Find the best Sales Force Automation Software

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Geo Rep

Geo Rep is designed to meet the needs of multiple industries, companies, managers & sales representatives. The Geo Rep is an all-inclusive app that empowers its users through an easy to access, admin reducing, route planning, accu...Read more about Geo Rep

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Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more about Pipedrive

Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud

4.4 (18265 reviews)

201 recommendations

Bigin by Zoho CRM

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheets-like simplicity to CRM and allows anyone to get started in ...Read more about Bigin by Zoho CRM

Delta Sales App

Delta Sales App is a Field Sales Automation & Employee Tracking App designed for distributors, manufacturers, wholesalers and companies who have field employees. It is a SaaS-based Android app that helps companies to track field e...Read more about Delta Sales App

4.5 (2 reviews)

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more about Zoho CRM

Bitrix24

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

Apptivo

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) app...Read more about Apptivo

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InsideView

InsideView is a marketing intelligence and analytics solution for midsize to large businesses. It allows sales and marketing teams to aggregate and curate information about target markets, segments and organizations. It allows sal...Read more about InsideView

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Maximizer CRM

Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumb...Read more about Maximizer CRM

4.0 (351 reviews)

21 recommendations

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Velocify

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, veloci...Read more about Velocify

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LeadMaster

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship man...Read more about LeadMaster

4.1 (37 reviews)

2 recommendations

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HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM 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 ...Read more about HubSpot CRM

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PlanPlus Online

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 sol...Read more about PlanPlus Online

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Soffront CRM

Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Soffront can be installed in your network, in private and public clouds. Using Soffront API you can integrate with ...Read more about Soffront CRM

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Commence

Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various ...Read more about Commence

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ClickPoint

SalesExec is a cloud-based sales automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. SalesExec captures both inbound phone calls and web leads,...Read more about ClickPoint

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Insightly

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sal...Read more about Insightly

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Convoso

Convoso’s all-in-one contact center platform generates and converts leads faster using multiple communication channels. The cloud-based solution offers multiple dialing modes (predictive/power/preview) along with two-way texting, ...Read more about Convoso

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Tracker

Tracker is a web-based, integrated recruitment ATS and CRM designed for recruiting and staffing firms across industries. The solution allows businesses to manage entire recruitment workflows, right from candidate sourcing and plac...Read more about Tracker

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Buyers Guide

Last Updated: March 16, 2023

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