Best Sales Force Automation (SFA) Software

Best sales force automation (SFA) software includes Salesforce, infusionsoft, and Pipedrive. These SFA systems are used to automate part of the sales team operations that are repetitive.

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List of 20 Best SFA Sales Force Automation Software

Showing 1 - 20 of 180 products

Contenders | 2024

Process-driven CRM for marketing, sales, service.

Creatio is the global supplier of no-code platform for industry workflows automation and CRM. Creatio’s customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code and a universe of ready-to-use templates and connectors. Read Creatio Reviews

Category Champions | 2024

All-in-one marketing platform for less than $1

EngageBay is a simple, powerful, all-in-one marketing, sales and service automation software with free CRM for startups and growing businesses. EngageBay helps you automate your marketing, sales and support by combining lead generation, email marketing, marketing automation, CRM & social media engagement, helpdesk, and ticketing. Read EngageBay Reviews

Category Champions | 2024

Sales Force Automation Software for Indian Businesses

Freshworks CRM is single Sales Force Automation system (Best SFA Software) that high-growth, high-velocity sales teams need. It is equipped with features that help sales teams have quick context and communicate effective from within the CRM and close deals faster. Read Freshsales Reviews

Category Champions | 2024

#1 CRM & support solution for growing businesses

Salesforce makes it easy for small businesses and startups build stronger client relationships with an all-in-one sales and support solution that is easy to use, setup, and maintain - Best client management software with standard cost. Read Salesforce Reviews

Most Reviewed

Category Champions | 2024

A Complete Solution of Sales Force Automation, ERP, Payroll and other business software and services for pharma, FMCG & all other type of Industries.Every business have different issues and Opt helps them to identify and provide best possible solutions as per need. Read OptCRM Reviews

Category Champions | 2024

SFA for Pharma, Healthcare and Life science indust

SANeFORCE - To be the nation's leading provider of customized, comprehensive, user-friendly, and innovative Sales Force Automation SFA to Life Science, Healthcare, and FMCG companies. Read SAN Pharma SFE Reviews

Category Champions | 2024

Cost effective enterprise CRM software

iCRM is complete and comprehensive CRM platform for the small and large size Businesses, It's an award winning user friendly CRM platform which is fully customisable to adopt even a complex requirements/process flows of any Industry oriented customer, It is a comprehensive platform to cover up your Sales, Marketing and Support automation in a single solution. Read iCRM Reviews

Contenders | 2024

Sales Force Automation Software for Small Business

BIZOM - is an intelligent yet easy to use mobile first sales force automation software/SFA Software which provides real time communication and powerful analytics for Sales, Distribution, Strategy, HR and Branding and have proven record of increasing productivity by over 70%. Read Bizom Reviews

Category Champions | 2024

SFA Software BY Zoho Corporation Pvt. Ltd.

Zoho CRM Application gives you a 360-degree view of your complete sales cycle and pipeline. It also has a open source version. Zoho CRM empowers small to large-sized organizations with a complete sales force automation software for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Read Zoho CRM Reviews

High Performer | 2024

Comprehensive Productivity Solution for Sales Team

Outwork AI is a new generation Sales Management System. It has comprehensive mobile and web apps with all the features of a CRM and SFA. It increases the productivity of front-line sales teams and gives detailed insights. Also integrated with AI Powered Sales Bots. Read Outwork AI Reviews

Contenders | 2024

All in one sales CRM for small business | SFA Software

Salesmate is the smart solution for the CRM to the small to medium size industry for enhancing their sales management. With Salesmate, it is now easy to track the sales progress, deals and get real-time entire sales reports. Read Salesmate CRM Reviews

Emergents | 2024

B2B Ordering and Order Management Application

A Seamless B2B Order Management Platform for Brands, Distributors, Wholesalers, and Retailers. Profitley is a web and mobile application that enables sales automation for B2B businesses that allow their buyers to place orders digitally. Learn more about Profitley- B2B Ordering App

