Using our drag-n-drop builder, plan and control your entire sales process with zero code.
Set rules to automatically assign leads to salespeople as soon as they come in.
Score and qualify your leads automatically and help your salespeople prioritize their tasks.
Automatically assign follow-ups and tasks to your salespeople to help plan their day.
Set rules to alert salespeople as soon as their leads take an important action.
Automatically move your leads down the funnel. Change lead stages based on activities.
Track everything – conversations, activities, salespeople, and closures.
Get a tight grip on your sales process. Monitor every aspect of your sales – leads, funnel, salespeople, and revenue. Know exactly where the leads are in your pipeline, track their movement down the sales funnel, sales closures, and more. The cloud-based sales management CRM also helps you access and update data (based on sales activity) on the go.
Build proactive call center sales operations with LeadSquared. Help your agents make better conversations, enhance prospect experience, and sell more with a completely connected call center. Integrate with any telephony service provide and make your reps/agents’ work more efficient with click-to-call dialers. You can check more about call center management here.
With LeadSquared Mobile CRM, manage and track your complete field sales operations. Know where your field agents are at all times, using their geo-location and check-in status. Remotely track the completed meetings, outcomes, daily-route travelled, and goals achieved.
Define your sales territories, user hierarchies, goals and user permissions accordingly.
Ensure that your agents can access only the leads and data relevant to them to ensure field-level security.
Dynamic forms to show your agents only relevant fields to ensure high productivity and 0 manual errors.
Sales performance management software to plan your salespeople’s day including meetings, routes, tasks, and more.
Whether you are a B2C business or B2B, sales time management is crucial. Guide your team of the next best action based on your sales process.
Get hierarchy-wise insights into the performance of each region, team, salesperson, and more
Notify sales managers in case of important sales activities or inaction on a salesperson’s part. For instance: Notify managers when a positive sales interaction has occurred but, there have been no follow-up actions on the lead for the past 21 days.
Keep a track of emails sent by your team, as well as the open & click rates.
Keep a tab on the call volume, connect rate, and successful conversation numbers.
Track the number of leads in each stage of the pipeline for your teams and reps.
A real-time metric on the meetings your field agents have every day.
Keep a tab on all the deals your reps have closed against their commitment.
Track the revenue contributed by each rep and shortfalls vs. the activities performed.
“We have a large team, and with it comes custom requirements. We needed a CRM that could meet our needs, solve the issues we face and help our distributed teams work together. When we implemented LeadSquared, within the first few hours, our team was able to recognize that the tool was much better than the one we used before. The adoption of the tool then became very easy to handle.”
Chief Operating Officer
Know more about LeadSquared in a 30 minute online demo
A sales management software or a sales management system refers to the software that enables salespeople to do their work more efficiently. With this, salesforce can manage their tasks, leads, track deals, call/follow-up with prospects, and more. By letting the software do routine tasks, sales reps can increase their productivity and close deals faster.
The best software for sales is definitely CRM software. Sales CRM helps salespeople manage all touchpoints with prospects or customers throughout the sales process. Software like LeadSquared Sales CRM also offers lead management and marketing automation functionalities.
In general, there are six types of sales tools that are a must for sales reps. They are Customer Relationship Management (CRM) software, sales & market intelligence, lead management & prospecting, analytics & reporting, sales process management & training, and sales automation.
Most modern-day sales management CRMs such as LeadSquared provide all these features in a single platform. It helps with lead and customer relationship management, marketing automation, email automation, sales forecasting, automated reporting, lead notifications and task reminders, and no-code workflow automation.
The best sales management CRM software for both – enterprises and start-ups is LeadSquared. It helps with campaign management, lead management, sales automation, email marketing automation. It also provides out-of-box integration with cloud calling/cloud telephony solutions and enables click-to-call facility that improves sales employee productivity. With LeadSquared mobile cloud calling feature, reps can call prospects from the app itself.
You can take a personalized demo or take a free trial to explore the functionalities of the product.
The must-have features of sales management software are:
✅ Sales workflow automation
✅ Lead management and sales automation
✅ Simple UI, built to enhance sales reps’ productivity
✅ Analytical insights and automated report generation
✅ Allows mobility (supports cloud infrastructure and has a mobile app)
✅ Provides sales dashboard to keep a tab on all the sales metrics.
The sales management platform streamlines all your sales-related operations, manages relationships with customers, and gives you insights on future opportunities with the existing customers (opportunity management). The following are some of the remarkable benefits of sales management software.
✅ Workflow automation
✅ Customer data management
✅ Sales users management
✅ Helps managers evaluate individual’s and team’s performances
✅ Helps in sales forecasting
✅ End-t-end lead and opportunity management
✅ Aligns sales and marketing teams
✅ Improves sales efficiency by automating repetitive tasks.