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Sales software is a broad category, but typically refers to tools that help businesses manage their sales process. It often includes a repository for contact information, sales deal/pipeline tracking, sales analysis features, and automation/AI that can help take manual work for sales reps’ plates. Perhaps the most common type of sales software is customer relationships management (CRM) software — this is often the “single source of truth” for sales teams, where deals are tracked and recorded.
There are many different types of sales software. Customer relationship management (CRM) tools manage customer data and help track deals throughout the sales process. Sales engagement platforms guide and, in some cases, automate outreach tasks. Sales enablement software provides training and coaching resources. Sales analytics and intelligence tools offer insights from sales data to help with decision-making. More specialised sales tools are also available for tasks like quoting, order management, and invoicing.
Centralisation. Sales software, when well integrated or consolidated, centralises customer and deal data and sales operations, making it easier for sales teams to execute quickly, analyse performance, identify opportunities, and plan for the future. This also makes it easier to ensure data security, and to fuel effective AI — like autonomous AI agents that can handle a number of sales tasks (like prospecting) autonomously. Put together, these benefits can lead to faster sales and increased revenue.
While the specific feature set you need for your business may vary from other businesses, these are table stakes: contact management, deal tracking (sales pipeline), automation, AI (predictive AI for forecasting and generative/agentic AI for content creation and autonomous task completion), and reporting.
Absolutely. Sales software is key to helping small businesses organise their sales plans, assign tasks, track deals and customers, and expedite the sales process. This helps them compete, and gives them the foundation for growth.
Sales Cloud‘s sales force automation software helps companies sell smarter, faster, and more efficiently by providing everything your sales teams need on one integrated platform.
Sales Cloud offers the complete sales tech suite where AI and automation are built in and designed to easily scale as you grow. With the best sales software, built on the #1 trusted CRM platform, organisations can deliver end-to-end revenue management across the entire customer lifecycle and centralise all customer data together for a complete customer profile on a single platform.
To get started, first sign up for a free Salesforce trial account. Once you are ready, choose a pricing plan that suits your needs and configure the platform to meet your business requirements. You can also get help from Salesforce consultants or partners on our AppExchange to help with a successful implementation of Sales Cloud.
Sales automation is the process of using technology to perform often tedious human tasks, reducing manual time, effort, and error. Learn how sales automation software can help.
Sales Cloud offers a complete sales tech suite where AI and automation are built in and designed to scale easily as you grow. The benefits of sales force automation include:
Yes. Salesforce's CRM platform, Sales Cloud, as well as supporting solutions like Revenue Cloud and partner relationship management, include Sales AI features that allow you to streamline workflows and improve sales efficiency.
Sales forecasting sets sales teams up for growth and predictable revenue. Before you forecast, read our expert advice around the top sales forecasting techniques.
Sales analytics software can help your business by providing data-driven insights to optimise sales strategies, track performance, and make informed decisions.
Sales planning provides clear goals and a way to achieve them. Without it, a business likely doesn't know what its revenue targets are or how it is going to grow. Learn how sales planning software can help your business.
A sales pipeline is a visual representation of where each prospect is in the sales process. It helps you identify next steps and any roadblocks or delays so you can keep deals moving towards close.
A sales strategy is crucial for identifying and understanding your target customers, which helps in tailoring your sales process to meet their needs. It also aligns your sales activities with broader business objectives, ensuring that you maximise your resources and increase your chances of achieving higher sales and profitability.
Sales management is the process of overseeing and optimising the sales activities of a business to meet and exceed sales targets. It involves setting goals, training and motivating the sales team, analysing performance data, and implementing strategies to enhance sales effectiveness and customer satisfaction.
Sales mapping software is a tool that helps sales teams visualise and manage their territories, customers, and prospects on a map. It enables more efficient sales route planning, better resource allocation, and improved customer targeting, ultimately enhancing sales productivity and effectiveness.
Lead management is the process of identifying, capturing, and qualifying potential customers (sales leads) through various stages of the sales funnel. It involves using strategies and tools to track, nurture, and prioritise leads, ensuring they are followed up on efficiently to increase conversion rates and drive revenue.
Channel sales involves selling your products or services through intermediaries like distributors, retailers, or resellers, instead of directly to the end customers.
Sales enablement is the process of providing sales teams with the resources, tools, and training they need to effectively engage buyers and close more deals.
Sales technology is important because it streamlines b2b sales and enterprise sales processes, enhances efficiency, and provides valuable insights to drive sales growth and improve customer relationships. The best sales tools allow you to consolidate your data and efforts to avoid disjointed work experiences.