Find the best Sales Force Automation (SFA) Software
Best SFA sales force automation software are Salesforce, infusionsoft, and Pipedrive. Such tools are used to automate part of the sales team operations that are repetitive.
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List of 20 Best SFA Sales Force Automation Software
EngageBay is a simple, powerful, all-in-one marketing, sales and service automation software with free CRM for startups and growing businesses. EngageBay helps you automate your marketing, sales and support by combining lead generation, email marketing, marketing automation, CRM & social media engagement, helpdesk, and ticketing. Read EngageBay Reviews
Starting Price: Available on Request
Recent Review
"Its okay to use" - Vishal singh
Emergents | 2023
All-in-One Platform for the sales-led business
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. Read FreeAgent CRM Reviews
Starting Price: Starting Price: $42 User/Month
Contenders | 2023
Keap CRM is a fully featured Sales Automation software designed to serve SMEs, Startup, Agencies, Enterprises. Keap CRM provides end-to-end solutions designed for Web App. This Sales Automation software offers Acquiring new leads, Email marketing, Client management (CRM) at one place. Read Keap CRM Reviews
Starting Price: Available on Request
Recent Review
"Great value for many services in one" - Mindy Iannelli
Category Champions | 2023
Freshworks CRM is single Sales Force Automation system (Best SFA Software) that high-growth, high-velocity sales teams need. It is equipped with features that help sales teams have quick context and communicate effective from within the CRM and close deals faster. Read Freshsales Reviews
Starting Price: Starting Price: $13.88 User/Month
Recent Review
"Review of Freshsales" - sher afgan
| Pros | Cons |
|---|---|
|
Very smooth and quick |
Little bit slow |
|
Features |
Interface can be more better |
Category Champions | 2023
SFA for Pharma, Healthcare and Life science indust
SANeFORCE - To be the nation's leading provider of customized, comprehensive, user-friendly, and innovative Sales Force Automation Software or Sales Force Automation Solutions to Life Science, Healthcare, and FMCG companies. Read SAN Pharma SFE Reviews
Starting Price: Available on Request
Recent Review
"Best Pharma CRM/SFE" - Narmada Rathnakumar
| Pros | Cons |
|---|---|
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Integrated System with excellent on field capabilities |
No major concern. UI can be attractive. |
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Easy installation, user-friendly modules, responsive operating system, great API, dual installation system and suitable for all-sized business. |
Complex system. |
Oracle based Siebel Sales Applications undertakes SFA Account, Opportunity, Order and Territory Management with great care and precision. Adopt Sales Methodologies and Forecasting and integrate your services to Microsoft Applications to make it user-friendly and efficient. Read Oracle Siebel Reviews
Starting Price: Available on Request
Recent Review
"Oracle Siebel" - Silky Singla
| Pros | Cons |
|---|---|
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It highly robust. It can support a large of users. |
Customization threshold restricts full potential of the tool. |
Kommo is a cloud-based sales management solution for small business. It automates your pipeline, interacting with leads at the right time with the right message—that way, leads are nice and warm when your sales reps get them. Read Kommo Reviews
Starting Price: Starting Price: $15 User/Month/Billed Annually
Recent Review
"amoCRM instantly boost the small businesses with excellent features" - Aavishkar Vora
| Pros | Cons |
|---|---|
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The software also helps in the quick closure of lead. The software is highly robust and is available at an affordable cost. |
All the features of amoCRM very helpful and effective. Can focus more on promoting it to huge audience |
NetSuite's SFA software powers your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment, and sales commission. Learn more about NetSuite SFA
Starting Price: Available on Request
SutiCRM helps organizations manage customer data and interactions, automates marketing, sales, and customer service activities. The CRM software provides complete view of what customers want, and easily integrates with your existing applications to combine all business data. It also improves supplier and partner relationships. Learn more about SutiCRM
Starting Price: Starting Price: $10 User/Month
Creatio is the global supplier of no-code platform for industry workflows automation and CRM. Creatio’s customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code and a universe of ready-to-use templates and connectors. Read Creatio Reviews
Starting Price: Available on Request
Recent Review
"Good software for customer support" - Viral Virani
Category Champions | 2023
#1 CRM & support solution for growing businesses
Salesforce makes it easy for small businesses and startups build stronger client relationships with an all-in-one sales and support solution that is easy to use, setup, and maintain - Best client management software with standard cost. Read Salesforce Reviews
