Sales software allows you to unify the sales process and activities, from lead to quote and to conversion, plus reporting and performance evaluation. The solution can piece together all sorts of sales data in a considerably short time lapse, instead of wasting hours if you do things manually and in a spreadsheet. You can evaluate key indicators, as for instance, conversion rates, gaining and losing ratios, and lead time. At the same time, you get a clear picture of your sales team’s performance for different products, locations, or clients, among others. Sales software can accelerate the tracking of your sales cycles, in order for you to meet your targets sooner than later. The key features to look for are as follows: mobile optimization, sales histories accompanied by CRM functions, dashboards, facilitated call reporting, and so on.
To pick an apt SaaS program for your business, start by asking the following questions:
· Is this cloud platform the best product—economically and features-wise? · Will it be easy to do long-term business with the cloud vendor? · Is the solution easy to use and does it simplify technology? · Can the platform help your company to manage compliance, security, and operational risks?
Find out if other companies have successfully implemented the solution. Get proof about the provider being able to offer the desired business value and ROI. Browse case studies to learn about the user experiences of other customers. Get references from the vendor and find out about the quality of the software and service provided.
Another important element to consider is the free trial. Before you make such a critical decision and invest your hard-earned money, be sure if the system actually fits your needs. You can do this by registering for the free trial and trying out the system’s functionality. Also, find out if the vendor can help you to pilot the solution. You may need to pay for the implementation of the pilot, but the cost is worth it as it will give you results and proof points to analyze before you make a crucial investment.