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Top 19 Sales Force Automation Software
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Top 19 Sales Force Automation Software

Top 19 Sales Force Automation Software
4.9 (97.5%) 8 ratings

Sales Force Automation has long been viewed as a sales management tool, with features and functionality designed primarily around the needs of sales professionals. As customer behavior evolves, Sales Force Automation enables the sales professionals to engage customers earlier and accelerate and close deals using a complete, innovative and proven sales solution.

Sales Force Automation with features for Leads, Accounts, Contacts, Potentials, and Sales Forecasting helps to accurately track all business opportunities and close more deals in less time. It also helps to identify bottlenecks in the sales processes, well in advance and effectively utilize existing customer data for future cross-selling and up-selling opportunities. Sales Force Automation is a necessary tool for promoting visibility and customer continuity.

What are the Top Sales Force Automation Software: Sage CRM, Zoho CRM, Streak, Velocify, X2CRM, Act! Premium, Workbooks, Salesboom CRM, HubSpot Sales Hub, SuperOffice, Salesnet, Tactile CRM, PipelineDeals, Really Simple Systems CRM, webCRM, SAP Hybris Sales are some of the Top Sales Force Automation Software.

You may like to read: How to Select the Best Sales Force Automation Software for Your Business

What are Sales Force Automation Software ?

Sales Force Automation Software is a system that helps to enhance and automate the Sales process for a business. Sales Force Automation systems can help to coordinate the disparate but highly interdependent activities of marketing, selling, and providing service, and the information that these systems contain can help senior executives make sales-related decision.

Sales Force Automation automatically records all the stages in a sales process and includes a contact management system which tracks all contact that has been made with a given customer.

Sales Force Automation also includes a sales lead tracking system, which lists potential customers and it can also include sales forecasting, and order management. Sales Force Automation system has company-wide integration among different departments such as Sales, Marketing, Customer Service and Operations.

What are Sales Force Automation Software Examples?

Sales Force Automation platforms allows to optimize your entire sales process and with integration to marketing automation and CRM suites, it creates a consistent sales process to drive the profit margin.

Sales Force Automation Software Examples

Sales Force Automation Software Examples

  • With Salesforce, Urban Ladder now has the capability and data to deliver on its customer-centric vision. Agents are empowered with details about customers’ past interactions and preferences and able to provide more personalised and proactive service. Salesforce Chatter lets employees collaborate around customer needs and get real-time information on products and deliveries.
  • ActionCOACH a leading business coaching company uses Zoho CRM to keep track of and manage correspondence with all clients.
  • Blue Sky International is using Sage CRM which provides a quick heads-up display of how sales team are performing, with what’s in the pipeline, what opportunities and what sales are likely to come in at any given time.

You may like to read: How to Select the Best Sales Force Automation Software for Your Business

Buyer Guide for Sales Force Automation Software

The objective of Sales Force Automation Software is to enable an efficient sales process in a business. The selection of Sales Force Automation Software depends on understanding, assessing and prioritizing your requirements, shortlisting the vendors based on your requirements, products features and functionality, industry experience and prior implementation experience.

You will have to closely assess the products capabilities of shortlisted vendors with your user cases with demos, which finally leads to selection of an effective, ideal Sales Force Automation Software which suits to your business requirements.

You may like to read: How to Select the Best Sales Force Automation Software for Your Business

Six Steps Selection process for Sales Force Automation Software

Six Steps Selection process for Sales Force Automation Software

Here are some tips for Selecting an effective Sales Force Automation Software.

