Buyer's Guide for Top Sales CRM Software

Found our list of Sales CRM Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!

Buyers Guide Content

  1. What is Sales CRM software?
  2. Why use sales CRM?
  3. How does Sales CRM improve the sales process?
  4. Key Features of Sales CRM Solution
  5. Benefits of Using Sales CRM
  6. What are the Factors to Consider Before Buying the Best Sales CRM?

What is Sales CRM software?

Sales CRM (Customer Relationship Management) software is a business tool that helps organizations with lead generation, tracking, nurturing and conversion. It assists users with end-to-end sales management, renewals, gaining insights into customers' buying patterns habits and preferences, upselling, cross selling, etc.

It enables sales professionals to prospect, qualify, maintain, reach out, and convert prospective leads into customers through a single platform. Through the Sales CRM system, businesses can assign leads, track communication, maintain data, centralize sales operations, collaborate, analyze sales funnels, generate reports, create sales campaigns, etc.

Why use sales CRM?

Through the sales CRM, all members of the sales team can easily assign leads, collaborate with members, and store all the leads data in a centralized database. Users can easily manage prospects, get sales forecasts, store data, track activities, and much more with sales CRM.

In addition to that, it makes it easy to set and analyze sales goals and make it accessible to the entire team. When implemented properly, the best sales CRM can help businesses to boost revenue, generate more leads, improve customer relationships, and automate multiple tasks.

How does Sales CRM improve the sales process?

The sales CRM solution can help the sales team of an organization in improving their sales procedure in the following ways:

  • Prospecting Leads: Organizations can prospect various leads on various parameters to find qualified leads.
  • Qualifying Leads: Through communication with prospects, sales managers can qualify leads interested in availing their services.
  • Schedule Meetings and Calls: It can schedule meetings and calls with prospects automatically based on preferences and availability.
  • Communication: Enables sales representatives to communicate with leads through multi-channel communication from a single window.
  • Categorize Deals: It automatically categorizes deals based on the lead’s input and sets priority level for every deal.
  • Cross sell/ Upsell: Target the existing customers with upselling and cross selling products.
  • Gaining Insights: Gain insights into different buying patterns, customers behavior, sales operations through analytical reports.
  • Alerts, reminders and notifications: Easily send alerts, reminders, and notifications to customers regarding renewals, offers, discounts, latest schemes, etc.
  • Closing the Deal: Managers can close the deal with customers, get all the documentation and payment done, and send invoices through the CRM.
  • Retaining Existing Customers: Businesses can create sales campaigns and personalized communication to retain existing customers.

Key Features of Sales CRM Solution

Some key functionalities of sales CRM solution are:

  • Sales Pipeline Management: Close more deals in short span by prioritizing, tracking, maintaining, and monitoring all deals through a centralized window.
  • Lead Management: Generate, nurture, and convert qualified leads into potential customers throughout the entire sales process.
  • Sales Forecasting: Predict your sales and profit opportunities, monitor the sales growth for the past few years.
  • Customer’s Data: Sales reps can easily collect, store, compile and analyze customer’s data through a centralized database.
  • Sales Activity Tracker: Enables you to keep track of all the activities of sales reps and leads starting from the emails, calls, texts, meetings, appointments, history, and much more.
  • Workflow Automation: Automate repetitive tasks such as sending welcoming emails, updating leads status, sending invoices, finding qualifying leads, etc., to boost efficiency and lead conversion.
  • Sales Analytics: Analyze various sales activities such as prospects website behavior, sales campaigns, sales trends, etc., to find bottlenecks, highest performing campaigns, buying patterns, and habit preferences.
  • Email Integration: Schedule sales emails, forward emails, customize emails, automate email communication, and share email the most useful templates with the team through email integration.
  • Automated Calculations: Easily perform calculations for sales commissions, expenses, discounts, taxes, etc., to compute all your sales data faster.
  • Configure, Price, and Quote: Through CPQ, close all your deals faster by creating multiple documents, including invoices, onboarding documents, quotes, contracts, etc. It could help in providing the appropriate pricing for different products.

