• Home
  • Sales Force Automation Software

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.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Dec 31, 2025
142 Software

Here is the Top Sales Force Automation Software Solutions List

  • Zenphi

    Zenphi is an enterprise-grade, no-code automation platform built to deploy, monitor, and govern deterministic AI agents natively within Google Workspace. Designed for IT and Ops leaders, Zenphi transforms the Google ecosystem into ... read more about Zenphi

    Entry Level Price
    $6000 Per Year
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    20% in Sales Force Automation Software

    Features
    • Account Management
    • Opportunity Management
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Human-resources
    • Industrial-automation
    • Information-technology-services
    • Legal-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Documentation
    • Zenphi Academy

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Professional
    $6000 Per Year
    Ultimate
    $25000 Per Year

    Integration
    Integrated With
    • HubSpot CRM
    • Asana
    • Typeform
    • LinkedIn
    • Telnyx
    • Slack
    • Salesforce CRM
    • SendGrid
    • Twilio
    • DocuSign
    • Smartsheet
    • Jira
    • Jira Service Management
    • MySQL
    • Affinity
    • Azure
    • AppSheet
    • Dropbox
    • BigQuery
    • QuickBooks Online
    • Trello
    • Clickup
    Visit website

  • SalesBee

    ​​Salesbee is a sales automation tool which can use to communicate with clients, access work software, document information, track metrics and complete other important work-related actions with this Salesbee tool, users can ... read more about SalesBee

    Entry Level Price
    $10000 Per User
    Free Trial
    7 Days
    Pricing Type
    Per User
    70% in Sales Force Automation Software

    Features
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Banking
    • Building-materials
    • Chemicals
    • Civic-social-organization
    • Commercial-real-estate
    • Construction
    • Consumer-goods
    • Cosmetics
    • Design
    • E-learning
    • Electrical-electronic-manufacturing
    • Financial-services
    • Health-wellness-fitness
    • Hospital-health-care
    • Import-export
    • Insurance
    • Investment-banking-venture
    • Logistics-supply-chain
    • Luxury-goods-jewelry
    • Marketing-advertising
    • Mechanical-or-industrial-engineering
    • Package-freight-delivery
    • Pharmaceuticals
    • Professional-training
    • Restaurants
    • Staffing-recruiting
    • Textiles
    • Tobacco
    • Translation-localization
    • Transportation-trucking-railroad
    • Utilities
    • Warehousing
    • Wholesale
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    ESSENTIAL
    $10000 Per User
    ELITE
    $12000 Per User

    Integration
    Integrated With
    • Salesforce CRM
    • HubSpot CRM
    • Zoho CRM
    Visit website

  • QuickEst

    1) Quickest helps you close deals faster and increase your sales revenue. 2) Quickest prevents lead leakage, ensuring that all leads are followed up on and no opportunities are missed. 3) Quickest ... read more about QuickEst

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Sales Force Automation Software

    Features
    • Account Management
    • Campaign Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting

    Key Details
    Industries
    • Renewables-environment
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Payment Frequency
    • Annual Subscription
    Vendor pricing page
    Visit website

  • Ravyn

    Ravyn's AI automatically captures and categorizes insights directly from your notes. As you capture insights, Ravyn automatically builds next-gen client profiles that fuel deeper relationships and meaningful engagement. Ravyn is the only ... read more about Ravyn

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in Sales Force Automation Software

    Features
    • Channel Management
    • Contract Management
    • Customer Communications
    • Opportunity Management
    • Sales Forecasting

    Key Details
    Industries
    • Banking
    • Business-supplies-equipment
    • Capital-markets
    • Commercial-real-estate
    • Computer-software
    • Entertainment
    • Financial-services
    • Fundraising
    • Hospitality
    • Human-resources
    • Information-technology-services
    • Real-estate
    • Venture-capital
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

  • Dista Sales

    It expands sales coverage with intelligent territory mapping, eliminates repetitive manual tasks to save effort, time and cost. It automates scheduling and routing to ensure zero lead leakage. It expands sales coverage ... read more about Dista Sales

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Sales Force Automation Software

    Features
    • Account Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Banking
    • Consumer-electronics
    • Consumer-goods
    • Financial-services
    • Insurance
    • Logistics-supply-chain
    • Pharmaceuticals
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • Weekdays
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Vendor pricing page

