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Sales Force Automation Software

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Salesforce

The world’s #1 CRM solution gives your sales teams the power to close deals like never before with an array of cloud-based tools that increase productivity, keep pipeline filled with solid leads, and score more wins. No software. No hardware. No speed limits.

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Infor CRM (SalesLogix)

Swiftpage’s acquisition of the Act! and Saleslogix businesses creates the strongest portfolio of digital marketing and CRM solutions and a seamless path for business growth. It also creates a powerful team of people around the world, united in their support of every size of business. Saleslogix is the CRM platform of choice for companies strategically focused on customer engagements.

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NetSuite CRM+

NetSuite Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time 360-degree view of your customer. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle from lead through to opportunity, sales order, fulfillment, renewal, upsell, cross-sell, and support.In addition to traditional CRM capabilities like SFA, customer support and marketing automation, NetSuite CRM delivers quotes, order management, commissions, sales forecasting and integrated Ecommerce capabilities.

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SugarCRM (Active)

Designed with the individual in mind, Sugar offers the most innovative and intuitive user experience on the market – SugarUX™. With SugarUX’s modern and immersive interface, every customer-facing employee can effectively engage with customers every time thanks to a consistent Sugar experience regardless of your access point or device. Embedded collaboration tools help break down departmental silos and increase engagement and service levels. And best of all, Sugar provides contextual intelligence from internal and external data sources—all within a single dashboard—to drive more actionable insights for every user.

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TeamGram

The intuitive CRM Sales Management tool for small medium sized businesses. Use TeamGram to boost your sales. Manage your sales pipeline, keep track of your customer interactions and never let a deal fall through the cracks. Sell smarter with TeamGram: Get leads from web forms, email, phone calls. Qualify and convert leads easily Instantly access every interaction with your customers Make sure your team will never miss a deadline or forget a critical task. Work faster by automating time-consuming tasks to give your sales team more time to engage with customers. Customize your CRM, make it work your way.

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Bpmonline CRM

Bpm’online CRM is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations. This platform helps to align data, processes, and teams enabling them to better connect with digital native customers and rapidly adapt. Bpm’online provides its customers with comprehensive full-fledge applications to accelerate marketing, sales and service that can be deployed as standalone products, or as a bundle on a single CRM platform.Bpm’online marketing: multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue.Bpm’online sales: sales automation software to accelerate the complete sales cycle — from lead to repeat sales.Bpm’online service: intelligent service management platform to accelerate service delivery and customer delight.

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PipelineDeals

PipelineDeals is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use PipelineDeals to manage their sales. The simplest way to organize your sales team and grow your sales pipeline. PipelineDeals offers a streamlined set-up process that you can literally complete in just minutes.

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Copper (Formerly ProsperWorks)

Copper is the No.1 crm for G Suite and the only crm recommended by Google. It works instantly through a seamless integration with G Suite, has a beautiful user experience, and is designed to help teams and businesses build long-lasting relationships. Copper services more than 12,000 paid businesses in more than 110 countries. Headquartered in San Francisco with over 200 employees, the company has raised $87M in venture capital financing to date from Google Ventures, Norwest Venture Partners, NextWorld Capital, True Ventures, and Industry Ventures.

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Mothernode CRM

Mothernode CRM is a dynamic, highly expandable system which scales based on a company’s specific business and customer needs.The highly configurable application can be set up to align with a business’s industry, customer requirements and more. As SMBs grow into themselves, additional features and editions can be integrated for continued operations with a boosted level of functionality.No other CRM within Mothernode's class offers the same number of capabilities that are present in this system. With such a high degree features-to-price ratio, SMBs can take full advantage of a robust set of modules without overextending their budgets.

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Microsoft Dynamics CRM

Is your organization full of fast-moving sales, marketing and service leaders? Microsoft Dynamics CRM provides the tools to enhance sales, marketing and customer service processes and is designed to complement how and where your people work. At the same time, Microsoft Dynamics CRM can operate as a platform to help your organization manage all the moving parts.

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Salesforce

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.

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Shape Software

Shape's cloud-based software helps you grow and manage your company with tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers. and automate everyday tasks. Shape’s features are tailor-made to solve your unique industry challenges with verticals in legal, real estate, mortgage, insurance, education, hvac, and construction. Looking for something one of a kind? Get a custom solution that works for you – we specialize in tailor-made and white label systems.Explore Shape's collaboration tools that facilitate project information sharing within and across departments and user roles. Create order with a centralized repository to store all of your prospects, accounts, contacts, documents, photos, billing and transactions, and eSignature agreements in one place.With a full suite of all-inclusive pre-built tools at your disposal you can focus on scaling your business without adding to your workload. Keep track of the department-specific performance indicators and explore business-relevant trends with Shape's customizable dashboard. Additional features include call scripting, drip campaign automation, task scheduling, reporting, and integration with Outlook and Gmail. Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge-base, phone, and email.