Emergents | 2024

One Stop Automation Solution For Deskless Workforc

All-in-one automation solution for deskless workforces. Set up workflows, and automate your entire organization in less than 2 minutes with Fieldproxy. Schedule a completely free demo today Learn more about Fieldproxy

Contenders | 2024

A complete, mobile-first Sales force Automation

GoSales is a real-time, agile, and efficient sales force automation solution that keeps your sales team updated at all times and all places. Since the tool is optimized for mobile, it enhances salespersons’ productivity, allowing them to carry out functions from anywhere. Read GoSales Reviews

Contenders | 2024

Land More Leads, Close More Deals

Build a highly efficient sales force with LeadSquared. Automate your teams' day plan, recommend next-best tasks to them, and monitor them real-time. End-to-end sales, marketing & field force mobile app unified in a single platform. Read LeadSquared Reviews

Contenders | 2024

Complete Cloud Based SFA Software for SMEs

Cratio CRM is a Complete Cloud & Mobile CRM Software for SMEs. The features are marketing campaigns, lead management, sales quotes, Invoicing, payments, support tickets and many more. The Mobile CRM app is used by Field sales & service teams for activity updates with GPS location. Read Cratio CRM Reviews

Emergents | 2024

SFA Software BY B-Square Solutions (P) Ltd.

It is a free sales force automation software that triggers the entire sales process of your business by expediting the arms of your personnel. B-Square also provides Mobile solution that completely automates the sales functions. Read CBO Reviews

Category Champions | 2024

The Salestrip is an ultimate cloud-based Pharma/FMCG sales force automation software. You can enjoy seamless connectivity across the multiple layers and hierarchies of your sales team and get real-time updates, and notification. Read Salestrip SFA Reviews

Category Champions | 2024

Sales Force Automation Software and Distribution Management

A Sales Force Automation Software solutions to help your business achieve its true potential. Manage your sales metrics, optimize product penetration, get market insights and more. Track NPAs and increase your order fulfillment rate with this robust SFA software. Read SalesDiary Reviews

Contenders | 2024

Best Customer Choice Software

Transform your filed sales with our CREST Sales Force Automation Application and have complete control of your sales operations to drive better results and faster growth. Read CREST SFA Reviews

Sales Force Automation Software Guide

What is Sales Force Automation Software?

Sales force automation software enables advanced sales management with automated workflow. It creates a synchronized and streamlined sales procedure, forecasting, and performance recording.

SalesForce Automation Software that automates business tasks like sales forecasting and processing, inventory control, and tracking of customer interactions. A major part of salesforce automation tools comprises of forecasting sales and regulating the performance of a business. Some Businesses develop a custom version of the FMCG SFA system (Sales Force Automation Software) specifically for their needs or opt for one from the wide range of Sales Force Automation System or SFA Software available.

Businesses use a wide range of online sales software to increase the efficiency of collaborating and sharing information between different departments. Time-consuming and inaccurate tasks are replaced by automated procedures to positively impact sales operations.

Types of SFA Systems and Operations They Cover

More than a simple CRM (CRM Software), the best sales force automation software or sales force automation solutions for FMCG will take care of the tiniest of your operations, and the best part is, they can be customized to suit your business requirements to increase your sales efficiency. Though you can always shortlist all-inclusive software to automate everything, here are the major types of SFA applications/SFA Software (Sales Force Automation Software) you get to manage your sales operations.

1. ERP solutions package for sales

2. Sales CRM

3. Price Manager

4. Retail sales manager

5. Marketing automation solutions

6. Customer service software

7. Customized mobile sales force automation software for your needs

Selecting Right Sales Force Automation Software for Your Business

Well, before you actually buy a sales management solution, there are some prerequisites you need to fulfill. You need to recognize what type of buyer you are. To find it out, ask yourself the following questions.

1. What are your technical expectations for the technology?

2. Did you allocate a systematic budget for technological investment?

3. Did you ensure that your team would be able to make maximum use of the tool?

4. Where would you rush for technical support and troubleshooting in the moment of need?

5. How quick is the support?

Once you have figured the answers out, you can begin your hunt for the perfect FMCG SFA solution or SFA Software. Starting with, you should pay attention to the following factors.

