You must be aware about Sales management Software Features before purchasing any CRM Software

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.

Make sure 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.

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 comprehensible 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.

  1. 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 consolidates 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. 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.

You will exactly know about our software Sales365cloud Features using below snapshot.

Sales365cloud_Feature_19 April,2018_V1.0.png

If you found this functionality is helpful or preferable to you then please visit or contact us at:  http://sales365cloud.com

Or you can directly drop email with your requirement at:  business@cittasolutions.com

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