    Integration
    Integrated With
    • Salesforce CRM
    • CRMNEXT
    • Oracle Business Intelligence
    • OneLogin
    • Exotel
    • Twilio
    • Infobip
    • Exotel Voice
    Visit website

  • Recibo

    Sales Force Automation is a software functionality that automates the sales process to help manage and track sales opportunities and effectively priorities the sales effort. Used by successful sales teams, sales force ... read more about Recibo

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    50% in Sales Force Automation Software

    Features
    • Customer Communications
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Food-beverages
    • Furniture
    • Health-wellness-fitness
    • Import-export
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guide
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • Prospere

    Impiger’s Sales 360 solution enables the workforce to streamline the sales process. Optimizing the sales process and improving operational efficiency of field sales are all-important for winning customers and their trust. Our ... read more about Prospere

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Sales Force Automation Software

    Features
    • Account Management
    • Customer Communications
    • Lead Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Business-supplies-equipment
    • Consumer-goods
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • XSale

    XSale is the easiest-to-use and safest sales management software in Vietnam. XSale provides a comprehensive online sales management solution, helping businesses remove problems when operating manually and focus on business activities. XSale ... read more about XSale

    Entry Level Price
    $0 One-time
    Free Trial
    Available
    Pricing Type
    Per User
    10% in Sales Force Automation Software

    Features
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting

    Key Details
    Industries
    • Business-supplies-equipment
    • Consumer-goods
    • Consumer-services
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Support XSale

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • VND (₫)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Advanced
    $2.5 Per Month
    Security
    $3 Per Month

    Integration
    Integrated With
    • TikTok
    • Facebook
    • Shopee
    • Lazada
    • Ladipage
    • Omicall
    • Calio
    • Voip24h
    • Viettel Post
    • Giaohangnhanh
    • Vietnam Post
    • Best Express
    • Giaohangtietkiem
    • J&T Express
    Visit website

  • QuotaPath

    Integrate with your CRM, ERP, accounting, and data warehouse systems like HubSpot, Salesforce, Stripe, and more, to ensure 100% accuracy in commission calculations. QuotaPath’s commission tracking and sales compensation management software replaces ... read more about QuotaPath

    Entry Level Price
    $15 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    50% in Sales Force Automation Software

    Features
    • Account Management
    • Performance Metrics
    • Sales Forecasting

    Key Details
    Industries
    • Marketing-advertising
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guide
    • Video
    • Blog
    • Webinar

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $15 Per Month
    Visit website

  • Getfly CRM

    Specialties in CRM, Marketing automation, Digital transformation, SMB CRM, ERP, KPI Dashboard, CRM SaaS, All in one CRM, Customized CRM, CRM for real estate, CRM for education, CRM for Beauty Salon, Make ... read more about Getfly CRM

    Entry Level Price
    $12 Per Month
    Free Trial
    30 Days
    Pricing Type
    Per User
    33% in Sales Force Automation Software

    Features
    • Account Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Accounting
    • Marketing-advertising
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guide
    • Video
    • Blog
    • Case Studies

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $12 Per Month
    Visit website

  • Stageset

    With Stageset, B2B Sales teams win more deals faster. By sharing everything their buyer need on one Stageset deal page, B2B sellers: Reduce mails and meetings required to close a deal by ... read more about Stageset

    Entry Level Price
    $29 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    100% in Sales Force Automation Software

    Features
    • Account Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Proposal Generation
    • Sales Forecasting

    Key Details
    Industries
    • Financial-services
    • Information-services
    • Information-technology-services
    • Legal-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Weekdays
    Training
    • Documentation
    Knowledge Base
    • Help Center
    • Resources

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $29 Per Month

    Integration
    Integrated With
    • Google Calendar
    • Calendly
    • Salesforce CRM
    • Pipedrive
    • HubSpot CRM
    • Prezi
    • Figma
    • Microsoft 365
    Visit website

  • EAZY ERP

    EAZY-ERP is an all-in-one Enterprise Resource Planning (ERP) solution designed to streamline and automate various business processes. It integrates all facets of an operation, including product planning, development, manufacturing processes, sales, and ... read more about EAZY ERP