Top Sales Force Automation Software

Sage CRM, Zoho CRM, Streak, Velocify, X2CRM, Act! Premium, Workbooks, Salesboom CRM, HubSpot Sales Hub, SuperOffice, Salesnet, Tactile CRM, PipelineDeals, Really Simple Systems CRM, webCRM, SAP Hybris Sales are some of the Top Sales Force Automation Software.
Top Sales Force Automation Software
PAT Index™
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1

Sage CRM

Sage

Sage CRM works on providing real time information that can be used to ensure business success. Making huge decisions whether you should proceed with your leads is a blind spot until you have the right tool to supply you with the right study and information which you will get from Sage CRM.Sage CRM gives complete information on customer database that can be your target for sales profit. Preparing meetings has never been easy with the right details on hand. With Sage CRM’s accurate forecasts and reports that are up to date, you would know the next step to be made…

Overview
Features

•Leads and Oppurtunity Management
•Workflow Automation

Bottom Line

Sage CRM provides Real-time business information, Powerful out of the box sales reports,Accurate forecasts and opportunity management,Sales opportunity tracking,Sales dashboards,Business Accelerators for Sales

7.5
Editor Rating
7.9
Aggregated User Rating
3 ratings
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Sage CRM

2

Zoho CRM

Zoho CRM, bring all your conversations into one place, and make the most of your interactions at a moment's notice. Meet your customers, no matter the medium. Connect via phone, live chat, email, social media, and in person.Use analytics and reports for detailed metrics about your team's performance and your customers' life cycle. Generate more sales with automation features, workflows, and advanced reporting. Zoho CRM’s multichannel support means you can interact with them the way they want, from on the phone to live chat, or email and social media. Keep track of all the conversations in a single place while…

Overview
Features

•Multichannel Communication
•Sales Performance
•Sales Productivity
•Extend/Customize
•Automation
•Enterprise Readiness

Price

Contact for Pricing

Bottom Line

Zoho CRM, bring all your conversations into one place, and make the most of your interactions at a moment's notice. Meet your customers, no matter the medium. Connect via phone, live chat, email, social media, and in person.Use analytics and reports for detailed metrics about your team's performance and your customers' life cycle.

9.4
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Zoho CRM

3

Streak

Streak
Streak

Streak is a spreadsheet style CRM provider that makes data management and everyday processing functions easier. Streak is supported by both Google chrome and safari. It has a user friendly simple collaboration feature that permits the sharing of data within seconds. Users link their google IDs through open id without having to share any personal information with streak. It also provides a multipurpose feature that allows for management of different functions within Gmail so that you can multitask. Streak works with Google apps and provides a secure connection to you various accounts. It is easy to install as no IT…

Overview
Features

•Sales
•Product Dev
•Deal Flow
•Fundraising

Price

•$0 USD user/month
•STARTER •$19 USD user/month
•Most Popular Plan •CORPORATE $39 USD user/month
•ENTERPRISE $89 USD user/month

Website
Bottom Line

Streak collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done.

9.0
Editor Rating
9.2
Aggregated User Rating
2 ratings
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Streak

4

Velocify

Velocify is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by bringing speed and control to the entire sales process. Velocify helps sales teams prospect with more precision, accelerate lead engagement, and implement optimized workflows, ultimately helping sales teams find and convert more leads. Velocify LeadManager automatically captures, de-dupes, intelligently distributes, and prioritizes leads so sales reps stay ahead of the competition and focused on closing more deals. Users can seamlessly capture and automatically de-dupe and distribute inquiries coming from a variety of sources, including website lead forms, marketing automation systems, and more…

Overview
Features

•Grow Sales Faster with Lead Management
•Capture and Deduplicate Leads
•Intelligently Distribute Leads
•Guide Selling Process

Price

•Velocify LeadManager Standard $60 per user per month,
•Advanced $95 per user per month,
•Velocify Dial-IQ Outbound $40 per user per month,
•Plus $60 per user per month,

Bottom Line

Velocify helps sales teams prospect with more precision, accelerate lead engagement, and implement optimized workflows, ultimately helping sales teams find and convert more leads.

