The 10 best Sales Management Softwares you need to know about

Think of Sales Management Softwares as your invaluable sidekick. The Robin to your Batman, if you will. Not just any Robin, but a data-driven, hyper-organized, tech-savvy Robin who manages your sales process like a champ, so you can focus on what you do best: building relationships and closing deals.

The essence of sales management software: A lifesaver for businesses

Also known as a Customer Relationship Management (CRMs), these tools do more than just hold the hands of salespeople—they serve as a central hub for storing and tracking customer data, handling leads and opportunities, keeping an eye on the sales pipelines, and automating sales tasks. So you should evaluate software vendors attentively to choose the best option for you.

A godsend for a wide spectrum of businesses—big corporations, young startups, and everything in between—Sales Management Softwares aid in streamlining sales processes, amping up customer engagement, and ultimately, revving up revenue.

The beauty of a CRM tool lies in its versatility. Sales teams, customer service, marketing, and leadership can all leverage its prowess for their respective goals.

Sales teams can utilize it to handle massive volumes of customer data from myriad channels including email, phone, social media like LinkedIn, and even in-person meetings. On the other hand, marketing teams can harness its power to track customer journeys and design targeted campaigns. Meanwhile, customer service teams can provide top-notch service, backed by rich customer data. And, let’s not forget the managers who can utilize the data-driven insights for strategic decision-making.

The prodigal potential of a CRM tool

A Sales Management Softwares brims with functionalities and features such as lead and opportunity management, contact management, sales forecasting, reporting and analytics, task automation, and integrations with other business tools. Some even pack a punch with advanced features like AI and machine learning algorithms for predicting customer behavior and sales outcomes.

Now, if you’re thinking about the cherry on top—yes, Surfe comes with integrations when you install CRM HubSpot, Salesforce, Pipedrive, and Copper. So, you can directly add contacts to these platforms from LinkedIn profiles, saving you precious time and unnecessary hassles.

The best of the best: 10 top-notch Sales Management Softwares

Now that you’re well-versed with what a Sales Management Software can do, let’s dive into the top ten platforms that are making waves in the industry.

1. HubSpot: Known for its user-friendly interface and plethora of features like lead scoring and email tracking, HubSpot is a crowd favorite.
2. Salesforce: This popular choice boasts a broad range of features and integrations, ensuring your sales process is managed from A to Z.
3. Pipedrive: Ideal for smaller teams, Pipedrive simplifies your life with a visual pipeline view, lead tracking, and email integration.
4. Copper: Designed with small businesses in mind, Copper is known for its lead management and email integration capabilities.
5. Zoho CRM: Zoho CRM stands out with a comprehensive range of features including lead management, email marketing, and more.
6. Freshsales: Freshsales stands strong with its user-friendly platform and customizable features like lead scoring and email tracking.
7. Insightly: This cloud-based CRM stands tall with a variety of features, including lead management and project management.
8. Agile CRM: Agile CRM offers a comprehensive suite of features, including lead management and email marketing.
9. Salesflare: This user-friendly software is great for small businesses, boasting features like lead tracking and email integration.
10. Close: Designed for high-velocity sales teams, Close doesn’t compromise on features, offering lead management, email tracking, and more.

Choosing the right Sales Management Softwares for your business can be a little mystifying if you haven’t done your research. But if you understand your specific needs and priorities, you can streamline the selection process and zero in on the perfect tool.

Start by examining your sales processes and identifying your challenges. Are you losing track of leads? Struggling with sales forecasting? Do you just need a more robust system for managing customer relationships? Different tools excel in different areas, so pinpointing your needs will help you cut through the noise. For example, although Salesforce and HubSpot have quite a similar offer, Salesforce is often preferred by sales focussed teams and HubSpot is preferred by teams with marketing goals. Or perhaps your goal is to improve customer experience.

Next, consider the size and nature of your business. A large enterprise may benefit from a complex, feature-rich system like Salesforce, while a smaller business might prefer the simplicity and affordability of Pipedrive or Copper. If you’re a startup with a tight budget, exploring options like HubSpot and Agile CRM that offer a free version could be beneficial. If you’re a large enterprise, it’s more likely that you have a budget that can accommodate for a high level of data security practices.

