Sales management software is created with the main purpose to standardize the product sales plan and tasks, from lead to quote and to conversion, enriched with the ability to generate reports and quality examinations. This software is enabled to bring under the same roof various sales info in just few minutes rather than the hours should you do things by hand on a spreadsheet. It's possible to evaluate main indicators, inclusively conversion rates, win-loss ratio, and lead time. You can also see a well-founded preview of your sales team’s performance for multiple products, services, locations, or customers, to say at least. Sales management software can accelerate the tracking your sales flow in order to help you meet your goals sooner than you thought you would.
To select a suitable SaaS system for your organization, start by asking the following questions:
· Is this cloud application the best product—economically and features-wise? · Will it be easy to do long-term business with the cloud provider? · Is the solution easy to use and does it simplify technology? · Can the product help your company to manage compliance, security, and operational risks?
Find out if other enterprises have successfully deployed the software. Get proof about the vendor being able to provide the desired business value and ROI. Read case studies to learn about the user experiences of other buyers. Obtain references from the provider and find out about the quality of the software and service provided.
Another important aspect to consider is the free trial. Before you make such a vital decision and invest your hard-earned money, be sure if the software actually fits your requirements. You can do this by signing up for the free trial and checking out the system’s functionality. Also, find out if the vendor can help you to pilot the platform. You may need to pay for the deployment of the pilot, but the price is worth it as it will give you results and proof points to analyze before you make a key investment.
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.
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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.