Steps for Selecting Sales Force Automation Software

1. Requirement analysis

The software is made to serve a particular need or a business operation. What are the activities or tasks that you wish to automate with software? Do the shortlisted sales tools have what you need? Basic operations include contact management, follow up and status scheduling, reporting and tracking, forecasting, and sales enablement features.

2. Try before you purchase

Most vendors today provide a free trial period or free versions of their software that a user can test before purchasing the software. Make the most of this facility to explore the entire software and identify whether it suits you or not. Can you use the features available in the tool as per your existing processes? Hence, taking a trial before buying it is a must.

3. The number of users

This applies to the cloud-based sales automation solutions with online sales tracking software where there is a limit to the number of users that can access the software at once. Does your package give you enough users to accommodate your team?

4. Email/SMS notifications

Now that all sales reps prefer accessing everything on the go, the online SFA Software (Sales Force Automation Software) for FMCG that you purchase should compulsorily include this notification feature. The system should notify the user whenever there is any activity, request or anything triggers that need quick action. Thus, your team becomes more efficient and responsive.

5. Know the key features

Does the software work exactly the way you want? The key features should be those that automate the majority of your operations. The SFA software or sales force automation software should be inclusive of the features that your business needs.

6. Support, training, and implementation

Can the vendor train your team on his system? Does he implement the system at your end and ensures that everything is up and running? Will the vendor help you in case if you want to use this software with your own existing data? How quick and easily accessible is the support in case if you run into trouble? These are the most important non-technical concerns you need to address before buying software.

7. Know who is already using them

You need to be aware of the system used in the market. Pay good attention to the clientele of the vendor. Because you wouldn’t want to buy something that no one is using.

8. User-friendliness of the tool

The software might be complex while operating for you. It may contain features that you do not need. In such a case, you might find such a tool to be of little use. Besides, you must ensure that you can find frequently performed operations handy in the system. The dashboard should be brief with all the important information you need to locate just a click away. Ease of use matters, because you are going to use the tool for quite a long.

9. Finally, comes the cost!

Depending on your budget you can plan to select a cloud-based, on-premise or an ERP solution. Most importantly while you are searching for the right field sales application, never put price over features and functionalities. Find a solution that offers you the features you need, and that is not heavy on your pocket simultaneously.

What are the Categories of SFA Software Currently Available Around?

Depending on the set of operations you aim to automate, your budget, and your IT expertise, you can select any of the following.

SFA software currently available around

1. Desktop-based sales automation systems

This software will be installed on a machine at your premises. Giving you a stand-alone application experience, you will need to purchase a one-time license followed by annual maintenance costs depending on the provider. These FMCG SFA apps/ SFA Software are robust. However, it demands IT infrastructure and hardware in order to install and maintain them. Data security too remains your responsibility.

2. Cloud-based solutions

This category is widely used and is most suitable for a single retailer and small business owners. Cloud-based sales force automation software for small businesses is located on the provider’s servers and you, as a user can access them from a browser on your computer. You will require a high-speed internet connection to use them. These are light and cost-effective as compared to the desktop-based online SFA software. Plus, you do not need to invest in much of hardware too. Depending on the provider, these can be billed monthly, quarterly, or annually.

3. Cloud-hosted ERP solutions

As most of the ERP Software, these solutions generally cover the wide range of operations and management. Most vendors offer the users, a free trial, to evaluate the solutions. Since these are a set of tightly integrated solutions, they become universally operable. These highly scalable pharma SFA apps or Sale force Automation Software (SFA software) come with superior features along with higher cost and maintenance.

Why does a Company Need to Automate Sales?

1. Lost opportunities

2. Poor prioritization

3. Lack of forecasting and intelligence

4. Employee accountability

5. Collaboration and data sharing

Automating sales gives you a chance to improve your sales efforts and accordingly reduce disorganizations, cuts sales cycles, which is vital for monitoring and broadcasting as well as assessing sales performance and forecasting its future growth.

