We live in a (mostly) capitalist world in which money is the ultimate goal of most companies. To get money in your account you need to sell your product/service, that’s as simple as 2 + 2.
Managing your sales, however, doesn’t always seem that simple – that’s mostly because people venture into sales management with the wrong tools, such as fragile spreadsheets, simple task management tools, etc.
It doesn’t have to be that way, though. That’s why we’ve put together this list with the top 10 sales management tools you can count on to make that task easier.
The Best Sales Management Tools:
First, let me start by saying that sales management is a big deal. No, not big, it’s a huge deal! The way you manage your sales pipeline and all additional activities (CRM, customer success, etc.) can have a great impact on your sales results.
Some of the tools we’ll present are specific to one or more of these activities. The most adequate to your reality will greatly depend on the size and volume of your operations as well as the value you’re willing to pay to make your sales management easier.
Enough talking, let’s check out this bundle of sales management tools that can make your life easier and help boost your sales.
Sure, you’re probably thinking I’m a little biased but give me a few seconds of your attention and I’ll convince you that Pipefy is a must-have for managing your sales.
The greatest thing about Pipefy is that, being a fully customizable cloud-based process management tool it allows you to centralise all your company’s processes in a single place. The advantage of choosing Pipefy instead of other tools that are more “sales specific” is that it allows you to manage and integrate all your processes from CRM to Sales Pipeline, Communications, Customer Service and much more.
Pipefy’s flexible structure allows you to customize one of its process templates or even start your own process from scratch, adding triggers, rules, automated emails, integration with over 500 apps (via Zapier) and much more.
Pipefy’s Free Sales Pipeline Template was specially developed to enhance your team’s focus and productivity. It’ll guide them through all the steps of the sale: from prospecting, to properly qualifying hot and cold opportunities all the way to effectively closing the deal.
Pipefy Plans start at U$D7 per user/per month with a 30-day free trial
On their website, Pipedrive auto defines itself as a “sales tool for small teams with big ambitions”. Pipedrive is a sales management tool designed to help sales teams manage their sales processes successfully.
Pipedrive offers many sales tools with the goal of gaining total visibility into your sales pipeline such as pipeline view, email automation, sales reporting and forecasting and much more. Its primary view is the actual pipeline, presented on a clear visual interface that prompts users to take action and stay organized and in control of its sales process.
Pipedrive’s Plans start at U$D12 per user, per month.
Salesforce market itself as the world’s #1 CRM. Its sales suite, Sales Cloud was created to help its customers grow their accounts, find new customers and close deals faster — from anywhere.
Sales Cloud offers a wide range of sales management tools divided into 4 parts of the sales process: close more deals, get more leads, accelerate productivity and make insightful decisions.
Sales Cloud starter plans (for teams with up to 5 users) start at U$D25 per user, per month.
Hubspot offers a complete suite of sales, CRM and marketing tools. Hubspot sales helps manage the acquisition and retention stages of the Sales Process.
From finding new sources of prospects and simplifying and centralising sales meetings to connecting and communicating with the prospects, Hubspot’s sales tools simplify sales management and make it easier to measure all stages.
Hubspot Sales offer two plan options: free and pro (U$D50 per user per month), as well as add-ons, such as reports (for U$D200 per month).
Zoho CRM declares itself “a CRM that empowers the teams and businesses that use it”. It highlights that it offers features that make it a good, smart and ideal CRM with enterprise-ready packages.
Zoho CRM empowers its users to engage with their customers across multiple platforms (email, social media, etc.). The application allow users to bring all conversations into one place, and make the most of your interactions at the right time.
Zoho CRM’s plans start at U$D12 per user, per month, with features such as sales forecasting, reports, mass email, call center connectors and much more.
Tracking your metrics is essential to proper sales management and planning. Mixpanel is the go-to tool to help you learn how people use your app. It offers advanced mobile and web analytics tools such well as funnel views to help analyse your user behaviours.
It has a free plan for up to 25k data points with paid plans starting at $150/month
Intercom is a great customer communication platform. It offers a suite of integrated products to allow all your company’s teams – sales, marketing, product, support – to create targeted communication with your customers/users.
Intercom helps you communicate with users by managing contacts from your website, facebook, email contact and many other platforms.
Their complete set (all three tools) are marketed for $61/month with separate prices available for each of the tools
Mailchimp is an online, email management tool that allows you to create professional email campaigns without any design or coding experience whatsoever.
Mailchimp is free for new businesses and its paid plans start at $10 per month for growing businesses
Stripe is a great tool for accepting payments online and in mobile apps. It offers a simple, easy to understand interface as well as payment analytics to help manage cash inflow. It allows you to accept payments from people all over the world (over 100 currencies are included).
It works with a pay-as-you-go rate of 2.9% + 30¢ per successful card charge
Recurly is also a tool for accepting payments but its focus is mainly on managing subscriptions. It caters both small companies, looking for a simple online payment tools and growing businesses in need of online and offline payments and international currencies.
Recurly works with pay-as-you-go rates of 1.25% + 10¢ per transaction.