Sales software enables you to standardize the sales process and activities, from lead to quote and to conversion, plus reporting and performance assessment. These systems can piece together all sorts of sales information in a considerably short time lapse, rather than wasting hours doing things manually and using spreadsheets. You can evaluate key indicators, such as, conversion rates, gaining and losing ratios, and lead time. You also get a clear picture of the sales team’s performance for various products, locations, or clients, among others. Sales software can accelerate the tracking of your sales flows, in order for you to meet your aims sooner than expected. The main features to expect are as follows: mobile optimization, history records accompanied by CRM activities, dashboards, streamlined call reporting, etc.
Disaster recovery and security are two key factors that need to be considered by SaaS buyers when evaluating potential vendors.
Many SaaS vendors do not have a disaster recovery site. Therefore, ask the following questions to your shortlisted providers: How do you test your disaster recovery processes? What is your recovery time? How often do you test? Do you have discrete infrastructure; are your main site and your disaster recovery site placed in different geographical locations?
You need to be aware that many SaaS vendors do not use enterprise-grade infrastructure to install SaaS apps. Many solutions have multiple providers. For example, there may be a firewall provider, an Internet provider, and a few others too in the mix. If a problem rears up, there is a lot of finger-pointing. This issue is common with on-premise IT applications. The solution is to decrease the number of vendors so that there is answerability to ensure they take responsibility about performance.
Ask the potential SaaS providers the following queries about security: Is your firm SAS70 compliant? What security processes are used at your data centers? What security audits and principles does your company follow? Who manages access and identity management, web application firewalls, log file management, and network connectivity?
Needless to say, take your time to research carefully and get the answers to the above queries before you invest in an appropriate SaaS product.