CRM Management Software, Lead management software, sales management software, sales software, Uncategorized

Features of Sales Management Software

Sales management software is invented to help salespeople get prepared by helping them manage their contacts, track sales deals, and ultimately decrease the time spent on admin.

Sales CRM Management Software_Nov 12,2018.jpg
The main benefit of using a sales crm software is to clear tedious tasks from your schedule, providing you to focus on the movements that drive sales. This affects not only to you as a sales manager but also supports you to keep track of and conduct your team’s projects for minimum input and the greatest output.

According to our 10,000+ users, the absolute crm management software consolidates simple design with important time-saving features. Online CRM Software should be designed to help you kill admin tasks while also outlining a clear picture of your growth towards goals.

Reduces admin work
Standard data entry is a thing of the past, or at least it should be. With the right tool, you’ll have to do less data handling, and have more opportunity to sell.

Easy to use and set-up
Rather of being a weekly reporting platform, sales management software should be an easy one-stop-shop for all your sales tracking requirements.

Unifies all tools
Becoming a single, modernized view of your sales process gives accuracy, and gets your team on the same page. Continuing apps and integrations are also a must.

Available on the go
Mobile access is critical when you’re actively selling. Sales CRM app makes sales management on the transit easy and simple, and it’s even harder for information to fall into the breaks.

Fully customizable
Manageable sales management systems that are simple to adjust yourself are the best way to make the perfect software for your business. The less complicated it is to change, the comfortable it is to personalize.

Designed for salespeople
Salespeople need software produced for their trade. While using Sales365cloud – Sales CRM can work, the real magic happens when you use tools that were built to drive sales and manage leads.

Instant Information
CRM – Customer relationship management systems include centralized information, which is accessible to all sales teams and other agencies within the organization. Therefore, the entire sales cycle from the initial point of contact till the final sale success can be obtained in a single snapshot with a click of a button. Knowledge inside such sales management system not only help more business automation but can also be customized and refined as per different team preferences.

Better Customer Service
Within sales management software, organizations can not only track sales data concerning to consumers but also effects associated with a consumer post-sale.

Therefore, if a consumer has reached the company or has an issue, which is yet to be resolved, all of this information is provided inside the sales database onward with specific information and notes such as whether callbacks are registered, what date and time these callbacks have been scheduled etc.

In this way, sales team and customer service agents can handle specific customer issues or objections in a timely manner, assure the efficient presentation of all issues and through enabling better levels of customer satisfaction.

To get a quick demo of our software visit or you can directly call us at +91- 8140297820 or you can email your requirement or query regarding software or solution at

CRM Management Software, Lead management software, sales management software, sales software, Uncategorized

Fully Integrated Sales – CRM management software

Sales management software is usually bound to a system like CRM software which addresses the challenges of sales management practices. Not all CRM software comes with multiple built-in functionalities, but having one like sales crm software for your business can remarkably improve sales practices and performance by empowering sales managers to optimize them sales management skills.

Sales - CRM Management Software_Oct 26,2018
Lead, contact, account and deal management
The basic necessity for any sales organization is to be able to manage and build sales information efficiently. When you generate a lead, contact or account in Sales365cloud, auto profile enhancement populate the records with social profiles, company details and photo. AIbased lead scoring ranks your leads based on behaviour and activity and categorizes them into hot, warm and cold so your sales representative doesn’t waste time chasing the wrong leads. By piecing together all relevant information—conversations, dealings, touchpoints, meetings— Sales365cloud provides you with a 360 view of your client. When it’s time to build a deal, associate the related account and contact to the deal, and Sales365cloud will automatically link the conversations to the deal. With a crm management software like Sales365cloud, simplify the basics of your sales management and organize information.
Sales pipeline management
Every industry has a unique sales process, so your CRM software should allow you to define and build yours with comfort. With the multiple sales pipelines feature in leads management software, if you have more than one sales process in place for your teams—say inbound and outbound—then you can create unique pipelines by customizing your deal stages. The visual sales pipeline forecasts your revenue by the deal stage where you can filter and sort deals, customize deal views, drag-and-drop deals across the pipeline, call and email clients, generate tasks and appointments, and a publisher of other functionalities to help you close deals faster.

Email and phone
Email is a standard form of communication for most businesses is a vital feature in sales management software. When you blend your email with CRM software, you don’t have to switch among systems to monitor intercommunications. You can integrate email client with Sales365cloud CRM to send and receive emails across the two systems. You can trace email opens and clicks, auto creates new leads from emails, and send bulk emails. Take it one step more, and use your CRM software to also make phone calls. With the built-in phone in sales365cloud, transfer calls and record calls. A sales representative can reach prospects immediately with the click-to-call feature and have the CRM automatically log your call.

Sales process automations
Automate save time and increase productivity. By becoming constant sales tasks automated, you decrease the manual dependency of sales representative and avoid forgetfulness to accomplish such tasks. Automation keeps your CRM up to date, and enable sales representative to use more time on opportunities and not waste time on regular tasks.

