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Sales Force Automation Software


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Infusionsoft logo
 
Infusionsoft is a cloud-based sales and marketing platform that brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales... Read More
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Infusionsoft is a cloud-based sales and marketing platform that brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales... Read More
 
Salesforce.com logo
 
The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
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The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
 
HubSpot CRM logo
 
With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read More
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With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read More
 
ProsperWorks CRM logo
 
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
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ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
 
NetSuite logo
 
NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More
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NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More

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Base logo
 
Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
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Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
 
Chime logo
 
Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
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Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
 
Less Annoying CRM logo
 
Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
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Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
 
Insightly logo
 
Insightly is a great solution for small businesses looking to introduce a social aspect into their sales strategy. Hosted in the cloud, this solution equips sales teams with modern features that customize to your needs.
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Insightly is a great solution for small businesses looking to introduce a social aspect into their sales strategy. Hosted in the cloud, this solution equips sales teams with modern features that customize to your needs.
 
amoCRM logo
 
amoCRM’s sales management service is a web based platform available anywhere with an Internet connection. Users of the system can manage their pipeline, sales team and receive analytic feedback and reports. In addition, users can... Read More
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amoCRM’s sales management service is a web based platform available anywhere with an Internet connection. Users of the system can manage their pipeline, sales team and receive analytic feedback and reports. In addition, users can... Read More

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Claritysoft logo
 
Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
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Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
 
Results CRM logo
 
Results CRM is a software solution designed for small and midsize enterprise customers. It offers sales automation, project management, service orders and billing management within the suite. It is available for both Web-based and... Read More
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Results CRM is a software solution designed for small and midsize enterprise customers. It offers sales automation, project management, service orders and billing management within the suite. It is available for both Web-based and... Read More
 
BoomTown logo
 
Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read More
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Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read More
 
HaystackCRM logo
 
HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients,... Read More
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HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients,... Read More
 
Freshsales logo
 
Freshsales is a sales automation solution offering multi-platform capabilities including a native app for iPhone and iPad.  Included in the system is a one-click phone; no additional hardware or software is needed to use this feature.... Read More
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Freshsales is a sales automation solution offering multi-platform capabilities including a native app for iPhone and iPad.  Included in the system is a one-click phone; no additional hardware or software is needed to use this feature.... Read More

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BNTouch Mortgage CRM logo
 
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read More
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BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read More
 
PlanPlus Online logo
 
PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution... Read More
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PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution... Read More
 
CallProof logo
 
CallProof is a sophisticated CRM system with a host of features that effectively organizes all facets of the sales process, from lead tracking to reporting. This system is fully web-based, and is optimized for companies that utilize... Read More
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CallProof is a sophisticated CRM system with a host of features that effectively organizes all facets of the sales process, from lead tracking to reporting. This system is fully web-based, and is optimized for companies that utilize... Read More
 
Sales Rabbit logo
 
Sales Rabbit is Customer Relationship Management software for companies of all sizes and is fully customizable. The system’s primary functionalities are sales automation, call center, help desk, and live chat. Sales Rabbit offers... Read More
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Sales Rabbit is Customer Relationship Management software for companies of all sizes and is fully customizable. The system’s primary functionalities are sales automation, call center, help desk, and live chat. Sales Rabbit offers... Read More
 
Hatchbuck logo
 
Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read More
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Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read More

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Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: September 27, 2017


There are over 100 sales force automation (SFA) software systems on the market. These systems come in all flavors, including:

  • Solutions for small businesses
  • Solutions for large enterprises
  • Solutions for companies that sell through channel partners
  • Solutions for specific industries 

We’ve written this buyer’s guide to not only provide a definition of SFA software, but also to provide a lay of the land for software buyers who are trying to make sense of this complex market. 

Here’s what we’ll cover:

What Is SFA Software?
What Type of Buyer Are You?
Benefits and Potential Issues
Market Trends to Understand
The Vendor Landscape

What Is SFA Software?

“Coffee is for closers,” but SFA promises to help the entire team close more deals. Sales management software helps companies manage their reps and their activities. At the individual level, sales automation software helps reps manage accounts, leads, opportunities and customer interactions. Meanwhile, it helps management generate more accurate forecasts and gain better insight into opportunities. 

Core CRM sales software functionality includes contact management, lead management, opportunity management, pipeline management, forecasting and territory management. More advanced systems will include modules for proposal and quote generation, order management, marketing automation, collateral management and sales enablement, scripting, computer telephony integration and social media integration.

Best-of-breed sales database software products such as Sage ACT! or Salesforce.com are often implemented as a completely stand alone system or in conjunction with marketing automation and lead management software. Other buyers choose to implement SFA software as part of a complete customer relationship management (CRM) suite, such as Microsoft Dynamics CRM. Finally, SFA can also be implemented as part of an enterprise resource planning (ERP) suite like Oracle or SAP. Which strategy you pursue will largely depend on your need for the SFA system to share data with other customer management or ERP systems, as well as whether the SFA from your existing vendors addresses your current company needs.

