Having an excellent tech stack is essential for efficient and effective sales management. Be it accounting, inventory management, sales predictions, and other growth forecasting, sales management software will keep a business competitive, as well as enhance its growth.
There was a time when sales management software was just for the big fish. But today, with the rapid increase of use and of interest in SaaS, sales management software is now also in the hands of small businesses and first-time enterprises.
Using sales management software can be a real game-changer across a variety of areas for any size business. These benefits include:
- Improved and clearer communication;
- Efficient handling of info;
- Automated workflows;
- Better general planning;
- Enhanced collaborations and more robust teamwork.
The SaaS sales management software of today is much more user-friendly than it once was. This ease of use has been developed and implemented to make it more compatible with independent agents and new small businesses so that even the inexperienced first-timer, as well as those lacking tech-savvy, are able to get to grips with it quickly and maximize its potential.
With such a big number of software vendors now offering solutions to better every element of sales processing, it can be hard to know which is the best platform to pick and add to your stack – or even which one to pick first to build your stack upon.
Not to worry. To help you, here are 4 of the best sales management tools for B2B SaaS that you should be considering right now.
1. Hubspot CRM and Hubspot Sales
Along with a popular blog name generator, Hubspot’s CRM tool is a very sturdy shoulder to carry your customer relationship management.
In much the same way as Google Analytics, Hubspot can improve and optimize marketing campaigns, refining and amending them based on the analytic data and insights it harvests. Ion Farmakides, Managing Director at Pearl Lemon Leads recommends Hubspot.
He states, “Hubspot is definitely a winner, but it may not be ideal for the newest startups.”
Hubspot software will improve the nurturing of leads and interactions with customers.
Other CRM features include:
- Email templates;
- Optimization of landing pages;
- Live chat;
- Management of business social media platforms.
Hubspot’s Sales is an excellent choice of software for eCommerce solutions no matter what size the business is. No coding experience is at all necessary: an intuitive interface is good enough to let anyone at any level use it and get to grips with it in no time at all.
Some stand-out features of Hubspot Sales:
- Email templates;
- Email scheduling ability and tracking;
- Meeting management;
- Live Chat;
- Predictive lead scoring.
Zoho may be smaller than some of its competitors, but don’t let it put you off: Zoho has been able to stand out from the crowd. Web-based, Zoho’s easy-to-use interface and highly convenient integrations have made it a very popular choice.
One of these integration possibilities is with Google’s G Suite. If you are using G Suite already for scheduling and email, then you need not look any further.
Zoho has been put together with an aim toward team collaborations in mind, as well as assisting team members with taking control of growing and nurturing their customer relationships. It can be tailored to fit individual requirements of any business, any size, in any industry.
Integrational with other Zoho products, it also has hundreds of extensions for a broad spectrum of third parties including analytics outsourcing and the aforementioned Google and Microsoft.
Standout features include:
- Analytical tools;
- Blueprint creation;
- Custom email marketing;
- Real-time customer interaction.
Demodesk is one of the market’s leading customer meeting platforms for inside sales teams. It can empower customer-facing representatives to become top performers by guiding them in real-time. It’s an excellent teaching model and engages customers on a whole new level. Innovative screen-sharing technology makes virtual meetings all that more interactive.
Top SaaS companies are using Demodesk for improved efficiency with time, increased quote yields, and to give sales productivity a good kick and accelerate company growth.
Some best features:
- Audio and video conferencing;
- HD video call recording;
- Global Audio Dial-in ability;
- Screen sharing;
- Customer support.
As simple to use as it is to set up, Pipedrive is well-armed with tricks to boost productivity and efficiency all geared towards increased sales. Activity-based analytics provide a wealth of useful data and also allow you to track actions – both pending and once they have occurred.
Pipedrive can be integrated very quickly and simply with a variety of third-party platforms, including Mailchimp and Google Maps.
Key features of Pipedrive includes:
- Entirely customizable;
- Open API;
- Sales forecasting;
- Apps are available for both Android and iOS;
- Fully encrypted;
- Email integration;
- Sales reports.
Most businesses will have a tech stack. There’s no limit to how many are in it, but it’s always good to lay down a good foundation to build any business on and any of the above will be a good place to start your software stack.
And don’t worry: the vast majority offer free trial versions and demos so that you can experience the product for yourself before committing to buying it.
These demos are not set in stone or run along fixed rails: in all likelihood, the trial or demo will allow you to tweak and configure to your heart’s content. This way, you can see for yourself how – or if – you will be able to mold it around your individual business requirement.