Integration with third-party applications into your CRM software can add value to sales management strategies, and expand the abilities of your sales team. Sales crm software offer over different integrations to make the most of your CRM. Correlate to several more applications using third-party tools. Boost your sales with marketing tools, enhance client experience using support and chat tools, capture customer touchpoints using client data platform, manage payments and invoices with accounting tools, and do more using sales crm software.

Analytics and forecasting
Reports are essential to sales managers because ultimately what they’re looking to measure is revenue. Report outside of your CRM software can be a hassle if data is not in real-time, and if you have to export data each time you want to track progress. Sales365cloud CRM comes with built-in reporting abilities to create any custom report for your business. Whether you need to include sales activities, estimate sales using trendline reports, create reports across modules or become a dashboard to get clarity on key sales metrics—Sales365cloud has it.

CRM on the go
Wherein you prefer a desktop-only CRM, you restrict easy access to sales information while you’re away from your table. Stay relevant to your CRM even on the go! mobile crm allows the sales representative to collaborate with customers, schedule tasks and arrangements, add notes, get informed and log calls from wherever. Become smarter with sales management using your mobile CRM.

To get a quick demo of our software visit or you can directly call us at +91- 8140297820 or you can email your requirement or query regarding software or solution at

CRM Management Software, Lead management software, sales management software, sales software, Uncategorized

Amazing Features of Sales Management Software

A growing number of companies these days are opting for sales CRM solutions to improve productivity and results across sales personnel. There are several features, which perform such sales management software beneficial for organizations.

Refining Marketing Strategies
One of the main reasons why many companies worldwide are utilizing sales automation tools is because others can use data from the customer database of many software to determine individual customer demographics and decisions. This detail can be critical in developing the ultimate marketing campaigns from companies. The data collected from the customer relationship management software includes information on which commodities or services customers favor their standard demographics as well as, which time of the year those customers are most likely to buy. Using such data, companies can easily customize their marketing campaigns and procedures in the future to improve revenues.
Instant Information
Unlike other software, customer relationship management systems include centralized information, which is accessible to only sales organizations and additional activities within the organization. Therefore, the whole sales cycle from the primary point of contact until the closing sale achievement can be accomplished in a single snapshot with a click of a button. Data inside such sales automation systems not only expedite more business automation but can also be customized and filtered as per different team decisions.

Better Customer Service
Inside sales management software, businesses cannot simply track sales information pertaining to customers but also events connected with a customer post sales. Therefore, if a customer has communicated the company or has an issue, which is yet to be fixed, all of this information is provided inside the sales database along with accurate information and data such as whether callbacks are registered, what date and time these callbacks have been registered etc. In this manner, sales teams and customer service representatives can manage individual client issues or complaints in a timely manner, assure the effective resolution of all issues and enable greater levels of customer satisfaction.

More Recurring Sales
Since such a sales management system enables company sales personnel to assure timely analysis of issues, clients are automatically satisfied with the outcome. This also requires that such clients are more liable to remain loyal to the brand, thereby assuring more recurring sales and revenues.

Targeted Marketing
The customer connection management software contains data, which serves businesses understand customer choices in terms of products and assistance. Using such data, organizations will make more incisive and targeted marketing campaigns, which directly mark the needs of customers. This automatically assures that customers will be more likely to purchase outcomes from the company. This guarantees more quantities of sales and revenues for the company. Marketing and promotional elements can easily be sent out to consumers as and when new deals are out as all client information is readily available in a click through the sales management software.
Thus, advancing in a sales management system paves the process for many benefits for any business and many businesses are getting out the advantages – time you did too!
To get a quick demo of our software visit or you can directly call us at +91- 8140297820 or you can email your requirement or query regarding software or solution at

CRM Management Software, Lead management software, sales management software, sales software

Powerful Lead Management Tool Sales365cloud At Your Fingertips

There’s a simple reason why Sales365cloud – Sales lead management software is the preferred lead management tool for top producers in the health insurance industry. It’s designed with their needs in mind.

Powerful Lead management software_24 September 2018
It’s a 24-hour administrative associate so dominant that many brokers and agents are saving money by not having to hire an admin to help them handle their candidate list.
Sales365cloud offers proven cutting-edge tools in a convenient online dashboard that makes lead management a breeze. It works with leads from multiple sources. And with just one click, you can access all your lead data or take advantage of the powerful tools and features only Sales365cloud – sales management software can bring together:

• Lead tracking Effective lead management begins with lead tracking. Sales365cloud – sales CRM lets you stay on top of all your prospects, whether you have a few dozen or a few thousand. You can trace the status of each lead and then compare the ROIs of various lead sources.

• Secure data storage Preserve your lead data from unexpected loss or theft with our ultra-secure servers.

Firewalls and SSL encryption preserve your data from hackers while retaining them always accessible only to you. Our redundant systems and co-location back-up suggest that your lead data will nevermore be lost. Plus, our web-based system means your sales staff can more immediately recover from minor disruptions to your office.

