Know What to Aim For: 5 Desirable Features of Sales Management Software

If you want your sales team reach achieve its full potential, then sales management software needs to be an essential part of your company’s toolbox. As a matter of fact, this piece of software should serve as the base from which all processes derive from.

Sure, this sounds like you need to place too much trust in software, but that shouldn’t be a problem if you choose a high quality option.

However, that can be an overwhelming process, as the number of software solutions in this category is astonishing. This is why you need to know which features to look for – that’s the only way to learn how to differentiate a great piece of software from a mediocre one.

Free Trial

A mark of a quality software solution is that their offer extends to a free trial. If a business wants to bind you with a payment or a contract right away, it’s safe to suspect that they aren’t really proud of their product, because they are using deceitful tactics to sell it.

Therefore, always remember to look for a demo version – even if it lasts for a week. You need some time to test software, learn about its functionality, and see if it’s a good match for your business.

The following link leads to a company that offers a two-week long trial for sales management software, which should give you enough time to test more than the functionality of the platform: https://www.bpmonline.com/sales-management

Options for Customizing

Options for Customizing

Although you’re in the sales business, and although there are many companies that resemble yours, that doesn’t imply that your business models are similar.

Another mark of a quality piece of sales management software is the option to customize it. This tool should be a base on which you can build your own app. Make sure that it’s at least low-code software – if you go with a complex tool, the learning curve necessary for your team to adjust and master it will be steeper.

Detailed Customer Profiles

The most prized possession of your business is the information you have on your customers. Based on that data, you’re able to further develop your business by extending your offer in accordance with their needs and wants.

So, it’s mandatory that sales management software provides you with the means to create detailed customer profiles.

However, you should look for a platform that does more than that, and that enables you to keep track of the activity of your customers on social platforms. This will enable you to create priceless libraries that will determine how your company develops.

You can learn more on how to develop an ideal customer profile if you check out the following link:

http://blog.thewholebraingroup.com/steps-to-creating-an-ideal-customer-profile

Automation of Processes

Automation of Processes

Good sales management software is a tool; that means it needs to reduce the amount of time and energy required for a process to be competed.

In simpler terms, sales management software needs to enable you process automation. Administrative actions like document approval, or any other type of process that falls into a pattern should be mechanized.

The same goes for some advertising methods, like emails for example. Daily notifications and newsletters don’t really require a special touch from one of your employees. Sales management software also needs to be a fruitful platform for marketing.

Control Over Orders

Communication with manufacturers and delivery companies can be a hustle – unless you do something to get it under control.

Another characteristic of a great piece of software in this category is that it can provide you with the means to gain full control over your delivery process. Furthermore, it should also be able to keep record of your stock numbers.

Orders can be really simple when you’re using a single platform to monitor and direct them. Therefore, make sure to look for this feature as well and don’t settle for anything less.

While we’re on the subject, you should learn more about hacks that will enable you to gain full control over your business, and you’ll find this link quite useful:

https://www.inc.com/david-finkel/12-productivity-hacks-to-get-control-of-your-business-day.html

With this knowledge about the desired features, you should be able to put together a good frame of reference. The next time you enter an extensive list of sales management software products, you’ll be able to apply a comprehensive system of elimination and cross out poor quality tools in no time.

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