Benefits of Using Sales CRM

There are multiple benefits of using sales CRM software for organizations including:

  • Automates Various Tasks: Users can easily automate various tasks to streamline workflow and improve working efficiency. Businesses can automate message scheduling, renewal reminders, personalized wishes emails, qualifying leads, update customers status, etc., through this software.
  • Collaboration: All sales reps of the team can easily collaborate with each other to assign leads, work on sales campaigns, generate reports, etc., directly through this software.
  • Report Generation: Software enables users to generate reports after analyzing different data types to gain insights into the sales campaigns and customers' behavior.
  • Helps in Increasing Sales: Through the sales CRM (Customer Relationship Management), businesses can monitor and analyze all their sales activities such as email campaigns and customers meetings, etc. The data analytics helps them to find the most useful activities and campaigns that help to close more deals, therefore helping to boost sales.
  • Easily Find Loopholes: The best CRM software automatically fills in all the data and generates various reports to identify loopholes in the entire sales funnel. With reports on sales funnel, users can identify the number of leads lost and converted. Through conversion reports, you can easily find conversion rates across the entire sales team.
  • Enhances Communication: Easily communicate with prospects via phone calls, emails, or SMSs from a single system. The tool helps in automatically queuing customers calls for accelerating prospecting process and effective communication. Some CRM also have built-in IVR to automatically connect with leads and confirm the sales of their goods and services.

What are the Factors to Consider Before Buying the Best Sales CRM?

Consider the following factors to choose the right sales CRM software complimenting your budget and requirements:

  • Usability: Sales CRM (Customer Relationship Management) software should be able to operate without any complexities. All its modules should be easy to navigate.
  • Customization: Ensure that the sales CRM solution has customization capabilities. This will help in tailoring it as per your business requirements.
  • Mobile Friendliness: The mobile friendly capability of sales CRM will make it easy for you to access and monitor data from anywhere and anytime.
  • Security: CRM software for sales should be compliant with various security regulations to keep your company’s and client’s information confidential and secure.
  • Scalability: The CRM (Customer Relationship Management) should be able to handle a larger number of client bases in the future to meet the growing demands of your organization.
  • Integration: The sales CRM system with integration options will help in streamlining your overall sales operations.
  • Pricing: Choose software that fits in with your budget and has all the necessary features to achieve business goals.

Author: Kalpana Arya

Sales CRM Software

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automateCRM

automateCRM

By Automate SMB Enterprises

4.9 (2 reviews) Write a Review

Starting Price

₹590/User/Month

Inclusive of all taxes

automateCRM is a Unified CRM and Business automation platform. automateCRM is not limited to just Sales, Marketing and... Read More About automateCRM

Salesforce CRM

Salesforce CRM

By Salesforce

4.4 (6 reviews) Write a Review

Price On Request

Salesforce CRM is a CRM software for any organization using which they get a comprehensive view of individual customers... Read More About Salesforce CRM

Salescamp

Salescamp

By Pixer Digital

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4.3 (15 reviews) Write a Review

Starting Price

₹884

Inclusive of all taxes

Salescamp is a sales CRM software for real estate, start-ups, and agencies for sales lifecycle and pipeline management.... Read More About Salescamp

Teknovate CRM

Teknovate CRM

By Teknovative Solution

4.9 (11 reviews) Write a Review

Starting Price

₹590/User/Month

Inclusive of all taxes

Teknovate CRM is one of the best online CRM software for B2B as well as B2C businesses. It helps with the tracking &am... Read More About Teknovate CRM

FAQs About Sales CRM Software

There are different types of sales CRM business owners can consider for their business depending on their needs. Some of the best CRM for sales are Zoho CRM, HubSpot, EngageBay, Quickbase, NetSuite CRM, etc.

CRM sales software is a tool that enables business entities to manage their potential’s data, track sales activities, create sales campaigns, perform sales analytics, communicate with customers, etc.

A sales CRM (Customer Relationship Management) should have all the functionalities to simplify all the sales operations. Some features include Lead Management, Pipeline Management, sales activity tracker, email integration, etc.

The CRM for sales can help the sales team to efficiently manage all their sales operations. It enables them to optimize daily tasks and prioritize important tasks to ensure customers are handled properly and the important prospects are connected on time.

