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Features of a sales software

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if you want to grow your business, help your teams communicate better and avoid losses, then you'll want to know all you can about sales software.

Sales management software has replaced the conventional sales system in many companies. It was originally designed to simplify sales activities within a company and help accelerate lead conversion. Now it allows you to make sales intelligently, quickly and efficiently and increase team productivity. In managing your organisation, a reliable sales application is very important to automate the various operational processes and become more efficient and accurate.

But what exactly does a reliable sales software look like? Today we tell you about all the features that a good sales software should have.

First of all, what is sales software?

Sales software is a system designed to make an organisation's sales efforts more profitable, increase the productivity of its agents and, consequently, maximise its revenue. This is achieved by defining the methodologies, processes and specific functions that an organisation must follow.

It aims to streamline, optimise and accelerate the entire lifecycle of selling your products. Good sales software wants to ensure that sales reps have access to tools and functions that help them achieve their key performance sales rates.

Key features of a sales software

The following are some of the most important features a sales software should have:

  • Data analytics: Data is fast becoming a very critical part of a company's processes. Sales is no exception. It is necessary to analyse lead data to understand their intentions and qualify them. This analysis can also be used to learn more about prospects and identify new opportunities.
  • Sales activity report: In a sales software, past sales activity reports should be easily accessible. This will help the company and sales reps to track past sales and easily balance accounts.
  • From order to payment: The sales software must be able to manage all interactions with customers, from the time they place an order or enquire about a service to the time they pay for the service.
  • Inventory management: Another very important feature of sales software is the ability to manage and update inventory as products are sold. This will help sales reps anticipate customers and reduce out-of-stock costs.
  • 360-degree view of leads: You need sales software that offers a broad and narrow view of your leads. This will help you create personalised sales approaches to these leads, thus increasing the chances of conversion. Sales reps want to understand leads in depth, and good sales software will help them achieve this. In addition, good sales software also needs to be able to filter prospects based on different criteria, such as geography, age and other demographics.
  • Integration with other software: Sales software does not work alone, as it needs data from all other departments in a company, so you need sales software that can integrate with other software: accounting, process management, finance, etc.
  • Security: Security is another very important feature of sales software. You will have to deal with a lot of confidential customer and company data, so the last thing you want is for that confidential information to be leaked.
  • Ease of use: It is imperative that the sales software is very easy to use - you don't want sales reps to spend months learning how to use new software, as this will reduce productivity and increase the chance of mistakes.

In most cases, sales software has these main features, but it is very important that you, as the user, choose the one that best suits your needs. The features mentioned here are the most important and the ones you should consider if you are thinking of having sales software in your organisation.

why is it important to have a sales software?

Sales software not only automates a company's sales processes, but also offers numerous advantages for your internal organisation:

  • Organised database

Sales management software offers a complete view of your customers. It provides your company with accurate sales, marketing and customer service information so that all departments are synchronised and organised. With detailed information on customer characteristics and preferences, integrated sales software allows you to take advantage of every interaction and make decisions based on up-to-date, real-time data.

  • Accurate sales forecasting

Insufficient information leads to inaccurate sales forecasts. Efficient sales management software records data and provides critical information that enables sales reps to make accurate forecasts. In addition, this software is also able to minimise errors in sales forecasts because the system stores data accurately.

  • Improving sales force performance

Sales management software allows teams to focus on sales instead of worrying about other repetitive but important tasks, such as updating data, scheduling meetings or creating follow-up reminders. In particular, it has the ability to automatically set follow-up reminders, schedule essential tasks for the sales process and delegate tasks to the right team members.

  • Improved internal collaboration

Sales management software can summarise all the work done by your sales team. And also present that information in a way that allows everyone involved to understand what the team as a whole is doing. Easy access to this information reduces the need for time-consuming meetings, while allowing everyone to participate and be an important part of your business. This kind of overview can be informative and inspiring for everyone in the company, regardless of their position.

The all-in-one sales software: HubSpot CRM

Customer Relationship Management (CRM) is one of the most popular and widely used sales systems on the market today; at least 91% of companies with more than 11 employees use a CRM system.

HubSpot's CRM is the one-stop solution for optimising communication and processes in your marketing, sales and customer service departments, with key features including a reporting dashboard, company information, business tracking and sales flow management.

This CRM is perfect for sales teams who want to be more productive because it allows them to record contacts and focus their time on what's important: selling!

if you want to know more about this platform,request a consultation with Occam and we will answer all your questions!

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