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    0% in Sales Force Automation Software

    Features
    • Account Management
    • Campaign Management
    • Contract Management
    • Customer Communications
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Accounting
    • Chemicals
    • Electrical-electronic-manufacturing
    • Oil-energy
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • EAZY ERP
    • About US
    • Contact US

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • EAZY DMS
    Visit website

  • SalesJump

    SalesJump Product Suite: 1. FMCG SFA App: Simplify order management in the fast-paced FMCG sector. SalesJump's FMCG SFA app ensures seamless order processing, allowing your team to focus on building customer relationships ... read more about SalesJump

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    25% in Sales Force Automation Software

    Features
    • Account Management
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals

    Key Details
    Industries
    • Consumer-goods
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guide
    • Blog
    • Case Studies

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo

    Integration
    Integrated With
    • SAP Analytics Cloud
    Visit website

  • SalesCloser AI

    SalesCloser AI is an advanced AI-powered sales tool designed to streamline and enhance the sales process. It enables businesses to create AI agents that handle various sales tasks, such as phone and ... read more about SalesCloser AI

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Sales Force Automation Software

    Features
    • Account Management
    • Customer Communications
    • Email Marketing
    • Lead Management

    Key Details
    Industries
    • Education-management
    • Financial-services
    • Health-wellness-fitness
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • WAPlus

    Tailored for sales professionals, business owners, and customer service teams, WAPlus CRM supports features with: ✅Seamlessly integrate with HubSpot, Salesforce, Zoho, and more. ✅Customer Chat Sync ✅Task and Deal Management. For team ... read more about WAPlus

    Entry Level Price
    $0 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    5% in Sales Force Automation Software

    Features
    • Account Management
    • Campaign Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Workflow and Approvals

    Key Details
    Industries
    • Business-supplies-equipment
    • Commercial-real-estate
    • Food-production
    • Human-resources
    • International-trade-development
    • Marketing-advertising
    • Wholesale
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Starter
    $9.99 Per Month
    Pro
    $18.9 Per Month
    Growth
    $24.9 Per Month

    Integration
    Integrated With
    • Zoho CRM
    • Salesforce CRM
    • HubSpot CRM
    Visit website

  • Auralis AI

    Auralis AI is an advanced platform designed to revolutionize customer experience through AI-powered automation. It enables businesses to streamline support operations by handling repetitive tasks, offering 24/7 assistance in multiple languages, and ... read more about Auralis AI

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per Feature
    70% in Sales Force Automation Software

    Features
    • Channel Management
    • Customer Communications
    • Performance Metrics
    • AI Features

    Key Details
    Industries
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    Knowledge Base
    • Help Guide

    Packages
    Pricing Type
    • Per Feature
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page

    Integration
    Integrated With
    • Zendesk Support
    • Freshdesk
    Visit website

  • SalesHero.io

    "SalesHero is a powerful AI-driven platform that takes the hard work out of LinkedIn prospecting. Instead of manually searching for leads, writing messages, and remembering to follow up, SalesHero’s intelligent sales agents ... read more about SalesHero.io

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    50% in Sales Force Automation Software

    Features
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals
    • AI Features

    Key Details
    Industries
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Everyday
    Training
    • In-person
    Knowledge Base
    • FAQ

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • HubSpot CRM
    Visit website

  • Donna

    Donna takes the hassle out of meeting prep, putting it on autopilot. By connecting seamlessly with your calendar, Donna generates personalized briefs about the people you’re meeting and sends them straight to ... read more about Donna

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Per User
    30% in Sales Force Automation Software

    Features
    • Account Management
    • Customer Communications
    • Lead Management
    • Opportunity Management

    Key Details
    Industries
    • Accounting
    • Biotechnology
    • Computer-network-security
    • Computer-software
    • Electrical-electronic-manufacturing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page

    Integration
    Integrated With
    • HubSpot CRM
    • Google Calendar
    • Microsoft 365
    • Salesforce CRM
    • WhatsApp
    Visit website

  • THEIA

    Key Features: ✅ AI RetailWatch: Elevate merchandising and market analysis with actionable insights. ✅ AI MarketWatch: Track competitor trends and maximize market opportunities. ✅ AI Suggestive Selling: Drive smarter upselling and cross-selling ... read more about THEIA