8.9
Editor Rating
8.4
Aggregated User Rating
3 ratings
You have rated this

Velocify

5

X2CRM

X2Engine ensure better marketing strategies to help your business maximize its potentials to getting more sales while taking care of customer relationship at the same time. With its simple interface and useful information on customers and internal employees, managing them all is easier as it gets. Save all your important data on X2Engine and let your people work by automated task to promote productivity. Set priorities that need immediate attention and your team will be notified that it has to be done. To manage the company’s online presence, X2Engine performs a tracking activity on your website to make sure you…

Overview
Features

•Sales
•Marketing
•Service

Bottom Line

X2CRM marketing automation, X2Flow, is an intuitive workflow designer and engine where you can leverage all the data in X2CRM to model simple yet sophisticated flows incorporating a variety of actions and conditions.

8.8
Editor Rating
8.9
Aggregated User Rating
5 ratings
You have rated this

X2CRM

6

Act! Premium

Act! Premium allows you to stay up-to-date on contacts and activities, automate sales processes and send targeted email marketing campaigns. Act! lets to keep contact details in one organized place so you have a comprehensive view of each customer to see a visual representation of all interactions with a particular contact. Act! can deliver targeted email marketing messages to select customer segments. It also lets manage schedules and keep track of activities and events on a shared calendar, Capture meeting and call notes, write reminders and record emails for each contact. The contact history view helps you locate, analyze, and…

Overview
Features

•Instant online access, plus Mobile and Windows offline clients
•Secure cloud hosting service
•Automatic upgrades, features & compatibility updates
•Email marketing (500 contacts)
•Expert technical support

Bottom Line

Act! is the trusted solution to help individuals, small businesses, and sales teams organize prospect and customer details in one place, send emails, market products and services more effectively, and drive sales results .

8.7
Editor Rating
8.4
Aggregated User Rating
2 ratings
You have rated this

Act! Premium

7

Workbooks

Workbooks.com delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. Workbooks CRM help small and midsized businesses to improve their business strategies and customer service. It is a contact management system. It does this by providing a user friendly interface that does not require complex IT systems. Workbooks provides joined up applications to increase workplace efficiency. It provides customer account portals thus improving customer interactions. It provides business…

Overview
Features

•Multi Language Support
•Workbooks Exchange Synchronisation Service
•Activities & Meetings
•Notes & Attachments
•Relationship Mapping
•Leads

Price

•FREE
2 Users Completely Free
Free Online Support

•CRM
$30/user/month
Unlimited Users

•Business
$70/user/month
Unlimited Users

Bottom Line

Workbook provides dashboards which can be customized to user preferences. Users also have the data reports available to them. Sales order processing features are also available on Workbook, along with Webservices API for integration work.

8.6
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Workbooks

8

Salesboom CRM

Salesboom CRM program helps it users manage their business to make it even more saleable, profitable and maintain a quality customer relationship for better business ventures. Salesboom offers one of the most user friendly applications where in everything that you need can be easily accessed.Salesboom is a cloud based CRM solution which requires no software downloads and even hardware requirements. With 99.8% uptime guarantee, you can make sure that managing your accounts will always be updated and available where ever you are. The customizable platform lets the user choose what information is needed to be displayed and be able to…

Overview
Features

•Marketing Automation
•Sales Force Automation (SFA)
•Customer Service & Support
•Email Integration

Price

•Team $14/user/mo
•Professional $45/user/mo
•Enterprise $95/user/mo

Bottom Line

Cloud Based CRM Products from Salesboom.com help small, medium and large enterprises manage and grow their business with our online Lead Management, Contact Management, Sales Force Automation, Customer Service, Sales Software Tool, Support tools and much more.

