Sales management software is created to unify the product sales plan and assignments, starting with leads and quotes and moving towards conversions, in addition to the ability to generate reports and performance assessment. This system is capable to put together diverse sales details in no time rather than the hours if you’re doing things manually with a spreadsheet. You are also enabled to evaluate main points, inclusively conversion rates, win-loss ratio, and lead time. The system reveals to your attention a well-founded overview of your sales team’s success for different products, services, areas, or leads, among others. This software has the capacity to consistently follow your sales cycles to assist you to meet your goals sooner than you thought you would.
SaaS software provides many benefits such as simple setup, access, and integration as well as data security. To pick the best platform for your requirements, you need to do your groundwork thoroughly. To start, begin with the following tips to consider and evaluate the various programs:
Know your needs: First, be sure about your firm’s needs and requirements. Why do you need to invest in a SaaS system? What tasks and goals do you intend to accomplish with the solution? If you are sure about your requirements, you can easily find a suitable solution that fulfills them.
Compare features and price: Make a shortlist of SaaS products that offer the features you need and are within your budget. Peruse online reviews of the shortlisted programs to learn what each one offers.
Use the free trial and extend it if necessary: Subscribe to the free trials of the shortlisted apps and check out their features firsthand. This will help you to understand if the application provides what you need to improve your company’s efficiency and productivity. Ask for an extension of the free trial if the time is too short to learn about the program’s effectiveness.
Talk to the vendor: Finally, talk to each vendor about the help and support they can offer. Try to discuss the fee and get discounts. Ask about the training and consultation they provide to help you to use the app efficiently.
We use our unique SmartScore™ system to evaluate all the products listed to help you get the best possible application. The total score comprises of the following elements (% show how much each component affects the final score):
Hover over the element to learn more about our ratings.
Main Functionality – rates the software’s ability to meet its main promise or USP.
Customization - Rates the software’s customization tools that allow the business to match the software’s functions to the business’ specific processes and current needs. Tools to watch include: custom reports; custom fields; custom business processes; logo insertions; and color palette choice.
Collaboration Features – rates the software’s functionalities that allow team members to work together, share documents, ideas and best practices. Includes tools such as: communication platforms (IM chat, VoIP, email, social media, phone); real-time features; attachment and association capabilities; and automatic task and contact associations.
Integration – rates the ability of the software to assimilate third-party applications and formats, especially popular productivity tools like Google Apps, Microsoft Office and Outlook and proprietary email apps. Also include connector apps that integrate the software to even more apps and APIs that allow developers to integrate their own apps to the software. May also include integration to older versions of the software.
Mobility – rates if the software has a mobile platform and which mobile OS it supports. Attributes to watch include: apps for iOS, Android, Windows Mobile, BlackBerry; mobile browser version; and specific mobile modules.
Ease-of-use – rates the level of difficulty in learning and using the software. Features to watch include: self-help tutorials; quick lookups; dashboard; drag-and-drop tools; intuitive behavior; search and data retrieval; formats and templates; and steps to perform a task.
Help & Support – rates the level of technical and customer support by vendor. Attributes to measure include: live support (chat); tickets; free and freemium support services; knowledge base support (PDF, recorded webinars, forum); and paid support plans.
Security – rates the software’s security infrastructure including the following features: enable/disable data access; password encryption; data backup; and official seals from reputable organizations that vouch for the software’s security.
Media Rating - averages the ratings by major review sites, such as: CNET, Gartner Vendor, MacWorld and PCMag.
We use our behavior-based Customer Satisfaction Algorithm™ to gather customer reviews, comments and opinions across a wide range of social media sites to help you make an informed buying decision.
Hover over the shapes to learn more
Our algorithm performs a wide-spectrum scan through all the most popular social media as well as blogs and websites to find customer reviews relevant to a specific product.
The behavior-based system collects all reviews that discuss a selected product filtering out comments and posts that do not feature a customer’s opinion about the product.
All gathered customer reviews are processed with a set of filters to extract key data from each review relevant to customer’s satisfaction including: detailed keywords analysis, social response signals and various meta data.
Collected data about users’ experience with the product are thoroughly analyzed using an algorithm that evaluates each processed factor as either positive or negative response from the customer.
After all partial data are analyzed and evaluated the system assigns a single customer satisfaction score to a product. It allows our users an easy and quick access to information on how many clients are satisfied with a product at the moment.