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    20% in Sales Force Automation Software

    Features
    • Account Management
    • Customer Communications
    • Performance Metrics
    • Sales Forecasting
    • Workflow and Approvals
    • AI Features

    Key Details
    Industries
    • Consumer-goods
    • Food-beverages
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • SAP Analytics Cloud
    • erp
    Visit website

  • Storylane

    What do you like best about Storylane? Storylane is very lighweight and the ability to embed demos in landing pages, emails and via personalized links is truly game changing. Very easy to ... read more about Storylane

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    50% in Sales Force Automation Software

    Features
    • Account Management
    • Channel Management
    • Customer Communications
    • Lead Management

    Key Details
    Industries
    • Consumer-services
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • EUR (€)
    Free Version
    • Yes
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Salesforce Verify the Phone 360 SMS APP

    Salesforce Verify the Phone is a tool that helps validate and verify phone numbers to ensure that every number stored in the CRM is accurate, active, and in use. This enhances business ... read more about Salesforce Verify the Phone 360 SMS APP

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Sales Force Automation Software

    Key Details
    Industries
    • Business-supplies-equipment
    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
    • Salesforce Verify the Phone

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • One-Time Payment
    Vendor pricing page
    Visit website

  • FirmOS

    Features Business Development - Make client acquisition predictable with AI-driven marketing and sales automation. - Client Segmentation Analysis – Identify and target high-value clients. - Automated Lead Scraping – Use AI to ... read more about FirmOS

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    33% in Sales Force Automation Software

    Features
    • AI Features

    Key Details
    Industries
    • Accounting
    • Computer-software
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • Flowla

    At the heart of Flowla is Autopilot, a smart automation engine that monitors buyer engagement and triggers sales actions based on real-time signals. Whether it's nudging a dormant deal, escalating internal reviews, ... read more about Flowla

    Entry Level Price
    $49 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    40% in Sales Force Automation Software

    Features
    • Customer Communications
    • Opportunity Management
    • Performance Metrics
    • Workflow and Approvals
    • AI Features

    Key Details
    Industries
    • Computer-software
    • E-learning
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Weekdays
    Training
    • Documentation
    Knowledge Base
    • Helpcenter

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Professional
    $49 Per Month
    Team
    $79 Per Month

    Integration
    Integrated With
    • HubSpot CRM
    • Salesforce CRM
    • Zapier
    • Loom
    • Calendly
    • Chili Piper
    • Gong
    • Fireflies.ai
    Visit website

  • Recibo.ai

    Recibo is a powerful Sales Force Automation (SFA) solution designed to monitor and manage sales team performance across all levels through an intuitive mobile app. It streamlines attendance tracking, sales returns, distributor ... read more about Recibo.ai

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per Feature
    100% in Sales Force Automation Software

    Features
    • Account Management
    • Channel Management
    • Contract Management
    • Customer Communications
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Sales Forecasting
    • AI Features

    Key Details
    Industries
    • Food-beverages
    • Food-production
    • Warehousing
    • Wholesale
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • Support Days
    Training
    • In-person
    Knowledge Base
    • Recibo Home
    • Recibo Solutions
    • Recibo Pricing Plans

    Packages
    Pricing Type
    • Per Feature
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page
    Visit website

  • Laxis

    Founded in 2020 with the sole vision of building a truly smart meeting assistant. ‍ According to research, 71% of professionals are frustrated by unproductive meetings! We want everyone to have better ... read more about Laxis

    Entry Level Price
    $9.99 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    15% in Sales Force Automation Software

    Features
    • Sales Forecasting
    • AI Features

    Key Details
    Industries
    • Financial-services
    • Human-resources
    • Marketing-advertising
    • Media-production
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Blog

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Premium
    $9.99 Per Month
    Business
    $19.99 Per Month

    Integration
    Integrated With
    • HubSpot CRM
    • Salesforce CRM
    • Google Meet
    • Zoom
    • Webex
    • Microsoft Teams
    Visit website

  • Vidsell

    Sales teams struggle to stand out in crowded inboxes. Traditional outreach is generic, lacks personalization, and leads to low response rates. Reps don’t have the time or tools to create engaging, tailored ... read more about Vidsell

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    100% in Sales Force Automation Software

