Sales software allows you to standardize the sales process and activities, from lead to quote and to conversion, enriched by reporting and performance tracking. This software can drill deep inside various sales information in almost no time, rather than wasting days if you do things manually and in a spreadsheet. You are able to measure key indicators, like for instance, conversion rates, gaining and losing ratios, and lead time. You also get an accurate picture of the sales team’s accomplishments for different products, territories, or customers, among others. This software can accelerate the tracking of your sales cycles, in order for you to meet your targets sooner than later. The main features to expect are the following: mobile friendliness, sales histories accompanied by CRM functions, dashboards, facilitated call reporting, etc.
First, be clear about the reasons why you want to use a SaaS product. You should also have a good understanding of your existing infrastructure and business procedures. This information will assist you to easily integrate the SaaS program 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 service to do for your organization. Then, be clear about the functionality the software should have. For instance, if you want enhanced data collaboration between different business units you need a solution that can be accessed by multiple users. However, if you need a resourceful system that is similar to an on-premise solution, you need to invest in a SaaS software that can be accessed by only a few users at a time.
After you select a suitable vendor, do not sign an agreement before you take a good look at the Service Level Agreement (SLA). The SLA will clearly describe what the SaaS provider is offering and the reparation they will pay if they do not deliver the agreed services. Read and comprehend the SLA thoroughly to know what you are getting into and to avoid concerns later.