Starting Price: Starting Price: $25 User/Month
Recent Review
"Best CRM Management Tool For Enterprises" - Sabish Chaurasia
| Pros | Cons |
|---|---|
|
The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces. |
Nothing as such. It is just a very helpful and productive tool for us |
|
We can easily track project status, customer interaction status. We can produce customizable reports and dashboards. |
Sometimes it gives error and poor customer service experience. |
Contenders | 2023
Every industry is different. Different teams have different sales processes. How can a generic CRM software meet everyone's needs? So we made CompanyHub be fully customizable. It easily adapts to your needs without any code. You can organize and prioritize leads. Read CompanyHub CRM Reviews
Starting Price: Starting Price: $32 User/Month
Recent Review
"Very flexible CRM" - William Smith
Contenders | 2023
Salesmate is the smart solution for the CRM to the small to medium size industry for enhancing their sales management. With Salesmate, it is now easy to track the sales progress, deals and get real-time entire sales reports. Read Salesmate CRM Reviews
Starting Price: Starting Price: $15 User/Month/Billed Annually
Recent Review
"Good" - MuhammadSahil Jora
| Pros | Cons |
|---|---|
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Easy to use. |
Nothing. |
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User-friendly |
No recharge/wallet method |
Category Champions | 2023
AI-powered & omnichannel business management softw
Zoho CRM Application gives you a 360-degree view of your complete sales cycle and pipeline. It also has a open source version. Zoho CRM empowers small to large-sized organizations with a complete sales force automation software for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Read Zoho CRM Reviews
Starting Price: Starting Price: $10 User/Month
Recent Review
"Great software to track user information" - Rajan Panchal
| Pros | Cons |
|---|---|
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The workflow of the Zoho forms is impressive. |
Zoho needs to give support to add google captcha v3 invisible captcha on the Zoho form. |
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Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. |
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. |
FieldMax is a mobile based Sales Force Automation tool to automate key business initiatives of Sales, Marketing and Distribution organisation. The application provides real-time visibility for the operations and management team for quicker decision making. Read FieldMax Reviews
Starting Price: Available on Request
Recent Review
"FieldMax is one of the best solution for field sales tracking" - Joydeep
| Pros | Cons |
|---|---|
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Simplicity in execution, user-friendly, Domain knowledge, easy to configure |
Customization cost |
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Easy to use, Very good back office support, Configurable and ready to use. |
Nothing to highlight. |
Microsoft Dynamics 365 is the powerful accounting software as well as ERP solutions. It is specially suitable for small and medium-sized companies. Complete packaging with features and simple to implement, control on financial, inventory and operations. Also empowers new ideas to make a success. Read Microsoft Accounting Reviews
Starting Price: Starting Price: $210 per user/month
Recent Review
"Microsoft Dynamics 365" - Shravan Chaurasiya
| Pros | Cons |
|---|---|
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It is very user friendly and integration with any other application is also very easy as it provide web api for developer. |
Performance is not good as expected. |
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The only impressive thing in this software is you can download data in Excel or PDF. |
Proper reports as per Indian Standards to be provided. E.g. if you want FAR, you have to download 2-3 different report and you have to club for final FAR. Make Software user friendly. There are many long processes in software which should be reduced. |
Toolyt sales force automation software is an intelligent assistant for your field officers which will help field officers to increase their productivity by using custom and event driven workflows. The company can track sales and field operations along with sales personals activities. Read Toolyt Reviews
Starting Price: Starting Price: $15 User/Month
Recent Review
"Increases productivity." - Lavish Saluja
| Pros | Cons |
|---|---|
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Maintain bills, Live Track sales calls, Review bills and match them with reports, Interactive dashboard and simple user-interface, Takes the order and captures the data. |
You can't make it use for your own personal use. |
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Organize your data, Designs your analysis plans, Maintains contacts, Access data and build interactive dashboards, Create business intelligence reports and monitor your team. |
No such cons, I found in this software. |