    Features
    • Campaign Management
    • Channel Management
    • Customer Communications
    • Email Marketing
    • Lead Management

    Key Details
    Industries
    • Internet
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Knowledge base

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • EUR (€)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page

    Integration
    Integrated With
    • Zapier
    • n8n
    • Pabbly
    • Clay
    Visit website

  • SAN SFE

    SAN SFE is a powerful SFA Pharma Software and Pharma CRM platform designed to enhance pharma sales force automation and field productivity. Tailored for pharmaceutical companies, it offers features like MR reporting, ... read more about SAN SFE

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    20% in Sales Force Automation Software

    Features
    • Campaign Management
    • Customer Communications
    • Lead Management

    Key Details
    Industries
    • Pharmaceuticals
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo
    Visit website

  • Bearconnect

    Bearconnect is a AI Powered Powerful LinkedIn automation tool designed to supercharge lead generation and business development for sales professionals, founders, and anyone looking to attract clients on LinkedIn. By automating time-consuming ... read more about Bearconnect

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per User
    20% in Sales Force Automation Software

    Features
    • Campaign Management
    • Lead Management
    • Proposal Generation
    • Sales Forecasting

    Key Details
    Industries
    • Computer-software
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Salesforce CRM
    • Zapier
    Visit website

  • Heera Sales Automation Software

    Heera Software offers enterprise-grade SaaS solutions for Distribution and Sales Force Automation, with over 25 years of experience in the FMCG, CPG, construction, chemicals, retail, and lifestyle sectors. Built for B2B industries, ... read more about Heera Sales Automation Software

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    100% in Sales Force Automation Software

    Features
    • Channel Management
    • Customer Communications
    • Sales Forecasting
    • AI Features

    Key Details
    Industries
    • Apparel-fashion
    • Building-materials
    • Chemicals
    • Construction
    • Consumer-electronics
    • Consumer-goods
    • Cosmetics
    • Dairy
    • Food-beverages
    • Furniture
    • Retail
    • Textiles
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • Support Days

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    Vendor pricing page

    Integration
    Integrated With
    • TallyPrime
    • SAP Analytics Cloud
    • SAP Business One
    • SAP CRM
    • Oracle Business Intelligence
    • Oracle Aconex
    • Google Cloud IoT
    • Azure
    • Microsoft 365
    • Amazon Config
    • AMAZON S3
    Visit website

  • Makanify CRM

    Makanify automates the end-to-end sales process. From capturing a lead to booking a unit, every stage is structured with reminders and approval flows. Teams can monitor deals in progress, identify bottlenecks, and ... read more about Makanify CRM

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per User
    4% in Sales Force Automation Software

    Features
    • Account Management
    • Campaign Management
    • Channel Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals
    • AI Features

    Key Details
    Industries
    • Commercial-real-estate
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Visit website

  • 1Channel Sales Force Automation

    1Channel Sales Force Automation (SFA) is an end-to-end platform designed to digitize and optimize your sales operations. It automates lead capture, order management, territory planning, and performance tracking, giving businesses complete control ... read more about 1Channel Sales Force Automation

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    40% in Sales Force Automation Software

    Features
    • 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
    • AI Features

    Key Details
    Industries
    • Banking
    • Chemicals
    • Consumer-electronics
    • Consumer-goods
    • Consumer-services
    • Financial-services
    • Food-beverages
    • Food-production
    • Furniture
    • Oil-energy
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • Everyday
    Training
    • In-person
    Knowledge Base
    • JSW Case Study
    • HDFC Bank Case Study
    • ACC Cement Case Study

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • ThriveBase

    ThriveBase’s sales force automation features help businesses manage leads, track deals, and automate follow-ups, reducing manual effort and improving sales efficiency. By streamlining sales workflows, teams can focus on building relationships, increasing ... read more about ThriveBase

    Entry Level Price
    $19 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    10% in Sales Force Automation Software

    Features
    • 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
    • AI Features

    Key Details
    Industries
    • Education-management
    • E-learning
    • Entertainment
    • Financial-services
    • Health-wellness-fitness
    • Hospitality
    • Industrial-automation
    • Information-technology-services
    • Marketing-advertising
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial Download Pricing Document
    Available Packages
    Growth
    $19 Per Month
    Scale
    $39 Per Month
    Enterprise
    $99 Per Month
    Visit website