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Spiro

Spiro is a sales automation CRM that uses artificial intelligence to automatically organize your contacts, help you reach more prospects and ultimately close bigger deals. We are the first CRM that eliminates data entry, giving sales reps more time back in their day to talk with prospects and win more sales. Since our CRM automatically collects 8 times more data than traditional CRMs, our reports are robust, accurate, and insightful, giving sales leaders the data they need to know what deals their reps are working on, and where their pipeline stands. Spiro has voice over IP, allowing users to experience call forwarding, recording, and the ability to send and receive text messages. Spiro uses AI to alert your reps to new deals, append social data to records, and generate a weighted pipeline based on the priority of your opportunities. With a self-writing to do list, and the ability to have an email conversation with your CRM, Spiro is taking the busy work out of sales and giving reps time to do what they do best: sell.

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OnContact CRM

OnContact CRM is a full-featured, mid-market CRM application that delivers the power to cultivate and grow outstanding relationships. Offered as a cloud or on-premise deployment, our award-winning solution comes out of the box with our mobile app and comprehensive Sales, Marketing Automation, Marketing Management, Customer Service and Contact Center functionality for one simple price. No other CRM product on the market includes all this functionality at no additional charge

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Maximizer CRM

Boost the productivity of your Sales, Marketing and Service Teams with a single customer view, automated processes and access to your CRM software anytime, anywhere on any web-enabled device.

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Hatchbuck

Simple, yet elegantly intelligent, Hatchbuck automates your sales and marketing efforts overnight. Turn emails into conversations, website visitors into handshakes, and customers into raving fans with all-in-one sales marketing software. It's time to grow.

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Pipeliner CRM

Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes and analytics designed to empower sales professionals. Pipeliner CRM intelligently cuts through the noise so that you can focus on high value activities all in one place without the need for multiple tools. With an easy to follow visual sales process, profiles and charts, Pipeliner provides a clear pathway through the sales cycles with guidance on the correct actions to take while your buyers are making their way through the sales process, and even helps you identify key contacts within an organization. Access Pipeliner CRM from your desktop, your mobile device, and even offline. Pipeliner also integrates with your current email system so that you don’t have to switch back and forth. Our customer service will work proactively to implement Pipeliner for your organization. Receive training so that you can get the system up and running quickly and efficiently. We are invested in your success which means our team will be available when a problem arises. We will also work with you to establish goals and proactively engage with you to ensure your milestones are met.

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LeadFormix’s Lead Management Software

Lead management is all about customer acquisition, customer retention and a great brand reputation. B2B marketing is heavily dependent on the efficiency of its lead management process. The process of lead identification, tracking and nurturing can now be enhanced with the help of robust lead management software.

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Infusionsoft CRM

Infusionsoft is the leading sales and marketing software for small business owners that helps them get organized, grow sales and save time. Infusionsoft makes it easy to create and execute a sales and marketing strategy; centralize customer interactions; capture new leads; close sales faster; and automate repetitive tasks like follow-up, contact management, billing and payment—all from one place. Infusionsoft combines everything your business needs—contact management, CRM, marketing automation and e-commerce—into a single online system. It’s the easiest way to grow sales and save time.

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Marketo Lead Management

Our marketing automation software gives you the power and flexibility to quickly launch highly targeted campaigns across your marketing channels in order to generate more revenue with less manual effort. Only Marketo provides ease and speed combined with enterprise-level power and flexibility so you never outgrow the system or run into roadblocks.

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Sales Cloud, Service Cloud

Salesforce CRM tools offer quick and efficient customer relationship management service for looking at things like customer loyalty and customer retention in a personal way. On-demand CRM provides capable birds-eye views of customer relationships, with histories, visual dashboards and more. Diverse CRM application sets work with the central Salesforce platform as a modern option for cloud-based CRM delivering analytics results.

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Appirio

Appirio is a global cloud consultancy that helps customers achieve results in weeks, not years by harnessing the power of the world’s top talent. Appirio’s 600,000 member topcoder community and crowdsourcing platform, combined with the company’s business and technical expertise, have helped 700+ enterprises confidently use technology to increase innovation and transform business.

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Soffront on-premise CRM

You have complete control over customization and integration, apply your own corporate compliance and IT security policies, and enjoy a lower operating cost compared to hosted over a period of 4-5 years.

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Soffront CRM

Advanced capabilities in automating Marketing campaigns, Sales Customer Service workflow, project management, real time alerts and tracking allow even the newest employees to begin immediately.

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Neolane Leads

Neolane Leads™ is a comprehensive B2B marketing automation application built upon the Neolane conversational marketing platform. It addresses the full breadth of B2B marketing needs including lead capture, lead scoring, and lead routing. Whether prospecting, addressing existing customers, or lead nurturing, Neolane Leads™ provides a full range of capabilities to drive highly personalized, cross-channel communications.

