Why Do SMBs Need Sales Software?
What does sales software do?
How does sales software use artificial intelligence (AI)?
Why do small businesses need sales software?
Many small businesses compete with larger brands despite smaller budgets, teams, and market shares. Sales software assists smaller teams by helping them work more efficiently, improve customer service, and better predict future sales trends. Most sales solutions are cloud-based and offered as a monthly subscription, making them more accessible to small businesses than sales software systems of the past.
While sales software features vary based on the solution and provider, sales software can help by:
Providing collaboration tools so sales and marketing work in sync
Giving access to critical data that allow sales managers to make critical business decisions faster
Providing insight into trends, customer behaviour, and the sales cycle
Driving sales by locating leads who may have been overlooked and keeping track of every lead and their location in the sales funnel
Automating tedious tasks so your team can focus on revenue-generating tasks
Salesforce's small business solution helps small businesses find open opportunities, sort contacts, track tasks, and generate reports to facilitate sales, marketing, and customer service collaboration.
What are the benefits of sales software for small businesses?
What features are important when considering sales software for a small business?
Choosing the right sales software for a small business is a challenge. There are dozens of options, but not all are right for your unique small business. The cost to implement a new solution can be high in terms of both budget and time investments, so you want to ensure you choose well the first time.
When comparing sales software solutions, look for the following:
Support: Does the software vendor offer onboarding and support? Is their support open during your business hours? Look for reviews from current customers to get a true idea of the quality of support you will receive.
Training: Learning to navigate a complex software system can be time-consuming, particularly while juggling the challenges of owning or running a small business. Make sure your sales solution provider offers training such as webinars, live chat, and a knowledge base. For example, Salesforce offers a robust resource centre with podcasts, blogs, reports, training modules, and playbooks.
Reporting: Reporting tools, especially those enhanced by AI, provide critical insights that help your business map out effective marketing strategies, improve sales processes, and identify your ideal customer base. Data is the core of making sound business decisions, so a comprehensive sales software must include robust reporting capabilities.
Collaboration Tools: When information is siloed, teams cannot work effectively. Collaboration tools help teams work together, and enable departments — such as sales, marketing, and customer service — to work together and create a stronger business.
Integration: A sales software solution should work with the tools your business uses for marketing, billing, and customer relationship management. Combining this data is essential to creating an effective, streamlined sales process. One of the biggest benefits of sales software is how it integrates with other tools to create a more comprehensive view of your customers.