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What is Sales Management Software?

Sales management software is designed to help companies to combine their sales procedures and tasks, starting with leads and quotes and moving to conversions, along with reports and quality evaluation. This product can collect vital sales info in a short amount of time and you don’t have to spend hours doing the same work by hand on a spreadsheet.Show more You can also calculate key variables such as conversion rates, win-loss ratio, and lead time. Sales management software can give you a detailed picture of your sales team’s work on different products, services, locations, and customers. This solution can accelerate the tracking of your sales flow to help you achieve your targets faster. To help you select a suitable sales management app, we have prepared detailed reviews of the popular platforms in this category, and we advise you to check HubSpot Sales Hub which is our current leader.Show less

How was this ranking made?

To devise this ranking of best Sales Management Software we have evaluated 433 leading applications currently present on the market, studying their features, ease of implementation, customer support, available integrations with other systems and mobile device support with our patented SmartScoreTM rating system. This ranking has been prepared by Jenny Chang, our software authority responsible for the Sales Management Software category.

List of Top 12 Sales Management Software

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1. HubSpot Sales Hub

Our score: 9.8 User satisfaction: 98%

A smart ecommerce system that helps you sell more in less time, as well as build and automate sales processes. Customizable and flexible, this addresses the needs of any sales teams across industries. It helps businesses gain considerable time- and cost-savings by allowing extensive automation of sales-related activities.

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2. monday.com sales CRM

Our score: 9.8 User satisfaction: 99%

An industry-leading collaboration app for on-site and remote work teams. This leverages tools such as Kanban boards, Gantt charts, and workflow automations to help teams handle any type of project. It also seamlessly integrates with third-party apps to ensure easier adoption and extend its capabilities.

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3. Pipeliner

Our score: 9.1 User satisfaction: 100%

A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.

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4. Zoho CRM

Our score: 9.4 User satisfaction: 92%

A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM.

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5. EngageBay

Our score: 8.9 User satisfaction: 100%

EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences.

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6. SalesExec

Our score: 8.8 User satisfaction: 97%

An all-in-one sales lead management application and communication platform that can help businesses see actual results within 30 days. Designed for sales teams operating in field offices and contact centers, SalesExec provides various communication channels from inbound call routing, outbound dialing, email, and text SMS to leverage any sales initiative.

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7. Freshsales

Our score: 9.7 User satisfaction: 95%

A sales solution that integrates CRM, marketing, and communication features to help sales agents nurture customer relationships and close more deals. AI-powered deal insights also empower agents in hitting performance goals and sales quotas.

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8. vtenext

Our score: 8.8 User satisfaction: 100%

A hybrid CRM platform that unifies the capabilities of a business process management system with customer relationship management. As such, users can design, automate, and re-engineer the processes that make up their operations.

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9. Method:CRM

Our score: 8.8 User satisfaction: 99%

A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.

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10. Pipedrive

Our score: 9.4 User satisfaction: 100%

Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.

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11. NetHunt CRM

Our score: 8.4 User satisfaction: 95%

A versatile and affordable SaaS product that reinforces your Gmail account and Google Apps with the essential customer relationship management features. The platform includes CRM essentials like contact and opportunity management modules. NetHunt CRM is ideal for small startups and growing businesses with its affordable pricing plans and packages.

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12. Refract

Our score: 6.9 User satisfaction: N/A

A sales coaching platform that empowers sales managers to help their sales reps develop faster by replicating the performance of their peers. It enables managers to pinpoint the defining moments and most valuable conversations to review, share, and improve performance sales development rep (SDR) outcomes.

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Sales Management Software Guide

Table of contents

Are your sales reps wasting a lot of time on data entry? Is online documentation taking up a lot of their time? Are your sales managers still using Excel for forecasting and for managing their sales pipeline? Is communication with your clients patchy and uneven, with different sales reps giving different sales pitches to them? If this is indeed the scene in your company, then you’re ready for sales management tools. Since there are many options, we have prepared this buyer’s guide to help you navigate the complex selection process, and discover the best Sales Management tools for enterprises, but also small and medium businesses.