Freshsales CRM

Freshsales CRM

By Freshworks

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Starting Price

₹1,651/Month

Inclusive of all taxes

Freshsales CRM is a cloud-based customer relationship management software that leverages a retail firm to see through t... Read More About Freshsales CRM

ezeeCRM

ezeeCRM

By Technobase IT Solutions Pvt Ltd

4.2 (5 reviews) Write a Review

Starting Price

₹1,062/User/Month

Inclusive of all taxes

ezeeCRM is a popular online CRM software used by sales, service and marketing teams in SMEs and large enterprises for c... Read More About ezeeCRM

Bytepaper Sales CRM

Bytepaper Sales CRM

By Abracket

4.6 (3 reviews) Write a Review

Price On Request

Bytepaper is an online CRM software designed to improve the handling of the sales for both inbound and outbound sales t... Read More About Bytepaper Sales CRM

Pre Sales CRM

Pre Sales CRM

By ABC Info Soft

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Starting Price

₹1,180/User

Inclusive of all taxes

Pre Sales CRM is a customer relationship management software developed to handle the sales workflow with the utmost eff... Read More About Pre Sales CRM

Dataman Grahaak CRM

Dataman Grahaak CRM

By RVZION Infotech

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Starting Price

₹590

Inclusive of all taxes

Grahaak CRM (Dataman CRM App) is a comprehensive solution for lead management systems & customer relationship manag... Read More About Dataman Grahaak CRM

Conduct Exam Sales CRM

Conduct Exam Sales CRM

By Conduct Exam

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Starting Price

₹295

Inclusive of all taxes

Conduct Exam Sales CRM is a complete Sales CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Sales... Read More About Conduct Exam Sales CRM

Aarvi Task Management System

Aarvi Task Management System

By Aarvi Technology

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Price On Request

Aarvi Task Management System aims to simplify all business operations with a wide variety of task management tools. It... Read More About Aarvi Task Management System

Trigent CRM

Trigent CRM

By Trigent Infotech

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Price On Request

TrigentCRM is cloud based customer relationship management (CRM) software. Manual tasks are a major time-killer –... Read More About Trigent CRM

Salestack CRM

Salestack CRM

By Salestack

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Price On Request

Salestack CRMis a complete Sales Force Automation Software designed to serve Startups, SMBs, SMEs and Agencies. This Sal... Read More About Salestack CRM

TDI - CRM Software

Salesmate Sales CRM

Salesmate Sales CRM

By Salesmate

5.0 (1 reviews) Write a Review

Price On Request

Salesmate Sales CRMis a complete Sales Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Sal... Read More About Salesmate Sales CRM

Helloleads

Helloleads

By HelloLeads

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Price On Request

Helloleads provides a set of features for business users to increase productivity and perform core functions accurately.... Read More About Helloleads

Wakeupsales CRM

Wakeupsales CRM

By WAKEUPSALES

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Price On Request

Wakeupsales CRMis a complete Sales CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Sales CRM Soft... Read More About Wakeupsales CRM

Clinchpad Crm

Clinchpad Crm

By Clinchpad Technologies

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Price On Request

Clinchpad Crm is a complete CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This CRM Software for Web-... Read More About Clinchpad Crm

Retainuser

Retainuser

By Retainuser

5.0 (3 reviews) Write a Review

Price On Request

Retain user is an emerging global software company leading in the field of business process automation and CRM ( Custome... Read More About Retainuser

FinCRM

FinCRM

By FinCRM

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Price On Request

FinCRM holds expertise in providing Customer Relationship Management (CRM) software and Full Stack Office Management sol... Read More About FinCRM

Last Updated on : 31 Jan, 2023

What is Sales CRM?

Sales CRM software is a business tool that helps organizations with lead generation, tracking, nurturing and conversion. It assists users with end-to-end sales management, renewals, gaining insights into customers' buying patterns habits and preferences, upselling, cross selling, etc.

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Sales CRM Software Reviews

DK

Divya Khandelwal

review for automateCRM

4.8

"I'm always able to take advantage of the new features that are supplied three times a year as part of the big upgrades, and I like working with the tool in my leisure time."

See All automateCRM Reviews

MJ

Manish Jain

review for Salesforce CRM

4.1

"The reports function is the most beneficial since it allows users to develop unique insights into the Sales data that can be applied to forecasting."

See All Salesforce CRM Reviews

PS

Pt.surendra shastri

review for Salescamp

4.2

"It is simple to use, and learn. It just takes a day or two. You can create tasks, and retrieving outdated data is also not difficult. Every time, upgrades are made."

See All Salescamp Reviews

SB

Solar Bull Energy

review for Teknovate CRM

4.7

"The Teknovate CRM software fits sales process perfectly for our SME. It will carefully capture the leads from all available sources and automatically assign to my salesperson"

See All Teknovate CRM Reviews

R

Riya

review for ezeeCRM

4.2

"The most critical part of any solution happened so easily. Made Sales and Marketing automation easy."

See All ezeeCRM Reviews

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