Bitrix24 is one of the best CRM software which provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts. It is a collaboration platform that's perfect for CRM. It has over 30 tools that will help your business grow and enjoy the work in a team. Read Bitrix24 Reviews
Starting Price: Starting Price: Available on Request
Recent Review
"TOP 1 CRM Software- Bitrix 24" - evez
| Pros | Cons |
|---|---|
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The most impressive features of Bitrix 24 are tasks, workgroups and, most importantly, the CRM system. The program is easy to use on computers. This program gives a positive direction to any company. |
A missing feature in Bitrix 24 is the employee tracking section. Business owners need tracking programs to increase their trust in their employees. If the tracking function is added to this program, it will become the number one program in the CRM sector |
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Its long lasting Feature list |
User Interface is quite complicated |
Category Champions | 2023
The Salestrip is an ultimate cloud-based Pharma/FMCG sales force automation software. You can enjoy seamless connectivity across the multiple layers and hierarchies of your sales team and get real-time updates, and notification. Read Salestrip SFA Reviews
Starting Price: Available on Request
Recent Review
"Top Class software" - Dushyant Thakur
| Pros | Cons |
|---|---|
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Support is amazing |
no cons observed yet |
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Very useful and helpful user friendly information for |
Overall good quality software is the most efficient |
FeetPort is a recognized field force automation software provides employee location tracking and task management as per client specific needs. FeetPort empowers any organization to digitize the working of their field force. From marking attendance to geolocation tracking, Employee location tracking, Field Force Task Management and beyond, FeetPort has got it all built-in. Read FeetPort Reviews
Starting Price: Starting Price: $2.76 User/Month
Recent Review
"Complete application for managing filed operations " - Raj Kumar Bakshyan
| Pros | Cons |
|---|---|
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Great application for managing filed operation |
NA |
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Application is very smooth and user friendly |
Application hangs sometime |
Recent Review
Until 31st Mar 2023
What is Sales Force Automation Software?
Sales force automation software enables advanced sales management with automated workflow. It creates a synchronized and streamlined sales procedure, forecasting, and performance recording.
SalesForce Automation Software that automates business tasks like sales forecasting and processing, inventory control, and tracking of customer interactions. A major part of salesforce automation tools comprises of forecasting sales and regulating the performance of a business. Some Businesses develop a custom version of the FMCG SFA system (Sales Force Automation Software) specifically for their needs or opt for one from the wide range of Sales Force Automation System or SFA Software available.
Businesses use a wide range of online sales software to increase the efficiency of collaborating and sharing information between different departments. Time-consuming and inaccurate tasks are replaced by automated procedures to positively impact sales operations.
Types of SFA Systems and Operations They Cover
More than a simple CRM (CRM Software), the best sales force automation software or sales force automation solutions for FMCG will take care of the tiniest of your operations, and the best part is, they can be customized to suit your business requirements to increase your sales efficiency. Though you can always shortlist all-inclusive software to automate everything, here are the major types of SFA applications/SFA Software (Sales Force Automation Software) you get to manage your sales operations.
1. ERP solutions package for sales
2. Sales CRM
3. Price Manager
4. Retail sales manager
5. Marketing automation solutions
7. Customized mobile sales force automation software for your needs
Selecting Right Sales Force Automation Software for Your Business
Well, before you actually buy a sales management solution, there are some prerequisites you need to fulfill. You need to recognize what type of buyer you are. To find it out, ask yourself the following questions.
1. What are your technical expectations for the technology?
2. Did you allocate a systematic budget for technological investment?
3. Did you ensure that your team would be able to make maximum use of the tool?
4. Where would you rush for technical support and troubleshooting in the moment of need?
5. How quick is the support?
Once you have figured the answers out, you can begin your hunt for the perfect FMCG SFA solution or SFA Software. Starting with, you should pay attention to the following factors.
1. Requirement analysis
The software is made to serve a particular need or a business operation. What are the activities or tasks that you wish to automate with software? Do the shortlisted sales tools have what you need? Basic operations include contact management, follow up and status scheduling, reporting and tracking, forecasting, and sales enablement features.
