Finding software can be overwhelming. We've helped hundreds of companies choose the right sales force automation software to grow sales, save time and nurture new opportunities.

Showing 1-20 of 438 products

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The... Read more

Price:

Recent recommendations: 154 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

NetSuite CRM

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

Price:

Recent recommendations: 78 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly.  Stay in the zone, with AI-guided selling. See only what you need when you need... Read more

Price:

Recent recommendations: 75 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Thryv

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamline... Read more

Price:

Recent recommendations: 66 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

SalesNOW

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact,... Read more

Price:

Recent recommendations: 40 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Top Producer Systems

Top Producer is a web-based CRM system suited for agents or brokerages in the Real Estate industry. The system helps agents personalize follow up and manage clients from initial contact, to long-term repeat and referrals. Build your... Read more

Price:

Recent recommendations: 32 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Claritysoft

Claritysoft is a cloud-based 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... Read more

Price:

Recent recommendations: 32 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Nutshell

Nutshell is a cloud-based customer relationship management (CRM) software for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, reporting and more to outbound sales... Read more

Price:

Recent recommendations: 25 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

BenchmarkONE

BenchmarkONE (formerly 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. BenchmarkONE... Read more

Price:

Recent recommendations: 23 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

iHomefinder

iHomefinder is a CRM and marketing solution designed for real estate agents, teams, and brokerages. With marketing automation tools, this solution enables real estate agents to save time while generating business leads. iHomefinder... Read more

Price:

Recent recommendations: 23 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses... Read more

Price:

Recent recommendations: 22 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

BNTouch Mortgage CRM

Grow your mortgage business, free up time, automate your marketing and put together a digital mortgage experience for your borrowers, all from one central hub. With BNTouch Mortgage CRM you can build a website, utilize a digital 1003,... Read more

Price:

Recent recommendations: 18 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features... Read more

Price:

Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
Business Size:
Learn More

Whiteboard Mortgage CRM

Whiteboard Mortgage CRM is a cloud-based solution that enables loan originators to connect with customers, communicate with partners and plan campaigns. It is primarily designed to help loan officers manage content, prioritize tasks... Read more

Price:

Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

kvCORE

KvCORE is a cloud-based customer relationship management (CRM) platform designed for modern brokerage companies in the real estate industry. Upcoming and leading independent brokerage firms can utilize KvCore's platform to close the... Read more

Price:

Recent recommendations: 13 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

CallProof

CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integration,... Read more

Price:

Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that include... Read more

Price:

Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Firepoint

Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. Firepoint... Read more

Price:

Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Pipeliner CRM

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more

Price:

Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

Workbooks

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market... Read more

Price:

Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: Cloud
Business Size:
Learn More

2020 Sales Force Automation (SFA) Software Pricing Guide

Learn about the key aspects of accurate software pricing before you make your purchase decision.

Includes:

  • Pricing models & ranges

  • Unexpected costs

  • Pricing of popular systems

Buyers guide


Last Updated: June 2, 2020

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