What Type of Buyer Are You?

Before evaluating sales force automation systems, you’ll need to assess what kind of buyer you are. We believe at least 90 percent of buyers fall into one of the following categories:

Direct sell buyer. These sales management software buyers work for organizations that sell through direct field reps, telesales teams or both. These buyers have the most straightforward requirements and a wide range of providers meet their needs. 

Channel selling buyer. These buyers work for organizations that sell through a network of channel partners. These buyers need specialized functionality for passing leads, registering deals and tracking partner performance.

Enterprise buyer. These buyers work for very large organizations, which often have a wide range of selling models. Their goals include unifying activity across channels and integrating their SFA with other enterprise systems—a complex undertaking. 

Small business CRM buyer. These buyers work for small businesses moving beyond contact tracking capabilities of products like Microsoft Outlook, and want to add capabilities for lead, opportunity, deal tracking and reporting.  

Benefits and Potential Issues

An SFA tool must benefit both managers and the reps. The following are the minimum benefits that should be realized with a successful implementation:

Reduce cost per sale. The critical return for any system is that deals closed increase and the cost per sale goes down. The traditional measures are a reduction in the time from contact to sale, and increase in the ratio of closures to contacts, or an increase in the number of contacts with the same ratio of closures to contacts. 

Increase rep accountability. With formal SFA tools and procedures, sales representatives can see exactly what they are reporting to management. Sales reps can also document lead generation and productivity.

Forecast sales more accurately. Sales contact software can track such metrics as conversion rates from leads to opportunities to closed deals, allowing an organization to more accurately forecast. This is particularly beneficial when combined with historical seasonality information. 

Improve client retention rates. Coupled with other information from a customer management system, an SFA system can ensure that clients are contacted in advance of contract expiration dates. Contact management sales software can also alert the customer rep to any issues with their client accounts.

Gain analytical insight. Sales automation software consolidates and reports on each representative’s activities, freeing the representatives from mundane periodic reporting and allowing them to focus on selling and customer relations.

As with all technology, there are potential issues with sales management software as well. First and foremost is the risk of compromising client privacy, particularly if it's implemented on easy-to-lose (or steal) mobile devices. This can be mitigated through the use of proper security procedures and encryption technology. A second issue is employee resistance to adoption; some people find the tools too difficult, too limiting, or too intrusive. This is generally a training issue. The third issue is a management issue; SFA tools drastically increase what can be measured and managed but that does not mean that everything should be measured or managed. The granularity of management required varies from organization to organization and even from manager to manager and representative to representative.

Market Trends to Understand

These market trends should be considered as you perform a sales force automation software comparison and select a product and vendor.

Software as a Service (SaaS). SaaS solutions have become very popular and comprise greater than 50 percent of new purchases. Low upfront costs and little to no hardware requirements are reasons for the uptake in adoption of online sales software that sits “in the cloud.” Another benefit is increased accessibility, which means that regardless of whether you're a Mac or PC, you can still easily access the software. The dominant leader in this market is Salesforce.com. Buyers should evaluate this new model with an open mind.

Mobile applications. Mobile SFA applications are very popular and changing rapidly. The devices your system supports and the attractiveness of its mobile app will be a huge influence on your team’s attitude toward adopting the system. More and more systems provide integration with the major mobile platforms. Some are even Mac-based, with native integration with iPhone/iPad. For reviews of those systems, you can reference our article on CRM and Sales Force Automation for Mac, or our guide on mobile CRM options. While improving rapidly, small factor devices still present challenges—they don’t always do everything their desktop siblings can. 

Social media. Leading SFA vendors are discovering the meaning of social media for business and are capitalizing on developments in that area. In fact, this is driving the emergence of a new market, Social CRM. For example, Salesforce has its Chatter application. Oracle OnDemand interfaces with Facebook, allowing a rep to see if there is anyone they know in common with a prospect. Buyers should consider their social media strategy as they evaluate SFA solutions.

ERP suites offering strong CRM. Solutions from enterprise-suite vendors like Oracle, SAP, Sage, Epicor and Infor have matured—in some cases through acquisitions. Enterprise suite buyers will naturally look to their ERP vendor for customer management solutions, but direct and indirect selling buyers should also consider solutions from these large players. Oracle and SAP are particularly strong in customer relationship management.

The Vendor Landscape

While the sales force CRM landscape is highly fragmented and may at first appear confusing, the available programs are differentiated by their appeal to the different buyer types.

This type of buyer... Should evaluate these systems
Direct buyer Salesforce.com, Sage Act, Microsoft Dynamics CRM
Indirect buyer Oracle CRM OnDemand, SAP
Enterprise buyer Oracle CRM, SAP, Salesforce.com
Small business CRM buyer Sage Act, Salesforce.com, SugarCRM, Highrise

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