  • MAssist CRM

    MAssist SFA is the AI-Driven Engine for Field Sales Excellence, transforming operations by deploying smart AI agents to automate tasks and provide actionable insights. This robust solution features a core mobility suite ... read more about MAssist CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Usage Based
    40% in Sales Force Automation Software

    Features
    • Channel Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Opportunity Management
    • Performance Metrics
    • Proposal Generation
    • Sales Forecasting
    • Workflow and Approvals
    • AI Features

    Key Details
    Industries
    • Apparel-fashion
    • Building-materials
    • Chemicals
    • Construction
    • Consumer-electronics
    • Consumer-goods
    • Dairy
    • Electrical-electronic-manufacturing
    • Food-beverages
    • Food-production
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • Everyday

    Packages
    Pricing Type
    • Usage Based
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

  • SFDC File Exporter

    SFDC File Exporter by RASP Infotech is a powerful Salesforce data export solution trusted by professionals across the US, UK, Australia, Canada, India, Ireland, New Zealand, Peru, and EU countries. The tool ... read more about SFDC File Exporter

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per Feature
    50% in Sales Force Automation Software

    Features
    • Account Management

    Key Details
    Industries
    • Automotive
    • Banking
    • Broadcast-media
    • Business-supplies-equipment
    • Electrical-electronic-manufacturing
    • Financial-services
    • Media-production
    • Retail
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation
    Knowledge Base
    • Documentation

    Packages
    Pricing Type
    • Per Feature
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Outreach Box

    Outreach Box equips sales teams with intelligent automation for managing leads, monitoring interactions, and executing personalized campaigns. By automating repetitive tasks, teams can increase outreach volume, gain actionable insights, improve conversions, and ... read more about Outreach Box

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    20% in Sales Force Automation Software

    Features
    • Campaign Management
    • Contract Management
    • Customer Communications
    • Email Marketing
    • Lead Management
    • Performance Metrics
    • Proposal Generation
    • AI Features

    Key Details
    Industries
    • Consumer-services
    • Marketing-advertising
    • Market-research
    • Media-production
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Get Free Trial
    Visit website

Why Trust Goodfirms

Goodfirms is the world’s leading reviews and ratings company featuring 110,000+ tech companies from across the globe, complete with 80,000+ humanly vetted client reviews, detailed portfolios, hourly rates, employee strength, and more to help you choose your perfect tech partner.

Humanly-Vetted Client Reviews

Our researchers have personally vouched for the authenticity of 80,000+ client reviews by speaking directly with clients, cross-checking project details, timelines, and results to ensure 100% credibility.

Data-Driven Rankings

Data powers our company listings. Every company listed is evaluated based on its expertise, experience, market presence, reviews, and client satisfaction rate, which helps buyers confidently choose the right tech partner.

Global Trust & Recognition

Goodfirms is trusted by 110,000+ businesses in 160+ countries to connect with reliable tech partners. Our reputation is built on 80,000+ verified reviews and rankings you can trust.

Transparency In Detail

From verified client reviews and portfolio highlights to service focus and pricing, Goodfirms provides a 360-degree view of every company, helping 2+ million monthly users find the perfect tech partner.

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.

Trending insights from Goodfirms

Valuable insights from top experts accelerate decision-making.

IS UNDERSTANDING SALES AUTOMATION SO CRITICAL?
Sales Force Automation Software

IS UNDERSTANDING SALES AUTOMATION SO CRITICAL?

The sales managers and reps are adopting the digital transformation trends such as sales automation by implementing an efficient sales force automation... ... Read research article

Top 6 Free and Open Source Sales Force Automation Software
Sales Force Automation Software

Top 6 Free and Open Source Sales Force Automation Software

Explore the best free and open source sales force automation software to streamline your sales pipeline. Here are the benefits and compare top open-source... ... Read research article

Most Popular AI Automation Tools for Small Businesses
AI Automation Tools

Most Popular AI Automation Tools for Small Businesses

The most popular AI automation tools for small businesses help automate repetitive and operational tasks, focusing on high-impact strategic initiatives. ... Read research article

Read all research articles
compare software image
Compare