8.4
Editor Rating
9.0
Aggregated User Rating
1 rating
You have rated this

Salesboom CRM

9

HubSpot Sales Hub

Hubspot
Hubspot

HubSpot Sales is a sales software that enables getting notified instantly when a lead opens the sent email, track every interaction with the leads automatically, and organise all the activities in one place. HubSpot Sales enables queuing up of a sequence of personalised follow-up emails and reminders that get delivered to the customers automatically. HubSpot Sales facilitates turning of repetitive emails into templates, measuring their performance, and sharing the best email templates with the entire team. With HubSpot Sales, businesses have an excellent platform for connecting with prospects through live chat on their websites. Companies also can eliminate manual entry…

Overview
Features

• Automate outreach without being impersonal
• Create and share email templates
• Land more meetings
• Track your entire pipeline
• Email sequences
• Email templates
• Sales automation
• Salesforce integration
• Predictive lead scoring

Price

• Starter - $50/mo 1 user included
• Professional - $400/mo 5 users included

Bottom Line

HubSpot Sales is a sales software that uses automated workflows that make it easy to create new leads, rotate leads, create tasks, and assign tasks. HubSpot Sales also enables filling of deal records automatically.

8.3
Editor Rating
8.7
Aggregated User Rating
7 ratings
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HubSpot Sales Hub

10

SuperOffice

SuperOffice is an CRM software for sales, marketing and customer service. SuperOffice CRM helps to find, catch and keep more customers. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. SuperOffice offers professional support using web-based services. SuperOffice is a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. Super Office organize contacts, collaborate with your team and manage your business better. Features include Company & contact management, Calendar & activity management, Documents, emails & mailings.Provide powerful features help you to improve…

Overview
Features

•Sync your calendars
•Quick & easy mailings
•Up the ante on your productivity
•All your customer conversations in one place

Bottom Line

Superoffice organize contacts, collaborate with your team and manage your business better and provides Company & contact management, Calendar & activity management and Documents, emails & mailings.

8.1
Editor Rating
8.9
Aggregated User Rating
3 ratings
You have rated this

SuperOffice

11

Salesnet

Salesnet is a flexible, configurable business CRM solution that drives sales and marketing effectiveness while insuring the highest level of support and CRM Security. Salesnet customer relationship management is an online CRM software that delivers Customer Management, Marketing Automation, Sales Management, Project Management and more. Salesnet, is a software solution that makes CRM easy by providing a friendly user interface and training for the implementation of the software. It is simple and easy to use and increases sales and work efficiency. Salesnet understands that every marketing and sales process is different and so it provides solutions that are unique to…

Overview
Features

•Sales Force Automation
•Marketing automation
•Leads, Opportunities, Contacts, Accounts
•Campaigns, Email, Mobile CRM, Documents
•Process Builder, XML Web Services API, Data Import
•Role-Based Security, IP Address Restriction, Field-Level Permissions

Price

•Express $25 Per User/Month Up to 5 users (Billed annually)
•Professional $50 Per User/Month Unlimited Users (Billed annually)
•Enterprise - Contact

Bottom Line

Salesnet customer relationship management is an online CRM software that delivers Customer Management, Marketing Automation, Sales Management, Project Management and more.

8.0
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Salesnet

12

Tactile CRM

Tactile CRM is an easy to use web based contact and sales management system. It's great for managing sales pipeline, contacts, notes, emails and activities in one place.Tactile CRM lets you easily record every email, note, telephone call, meeting and activity, so that you can quickly see every interaction. Tactile CRM also lets you search contacts and set up activities to remind you of outstanding actions; assign organisations and activities to other users with email notification; share information on clients and contacts by using access control. Tactile also categorises your contacts, Import and Export data from Microsoft Outlook, Google, csv…

Overview
Features

•Sales Pipeline & Opportunities
•Shared Address Book
•Seamless Email Integration
•Conversation & Contact Log
•Reminders & Calendar

Bottom Line

Tactile CRM lets you easily record every email, telephone call, note, activity and meeting, so that you and your colleagues can quickly see every interaction

