Sales software allows you to unify the sales process and tasks, on lead-to-quote and conversion basis, plus reporting and performance evaluation. The solution can piece together diverse sales information in a considerably short time lapse, rather than wasting hours doing things manually and using spreadsheets. You can calculate key indicators, as for instance, conversion rates, win-loss ratio, and lead time. At the same time, you get a comprehensive picture of your sales team’s performance for different products, territories, or customers, among others. Sales software can accelerate the tracking of your sales cycles, to allow you to accomplish your aims sooner than expected. The most important functionalities to expect are as follows: mobile access, history records accompanied by CRM capacity, dashboards, simplified call reporting, and so on.
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 procedures. This information will help you to effortlessly integrate the SaaS software 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 product to do for your firm. Then, be clear about the features the app should have. For instance, if you want enhanced data collaboration between different business departments you need a system that can be accessed by multiple users. However, if you want an efficient app that is similar to an on-premise solution, you need to invest in a SaaS product that can be accessed by only a few users at a time.
After you pick a suitable vendor, do not sign a contract before you take a good look at the Service Level Agreement (SLA). The SLA will clearly describe what the SaaS vendor is offering and the reparation they will pay if they do not deliver the agreed services. Read and understand the SLA thoroughly to recognize what you are getting into and to avoid issues later.