2. Try before you purchase
Most vendors today provide a free trial period or free versions of their software that a user can test before purchasing the software. Make the most of this facility to explore the entire software and identify whether it suits you or not. Can you use the features available in the tool as per your existing processes? Hence, taking a trial before buying it is a must.
3. The number of users
This applies to the cloud-based sales automation solutions with online sales tracking software where there is a limit to the number of users that can access the software at once. Does your package give you enough users to accommodate your team?
4. Email/SMS notifications
Now that all sales reps prefer accessing everything on the go, the online SFA Software (Sales Force Automation Software) for FMCG that you purchase should compulsorily include this notification feature. The system should notify the user whenever there is any activity, request or anything triggers that need quick action. Thus, your team becomes more efficient and responsive.
5. Know the key features
Does the software work exactly the way you want? The key features should be those that automate the majority of your operations. The SFA software or sales force automation software should be inclusive of the features that your business needs.
6. Support, training, and implementation
Can the vendor train your team on his system? Does he implement the system at your end and ensures that everything is up and running? Will the vendor help you in case if you want to use this software with your own existing data? How quick and easily accessible is the support in case if you run into trouble? These are the most important non-technical concerns you need to address before buying software.
7. Know who is already using them
You need to be aware of the system used in the market. Pay good attention to the clientele of the vendor. Because you wouldn’t want to buy something that no one is using.
8. User-friendliness of the tool
The software might be complex while operating for you. It may contain features that you do not need. In such a case, you might find such a tool to be of little use. Besides, you must ensure that you can find frequently performed operations handy in the system. The dashboard should be brief with all the important information you need to locate just a click away. Ease of use matters, because you are going to use the tool for quite a long.
9. Finally, comes the cost!
Depending on your budget you can plan to select a cloud-based, on-premise or an ERP solution. Most importantly while you are searching for the right field sales application, never put price over features and functionalities. Find a solution that offers you the features you need, and that is not heavy on your pocket simultaneously.
What are the Categories of SFA Software Currently Available Around?
Depending on the set of operations you aim to automate, your budget, and your IT expertise, you can select any of the following.
1. Desktop-based sales automation systems
This software will be installed on a machine at your premises. Giving you a stand-alone application experience, you will need to purchase a one-time license followed by annual maintenance costs depending on the provider. These FMCG SFA apps/ SFA Software are robust. However, it demands IT infrastructure and hardware in order to install and maintain them. Data security too remains your responsibility.
2. Cloud-based solutions
This category is widely used and is most suitable for a single retailer and small business owners. Cloud-based sales force automation software for small businesses is located on the provider’s servers and you, as a user can access them from a browser on your computer. You will require a high-speed internet connection to use them. These are light and cost-effective as compared to the desktop-based online SFA software. Plus, you do not need to invest in much of hardware too. Depending on the provider, these can be billed monthly, quarterly, or annually.
3. Cloud-hosted ERP solutions
As most of the ERP Software, these solutions generally cover the wide range of operations and management. Most vendors offer the users, a free trial, to evaluate the solutions. Since these are a set of tightly integrated solutions, they become universally operable. These highly scalable pharma SFA apps or Sale force Automation Software (SFA software) come with superior features along with higher cost and maintenance.
Why does a Company Need to Automate Sales?
1. Lost opportunities
2. Poor prioritization
3. Lack of forecasting and intelligence
4. Employee accountability
5. Collaboration and data sharing
Automating sales gives you a chance to improve your sales efforts and accordingly reduce disorganizations, cuts sales cycles, which is vital for monitoring and broadcasting as well as assessing sales performance and forecasting its future growth.
FMCG SFA software (Sales Force Automation Software) has features that intend to maximize the sales activities of any business. The features include stock control, analyzing sales forecast, contract administration, quotation management, proposal, presentation creation, and product management. Hence a changing trend in software market according to our experts show a recent drift in SME’s and large scale business organization turning up to one from the best sales force automation software and regulate their business processes.
Now that you know what a mobile sales force automation software for FMCG is, you would definitely consider buying a one for you. How do you select the best SFA Software for you? Here is the guide.
