5 Sales Software Tools You Want To Check Out For Small Business

What are the best sales software tools for small businesses? In this article, we discuss 5 software tools that you want to check out for your business. These products may focus on the different aspects of the sales process typical to a small business. They are bound to boost your business’ income. Their features, functionalities and prices will be discussed in detail. Here are our picks:

If you’re a small business owner who is seeking to boost your sales through automation, all you have to do is search the Internet for a sales software, right? Wrong.

Sales automation is not that simple. You have to determine what aspect of your sales operations needs to improve and you can work from there. This is such a critical move and could spell the success or failure of your business.

As small businesses are known to have limited cash flow, staff and time, they constantly look for new avenues to automate their processes, which can significantly boost their earnings. This is where sales software comes in. There are tons of software in the market that could help improve your sales processes and no two tools do the same job.

First, a few things to consider.

Sales Software Features and Factors to Consider

So what features should one look for in sales software? It really depends on what your business needs. Your sales software should have the functionalities of a customer relations management software so that you will be able to better organize your database of client information. This will also enable you to record all transactions and communication for future reference. It must also have document solutions capability so that you can send and receive electronic signatures. Inventory and order management should be addressed so that you can keep track of all your products. Meanwhile, to learn more about your customers, survey platforms are highly recommended as they can result in repeat customers and referrals.

In choosing a suitable sales software, there are a number of factors that you need to consider. First, you must go for vendors that offer flexible terms as flexible pricing enables you to shift to another platform when the need arises. Adopting cloud-based systems could also suit your needs especially if you’re low on cash. On-premise systems involve significant investment and could prove impractical in the long run.

Many small businesses have been adopting sales software to boost their bottom lines, which just proves their effectiveness. However, such tools have been found to increase revenue and believed to significantly accelerate the sales process. And the popularity of these products can only grow with more sales reps finally adopting this technology.

5 Software Tools That You Want To Check Out For Your Business

1. HubSpot Sales

HubSpot Sales dashboard example

First on our list of best sales software tools for small business is HubSpot Sales. It is an excellent tool for sales process automation, resulting in the accumulation of more sales in less time. It is quite flexible and highly-customizable to suit small businesses’ needs. The software can automate reminders, send email and manage redundant processes through the use of templates. Users get instant notifications whenever a customer opens an email, making follow-ups a breeze. To experience it first hand you can sign up for HubSpot Sales free trial here.

The software is a totally paperless system and can be linked to both local and online databases. Such data can be accessed readily from any device through its dashboard. The platform is also capable of tracking and recording metrics relevant to client behavior, ensuring accurate and detailed customer reports. What’s good about the solution is that it comes with a free version, which is ideal for small businesses. When the need arises, one can switch to a paid plan which comes with all the apps sales and marketing features.

2. Pipedrive

Pipedrive dashboard example

Pipedrive is popular for its ability to provide users with a bird’s eye view of their sales, allowing them to focus on more important matters. It is easy to use owing to the fact that it supports mobile devices. It has massive integrations, which include apps like Google Calendar, Google Contacts, among many other third-party software.

The platform is very useful in direct sales as it efficiently manages sales pipelines. It can also identify important leads and deals, allowing you to quickly come up with individual approaches to such, saving valuable time. With the software, safety is no issue as it is highly secure and conducts nightly backups in different locations.

The software can be purchased in a variety of pricing plans starting at $12. If you want to take it for a spin first, a free trial is also available.

3. Freshsales

freshsales dashboard example

A robust customer relations management platform, Freshsales is definitely one of the best software tools for small business around. It is designed to track business contacts and address customer inquiries. The system is easy to use, helping sales teams in pursuing promising leads all from a single dashboard. Aside from capturing leads, the software is capable of distributing, scoring, dividing and verifying them using different communication channels.

The platform has advanced features including call recording, autodialers, affiliate management and call routing. Its reporting capabilities is second to none, using advanced analytics to capture information to come up with excellent reports. You can also summarize data as the product utilizes different filters to do the job. This gives you the option to present results the way you want, be they in the form of summaries, charts, tables or matrix.

Freshsales is available in a variety of pricing schemes starting at $12 per user/month. If you want to give it a try first, a free version is also available.

4. Unomy

unomy dashboard example

Popular sales intelligence solution Unomy is designed to help online businesses manage critical data from collection to processing. The software is capable of coming up with both company and employee profiles, which can greatly benefit business growth. It has Chrome add-ons that can be used to access the platform’s database or deal with details when available.

Users can likewise capture key details about specific companies as Unomy can detect a link into their sites, all it takes is a click of the extension. With the tool, you can prioritize and specify leads. You can import contacts and view their credentials or even narrow your search to specific businesses. These features truly make Unomy among the best sales software tools for small business.

The vendor does not publicly disclose its prices. You have to go to their website to get a customized quote. If you want to view the product in action, a demo is available.

5. Intelisale

intelisale dashboard example

Intelligent omnichannel sales platform Intelisale is designed specifically for wholesalers and distributors. The software is able to boost the productivity of sales teams, be they in-house or field personnel. It offers useful customer insights and business intelligence using data gleaned from local feeds and those collected by integrated third-party apps.

The platform supports both desktops and mobile devices, sporting native iOS, Android and Windows apps. This mobile support allows users to accept orders and process transactions directly with clients and update them on the status of their orders in real time. Intelisale can help users manage various aspects of their business all from a single dashboard. It is capable of plotting the quickest route to customers. This results in faster delivery and quotes, allowing for the quick closure of deals.

Intelisale can be purchased in different pricing models starting at $48/month, which is billed annually. If you want to see how the software works, a free demo is available.

So there you have it, the 5 best software tools that you want to check out for your business. They all have their strengths and weaknesses but keep in mind that you have to know what you need before committing to one.

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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