FMCG SFA software (Sales Force Automation Software) has features that intend to maximize the sales activities of any business. The features include stock control, analyzing sales forecast, contract administration, quotation management, proposal, presentation creation, and product management. Hence a changing trend in software market according to our experts show a recent drift in SME’s and large scale business organization turning up to one from the best sales force automation software and regulate their business processes.

Now that you know what a mobile sales force automation software for FMCG is, you would definitely consider buying a one for you. How do you select the best SFA Software for you? Here is the guide.

Top SFA Software Vendors by Company Size

Salesforce automation (SFA) software helps businesses to streamline and automate processes like order management and invoice generation, maintaining a customer database, and more. It reduces the manual effort to record and keep various sales data. It is estimated that the global sales force automation software marketplace is to reach $7,773 million by 2024, increasing at a CAGR of 10.6% from 2017 to 2024. It was valued at $3,872 million in 2016.

The increasing need to streamline the whole sales process and to improve ROI is driving the growth of the SFA application market. Let’s look at some of the most popular SFA software vendors by company size.

SFA Software Comparison for Large Enterprises

For large organizations, they often have a wide range of selling models. The primary purpose of deploying an SFA system solution is to unify all sales activities across various channels. Choose SFA software that seamlessly integrates with other enterprise systems so that it doesn’t disrupt the entire business operations. Some of the top SFA players are Hubspot, ClaritySoft and EngageBay.

 
 
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SFA Software Comparison for Medium-Sized Enterprises

Medium-sized enterprises should look for SFA software that can help them move beyond their contact tracking capabilities and add more functionalities like lead generation, deal tracking, reporting, and analytics. Most importantly, medium-sized companies need a highly scalable and flexible SFA software in their growing stage. Following are the three best options for any mid-sized companies: Pipeliner, FreshSales, and Bitrix 24

 
 
 
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Free Trial 14 Days 21 Days 30 Days
Pricing $25 User/Month $12 User/Month $19 User/Month
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SFA Software Comparison for Small Businesses

New startups or small-sized companies are generally looking for ways to personalize their customer communication. Besides, they want to generate more leads from various platforms. Thus, it is advisable to choose an SFA system that will consolidate customer communication from multiple channels such as social media, chat boxes, blogs, and other platforms. The top three SFA vendors for small enterprises are Less Annoying CRM, Nutshell, and Nimble.

 
 
Less Annoying CRM
Nutshell
Nimble
Free Trial 30 Days 14 Days 14 Days
Pricing $10 User/Month $19 User/Month $19 User/Month
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Customer Purchase Insights for Sales Force Automation Software

Here is a report from the experts at SoftwareSuggest generated by analyzing the buyers of online SFA software in 2020.

customer purchase insights for SFA software

1. FMCG SFA Software Buyers around the Globe

Until now we have had 45% of sales force automation system buyers from India, followed by 12% from the United States. The graph describes a country-wise distribution of online sales software buyers.

2. Industry-Wise Spread Of S Best Sales Automation Software Buyers

When it comes to Industry-wise data, the highest number of inquiries for a Sales Force Automation Software (SFA software) for FMCG comes from the Manufacturing Industry, also followed by the Distribution Management Industry, and then inquiries for sales force automation software for pharma companies.

3. Preferred Deployment Type: Installation-based Vs. Web-based Software

When it comes to choosing between Installation-based and Web-based Software, 78.9% of the total customers preferred to buy the FMCG SFA software which offers Online/Web-based deployment. This is followed by 8.9% of customers who preferred to buy the sales force automation tools which offer both: Installation-based deployment and Web-based deployment. This clearly shows that as far as online Sales Software is concerned, not many are open to buying just the Installation-based solution.

4. The Estimated Budget Preference (in INR) Of The Customers

Around 49.4% of the total customers preferred to buy their required pharma SFA software in the Budget range of INR 0 - 1000. This is followed by 22.4% of customers, who preferred the Budget range of INR 50,000 - 2,00,000. The percentage of customers decreases gradually as the Budget range increases and this is clearly demonstrated in the Graph below.

Key Features to Look for in an SFA Software

Sales Force Automation Software Features

1. Contact Management

Keeping complete track of prospects the sales team has engaged with is a major feature to look out for in mobile sales force automation software, like easy access to past activities and communication history. They can also set reminders for follow-up and set appointments accordingly. At the other end, managers can monitor and track the progress of sales teams.

2. Sales Forecasting

Conducting an in-depth analysis of the sales history, current trends, and the status of the proceedings in progress, and also predict the sales revenues.

3. Multiple Device Access

Since the sales team spends most of their time on-field, the software should be accessible from multiple devices and operating systems. Accessing and extracting lead-related data should be possible even when the team is not in the office.

4. Sales Performance Reporting and Analysis

The ability to generates performance reports for the sales executives for the managers to get real-time data about the forecast vs performance, revenues generated, and other related metrics.

5. Customization

These SFA software tools have to be absolutely customizable as the business advances. The team should be able to customize the interface and other variables that match their requirements.

Benefits of a Sales Force Automation Software

Let's look at the importance of sales force management

benefits of sales force automation software

1. Saves Time

Time-consuming activities such as scheduling appointments, tracking sales, and sending follow-ups are taken care of by these systems. This allows the sales team to concentrate on tracking leads, sending proposals and quotes, and closing orders.

2. Improved Customer Service

Salesforce management app with automatic execution makes it easy to extract customer details from the centralized database if they call for a query or to get some information. The information is at fingertips, this improves the overall customer service.

3. Greater Revenues

Based on the analysis, online sales software shows the products with maximum sales. The sales team can create campaigns to focus on selling these products.

4. Opportunity Management

The competitive analysis feature of the pharma SFA software allows companies to track their competitor activities. This way it’s easier to spot trends and opportunities.

benefits of a sales force automation software

5. More Efficient Management of the Sales Team

The managers have quick access to real-time data such as sales being made, opportunities, figures, complaints and other parameters to measure the success of the sales team?

6. Reporting and Tracking

Reporting and tracking sales performance are essential to determine the overall productivity of an organization. Pick a sales automation software solution that can automatically track the revenue each sales rep is bringing. Furthermore, your SFA system should provide in-depth results for multiple product lines, which help you analyze which product is performing well and which one needs help.

7. Contact Management

Keeping track of all the leads in the pipeline can be challenging, and your sales force automation software should provide robust contact management capabilities. It should automatically schedule sales meetings, which helps your team become more efficient. Besides, your SFA software should update the status of a prospect throughout the pipeline and automatically follow-up with them based upon the parameters set by the sales rep

8. Trend Analysis

Trend analysis is crucial to discover future impediments and opportunities. A sales force automation software program should provide you with the necessary data to help you analyze future trends.

Market Trends in (SFA Software) Sales Force Automation Software

Before you dive into selecting FMCG SFA software for your sales processes and contacting any vendor, here are some trends you should glimpse. Though you can come up with a list of requirements that the solution has to fulfill for you, here are some must-haves and good-to-haves in the software you purchase.

1. Mobile App

Nowadays, it is essential for any software solution provider to offer smart-phone support. It is compulsory for sales reps to utilize information and work while moving. When the sales management solution you use offers you a mobile sales force automation software application too, you can bring the entire business on your very own Smartphone. Moreover, it makes your team more time-efficient. However, mobile apps exhibit working limitations as compared to desktop versions. Still, you can perform major operations and have it synced to the desktop one.

2. Social platform integration

Your business (especially sales) cannot neglect the power of social media. Then, the pharma SFA software should offer integrations to connect you with those platforms that help you get more visibility as well as sales acquisition.

3. All-inclusive solutions

While different software performs different specific operations, a suite of mobile SFA apps would take away your pain to deal with multiple systems and juggle with data. Such ERP suites are the first choices of sales giants.

Things to Consider While Investing in SFA

Now that you know how to choose the best sales software, here are a few important things to consider.

1. Price

Most businesses nowadays opt for cloud-based SFA CRM, which comes with a monthly fee per user. Therefore, the first step is to calculate the number of users you have and your budget. SFA solutions can vary in price, and for a company, it is important to determine a budget suits best per their revenue and requirements.

