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With so many different sales management software available, figuring out which is right for you is tough. You know you want to streamline and optimize your sales process but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales management tools with various teams and clients, with my picks of the best sales management software.

Why Trust Our Sales Management Software Reviews?

We’ve been testing and reviewing sales management software since 2022. As revenue operation leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our sales management software review methodology.

Tools Price
Salesforce CRM From $25/user/month (billed annually)
monday sales CRM From $8/user/month (billed annually)
Salesmate No price details
HubSpot From $45/month
Zendesk Sell From $19/user/month
Revenue Grid Pricing upon request
Chorus Pricing upon request
Gong Pricing upon request
Boxxstep From $10.50/user/month (billed annually)
Zoho CRM From $14/user/month
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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How To Choose Sales Management Software

With so many different sales management software available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.

As you're shortlisting, trialing, and selecting sales management software, consider the following:

  • What problem are you trying to solve - Start by identifying the sales management software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
  • Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your sales management software power users.
  • What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated sales management software.
  • What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare sales management software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
  • How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.

Best Sales Management Software Reviews

Here’s a brief summary of the top 10 sales management software to help you see each platform’s best use case, some unique features, pricepoint, and each tool’s weak spots to help you analyze which is the best fit for your team.

Best for enterprise functionality

  • 14-day free trial
  • From $25/user/month (billed annually)
Visit Website
Rating: 4.2/5

For years, Salesforce has been one of the market leaders in sales management software. While Salesforce offers mid-to-high-tier pricing for enterprise teams, they’re one of the highest-quality platforms available for sales teams and sales managers.

Why I picked Salesforce CRM: While Salesforce can help sales teams from businesses of any size, the platform is especially favorable for enterprise teams. In my opinion, it’s one of the best CRM tools simply due to its wide range of features and apps. The ability to customize the platform for your needs is impressive.

Salesforce CRM Standout Features and Integrations:

Standout features include email marketing, audience discovery, contact management, marketing automation and workflows. My favorite feature is “Einstein,” their AI which gives tips and insights. Salesforce also features opportunity management, and the Salesforce mobile app.

Integrations include Slack, Outlook, ActiveCampaign, G Suite, Paperflite, Zoho Forms, DocuSign, MailChimp, Marketo, Clari, Calendly, Talkdesk, Quickbooks, Woopra, monday.com, Hubspot, LinkedIn, Dropbox, Gong, Zapier.

Pros and cons

Pros:

  • Easily monitor sales performance
  • Great onboarding and training
  • Plenty of integrations
  • Impressive customization for enterprise sales teams.
  • Multiple sales apps within the platform
  • Wide range of integrations

Cons:

  • Lower-tiered plans don’t have the best customer support
  • Setup can take some time without the help of support
  • Compared to other software, pricing is a bit high

Best for customizable automations for your sales pipeline

  • 14-day free trial
  • From $8/user/month (billed annually)
Visit Website
Rating: 4.7/5

Monday Sales CRM is a customizable customer relationship management platform designed to assist businesses in managing their interactions with current and potential customers. It distinguishes itself with a focus on extensive custom sales automations within a low-code/no-code environment.

Why I Picked monday sales CRM: monday sales CRM is fully customizable with intuitive features that allow for a tailored fit to specific sales cycles without requiring coding expertise. What makes it different is the breadth of customization options, the ability to visualize data comprehensively, and the low-code/no-code environment that empowers teams to automate their sales processes. I believe this tool is particularly strong for custom automations due to its user-friendly interface, which simplifies the creation and implementation of automations for all team members.

monday sales CRM Standout Features & Integrations

Features include lead and contact management, customizable pipelines, sales automation, performance tracking, integration with various tools, advanced reporting and analytics, email tracking and synchronization, task and project management, mobile app support, and customizable templates and forms.

Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

Pros and cons

Pros:

  • Advanced reporting and analytics
  • Robust integration capabilities
  • High customizability & automation-friendly

Cons:

  • Slight learning curve
  • Limited native email marketing features

Best sales management software for automation

Visit Website
Rating: 4.6/5

Salesmate is a powerful CRM tool that’s fueled by its automation features. With this sales management software, you can easily stay in touch with prospects, nurture leads, and close more deals thanks to its user-friendly platform.

Why I picked Salesmate: Salesmate gives sales managers an automated forecast summary they can use to identify top sales reps and track their team’s overall performance, which is super impressive, and makes it a standout choice for anyone wanting to use automations. You can set specific sales targets for your team right from the dashboard to help motivate reps and boost performance.

Salesmate Standout Features and Integrations:

Features include all of the standard features that make sales management software most effective, including automated emails, follow-ups, a sales motivator, notifications, lead scoring, call tracking, a softphone, task scheduling, task tracking, and pipeline management.

Integrations include Quickbooks Online, Zendesk Suite, Zapier, Slack, ActiveCampaign, WordPress, Microsoft Outlook, Mailchimp, and Docusign.

Pros and cons

Pros:

  • Great security
  • User-friendly platform
  • Automated follow-up emails
  • Automated, personalized emails
  • Auto-assign leads to reps
  • Quick onboarding

Cons:

  • Customer support isn’t the best compared to other tools
  • No free plan

Best easy-scaling, user-friendly tool

  • 14-day free trial + free plan available
  • From $45/month
Visit Website
Rating: 4.4/5

HubSpot has made a name for itself in the sales world for being super accessible and user-friendly. Founded in 2006 by Dharmesh Shah and Brian Halligan, HubSpot was one of the first companies to offer a free CRM to the sales industry.

Why I picked HubSpot CRM: HubSpot’s CRM tool is one of the best all-in-one sales management software available, in my opinion. The tool has impressive sales and marketing alignment and can be used by any business from startup to enterprise.

HubSpot CRM Standout Features and Integrations:

Features include tools to help your salespeople fine-tune their workflow, including deal tracking, simple pipeline management, meeting scheduling, email templates, real-time data dashboards, live chat, notifications when a lead opens your email, and more. HubSpot also has customizable forms, an impressive chatbot, ad management for marketing teams, a ticketing feature for customer service, productivity tools, and a prospect tracking feature.

Integrations include Gmail, Outlook, SalesForce, Zapier, Slack, Drift, Mailchimp, PandaDoc, Facebook Ads, Survey Monkey, DataBox, HotJar, OptinMonster, Wistia, Aircall.

Pros and cons

Pros:

  • Simple lead scoring and management
  • Intuitive marketing automation capabilities
  • Easy to navigate user-friendly interface
  • Free plans make the software accessible to anyone

Cons:

  • Free plan doesn’t include goal management
  • Performance management is lacking compared to other software
  • Sales forecasting features are expensive

Best for closing deals through great customer service

  • Free trial + free demo
  • From $19/user/month
Visit Website
Rating: 4.2/5

Zendesk was originally launched as a customer support tool, but, in 2018 branched out into the sales game with Zendesk Sell. The tool allows sales reps and managers to manage their sales pipeline with ease and build relationships with leads.

Why I picked Zendesk Sell: This sales management platform is great for closing deals because it helps sales teams close more deals by offering great customer service functions. Sales reps can accelerate their sales performance by improving their relationships with prospects and customers.

Zendesk Sell Standout Features and Integrations:

Features include meeting scheduling, deal history monitoring, developing targeted lists of verified records, an auto-dialer to help sales reps with cold calls, and a mobile application, so salespeople can close deals on the move..

Integrations include Microsoft Outlook, G Suite, Hubspot Marketing, Quickbooks, Mailchimp, Dropbox, Google Drive, PandaDoc, Microsoft 365, and Xero.

Pros and cons

Pros:

  • Impressive relationship-building features
  • Great customer support
  • Centralized dashboard for all sales activities
  • Easy onboarding
  • Enables great customer service for your customers
  • User-friendly tool

Cons:

  • Mid and top-tier plans are quite pricey
  • Limited pipeline visibility

Best AI-driven sales management software

  • 14-day free trial available
  • Pricing upon request

Revenue Grid is a powerful AI-led, all-in-one acceleration platform that gives sales managers and sales teams great visibility over their sales process.

Why I picked Revenue Grid: Revenue Grid separates itself from the other sales management platforms because of its advanced AI technology. The tool features artificial intelligence that automates different engagement sequences and gives sales teams data-driven recommendations to close more deals.

Revenue Grid Standout Features and Integrations:

Features include automatic sales data capture from different channels and AI-guided selling, making it my favorite for AI-driven sales management. Revenue Grid also features seamless Salesforce integration for automated email follow-ups, pipeline visibility that helps sales managers identify relationships between sales tasks and conversions.

Integrations include Salesforce, Outlook, Gmail, Oracle Sales Cloud, Office 365, Dropbox, Google Drive, Box, SharePoint, and 360 SMS App.

Pros and cons

Pros:

  • Helpful customer support
  • Automatic syncing with Gmail and Outlook
  • Engagement data gives insights to optimize conversations
  • Full visibility of lead/customer interaction history and deal status
  • Great value for enterprise sales teams

Cons:

  • Customizations can be challenging to navigate
  • Not the best tool for small organizations

Best for enterprise teams to turn conversational data into sales insights

  • 7-day free trial
  • Pricing upon request

Chorus is a sales management tool that was acquired by Zoominfo in 2021 for more than half a billion dollars. The AI-led conversational intelligence tool allows sales to analyze sales conversations to optimize performance.

Why I picked Chorus: The tool is led by artificial intelligence technology that automatically records sales conversations and then provides insights into what behaviors lead to conversions. In my opinion, it’s an impressive tool for sales managers from enterprise businesses to improve team performance.

Chorus Standout Features and Integrations:

Features include automatic interaction capture and AI analysis from calls for deal-closing insights. My favorite Chorus feature is the ability to silently notify colleagues during sales calls for help. Chorus also can have recordings that can be converted to onboarding training or 1:1 coaching, which I think is impressive. It also has automatic transcriptions, recommended next steps, automated email reminders, and the ability to send quick video recordings to prospects or colleagues.

Integrations include RingCentral, Zoom, G2, Slack, Zoho CRM, NeverBounce, Pipedrive, Engage, HubSpot, Salesforce, and Marketo.

Pros and cons

Pros:

  • Synchronizes with Salesforce and Zoom
  • Impressive team collaboration during live calls
  • Great for enterprise businesses
  • Easy file sharing

Cons:

  • Can be hard to find analytics for specific recordings
  • Transcriptions aren’t super accurate
  • Doesn’t include editing tools to piece together video clips

Best for analyzing deals

  • Free demo available
  • Pricing upon request

Gong.io is one of the top sales management tools available and is relied on by top brands like LinkedIn, Shopify, Slack, Sprout Social, and Paychex. The patented Gong Revenue Intelligence Platform in the platform allows sales teams to leverage customer interactions to provide in-depth insights. While it can be used by enterprise teams, it’s best suited for small and medium-sized businesses.

Why I picked Gong: This tool allows you to automatically learn what’s happening with your customers so you can improve sales functions. The platform has impressive recording technology that gives you deep insights into sales performance from real conversations with clients. Plus, it also gives you insights into your overall market to optimize your sales processes.

Gong Standout Features and Integrations:

Features include recordings of sales conversations that can be turned into training modules, which I think stands out from other software. Gong also has market insights for optimization, chat transcripts, deal management, call monitoring, file transfer, competitive analysis.

Integrations include Salesforce, G Suite, HubSpot, Teams, RingCentral, Slack, Chili Piper, Highspot, Microsoft Teams, Office 365, Outreach, Slack, Zoom, and Aircall.

Pros and cons

Pros:

  • Sales reps get automated emails as reminders to follow up
  • Transcripts to help find keywords from conversations
  • Automatically fast-forward recording for specific people
  • Tracking ‌email, phone, and web conference interactions

Cons:

  • Can’t review how much a lead talks compared to sales reps
  • Transcripts aren’t always accurate

Best for managing accounts with multiple decision-makers

  • 14-day free trial
  • From $10.50/user/month (billed annually)

Boxxstep is a unique style of sales management software that focuses intently on customers. Also known as a BRM, or buyer relationship manager, this tool helps sales managers and sales reps better manage their accounts.

Why I picked Boxxstep: Boxxstep is a great multi-tool for sales managers looking to gain insights on their customers, track sales, and improve project management. In my opinion, the platform is fantastic for managing multiple decision-makers and shortening the timeline to close deals.

Boxxstep Standout Features and Integrations:

Features that stood out to me were relationship and account mapping to understand what matters for each decision-maker, visual organizational charts for accounts, collaborative task planning for milestones, synced follow-ups, and automated feedback collection through questionnaires.

Integrations include Salesforce, Microsoft Dynamics 365, DocHub, and Pleo.

Pros and cons

Pros:

  • Automated feedback capture
  • Great for stacking with a CRM
  • Easy to use
  • Quick set up
  • Help close multiple decision-makers

Cons:

  • Not many integrations available
  • Double entry data sometimes required
  • Analytics aren’t very comprehensive

Best for hybrid, small and medium businesses

  • 15-day free trial + free plan available
  • From $14/user/month
Visit Website
Rating: 4/5

Zoho CRM is one of the leading customer relationship management (CRM) tools on the market. The sales management tool is best suited for small and medium-sized businesses that are hybrid or remote to improve sales activities, optimize performance, and increase leads and conversions.

Why I picked Zoho CRM: Zoho CRM allows teams in multiple locations (in the office or at home), to work together seamlessly, making it perfect for hybrid businesses. The tool offers a nifty gamification feature to stir up friendly competition between sales reps within your team, which is great for motivating sales.

Zoho CRM Standout Features and Integrations:

Features include Zia (an AI-powered assistant), a comprehensive reporting feature for pre-made sales reports, deal gamification and rewards for deals closed, simple customization as your business grows, custom dashboards, and multiple pipelines for different teams. These gamification and custom dashboard features help your salespeople stay on target and work more efficiently, even in a hybrid environment.

Integrations include over 300 third-party integrations such as Mailchimp, G Suite, Office 365, Slack, Google Workspace, Shopify, Facebook Ads, PandaDoc, Twilio, SMS-Magic, Zoom, Quickbooks, DocuSign, and Leadfeeder.

Pros and cons

Pros:

  • Mobile app to improve communication with customers
  • Impressive security features
  • 24/7 customer support
  • Zia (AI) helps identify prospects your team can convert
  • Great for hybrid and remote teams

Cons:

  • Advanced features gated behind top-tier subscriptions
  • Pricey compared to other tools
  • Difficult platform to learn

Other Sales Management Software

Here are a few more notable options that didn’t make this Sales Management Software shortlist but should still be considered:

  1. Monday.com

    Best for sales and project management

  2. Freshsales

    Best software for AI-lead scoring

  3. Pipedrive

    Best for simplicity and ease of use

  4. Act!

    best visually-driven sales pipeline software

  5. UpLead

    Best for easy lead management

  6. SalesHandy

    Best for managing leads through email

  7. Copper

    Best for beginners

  8. NetSuite

    Best for ecommerce companies

  9. EngageBay

    Best for startups

  10. Microsoft Dynamics 365

    best for sales tracking analytics

  11. Plaky

    Best free sales management software

  12. Clari

    Best for identifying leaks in your sales pipeline

  13. Less Annoying CRM

    Best low-cost CRM for small businesses

  14. Ambition

    Best for motivating sales reps

If you still haven't found what you're looking for here, check out these tools closely related to sales management software that we've tested and evaluated.

Selection Criteria For Sales Management Software

Sales management software typically encompasses a variety of features designed to streamline sales processes, enhance team productivity, and provide actionable insights into performance. Through extensive personal testing and research, I have identified key functionalities and use cases essential for effective sales management software.

Core Sales Management Software Functionality: 25% of total weighting score

To be considered for inclusion on my list of the best sales management software, the solution had to support the ability to fulfill common use cases such as:

  • Efficiently managing leads and opportunities to maximize conversions.
  • Providing accurate sales forecasts to inform strategic planning.
  • Offering deep insights into sales pipeline health and individual performance.
  • Enabling seamless collaboration and communication within sales teams.
  • Facilitating easy integration with other business systems for a holistic view of operations.

Additional Standout Features: 25% of total weighting score

  • AI-Driven Insights: The ability to leverage artificial intelligence for predictive analytics and intelligent recommendations, enhancing decision-making processes.
  • Automation of Complex Workflows: Advanced automation capabilities that streamline intricate sales processes, reducing manual workload and increasing efficiency.
  • Enhanced Customization: Highly customizable platforms that allow businesses to tailor the software to their unique processes and needs.
  • Comprehensive Mobile Experience: Robust mobile functionality that ensures sales professionals have full access to critical tools and information on the go.
  • Integrative Ecosystem: The capacity for seamless integration with a wide array of other software solutions, extending the utility and effectiveness of the sales management system.

Usability: 10% of total weighting score

  • Intuitive User Interface: A clear and user-friendly interface that minimizes learning curves and enhances user adoption rates.
  • Interactive Learning Resources: Availability of comprehensive learning materials and interactive guides that facilitate understanding and utilization of the software.
  • Customizable Viewing Options: Flexible viewing and reporting options that cater to different user preferences and requirements.

Onboarding: 10% of total weighting score

  • Streamlined Onboarding Processes: Quick and straightforward setup and onboarding processes that expedite the transition to the new system.
  • Dedicated Support: Access to dedicated support teams during the onboarding phase to ensure smooth implementation and resolution of any issues.

Customer Support: 10% of total weighting score

  • Responsive and Knowledgeable Support: Timely and effective customer support that addresses user needs and facilitates optimal software use.
  • Multi-channel Support Availability: Offering various support channels to cater to different preferences, including live chat, email, and phone.

Value For Money: 10% of total weighting score

  • Transparent Pricing: Clear and competitive pricing structures that align with the features and benefits offered.
  • Scalable Investment: Pricing plans that accommodate businesses of different sizes and growth stages, providing long-term value.

Customer Reviews: 10% of total weighting score

  • Positive User Testimonials: Strong user feedback that attests to the software's impact, usability, and support quality.
  • Consistent Performance Ratings: High ratings across various review platforms, indicating reliable performance and user satisfaction.

In selecting sales management software, it's crucial to choose a platform that aligns with your organization's specific needs, integrates seamlessly with your existing systems, and provides the scalability and support necessary for ongoing success. The right software should empower your sales teams, enhance operational efficiency, and contribute significantly to your revenue growth objectives.

Sales management software is experiencing significant evolution, driven by advancements in technology and shifting business needs. These developments are shaping how organizations manage their sales processes, engage with customers, and drive revenue growth. By examining the latest product updates, press releases, and release logs from leading sales management software providers, several key trends emerge, highlighting the future direction of this technology.

Integration and Automation

  • Enhanced CRM Integration: Sales management software is offering deeper and more seamless integration with CRM systems, allowing for real-time data exchange and a unified view of customer interactions across different platforms.
  • Advanced Automation Capabilities: There is a noticeable shift toward more sophisticated automation, particularly in areas like lead management, task assignment, and follow-up scheduling, which are crucial for streamlining sales processes and improving efficiency.

Data-Driven Decision Making

  • Predictive Analytics: Incorporating machine learning and AI, sales management software is increasingly providing predictive insights, enabling sales teams to forecast trends, identify opportunities, and make data-informed decisions.
  • Real-Time Reporting: Enhanced real-time analytics and reporting features are becoming more prevalent, allowing sales leaders to monitor performance, track progress against goals, and adapt strategies promptly.

Personalization and Customer Engagement

  • AI-Powered Personalization: Novel uses of AI are enabling sales management tools to offer more personalized customer engagement strategies, tailoring communication and recommendations based on individual customer data and behavior patterns.
  • Omnichannel Sales Strategies: The ability to manage and synchronize sales efforts across multiple channels is becoming a standard feature, addressing the need for a consistent and integrated customer experience.

Emerging and Declining Features

  • Blockchain for Data Security: An unusual yet emerging feature in sales management software is the use of blockchain technology for enhancing data security and trust, particularly in B2B environments.
  • Declining Manual Data Entry: Automation and integration capabilities are reducing the need for manual data entry, as software becomes more adept at capturing and synthesizing data from various sources.

Sales management software is becoming more integrated, intelligent, and user-centric, reflecting the industry's move towards more strategic, data-driven, and personalized sales approaches. For revenue operation leaders, understanding these trends is crucial for selecting software that not only addresses current needs but is also poised to adapt to future challenges and opportunities in the sales domain.

What Is Sales Management Software?

Sales management software is a tool that assists businesses in organizing and enhancing their sales processes. It includes functionalities for managing customer relationships, tracking sales activities, analyzing performance data, and automating sales-related tasks. This software provides a centralized platform for sales teams to access and manage important sales information and customer data.

The benefits of sales management software include improved efficiency and effectiveness in sales operations. It streamlines the sales process, reducing the time spent on administrative tasks and allowing sales teams to focus more on engaging with customers and closing deals. The software offers valuable insights into sales performance and customer behaviors, aiding in data-driven decision-making. It also enhances customer relationship management and helps in accurate sales forecasting, contributing to overall business growth and success.

Features Of Sales Management Software

The ideal sales management software should offer a comprehensive suite of tools to streamline sales processes, provide actionable insights, and foster team collaboration. When evaluating sales management software, certain features stand out as essential for effectively managing and optimizing revenue operations:

  1. CRM Integration: Ensures seamless synchronization with customer relationship management platforms, centralizing customer data and interactions. This integration is crucial for maintaining a unified view of customer activities and enhancing targeted sales efforts.
  2. Sales Forecasting: Utilizes historical data and predictive analytics to project future sales, aiding in strategic decision-making and resource allocation. Accurate forecasting is essential for setting realistic targets and preparing for market fluctuations.
  3. Pipeline Management: Offers visibility into every stage of the sales pipeline, enabling teams to track progress and identify bottlenecks. Effective pipeline management helps prioritize deals and focus efforts on opportunities most likely to close.
  4. Performance Metrics: Provides key performance indicators (KPIs) to monitor individual and team results, identifying high performers and areas needing improvement. These metrics are vital for recognizing achievements and optimizing sales strategies.
  5. Task Automation: Automates repetitive administrative tasks, freeing sales reps to focus on engaging with prospects and closing deals. Automation enhances productivity and ensures consistency in sales operations.
  6. Collaboration Tools: Facilitates communication and collaboration within sales teams, ensuring alignment and enabling the sharing of best practices. Collaboration tools are key to fostering a cohesive team environment and driving collective success.
  7. Customizable Reporting: Allows users to generate tailored reports that provide insights into sales activities, trends, and outcomes. Customizable reporting is critical for analyzing data in a way that aligns with specific business goals.
  8. Mobile Access: Ensures sales teams can access the software and its functionalities from any device, maintaining productivity even when on the go. Mobile access is crucial for supporting a modern, agile salesforce.
  9. Training and Support: Offers comprehensive training resources and responsive customer support, facilitating software adoption and ongoing use. Effective training and support are essential for maximizing the value of the sales management software.
  10. Data Security: Maintains stringent security protocols to protect sensitive sales data and customer information. Robust data security is imperative to safeguard business interests and maintain customer trust.

