

ii) Sales Force Marketing Automation Software

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

ii) Sales Force Software for Small Businesses

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

B. Usage

i) Web-based Sales Force Automation Software

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

ii) Mobile SFA Applications

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

C. Deployment

i) On-Premise Sales Force Automation Software

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

ii) Cloud-Based Sales Force Automation Software

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

D. Price

i) Free Sales Force Automation Software

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

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

ii) Paid Sales Force Automation Software

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

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

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

iii) Freemium Sales Force Automation Software

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

Benefits of Using Sales Force Automation Software

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

Increases Accountability of Sales Team

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

Reduces Cost Per Sale

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

Helps In Gaining Insights to Real-Time Information

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

Allows Accurate Sales Forecasting

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

Improves Customer Retention Rates

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

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

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

Lead Segmentation & Prioritization

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


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

Customer Information Management

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

Sales Team Management

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

Real-Time Insights & Analytical Reports

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

What Are The Current Trends In Sales Force Automation Software?

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

Customizable Dashboards

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

Artificial Intelligence

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

Measuring Customer Satisfaction

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


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


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

Industry-Specific Solutions

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

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

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

Analyzing Business Requirements

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

Testing Before Buying

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

Number of Users

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

Check Reviews

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

Deployment, Training & Support

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


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


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


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

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

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

How To Ensure Successful Implementation Of Sales Force Automation Software?

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

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

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

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

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

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

How Much Can A Sales Force Automation Software Cost?

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

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

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

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

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

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

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

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

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


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.