2. Defined business goals

A sales automation software system can perform various functions, such as sales forecasting, tracking leads, improving customer experience, and more. Figure out what your team intends to achieve from SFA software, whether it is reducing cost per sale, gaining analytical insight, or improving client retention rate. Having clearly defined business goals enable you to find the solution that fits your requirements.

3. User reviews

A large number of websites, like SoftwareSuggest, help you improve your buying decision. Visit these websites and read user comments, reviews, and feedback to get a clear idea of what to expect. Analyze the software on ease of use, support, value for money, and more.

4. Training

SFA solutions are meaningless if your team members are not able to use them or have to spend a copious amount of time learning them. While there is no SFA CRM that would be open-heartedly embraced by all team members, you should find a solution that is easy to use and requires minimal training. Salesforce automation will add value to your organization only if everyone uses it.

5. Integrations

While some leading sales force automation software systems provide all the features ranging from sales automation to project management, they can be a significant investment, which might not be feasible for small and medium-sized businesses. Fortunately, most SFA solutions focus on their existing services and solve specific problems. However, when your business scales up, you will need other enterprise solutions. Therefore, it is critical to choose an SFA system that allows seamless integration capabilities with other software and applications.

6. Customization

As discussed before, every company and its business requirements are different. While most CRMs offer a particular set of features, they should offer customization capabilities to help companies adapt and use the solution as per their needs.

7. Mobility

With the rise of mobile devices, your sales reps would prefer to take their SFA with them to places. Choose an open-source sales force automation software program that is supported on multiple platforms, such as iOS, Android, Windows, etc.

Bringing it All Together

All in all, the best sales force automation software would make you more organized by making it easier for you to perform sales cycle management. Such software will take out all the major manual work for you. The lesser the paperwork, the higher the productivity.

In the end, any software is just a tool. What manages it, is your brain. Even if you have implemented such a tool, it is indispensable for you to make certain that your team uses it in the most effective manner.

Lastly, stop juggling with the data, let FMCG SFA software automate that for you while you focus on converting leads! However, do not forget that you need not rush. Take your time to evaluate and find a tool that fits your needs.

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FAQs

On-premise Sales Force Automation software is installed on the devices your company already owns. It implies:

  1. Local hosting
  2. The initial investment for a perpetual license
  3. Paid support and updates
  4. You’ll be responsible for data safety

As SaaS software is cloud-based, it enables you to use applications through the cloud. All that it requires you to have is an active internet connection. When you choose to deploy cloud-based SFA software, you benefit with

  1. Quick deployment
  2. Reduce the need for dedicated, internal IT resources
  3. A little to no maintenance costs
  4. The provider will be responsible for the safety of your data
  5. Scalable and reliable

The former will render you more control over the software than the latter. However, knowing these differences will surely enable you to determine which mode of SFA deployment is most suitable for you.

Some of the basic functionalities you can’t do without include the following:

  1. The provider should deliver good technical support
  2. It should let you add/delete modules as per your needs, i.e., customizable
  3. It should work online as well as offline
  4. It should work with any type of device
  5. It should integrate some cutting-edge technologies like Augmented Reality or Image Recognition

Industries with a functional sales team can happily leverage the benefits of SFA tools. They can quickly enter the product information into the system adhering to the industry standards and parameters.

SFA software helps businesses centralize customer information. Moreover, it automates and streamlines the sales process, thus, assisting the sales team in closing more leads and increasing sales. Some features that help in this process include analyzing sales forecasts, contract administration, stock control, product management, quotation management, proposal, and presentation creation.

Investing in SFA software can yield fruitful results for small businesses. As it can automate time-consuming tasks like following up with customers and responding to leads, it maximizes your team's productivity by letting them focus on tasks that drive higher lead conversion rates.

In CRM, sales force automation (SFA) is an integrated application that streamlines and automates processes like lead generation, sales, performance, and forecasting.

Sales force automation eliminates the time consumed by recurring administrative tasks, thus, enabling sales reps to focus more on core activities and drive sales.

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Last Updated: March 13, 2024