When selecting sales management software, it is important to choose a solution that not only aligns with your organization's immediate needs but also has the capacity to support its growth and evolution. The right software should empower your sales team, streamline your sales processes, and provide the insights needed to drive revenue growth.

Benefits Of Sales Management Software

By providing a suite of features designed to optimize various aspects of sales operations, sales management software can deliver significant benefits to users and organizations alike. Here are five primary benefits of implementing sales management software:

  1. Enhanced Sales Productivity: Automates routine tasks and provides sales teams with tools to manage their pipelines efficiently, allowing them to spend more time on high-value activities.
    • This increase in productivity leads to more deals closed and a higher overall revenue for the organization.
  2. Improved Data Accuracy and Accessibility: Centralizes and organizes sales data, ensuring that it is accurate, up-to-date, and easily accessible to those who need it.
    • Access to reliable data enhances decision-making processes and ensures that sales strategies are based on factual information.
  3. Streamlined Communication and Collaboration: Facilitates better communication and collaboration within sales teams and across different departments, ensuring everyone is aligned with the sales objectives.
    • Enhanced collaboration contributes to a more cohesive team environment, reducing misunderstandings and aligning efforts towards common goals.
  4. Data-Driven Sales Forecasting: Leverages historical sales data to generate accurate forecasts, helping organizations plan their strategies and allocate resources effectively.
    • Accurate forecasting enables better strategic planning, resource allocation, and expectation setting, all of which are crucial for long-term success.
  5. Comprehensive Performance Insights: Offers detailed analytics and reporting capabilities, providing insights into sales activities, team performance, and market trends.
    • These insights enable sales managers to identify areas of strength and opportunity, tailor coaching efforts, and recognize and replicate success across the team.

Costs & Pricing For Sales Management Software

Choosing the right sales management software is a critical step for organizations aiming to optimize their sales processes and enhance their overall revenue operations. The market offers a variety of software plans to cater to different sizes of businesses and their unique needs, making it essential for buyers to understand what each plan provides in terms of features and value. Here's a breakdown of typical plan options and their pricing for sales management software:

Plan Comparison Table For Sales Management Software

Plan TypeAverage PriceCommon Features Included
Basic$10 - $25 per user/monthContact management, deal tracking, basic reporting
Professional$25 - $75 per user/monthAdvanced analytics, custom reports, integration capabilities
Enterprise$75 - $150+ per user/monthPremium support, advanced customization, API access
Free$0Limited contacts, basic features, community support

When considering sales management software, buyers should assess their business's specific needs, the size of their sales team, and the complexity of their sales processes. It's important to select a plan that not only fits the current requirements but also offers room for growth and scalability. The right software should provide a good balance of features, usability, and cost-effectiveness, ensuring a tangible return on investment for the organization.

Sales Management Software Frequently Asked Questions

If your team is considering working with a sales management platform, you probably have a few questions on your mind before you’re ready to pick a tool. Let’s look at some FAQs about sales management software:

Additional Revenue Operations Options

Here are a few other tools and articles that may pique your interest.

Conclusion

One of the essential tools sales professionals are investing in today is sales management software. You can leverage this platform as a sales rep, sales manager, or Sales Ops manager to streamline your sales operations, optimize prospecting, and improve productivity for a bigger bottom line.

If you want to learn more about sales management and revenue operations from experts in the field, remember to subscribe to our newsletter.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.