You’ve got your brand identity figured out, the website looks excellent with interactive features in place, and your team, or you, if you’re solo, are raring to go. As a small business, you may think that a CRM (Customer Relationship Management) or sales software is suited for large enterprises and, as such, is a luxury item that is not affordable or suitable for small businesses. Historically, they were complex and costly.
The truth is that due to the large budgets of massive organisations, there has been an explosion of affordable and simple systems solutions that can be comfortably incorporated into your business.
Here are some of the best sales software for small businesses available that can track leads and customers, organise contacts, manage the sales pipeline and ultimately streamline workflows and processes.
Zendesk sales software is easy to use and built with a focus on small businesses. Moreover, it’s customisable and can align with essential business requirements, such as customising sales deals, automation of tasks and roles, forecasting sales, deal customisation, reporting and list organisation, to name a few.
Additionally, Zendesk has a self-service support suite that includes analytics, chat and messaging options.
Due to a free version, HubSpot has paved the way for many startups to small businesses, making it a robust beginner’s sales software solution. HubSpot’s strengths lie in tracking names and documents, compiling contact information, creating notes and tasks, and logging calls and emails. In addition, upgrades are readily available at a cost.
Salesforce allows users to access crucial information such as key contacts, communication tracking, and track deals – from prospecting to closing in one easy timeline. The pipeline management yields real-time visibility and identifies the top opportunities. Additionally, a drag-and-drop Process Builder function demonstrates a workflow easily. The icing on the cake is the mobile app version, which allows for greater user flexibility.
Salesforce has free on-demand training and open access to a global community of experts ready to help when it’s needed.
Created for G Suite, Copper integrates completely with well-known tools like Google Calendar and Gmail. Whilst compared to other, more sophisticated sales software, Copper’s simplicity is more than adequate for small businesses and is particularly good at keeping track of contacts and all the requisite tools required for a sales process without overcomplicating things.
Known as a powerful sales application and is ideal for small businesses that see vast expansion on their horizon. The software combines some powerful features and is easy to navigate. Pipedrive was developed with the help of salespeople. The system can organise leads to give an overview of sales, allowing you to easily prioritise the deals you want to focus on. Couple this with the quick and straightforward installation, and you have a great software option.
Food for thought
For small businesses, the budget can play a big role. When deciding upon the best sales management software for a small business, the cost may be the primary decision-making factor. However, the ticket price isn’t the only thing to consider. There may be implementation costs, maintenance fees and other hidden items that aren’t always obvious. It’s worth doing your due diligence before committing to one package over another
Help is at hand
Hiring a Virtual Assistant to identify which system will work best for your business is an economical way to perfectly utilise your time elsewhere and ensure that the perfect system is in place to support your sales function to its optimum. AVirtual’s flexible packages are tailor-made to suit your needs so that your virtual assistant can grow with you as your business grows. Thereby providing you with the agile, consistent and trustworthy support that you need. Contact AVirtual for a free consultation and get your sales process off to the best start possible.