7.9
Editor Rating
9.0
Aggregated User Rating
3 ratings
You have rated this

Tactile CRM

13

PipelineDeals

PipelineDeals makes organizing your company’s customer relations in one place. By giving the right information at the right time, the user will be able to track and identify which leads to pursue to make sure it becomes beneficial for the company. Sending emails with PipelineDeals makes it possible to track whether your leads where able to view, click on a link and if they did download the attachment. Sending campaigns through emails is also offered by PipelineDeals and be able to send by groups and make personalizing your messages easily. Tracking sales with PipelineDeals makes all the important information in…

Overview
Features

•Sales pipeline management
•Sales acceleration
•Deal tracking
•Lead management

Price

•Standard Starts at $ 72 /month for up to 3 users additional users are $24 /user/month
•Accelerator Starts at $ 144 /month for up to 3 users Additional users are $48 /user/month

Bottom Line

PipelineDeals eliminates redundancy, delays, and confusion by organizing all your team's collective knowledge in one place and providing a framework for collaborative sales efforts.

8.6
Editor Rating
9.1
Aggregated User Rating
2 ratings
You have rated this

PipelineDeals

14

Really Simple Systems CRM

Really Simple Systems Cloud CRM is aimed at small and medium sized organisations or departments of larger organizations who want a simple, easy to use online CRM sales, support and marketing system. The hosted CRM model is particularly suitable for companies with multiple locations and people who work remotely or at home. Really Simple Systems is an optimized system that allows businesses to access all important customer data to be used as leads. The one simple page shows everything that you will need when it comes to organizing your contacts, things that has to be done, pending transactions for every…

Overview
Features

•Easy to use Cloud CRM for B2B
•Designed for small businesses
•Train your staff in minutes
•Send emails directly from your CRM
•Everything you need in one place
•GDPR compliance features

Price

•FREE per month $0 Free CRM forever for Two Users and 100 Accounts
•PREMIUM from per month $8 Two Free Users and 200 Accounts Pay As You Go
•ENTERPRISE from per user/month $50 Unlimited Accounts and Advanced Features

Bottom Line

The hosted CRM model is particularly suitable for companies with multiple locations and people who work remotely or at home.

7.8
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Really Simple Systems CRM

15

webCRM

webCRM

webCRM gives you one place to organise all information related to your customer. In webCRM you can send, save, schedule, and synchronize emails and meetings. WebCRM’s mobile version allows you to create activities, make quotations and follow up on orders anywhere you like. With webCRM’s Sales Pipeline Management you can quantify and track your sales opportunities, develop your pipeline and compare with budgets to make sure you build up your business. With webCRM, you can divide your newsletters and send relevant messages to various lead and customer groups. Manages the entire process of planning, invitation, collection of answers, and follows…

Overview
Features

Customer Database
•Activities
•Email and shared calendar
•Mobile CRM
•Sales Pipeline Management

Website
Bottom Line

webCRM ensures you never forget to call your customers and that you always follow up on all your opportunities with targeted activities and offers – before it’s too late.

7.8
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

webCRM

16

SAP Hybris Sales

SAP Hybris Sales enables businesses to meet the demands of the customers. SAP Hybris Sales achieves this by using its inbuilt advanced CRM solutions that set the sales team free. SAP Hybris Sales also provides an excellent platform for managing leads and opportunities, closing deals quickly, and increasing revenues from any location. SAP Hybris Sales offers insights to the sales managers to help them forecast and make quick business decisions. With SAP Hybris Sales, businesses can collect customer information from the silos in the back office and pass it to the frontline sales team quickly. The primary features provided by…

Overview
Features

• Sales force automation
• Sales performance management
• Retail execution
• Advanced CRM solutions
• Update your sales forecast using the use-anywhere ability
• Update and manage forecasts
• Lead management
• Gain insights into forecast and pipeline quickly

Price

Contact for Pricing

Bottom Line

SAP Hybris Sales is a sales platform that allows effective management of leads and opportunities, increasing of revenues, closing out deals, and meeting of customer demands at all time.

7.5
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

SAP Hybris Sales

You may like to read: How to Select the Best Sales Force Automation Software for Your Business

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imanuel