With so many sales management software to choose from, each of which offering comprehensive suites of features and benefits, the selection process can prove to be tricky. This guide aims to provide you with the information you need to make a wise choice.

Get to know each product with free trial

A good course of action is to sign up for at least a few free trials or demo and basic unpaid plans from leading sales management application providers. With that method, you will have the opportunity to test the important elements and you will get a good comparison of the capabilities of each app. The best thing to do when looking for the best Sales Management tools is to try platforms that currently have the highest SmartScore rankings and Customer Satisfaction Rating in our sales management software reviews: Brightpearl reviewsInfusionsoft, NetSuite ERP, Teamgate, LeadExec, and Hatchbuck.

By subscribing to free trials, you get a first-hand experience of what the top sales management software can do. You will also see whether their features and functions meet your requirements. Free trials also show which software are easier to use and adopt.

Targeted Businesses

Depending on the features they need, sales management application buyers can be categorized into the following types:

  • Direct sellers that sell via telesales teams and direct field reps.
  • Channel sellers that sell via channel partners.
  • Enterprise buyers that sell through both direct sales and channel partners.
  • Small businesses that are looking to upgrade beyond storing contact and interaction details in shared spreadsheets and email inboxes.

Channel and enterprise buyers need specialized features for sending and monitoring leads across various units within the company. They would like to integrate their sales management solution with other programs like accounting, payroll, etc. Direct sellers and small businesses would also consider integrations. For example, email integration is important for all types of buyers.

All in all, any business or team that has a sales function can easily find sales management software helpful in terms of streamlining their sales processes. These software also help improve team collaboration, which leads to a unified sales operation.

What are Examples of Sales Management Software?

  • Brightpearl: An outstanding multichannel retail management system that handles orders, inventory, and customer data all from the same platform.
  • Piperdrive: Another proven sales management solution with a simple but effective interface, able to organize business leads in a way that gives you the full perspective of your deals.
  • Zoho CRM: A great member of Zoho’s productivity suite designed to attract, retain, and satisfy customers, track sales, and follow updates in real time.
  • Infusionsoft: A smart choice for small business retailers looking to map out their sales and marketing strategies, and to centralize all customer interactions.
  • NetSuite ERP: A complete, scalable sales management solution which automates both front- and back-office processes, and provides a set of key performance indicators which measure success.

Types of Sales Management Software

There are many different types of sales management software tools, varying from free and basic solutions to ultra costly and accurate programs. Features can also be categorization criteria, as certain programs do nothing but summarize leads, while others are more robust and they allow companies to boost repeat selling, promote products on social media, track the entire sales cycle, and even do some custom branding. Deployment is also an important factor based on which there are:

  • On-premise sales management systems. These are covered with a single license and are hosted on the client’s local server. They qualify as the most expensive ones, due to the fact that they require complex setup and occasionally some hardware installation.
  • Software-as-a-service (SaaS) sales management systems. These are usually paid per month and are hosted on the vendor’s server. The business owner is not responsible for installation, updating, and maintenance.
  • Cloud-hosted sales management systems. Most of these offer free basic plans and qualify as the most affordable ones due to their universal access and the fact that the client doesn’t need to update them or to pay for maintenance.

Different types of sales management software cater to different needs. Indeed, not all software are created the same. To know which type of sales management software is right for your business, it’s vital that you assess your requirements first. You should also evaluate your team’s technical capabilities to know which software they can use effectively and efficiently.

Key Features of Sales Management Software

This is the list of main features to expect from your next sales management system:

  • Reporting. Ideally, your new online sales manager should be enabled to generate accurate and robust reports, based on database information and imported data instead of manual entries. Simple but effective, reports should be based on key performance indicators, and organize data in a comprehensive way, namely, graphs, charts, pies, etc.
  • Collaboration. Together with sales performance management, sales management software ought to enable sales collaboration, namely to design a private network for employees to access information and to share opinions.
  • Predictive analytics. Advanced sales managers are usually designed with predictive analysis suites, used to grow sales efficiency and make smarter data mining solutions. At the same time, these features enable companies to capture and follow trends.
  • Pricing optimization. Pricing optimization refers to centralizing price management and price strategy in order to create a single source of pricing truth, and adjust different products/services to it. The practice drives sales and margins to grow and facilitates approval and workflow management.
  • Sales forecasting. Sales forecasting belongs to the group of predictive analytics tools and refers specifically to developing realistic demand expectations and adjusting the stock supply to them.
  • Email integration. The online sales management tool has to be integrated with leading email services in order to enable companies to track and manage leads and to promote their content. Needless to say, email integration is an invaluable source of database material which can be used for reporting on a later stage.
  • Lead/contact management. Some sales managers do, and some don’t offer lead and contact management, but in case you’re still having doubts about it we recommend you to choose one that does. Detailed customer profiles and customer satisfaction can be nothing else than beneficiary for your sales management process.
  • Opportunity management. With this feature, a sales management software can identify and track potential sales opportunities.
  • Security. Sales management software that have sufficient security features are able to monitor the team’s permissions and sign-on, allowing for better management of confidential sales information and data.

Benefits of Sales Management Software

Our detailed comparisons show that these are what a good sales management tool can do for your company:

  • It provides feedback on sales reps’ performance. The sales management software should help you evaluate the performance of your sales reps. It should provide information such as average task completion time, lead contact time, and conversion rate. This will help you identify top performers whom you can reward, and laggards, to whom you can provide extra help.
  • It boosts repeat selling. The sales management software should offer information on existing customers that you can use to create selling opportunities. For instance, data on a particular client’s buying patterns can reveal what products they are interested in. You can let your existing customers know when you launch a new product. This can act as an advertisement for the product. In short, the sales management system should help you capitalize on existing customers to boost repeat sales as well as customer satisfaction.
  • It improves social media marketing. The sales management software should help you boost your marketing efforts on social networks like Twitter, Facebook, Pinterest, and LinkedIn. You can track social media campaigns, identify the networks that are sending the most traffic to your website, gauge customer opinion about your brand, and understand the overall client experience. You can keep up with trends and make adjustments to your marketing efforts to improve your brand’s image on the Web.
  • It gives you access to technical support. The vendors offer 24/7 support through phone, live chat, and email to help you with the on-boarding process as well as to resolve any technical issues that may arise. This can save you a lot of trouble as you transition towards using the software to improve your sales processes.
  • Reduced training and implementation time. Most sales marketing systems are simple and have an intuitive interface that can be used easily even by non-savvy users and beginners. Training is not required (even if most vendors offer it), and implementation and maintenance times are minimal since most sales management systems are SaaS or cloud-based.
  • It helps simplify sales data and document management. Sales management software helps teams stay organized, especially when it comes to data and document management. It provides a unified platform where sales personnel can store, share, track, and analyze sales data and documents.
  • It is designed to automate workflow. With the help of sales management software, your team can focus on the important aspects of the sales process while the software handles routine tasks such as sending reminders and follow-ups.

There are several trends currently shaping the sales management software market. Knowing about these trends will help you make a sound decision when choosing a software to use for the long term.

  • Software-as-a-Service. Cloud technology is not anything new. However, SaaS is still seen to dominate the industry as these offer cost and time efficiency. The percentage of SaaS in sales management will likely continue to rise.
  • Mobile capabilities. More sales professionals demand mobile capabilities to allow them to utilize their sales management software even while on the go. Because of this, more software will also be designed to offer improved mobile functionalities.
  • Social integrations. Sales teams now use social media to get in touch with their customers and support their sales efforts. The ability to integrate social media into your sales management software will further consolidate sales processes.
  • Artificial intelligence. As with other types of software, the addition of AI technology will make sales management software even more effective in generating predictions, estimates, and analytics.

Potential Issues

Sales management software surely offers a number of benefits. However, they are not perfect. Here are the potential issues that you may encounter as you explore this kind of online sales tool.

  • Cost. Most sales management software come with a hefty price tag that might be too steep for small businesses and startups. After all, this kind of software is an important business investment.
  • Lack of complete control. Sales management software work based on how they are designed. As a result, you are practically limited by the software’s features and functions.