Top SFA Software Vendors by Company Size
Salesforce automation (SFA) software helps businesses to streamline and automate processes like order management and invoice generation, maintaining a customer database, and more. It reduces the manual effort to record and keep various sales data. It is estimated that the global sales force automation software marketplace is to reach $7,773 million by 2023, increasing at a CAGR of 10.6% from 2017 to 2023. It was valued at $3,872 million in 2016.
The increasing need to streamline the whole sales process and to improve ROI is driving the growth of the SFA application market. Let’s look at some of the most popular SFA software vendors by company size.
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Enterprise
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Medium
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Small Business
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|---|---|---|
| Pipeliner | Less Annoying CRM | |
| FreshSales | Nutshell | |
| Bitrix 24 | Nimble |
SFA Software Comparison for Large Enterprises
For large organizations, they often have a wide range of selling models. The primary purpose of deploying an SFA system solution is to unify all sales activities across various channels. Choose SFA software that seamlessly integrates with other enterprise systems so that it doesn’t disrupt the entire business operations. Some of the top SFA players are Hubspot, ClaritySoft and EngageBay.
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|---|---|---|---|
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Hubspot
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ClaritySoft
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EngageBay
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| Free Trial | 14 Days | No | 30 Days |
| Pricing | Free | $39 User/Month | $7.79 User/Month |
| Platforms(Desktop/Mobile) | |||
| Call tracking | |||
| Analytic & Sales Reporting | |||
| Integration | |||
| Pipeline Management | |||
| Contact Management | |||
| Leads Management | |||
| Task Management | |||
| Sales Friendly Interface | |||
| Campaign Management | |||
| Productivity Management | |||
| Quote Management | |||
| Free Updates | |||
| Support | |||
| Privacy & Security |
SFA Software Comparison for Medium-Sized Enterprises
Medium-sized enterprises should look for SFA software that can help them move beyond their contact tracking capabilities and add more functionalities like lead generation, deal tracking, reporting, and analytics. Most importantly, medium-sized companies need a highly scalable and flexible SFA software in their growing stage. Following are the three best options for any mid-sized companies: Pipeliner, FreshSales, and Bitrix 24
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|---|---|---|---|
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Pipeliner
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FreshSales
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Bitrix24
|
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| Free Trial | 14 Days | 21 Days | 30 Days |
| Pricing | $25 User/Month | $12 User/Month | $19 User/Month |
| Platforms(Desktop/Mobile) | |||
| Call tracking | |||
| Analytic & Sales Reporting | |||
| Integration | |||
| Pipeline Management | |||
| Contact Management | |||
| Leads Management | |||
| Task Management | |||
| Sales Friendly Interface | |||
| Campaign Management | |||
| Productivity Management | |||
| Quote Management | |||
| Free Updates | |||
| Support | |||
| Privacy & Security |
SFA Software Comparison for Small Businesses
New startups or small-sized companies are generally looking for ways to personalize their customer communication. Besides, they want to generate more leads from various platforms. Thus, it is advisable to choose an SFA system that will consolidate customer communication from multiple channels such as social media, chat boxes, blogs, and other platforms. The top three SFA vendors for small enterprises are Less Annoying CRM, Nutshell, and Nimble.
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|---|---|---|---|
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Less Annoying CRM
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Nutshell
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Nimble
|
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| Free Trial | 30 Days | 14 Days | 14 Days |
| Pricing | $10 User/Month | $19 User/Month | $19 User/Month |
| Platforms(Desktop/Mobile) | |||
| Call tracking | |||
| Analytic & Sales Reporting | |||
| Integration | |||
| Pipeline Management | |||
| Contact Management | |||
| Leads Management | |||
| Task Management | |||
| Sales Friendly Interface | |||
| Campaign Management | |||
| Productivity Management | |||
| Quote Management | |||
| Free Updates | |||
| Support | |||
| Privacy & Security |
Customer Purchase Insights for Sales Force Automation Software
Here is a report from the experts at SoftwareSuggest generated by analyzing the buyers of online SFA software in 2020.
1. FMCG SFA Software Buyers around the Globe
Until now we have had 45% of sales force automation system buyers from India, followed by 12% from the United States. The graph describes a country-wise distribution of online sales software buyers.
