What is Sales Force Automation Software?

Sales force automation software allows you to standardize your company’s sales processes and activities, from lead to quote to conversion, along with reporting and efficiency analysis. This system can collate numerous sales records in minutes in place of hours it would take if you do things manually in a spreadsheet. You can effortlessly analyze vital metrics including conversion rates, win-loss ratio, and lead time. Moreover, you can display a detailed outline of how well your sales team is performing with regards to products, areas, services, and leads. Sales force automation software can fast track your sales cycles to make sure you meet your goals sooner than later. The best rated app and front runner in this category is HubSpot Sales, but we suggest you also check the other top products to find the one that is most suitable for your unique needs.

Most Popular Sales Force Automation Software

HubSpot Sales

Our Score 9.5

User Satisfaction 98%

HubSpot Sales is a smart eCommerce system that helps you sell more in less time, and build and automate sales processes that are specific for your business. Read Reviews

How To Choose The Best Sales Force Automation Software

Sales force automation (SFA) is part of a CRM (Customer Relationship Management) software solution. SFA software provide visibility, automation, and structure to vital online selling processes like sales order processing, opportunity management, activity management, contact management, and account management. Choosing the best Sales Force Automation software for small business organizations or enterprises, however, is a challenging task that requires many aspects to be taken into account, such as the ones mentioned in this buyer’s guide.

Get to know each product with free trial

A good course of action is to sign up for at least a few free trial plans from the vendors that are popular. With that method you will have the opportunity to test the list of important elements and you will get a good overview of the capabilities of each app. The best thing to do when choosing the best Sales Force Automation software is to try tools that currently have the highest results in our SmartScore and Customer Satisfaction Rating in the Sales software category, as for instance our Handshake reviews and Salesboom CRM

Targeted Businesses

Depending on the features they need, SFA 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 the SFA software with other systems like accounting, payroll, etc. Direct sellers and small businesses would also consider integrations. For example, email integration is important for all types of buyers.

What are Examples of Sales Force Automation Software?

  • Handshake: A popular wholesale sales order management tool that allow teams to write and receive orders on their mobile devices, handle customers, and streamline the order fulfillment process.
  • LiveHive: A popular acceleration platform that promoted growth, improves sales and boosts customer engagement with automated contact sharing capabilities and deep analytics.
  • Skyward CRM: A popular sales force automation platform designed for small and mid-sized businesses which can be deployed both on premise and as a SaaS solution.
  • Salesboom CRM: A cloud-based sales force automation tool that also caters the CRM needs of small, medium, and large businesses.

Types of Sales Force Automation Systems

There are many different types of sales force automation software, varying from free and basic tool suites 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 automate sales insights and enable multichannel sales, 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 force automation 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 the fact that they require complex setup and occasionally some hardware installation.
  • Software-as-a-service (SaaS) sales force automation 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 force automation 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.

Key Features of Sales Automation Software

These are the features to expect from your next sales force automation system:

Integration. Integration is an important functionality. You might wish to integrate the data you currently have in your legacy systems with the SFA solution you are looking to buy. The SFA software should allow you to do this easily.

Flexibility. The software should be flexible so that you can tweak it to suit your sales processes and workflow. It should also be easily configurable to allow you to modify and update it smoothly without needing to call technicians for programming help.

Customizable Reports. Another key feature is customizable reports which give you good insight on your sales processes and marketing campaigns. Apart from standard reports, you should be able to customize and generate your own reports to make informed decisions.

Scalability. Scalability is also important. Can the system keep up with your business growth? If you wish to grow from 10 sales reps today to 100 in the future, is the system scalable to enable you to easily add more number of users?

There are also few advanced features that can make the difference between good and great sales force automation systems, as for instance:

  • Customer profitability analysis
  • Business intelligence analysis
  • Digital dashboards
  • Activity workflow manager
  • Mobile support
  • Pipeline analysis
  • Sales performance management
  • Quote and order processing
  • Competitive intelligence
  • Territory realignment and management
  • Call center software integration
  • Social media integration

Benefits of Sales Force Automation Software

SFA systems offer contact management features to help you monitor all interactions with your clients. The contact management includes names, phone numbers, addresses, resources, data, description of the contacts, and follow-up steps with each contact. The feature ensures you contact customers only when required and helps to avoid over-contacting as well as accidental omissions. SFA software offers an all-round view of all interactions and activities between your company and customers. As part of an integrated CRM solution, the 360 degree view includes customer support and marketing interactions with the client.

SFA software also offers a lead tracking feature to maintain sales leads obtained through marketing and sales campaigns, outbound calls, mass mailing, website visits etc. This feature includes data on customers’ purchase behavior to improve up-selling and cross-selling to them. Other important components of SFA systems are sales forecasting, order management, and product knowledge. For team-based selling and group scheduling, SFA software offers integrated scheduling for sales team members as well as calendar and email synchronization.

List of Sales Force Automation Software Companies

Product name:
Category:
Smart
Score:
Price:
User
Satisf.
Support:
8.0
by quote
100%
Tickets
8.0
$99.99
100%
Live support
8.3
by quote
100%
Phone
9.0
fee-based
75%
Email
8.4
$29.95
98%
Training
8.0
by quote
100%
Training


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Our Score Read More

Our platform makes us of our special SmartScore™ mode to examine all the software in the Sales Software category to help you get the best possible service. It includes the following elements: main components, collaboration elements, custom elements, integration, how easy a software is to use and learn, help & support, security, mobility, media rating. Currently, Pipedrive is the leader in this category and is recommended by our experts. Following extensive examination it had the best results among its competitors and we strongly suggest that you consider it as one of the choices for your business.

User Satisfaction Read More

A look at total user satisfaction with the service in the Sales Software category evaluated with our unique algorythm that finds user reviews, comments and opinions across a broad range of social media sites to help you make an informed investment decision.

98%

100%

75%

98%

100%

100%

100%

100%

100%

100%

Pricing Read More

Each vendor in the Sales Software category will have a different group of pricing plans for its service and every package will include a different set of features. Below we list the overal pricing for the cheapest plan provided for each service. Please note that advanced features may have an extra cost.

Devices Supported Read More

An analysis of what kind of devices and operating systems are supported by these B2B tools in the Sales Software category, including mobile platforms and web-based solutions.

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Laguages Supported Read More

Find out what languages and geographies are served by the best B2B solutions in the Sales Software category, including solutions aimed at international markets and prepared for multi-cultural groups of employees.

USA

UK

Canada

International

China

Germany

India

Japan

Spain

France

Russia

Italy

Dutch

Portugal

Polish

Turkish

Swedish

Pricing Model Read More

Examine what pricing models are provided by the vendors in the Sales Software category to check which one matches your business preferences and budget best. Note that some services can support free or freemium accounts for you to test first.

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

Customer Types Read More

A brief look at what groups of companies a specific B2B solution in the Sales Software category provides for, from small businesses and non-profits to large enterprises.

Small Business

Large Enterprises

Medium Business

Freelancers

Deployment Read More

An overview of what styles of product deployement are provided by each B2B vendor in the Sales Software category. While the majority of modern SaaS services are cloud-hosted certain services may offer an on-site deployment model as well.

Cloud Hosted

On Premise

Open API