List of Sales Management Software Companies

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Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
HubSpot Sales Hub reviews

HubSpot Sales Hub

Sales Management Software
9.8
free
98%
SAP Sales Cloud reviews

SAP Sales Cloud

Sales Management Software
8.8
By quote
-
Aloware reviews

Aloware

Sales Management Software
8.6
$45
100%
Orders in Seconds reviews

Orders in Seconds

Sales Management Software
8.0
By quote
100%
NotesAlly reviews

NotesAlly

Sales Management Software
8.0
$20
99%
Keap Max Classic reviews

Keap Max Classic

Sales Management Software
9.0
$80
97%
Leadjet reviews

Leadjet

Sales Management Software
8.0
€20
93%
Freshworks CRM reviews

Freshworks CRM

Sales Management Software
9.7
$19
95%
Upscale reviews

Upscale

Sales Management Software
8.0
$50
94%
BooksPOS reviews

BooksPOS

Sales Management Software
8.0
By quote
95%
vtenext reviews

vtenext

Sales Management Software
8.8
By quote
100%
Dashboard OSM reviews

Dashboard OSM

Sales Management Software
8.0
$349.99
96%
Easyship reviews

Easyship

Sales Management Software
9.0
By quote
98%
Xtiva reviews

Xtiva

Sales Management Software
8.0
By quote
-

Things to consider when you invest in a SaaS

To select an apt SaaS vendor you need to consider key criteria such as privacy and security, support and service, and transparency.

Find out if the vendor can be trusted with data security and privacy. Do they have processes in place to protect your private information and data? Find about the security measures they use. This is an important aspect of a SaaS solution that cannot be over-emphasized.

It is essential that the provider offers dependable support to resolve any concerns quickly. Ask your potential providers the following questions: Do they offer consulting and training services to assist your employees to utilize the solution competently? Do they have an online support center that has helpful articles and training resources? What channels of support do they offer? Do they track concerns till they are resolved? Is customer satisfaction measured?

Does the SaaS vendor conduct their business in a transparent and open manner? You can find out by requesting them for references you can contact. Talk to existing users of the system to know about the quality of service provided. Does the vendor make public the algorithms they use in the platform? Ask these queries to find a SaaS provider whom you can trust with your confidential customer and business data.

Frequently asked questions about Sales Management Software

What is the best sales management software?

With a SmartScore of 9.8 out of 10 and 98% user satisfaction rating, the best sales management software today is HubSpot Sales. It is designed to meet the needs of different sales teams from various industries. It is very flexible and easy to use and customize as well. It even comes with a free startup package for first-time users. HubSpot Sales automates all sales-related processes, saving teams valuable time in all the stages of the sales funnel.

What are the benefits of sales management software?

There are several benefits to using sales management software. These include:

  • They promote workflow automation
  • They simplify data and document management
  • They help managers evaluate the sales team and employee’s performance
  • They help sales professionals manage customer and sales information
  • They provide accurate reports and analytics
  • They streamline the sales process from prospecting to fulfillment
  • They improve team collaboration
  • They minimize tedious tasks through automation
What are the features of sales management software?

Sales management software features vary from one software to another, but below are the most basic yet vital ones:

  • Custom and comprehensive reports and analytics
  • Communication and collaboration tools
  • Email and social media marketing integrations
  • Sales and opportunity forecasting
  • Lead and contact management
  • Workflow automation
  • Sales funnel health checks
What is the easiest sales management software to use?

With a user satisfaction score of 100%, the easiest sales management software to use as of this writing is Pipedrive. The app is user-friendly enough for most sales professionals and teams. It is also fully optimized for mobile. It provides an easy to understand and navigate dashboard and sales pipeline.

What is a good free sales management software?

A good free sales management software that you can use to get started in streamlining and optimizing your sales process is Freshsales. Its free Sprout plan offers a number of features that small and startup sales teams can maximize and leverage. It can help you manage leads, contacts, deals, and accounts. Note that Freshsales also come with paid plans that offer improved features.

Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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