2. Industry-Wise Spread Of S Best Sales Automation Software Buyers
When it comes to Industry-wise data, the highest number of inquiries for a Sales Force Automation Software (SFA software) for FMCG comes from the Manufacturing Industry, also followed by the Distribution Management Industry, and then inquiries for sales force automation software for pharma companies.
3. Preferred Deployment Type: Installation-based Vs. Web-based Software
When it comes to choosing between Installation-based and Web-based Software, 78.9% of the total customers preferred to buy the FMCG SFA software which offers Online/Web-based deployment. This is followed by 8.9% of customers who preferred to buy the sales force automation tools which offer both: Installation-based deployment and Web-based deployment. This clearly shows that as far as online Sales Software is concerned, not many are open to buying just the Installation-based solution.
4. The Estimated Budget Preference (in INR) Of The Customers
Around 49.4% of the total customers preferred to buy their required pharma SFA software in the Budget range of INR 0 - 1000. This is followed by 22.4% of customers, who preferred the Budget range of INR 50,000 - 2,00,000. The percentage of customers decreases gradually as the Budget range increases and this is clearly demonstrated in the Graph below.
Key Features to Look for in an SFA Software
1. Contact Management
Keeping complete track of prospects the sales team has engaged with is a major feature to look out for in mobile sales force automation software, like easy access to past activities and communication history. They can also set reminders for follow-up and set appointments accordingly. At the other end, managers can monitor and track the progress of sales teams.
2. Sales Forecasting
Conducting an in-depth analysis of the sales history, current trends, and the status of the proceedings in progress, and also predict the sales revenues.
3. Multiple Device Access
Since the sales team spends most of their time on-field, the software should be accessible from multiple devices and operating systems. Accessing and extracting lead-related data should be possible even when the team is not in the office.
4. Sales Performance Reporting and Analysis
The ability to generates performance reports for the sales executives for the managers to get real-time data about the forecast vs performance, revenues generated, and other related metrics.
5. Customization
These SFA software tools have to be absolutely customizable as the business advances. The team should be able to customize the interface and other variables that match their requirements.
Benefits of a Sales Force Automation Software
Let's look at the importance of sales force management
1. Saves Time
Time-consuming activities such as scheduling appointments, tracking sales, and sending follow-ups are taken care of by these systems. This allows the sales team to concentrate on tracking leads, sending proposals and quotes, and closing orders.
2. Improved Customer Service
Salesforce management app with automatic execution makes it easy to extract customer details from the centralized database if they call for a query or to get some information. The information is at fingertips, this improves the overall customer service.
3. Greater Revenues
Based on the analysis, online sales software shows the products with maximum sales. The sales team can create campaigns to focus on selling these products.
4. Opportunity Management
The competitive analysis feature of the pharma SFA software allows companies to track their competitor activities. This way it’s easier to spot trends and opportunities.
5. More Efficient Management of the Sales Team
The managers have quick access to real-time data such as sales being made, opportunities, figures, complaints and other parameters to measure the success of the sales team?
6. Reporting and Tracking
Reporting and tracking sales performance are essential to determine the overall productivity of an organization. Pick a sales automation software solution that can automatically track the revenue each sales rep is bringing. Furthermore, your SFA system should provide in-depth results for multiple product lines, which help you analyze which product is performing well and which one needs help.
7. Contact Management
Keeping track of all the leads in the pipeline can be challenging, and your sales force automation software should provide robust contact management capabilities. It should automatically schedule sales meetings, which helps your team become more efficient. Besides, your SFA software should update the status of a prospect throughout the pipeline and automatically follow-up with them based upon the parameters set by the sales rep
8. Trend Analysis
Trend analysis is crucial to discover future impediments and opportunities. A sales force automation software program should provide you with the necessary data to help you analyze future trends.
Market Trends in (SFA Software) Sales Force Automation Software
Before you dive into selecting FMCG SFA software for your sales processes and contacting any vendor, here are some trends you should glimpse. Though you can come up with a list of requirements that the solution has to fulfill for you, here are some must-haves and good-to-haves in the software you purchase.
