How to Select the Right Cloud Sales Software

Category: Sales Software

cloudCloud sales software is a general description of IT systems designed to streamline and automate sales cycles of a company and includes such aspects as lead generation, forecasting, and monitoring contracts. Sales software solutions are available in different types and forms to fit a wide range of company needs. Some of these apps will only include basic functions like quotes, order-taking, closing deals while others will offer a more advanced set of features such as: market segment analysis; tools to help product development; and integration with a variety of other business processes like accounting, CRM, project management and inventory. No matter if you select the basic or advanced sales software it should allow you to streamline the sales process and offer you the following advantages:

  • increase productivity of your sales team and, in turn, increase your market share
  • helps your field team to send information in real-time when you need it, how often you need it
  • increase customer satisfaction rating, which you can gauge in social media posts or in your forum threads

Here’s a quick review on how to select the right cloud sales software.

5 Features to look for

1) Streamline the sales process

Cloud sales software should all help you achieve a faster sales cycle turnaround. To help you make a methodological comparison of features while selecting the right cloud sales software, ask yourself these questions that relate to the sales cycle:

  • Does the software help you identify leads faster?
  • Can you set multiple appointments and keep track of each one with ease?
  • Can it qualify the prospect with metrics like historical orders, size of orders, and frequency of queries?
  • Does the software have a tool to aid you in presenting product features? The feature can be as simple as a PDF generator or complex as a slideshow function.
  • Can it send contracts and keep tab on them when you close deals?

2) Real-time quotes

When customers come knocking at the door you don’t waste time. Cloud sales software lets you quote for quantity, standard price, deals, product codes, customer information, among others, and generate a PDF report that you can email to customers at once. You should perform these steps within 24 to 48 hours, lest you lose the customer to the competition. The best cloud sales software is your tool to take advantage of this window of opportunity when customers ask.

3) Mobile app

Cloud sales software empowers your sales team with automation and productivity features. Make sure to empower them, too, to access these tools anywhere and anytime opportunities arise. A good cloud sales software should have a mobile app, not as an add-on, but a must-have feature that your sales team can’t live without.

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4) CRM integration

Most cloud sales software can integrate with a CRM architecture to let you track customer details and their order status to fast track the sales cycle. CRM can deliver insights such as sales clusters, company financials, and customer buying patterns, which your sales software can use as leads to create buying opportunities. To ensure seamless integration, look for cloud sales software products that are the top choice among CRM solutions.

5) Ease-of-use

No matter how robust the cloud sales software, if it’s difficult to use, the sales team will resist it. A simple way to check if the sales software will work for you and your team is to use a free or demo version before subscribing to a cloud sales software. What is better than actually using the tools that the vendor claims to be perfect?


The first step when thinking how to select the right cloud sales software is to get the big picture. The five features we mentioned show you the main functions of most sales software products. There are other sub-features that may influence your buying decision; but for now, make sure to have a good grasp of the main features.

By Jenny Chang

Senior writer at FinancesOnline who writes about a wide range of SaaS and B2B products, including trends and issues on e-commerce, accounting and customer service software. She’s also covered a wide range of topics in business, science, and technology for websites in the U.S., Australia and Singapore, keeping tabs on edge tech like 3D printed health monitoring tattoos and SpaceX’s exploration plans.

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