Sales automation software makes it possible for companies to homogenize the sales procedures and activities, from lead to quote and to conversion, together with reporting and productivity assessment. This software will push together many sales records within minutes instead of hours if perhaps you do things by hand in a spreadsheet. You can painlessly calculate vital metrics, encompassing conversion rates, win-loss ratio, and lead time. You also get to display a comprehensive overview of the performance of your entire sales team, including a variety of products, areas, services or prospects. Sales automation software will accelerate the tracking of your sales lifecycles to prove that you’ve accomplished your goals sooner than expected.
To select an apt SaaS vendor you need to consider vital criteria such as privacy and security, support and service, and transparency.
Find out if the provider can be trusted with data security and privacy. Do they have procedures in place to protect your private information and data? Find about the security processes they use. This is an important element of a SaaS solution that cannot be over-emphasized.
It is essential that the provider offers reliable support to resolve any issues quickly. Ask your potential vendors the following questions: Do they provide consulting and training services to assist your staff members to use the system effectively? Do they have an online support center that has valuable articles and training materials? What channels of support do they provide? Do they monitor issues 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 asking them for references you can contact. Talk to existing users of the software to learn about the quality of service offered. Does the provider make public the algorithms they use in the program? Ask these questions to find a SaaS provider whom you can trust with your sensitive customer and business data.