Don’t overlook the importance of user-friendliness. An intuitive, easy-to-navigate interface can reduce the learning curve and boost your team’s productivity. Sales Management Softwares like Salesflare and Freshsales are known for their user-friendly interfaces. This means less time spent training the team and new starters on how to use your CRM, and more time spent selling. It’s especially

Your sales team is on the frontline, interacting with customers daily, so their feedback and comfort with the tool is crucial. Many of these sales management software offer free trials. Take advantage of these to get hands-on experience.

Remember, a more expensive or popular software is not necessarily the best one for your business. It’s about finding a solution that addresses your unique challenges and goals, aligns with your budget, and fits seamlessly into your workflow. The right software should feel like an extension of your team, helping you streamline processes, make data-driven decisions, and ultimately, close more deals.

Now, it’s not about picking the software with the longest list of features, but rather the one that suits your business needs the best. Each business is unique, and so are its needs.

Brace for impact

Here’s the truth: a Sales Management Softwares will not magically solve all your sales woes overnight. No software can replace the art and tact of human conversation. But, it can most certainly streamline your process, save time, and provide actionable insights—empowering you to focus on what humans do best—building relationships.

The digital age is here, and those who fail to adapt may find themselves left in the dust. To resist incorporating powerful tools like Sales Management Softwares is akin to saying you don’t need the internet—it’s a thought that sounds almost laughable in today’s digital-first world.

Yet, we know it’s not about incorporating any tool, but the right tool—the one that fits your business. This might mean a little experimentation, some trial and error, but the payoff? Worth it.

How to integrate tools with your Sales Management Softwares

In the digital era, businesses rely on an array of tools and platforms to run their operations smoothly. From email marketing tools to customer service software, data analytics platforms to project management systems, each of these tools holds a piece of your business puzzle. But without proper integration, these puzzle pieces remain in silos, preventing your business from achieving a complete, holistic view of your customers and operations. This is where the true value of integrations in sales management software comes into play.

Sales management software that seamlessly integrates with your existing tech stack enables you to connect the dots and harness the power of collective data. Rather than switching between multiple platforms and losing context in the process, you get a unified view of your customer journey and sales process. You can access and analyze data from different sources, leading to more accurate sales forecasting and better decision making.

For instance, integrating your sales management software with email enrichment tools like Apollo and Dropcontact can supercharge your sales and marketing efforts. Apollo and Dropcontact are both seamlessly integrated into Surfe to source professional, verified email addresses so you can focus on your outreach without ever having to worry about an email bouncing again. By integrating these tools with your CRM, you get richer and more accurate customer profiles, leading to more personalized and effective sales and marketing campaigns.

Another example is if you’re using Pipedrive as your sales management software and have Apollo integrated into it, you can directly import enriched lead data into Pipedrive, track interactions, and manage the entire sales process without having to switch platforms. Similarly, with Dropcontact integrated into your CRM, like Salesforce or Copper, you can automatically update and enrich your contact data, ensuring your team always has the most accurate information at their fingertips.

It’s like turning your Sales Management Softwares into a command center where you can control and oversee all your sales operations. Not only does it increase efficiency and productivity, but it also ensures you’re capitalizing on every piece of data and not letting valuable insights slip through the cracks.

When evaluating sales Management Softwares, it’s crucial to consider its integration capabilities. An extensive list of integrations not only indicates the versatility and robustness of the software but also assures that as your business and tech stack evolve, your Sales Management Softwares can adapt and continue to deliver value.

Remember, in a digital environment where data is gold, integrations are the magic key to unlocking its full potential.

In the end, it’s all about creating a seamless blend of technology and human touch. And that, dear readers, is the secret sauce for success in sales.

P.s. If you’re interested in learning more about Sales Management Tools, check out our most recent video on our updated Best Sales Management Tools that you ABSOLUTELY Need: