Contact management software enables you to standardize the sales process and assignments, on lead-to-quote and conversion basis, enriched by reports and performance evaluation. Contact management software is prepared for summarizing even the most diverse sales data in a couple of minutes instead of the hours you'd usually have to invest on spreadsheets. You are able to evaluate key performance indicators such as conversion rates, win-loss ratio, and lead time. You will also look at a accurate picture of the productivity of your sales teams for various products, territories, or clients, and so on. Contact management software can fast track the sales lifecycles so that you meet your goals sooner than later.
First, be clear about the reasons why you wish to use a SaaS solution. You should also have a good understanding of your existing infrastructure and business processes. This information will assist you to effortlessly integrate the SaaS program with your existing infrastructure without any difficulty.
The second consideration is a follow up to the first one. Ask yourself what you want the SaaS service to do for your organization. Then, be clear about the features the app should have. For example, if you want enhanced data collaboration between different business departments you need a platform that can be accessed by multiple users. However, if you need a resourceful program that is similar to an on-premise solution, you need to invest in a SaaS software that can be accessed by only a few users at a time.
After you select a suitable provider, do not sign an agreement before you take a good look at the Service Level Agreement (SLA). The SLA will clearly define what the SaaS vendor is offering and the reimbursement they will pay if they do not deliver the agreed services. Read and understand the SLA thoroughly to know what you are getting into and to avoid problems later.