Implementing Sales Software: What Traps Can Wait For Your Business?

SalesImplementing a sales software system has many benefits for businesses. To start, such an application can help to consolidate dispersed sales data. Further, a good sales software solution can help to reduce the sales cycle and plan for growth with its scalable features. However, you need to be aware of certain pitfalls that you should avoid while using a sales software application. Read on to learn more to ensure effective selling.

Forgetting your Reps

You may become too concerned with the technical capabilities of the software and forget your sales reps in the process. They should find the tool easy to use, and should be encouraged to enter and maintain valuable information. Sales reps should be educated on the value of using a sales software system. If you use it only for compliance, you may end up with irrelevant data and bad ROI.

Treating it as a Database

A sales software application is not a mere database. You can use the tool to improve your sales process, close more deals, and learn about your customers. Therefore, make sure the data in the application is actionable and helps your sales team to complete more deals.

Using a Standalone System

Buying and implementing a good quality sales software tool can be expensive as you have to foot the subscription and training costs. Therefore, it is imperative to get good value for your investment. You can start by making the tool easily accessible to your reps anytime, anywhere. This will encourage them to use it for the right purposes.

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Sales Software Systems for your Consideration

To help you further, we look at the main uses of five leading sales software tools that you can consider for your business requirements.

1. Zoho CRM

Zoho CRM

Main Use: Attract, retain, and delight more customers

Zoho CRM is a web-based application that is designed to attract, retain, and satisfy customers.  The tool can be used by entrepreneurs, SMEs, and large enterprises.

Zoho CRM helps to automate daily business tasks, monitor sales, and engage customers on various platforms. Its mobile version can help your sales reps in the field get updates fast and in real time.

2. Carta


Main Use: Cloud-based sales and inventory software

Carta helps to track and manage your orders and stocks. It can be integrated with your financials for easy sale and stock budgeting. Carta is ideal for small and medium-sized businesses. The vendor claims its previous software inFlow was used by more than 500,000 companies.

3. Velocify


Main Use: Accelerates sales performance and increases revenue

Velocify is a web-based application that is designed to manage and evaluate high levels of sales, and organize all data in one platform. The tool can be used to automate your sales management, sales enablement, lead management, and customer relationship management.

Velocify tracks all lead generation and sales activities to maximize conversion rates, and provides detailed revenue reports that can be customized in real time.

4. Booker


Main Use: Helps customers to book appointments easily

Booker is a user-friendly business management application that helps users manage their business anytime, anywhere, from a computer, tablet, or smartphone. It can help your customers book appointments and classes – even after business hours – from your website, mobile app, or social accounts.

5. DirectIQ

Direct IQ

Main Use: Easy and smart social marketing

DirectIQ is a simple sales software app that offers robust social media integration for holistic online marketing campaigns. You can use the tool to engage your customers on Facebook, Twitter and other social networks. DirectIQ can be used by freelancers and small businesses to manage their demanding campaign needs.

Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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