• Distribute leads Routing leads to your agents can soon be effortless while you upgrade to the agency lead administration system.

• Lead sales reports Get complete reports on your leads anytime you require them. You can quickly see where particular leads are in your sales pipeline and prioritize your efforts.

• Client communication Sales365cloud makes it easy to stay connected with prospects with the handy appointment scheduler. You can also email personalized proposals, reminders and marketing messages to individual leads from the Sales365cloud dashboard.

• Integration This is part of the powerful sales365cloud software of sales automation and web marketing tools, so it easily integrates with your system.

• Document management Your sales365cloud account comes with a built-in library of forms and brochures from the nation’s leading carriers. You can later forward copies of these informative documents to your leads in real time to help you close your sale.

• Knowledge Base Take advantage of dozens of resources, including Brochure, PPT, Feature list and articles to help you put your marketing and Sales365cloud tool into overdrive — free for Sales365cloud clients.

Sales365cloud is the preferred CRM tool for top health insurance agents. See how it can help increase your productivity and ROI by taking a demo today.
To get a quick demo of our software visit or you can directly call us at +91- 8140297820 or you can email your requirement or query regarding software or solution at

CRM Management Software, Lead management software, sales management software, sales software

Top CRM Features and Functionality List of Sales365cloud

The Sales Management software – CRM can carry a lot of the workload for business and sales processes. A Sales365cloud – CRM solution along with its native marketing integrations open up amazing opportunities for small businesses and large enterprises to thrive. Now more than ever, businesses need to expertly manage prospects and existing customers with great care. Using a CRM platform with the right features is an essential part of that strategy.

CRM_Management_Features_sales365cloud_4 April,2018.PNG
Contact Management
This feature enables you to segment your contacts into groups to coordinate them. You’ll be able to find crucial customer data and reinforce your marketing strategies when launching new products.

Sales Team and Customer Opportunity Management
Quantifying the possibilities that your selling team has with clients is a comparatively new feature. You can now discover the customers that are many reasons to convert using this technology and improve your sales method.

Lead Management Software for Determining High-Quality Leads
This technology enables a manufacturer to decide the best customers to follow up with based upon demographic and psychographic factors. Work smarter, not stimulating when it comes to scattering down leads.

Reports and Dashboards
Users can view statistics in an extremely visual, appealing perspective using customized reports and dashboards. These give real-time data updates and a program that can be accessed from various portals, improving ease of access for a diversity of workers.

Customizable Home Screen and Layouts
The user interface (UI) of the program is flexible enough to provide the visual perspective of everything including the home screen. Designs can be changed and customized to fit customers’ preferences. The more spontaneous the design, the more likely it is that clicks will convert to purchases.

Sales Analytics
Create sufficient sales campaigns in the prospect by examining the hard data of past campaigns. Collect data from social media, polls and website traffic, then investigate it—all with the same software.

Mobile CRM
Take customer relationship management on a primitive device using mobile CRM application. Staff can also receive important alerts about a CRM program that is being conducted from a centralized location on a mobile device.

Sales Force Automation
Your CRM software has the ability to automate certain aspects of your sales including outgoing calls, follow-up campaigns and the organization of data for more effective campaigns. This will allow your staff to devote their man hours to more complex tasks.

Sales Forecasting
A large part of customer relationship management is determining a metric for success. Forecasting lets you know a benchmark by which you can determine whether your results are actually on par with your efforts. You can also use this data to determine where you need to direct future efforts.

Sales Collaboration
Do business with the best associates through the collaboration features within your management program. You can attract more sales by putting together people who work well by the numbers.

Email Client Integration
You can now gain all of the automation and the organization of a dedicated email client inside of your CRM user interface. Don’t depend on Outlook or IBM notes—find a CRM that will do double duty for you.

Workflow and Approvals
One of the ways in which your company will instantly increase its efficiency is by optimizing workflows. CRMs can facilitate optimization by automating processes like data collection and analysis, marketing campaigns, and other tasks that were previously done manually. They also often offer reporting and analytics to help users identify problem areas in order to improve them.

Territory Management
CRM solutions offer the ability to organize leads lists by geographic location and assign them to respective sales representatives. Divide and conquer!

Sales Data
Your CRM program will organize your sales and customer data into manageable chunks that can be used to inform all of the other data that you need to make decisions. You will be able to quantify measures that otherwise would have no data to consider.

CRM Data/File Storage
In order to maximize the organization of data, it must be properly stored. You gain a proprietary method of data storage so that the CRM program can pull up the data in an efficient manner. There will also be safeguards to protect and backup this important data to prevent losses and security breaches.

Files Sync and Share
CRM software functions as the synchronization platform for many of your outside programs. Because of the sharing features that CRM has, you can view all of your feature set from one platform.

To get a quick demo of our software visit or you can directly call us at +91- 8140297820 or you can email your requirement or query regarding software or solution at