Sales software helps you to homogenize the sales process and activities, on lead-to-quote and conversion basis, plus reporting and performance assessment. These systems can connect efficiently all sorts of sales information in almost no time, rather than wasting hours getting things done manually and in a spreadsheet. You are able to evaluate key indicators, like for instance, conversion rates, win-loss ratio, and lead time. You also get a clear picture of your sales team’s accomplishments for various products, locations, or clients, among others. This software can accelerate the tracking of your sales cycles, to allow you to accomplish your purpose sooner than expected. The most important functionalities to look for are as follows: mobile friendliness, history records combined with CRM capacity, dashboards, streamlined call reporting, and so on.
To select a suitable SaaS vendor you need to consider vital criteria such as privacy and security, support and service, and transparency.
Find out if the provider can be trusted with data security and privacy. Do they have processes in place to protect your sensitive information and data? Find about the security measures they use. This is an important aspect of a SaaS system that cannot be over-emphasized.
It is important that the provider offers reliable support to resolve any concerns quickly. Ask your potential vendors the following questions: Do they provide consulting and training services to assist your employees to utilize the software efficiently? Do they have an online support center that has helpful articles and training materials? What channels of support do they offer? Do they monitor concerns till they are resolved? Is customer satisfaction measured?
Does the SaaS provider conduct their business in a transparent and open manner? You can find out by asking them for references you can contact. Talk to existing customers of the software to know about the quality of service provided. Does the provider make public the algorithms they use in the program? Ask these questions to find a SaaS vendor whom you can trust with your confidential customer and business data.