7 basic features of sales management software

Posted by Shivam Chauhan on January 25th, 2019

New start ups are emerging each day and existing businesses are challenging to their rivals. Businesses have become very complicated and competitive, making it difficult for the customers to maintain. On the other hand, this is a plus point for the customer; They have a number of options available. If you fail to provide your desired service, at the time they request, they are definitely looking for the next best option.

Now imagine if you get a superpower that helps you track information about your interested customers. You can know what they want, how they found you, what their location is, their contact numbers and other details you all have to do, when they give your competitor the information they want before they do Are there. Sales management software is here to help you achieve that superpower by streamlining the entire sales process.

Make sure your sales management software Dealer has these basic features:

Now this is a high time when you change the traditional methods of running the sales team and optimize the sales management software, which ensures that your sales team and your potential customers are free from that extra stress.

Ask yourself a specific question before getting the sales management software, never increase your decision-making process. Will this blend with your current sales process? Will this prove to be productive for your company's social media functions? Will your software vendor support increase in case of trouble?

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 way. Although the software price is an important consideration, the sales management tool can not be ignored by the change that brings it to your business. Last, but at least, do not ensure that it matches the purpose, requirement and expectation of your sales team.

There are some key features that you should always look at when getting your sales management software.

1. Contact Management

In every commercial sales department Contact management Software plays very important role, it really talks to people. Therefore it is necessary to have a consistent contact management system in place. Customer data is organized in a centralized location. Different customer data such as their contact numbers, demographic, customer service interactions can be saved and received here.

2. Lead management

Helps view the 360 ​​degree view of the sales activity so far, fulfills the deals and tasks done so far. It also connects to the lead management system that provides a complete perspective on the customer and its interaction so far.

3. Dashboard

It connects the streams of data coming from different sources in a meaningful way, which generates pattern trends and behavior and other market insights. Some software also offers advance features such as track lead data from third-party websites.

4. Deals and Work

Sales management tools allow you to add, assign and track important items and add them to your business pipeline. Using customer data, the deals and tasks are done automatically. Another way to do this is to update using real-time information.

5. Campaign Management

Campaign management involves establishing targeted customers, mechanization of work processes and measurement of success on predefined matrix. It has two sub-characteristics:

Email Management: This helps track the emails you have opened and clicked, and works with popular email clients like Gmail, Outlook and MailCompin.

Social Media Management: Tracks the online social networking movement of your customers' likes and dislikes, shares, comments, reviews, mentions etc.

6. Analytics

Most organizations want to know what is ahead in lead funnel. For example, sources producing the highest revenue, conversion exams at each stage, the point where the communication mark is not up to date, business response times and so on. These components of knowledge are important in strengthening the overall lead management process.

7. Sales Order Management

This is the time when all your hard work pays for the customer to start with your first conversation until it actually returns an order. This is one of the most important features in your software. This ensures that you are happy to distribute your customer. In spite of its geographical location, the product at the time.You can include this feature or you can get yourself completely different sales order management software, so long as the delivery process is delivered to your customer, the delivery process can be tracked. Your software should be able to do some main functionality, obviously sales order management, general accounting, freight management, warehouse management and distribution management.

Now if you are a multi-level organization, then you will have to search for another additional feature, i.e. lead distribution facility. For such an organization, it is very important to manage some things to avoid mistakes and increase efficiency. These are listed below:

Centralized lead management in place: A centralized lead management software, but also take proper care of how it should be given access. Restrict users from viewing confidential information. You obviously would not want to overwrite the data from another location by the Sales Manager.

Automatically delivery of leads: Software must be delivered to special centers and salesperson using special location and other lead attributes. This avoids manual errors, gives potential customers a better experience because local communication gives them the flexibility to express their needs in the language they are most comfortable with.

Different Analytics for Different Centers: An Analytics report that helps you analyze whether a particular center is receiving appropriate ROI. It also gives you information about the best and worst performing centers so that decisions can be taken according to future actions.