New start-ups are emerging each day and the existing businesses are expanding itself giving a tough run to their competitors. Businesses now have become a way too complex and competitive making it difficult to retain customers. On the other hand, it’s a plus point for the customer; they have the number of options available. If you fail to provide the service they want, at the time they requested they are definitely going to look for the next best option.
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Now just imagine if you get a superpower which helps you track information about your interested customers. You can know what they want, how they found you, what is their location, their contact number and other details All you then need to do is provide them the information they want before your competitor does it. Sales Management Software is here to help you gain that superpower by streamlining the entire sales process.
Make sure your Sales Management Software vendor has these basic features:
Now it’s a high time you change the traditional methods of running the sales team and adapt sales management software that makes sure that your sales team and your potential customers are freed from all that extra stress.
Ask yourself a certain question before getting sales management software, never rush your decision-making process. Will it mingle with your current sales process? Will it prove productive to your company’s social media functions? Will your software vendor extend support in case of trouble arises?
Make sure you are getting user-friendly software for your employees. It should be less technical with easy navigation and proper layout. It should be beneficial for your sales management team in every manner. Although software price is an important consideration, yet again the transformation that sales management tool will bring to your business cannot be ignored. Last but not the least make sure it matches with your sales team’s objective, requirement, and expectation.
There are some key features which you should always look for when getting yourself a sales management software.
1. Contact Management
In every business sales department, it’s actually people interacting people. Therefore it is necessary to have a coherent contact management system in place. Customer data is organized in a centralized location. Various customer data like his contact number, demographic, customer service interaction can be saved and retrieved here.
2. Lead Management
Helps you get a 360-degree view of the sales activity, deals cracked till now and tasks undertaken. It also connects to the contact management system which provides a complete view of the customer and his interactions so far.
3. Dashboard
It amalgamates streams of data coming from various sources in a meaningful way that generates patterns trends and behavior and other market insights. Some software also provides advanced features like tracking lead data from the third party websites.
4. Deals and task
Sales Management tools allow you to add, assign and track significant items and add them to your business pipeline. Deals and tasks get populated by itself using customer data. Another way to do this is updated using real-time information.
5. Campaign Management
Campaign Management includes setting up target clients, mechanizing of work processes, and measurement of success on predefined metrics. Two of its sub-feature are:
- Email Management: It helps you track opened and clicked emails and works with popular email clients like Gmail, Outlook, and MailChimp.
- Social Media Management: Tracks online social networking movement of your customers their likes and dislikes, shares, comments, reviews, mentions etc.
6. Analytics
Most organizations want to know what’s ahead in the lead funnel. For instance, the sources producing the most revenue, the conversion examination at each stage, the point where communication is not up to the mark, the business response time and so on. These bits of knowledge are significant in reinforcing the entire lead management process.
7. Sales Order Management
It’s the time when all your hard work pays off starting from your first interaction with the client till when he actually places an order.This is one of the most important features your software should have.as it ensures you are making your customer happy by delivering products on time irrespective of their geographical location.You can incorporate this feature or can get yourself a completely different sales order management software to track the delivery process from the moment the order is placed till it is delivered to your customer.Your software should be able to do some core functionality, obviously starting with sales order management, General Accounting, Inventory Management, Warehouse Management and Delivery Management.
Now if you are multicenter organization then you will have to look for one more additional feature i.e the lead distribution feature. It’s very important for such organization to manage few things to avoid mistakes and increase efficiency. These are listed as below:
- Centralized Lead Management in place: Have a centralized Lead Management Software in place, but also take proper care of how its access should be granted. Restrict users from viewing confidential information. You would obviously not want to overwrite data by the sales manager from another location.
- Distribution of Lead Automatically: The software should automatically distribute lead to particular centers and salespeople using location and another lead attributes. This avoids manual errors, makes the potential customers experience better as local communication give them a flexibility of expressing their needs in the language they are most comfortable.
- Different Analytics for different centers: Gives an Analytics report that helps you analyze if a particular center is getting proper ROI. It also gives you details about the best and the worst performing centers so the future actions to be taken can be decided accordingly.
Bottom Line
To conclude in a nutshell, understand your business process, Identify your needs, and then head out in the pursuit of an ideal sales management software. Make sure the vendor you choose has registered software, fits your budget, and provides you all the basic features plus the advanced ones as per your requirement.
A digital marketing and content curator at SoftwareSuggest, a software recommendation platform. I am passionate about Digital Marketing, and all things digital. Also interested in technology and innovation. In my spare time, enjoy playing cricket, and Badminton.