1. Mobile App
Nowadays, it is essential for any software solution provider to offer smart-phone support. It is compulsory for sales reps to utilize information and work while moving. When the sales management solution you use offers you a mobile sales force automation software application too, you can bring the entire business on your very own Smartphone. Moreover, it makes your team more time-efficient. However, mobile apps exhibit working limitations as compared to desktop versions. Still, you can perform major operations and have it synced to the desktop one.
2. Social platform integration
Your business (especially sales) cannot neglect the power of social media. Then, the pharma SFA software should offer integrations to connect you with those platforms that help you get more visibility as well as sales acquisition.
3. All-inclusive solutions
While different software performs different specific operations, a suite of mobile SFA apps would take away your pain to deal with multiple systems and juggle with data. Such ERP suites are the first choices of sales giants.
Things to Consider While Investing in SFA
Now that you know how to choose the best sales software, here are a few important things to consider.
1. Price
Most businesses nowadays opt for cloud-based SFA CRM, which comes with a monthly fee per user. Therefore, the first step is to calculate the number of users you have and your budget. SFA solutions can vary in price, and for a company, it is important to determine a budget suits best per their revenue and requirements.
2. Defined business goals
A sales automation software system can perform various functions, such as sales forecasting, tracking leads, improving customer experience, and more. Figure out what your team intends to achieve from SFA software, whether it is reducing cost per sale, gaining analytical insight, or improving client retention rate. Having clearly defined business goals enable you to find the solution that fits your requirements.
3. User reviews
A large number of websites, like SoftwareSuggest, help you improve your buying decision. Visit these websites and read user comments, reviews, and feedback to get a clear idea of what to expect. Analyze the software on ease of use, support, value for money, and more.
4. Training
SFA solutions are meaningless if your team members are not able to use them or have to spend a copious amount of time learning them. While there is no SFA CRM that would be open-heartedly embraced by all team members, you should find a solution that is easy to use and requires minimal training. Salesforce automation will add value to your organization only if everyone uses it.
5. Integrations
While some leading sales force automation software systems provide all the features ranging from sales automation to project management, they can be a significant investment, which might not be feasible for small and medium-sized businesses. Fortunately, most SFA solutions focus on their existing services and solve specific problems. However, when your business scales up, you will need other enterprise solutions. Therefore, it is critical to choose an SFA system that allows seamless integration capabilities with other software and applications.
6. Customization
As discussed before, every company and its business requirements are different. While most CRMs offer a particular set of features, they should offer customization capabilities to help companies adapt and use the solution as per their needs.
7. Mobility
With the rise of mobile devices, your sales reps would prefer to take their SFA with them to places. Choose an open-source sales force automation software program that is supported on multiple platforms, such as iOS, Android, Windows, etc.
Bringing it All Together
All in all, the best sales force automation software would make you more organized by making it easier for you to perform sales cycle management. Such software will take out all the major manual work for you. The lesser the paperwork, the higher the productivity.
In the end, any software is just a tool. What manages it, is your brain. Even if you have implemented such a tool, it is indispensable for you to make certain that your team uses it in the most effective manner.
Lastly, stop juggling with the data, let FMCG SFA software automate that for you while you focus on converting leads! However, do not forget that you need not rush. Take your time to evaluate and find a tool that fits your needs.
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FAQs of SFA Sales Force Automation Software
1. Local hosting
2. The initial investment for a perpetual license
3. Paid support and updates
4. You’ll be responsible for data safety As SaaS software is cloud-based, it enables you to use applications through the cloud. All that it requires you to have is an active internet connection. When you choose to deploy cloud-based SFA software, you benefit with,
1. Quick deployment
2. Reduce the need for dedicated, internal IT resources
3. A little to no maintenance costs
4. The provider will be responsible for the safety of your data
5. Scalable and reliable The former will render you more control over the software than the latter. However, knowing these differences will surely enable you to determine which mode of SFA deployment is most suitable for you.
1. The provider should deliver good technical support
2. It should let you add/delete modules as per your needs, i.e., customizable
3. It should work online as well as offline
4. It should work with any type of devices
5. It should integrate some cutting-edge technologies like Augmented Reality or Image Recognition