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Blitz Lead Manager

The Blitz Lead Management Software is designed to keep you organized and focused on the sales process. Since Blitz is web-based software, it can be accessed from any computer or phone with an internet connection. Sales leads are valuable and by using lead management software, you have a central hub to help keep both management and the sales staff up to date and focused on the same goal – make the sale. Leads can come from websites, mobile devices, spreadsheets, lead providers or just entered manually.

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SalesExec

We all know that statistics like being the first to call a lead increases the probability to close a deal exponentially, or that calling particular leads 6 times or more results in much higher sales conversions. The problem is that many sales managers and marketing managers do not know how to easily track this activity, let alone give their teams solutions to make these activities automated. In order to improve sales results you need a best of breed lead management solution that can integrate with other internal applications. ClickPoint will ensure you get the best leads flowing to the best sales agents in real-time, improving sales in 30 days or less. SalesExec is designed to help you nurture your valuable leads and intelligently route them to your best sales agents without manual intervention. With SalesExec your sales team will close more leads in less time, period.SalesExec is the only solution that includes Scoreboards, email marketing, CRM, and real-time lead distribution in one system.

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AllClients

Store information about your customers, and market to them AllClients provides simple contact management and marketing automation in one, easy-to-use system. Our product is an all-in-one, integrated solution.

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Prophet Premium Edition

Prophet Premium Edition gives you an easy contact and sales management system to grow your sales within the same email/calendar/contact manager you already use – Outlook. Tired of complex CRM systems that you won’t use. Get an easy intuitive CRM system that looks and feels like Outlook, add sales automation with automatic follow ups and start to close more deals right away.

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Leadmesh

Leadmesh was developed to help lead aggregators, buyers and sellers of leads increase their profitability. We’ve been in the email and lead-distribution business for several years and understand the challenges within this industry. We provide quick response times to questions/issues and we are willing to confer with you about possible product enhancements if we feel it would be beneficial to you and others.

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LeadManager

Our powerful and easy to use lead manager enables companies to implement a consistent and repeatable sales process that drives accountability and performance.

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LEADTRACK™

Unlike most software providers we have sales lead management solutions for both client server and hosted platforms. We do not have a bias to either platform. We want you to have the best solution to meet your sales lead tracking needs and IT support capabilities. Regardless of the solution you choose you will have live US based technical support when you need it.

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Last updated on December 21st, 2016
When it comes to Sales Force Automation software, companies have a lot to choose from. In addition, choices about sales force automation take place in a much greater context, where firms are also choosing many other kinds of enterprise software. Deciphering some of the contrasts between SFA vendors often requires quite a bit of research into how different enterprise offerings work.

What is SFA Software?

Sales Force Automation software is a particular kind of enterprise software aimed at supporting sales teams. But the market sometimes suffers from a little ambiguity. A lot of times, Sales Force Automation gets lumped into the category of Customer Relationship Management. Buyers might get SFA tools as part of a greater CRM suite of software applications. But SFA and CRM actually do different things. Customer Relationship Management software is primarily aimed at understanding the client, and developing software for every step of the contact chain between the initial encounter, and conversion or purchase. By contrast, Sales Force Automation software is aimed at sales management. Its primary purpose is to help sales teams to understand their processes, and to automate parts of a deal-making process. So there will also be some overlap between SFA and CRM, but they're not the same. However, purchasers may encounter SFA in a CRM product, or as a stand-alone product. They also might see SFA applications folded into an Enterprise Resource Planning product suite.

Things That SFA Does

Sales Force Automation software analyzes sales processes in detail. An SFA tool might monitor a sales pipeline, map out a sales funnel, or manage different ‘silos’ of customers. These tools might look at call center analytics, or track other kinds of contact with customers. They may be deeply tied into the CRM tools that help tie the company to its customer base, but they’ll also be integrated back into business intelligence tools that serves the sales teams well. So how do you evaluate Sales Force Automation software?

Match SFA Tools to a Company’s Needs

One of the big steps in choosing SFA software is to choose solutions that match the company's model. For example, many companies are classified as “direct sell” companies. They use sales teams in the field, or call centers, or both. These companies benefit from specifically constructed SFA tools that track these contact points well, and provide excellent orienting information and metadata about these person-to-person processes. Other companies do a lot of selling through specialized networks, e-commerce portals, shopping carts etc. Here, there is more of a focus on developing analytics for online processes and tracking sales outlooks according to the portal and process that is used. Then there are the large companies that do all of the above. They may need more elaborate and sophisticated multi-segmented SFA solutions. One other class of buyer could be called a “small-business” SFA buyer. Many of these businesses use a central customer relationship management tool as its own kind of platform for business intelligence, and it makes sense to fold SFA into that.

Choose a Connection Model

Another big consideration is the ways in which SFA software will connect workers to information. There is a big trend towards Software as a Service or SaaS, where data is located in the cloud and gets delivered to businesses over the web. Part of the appeal of this is its scalability and flexibility, as well as the ability to easily port data streams where they need to go. There is also a trend towards mobile-first platforms -- companies that endow each salesperson with a dedicated smartphone or device may want these types of solutions so that professionals can access information primarily from mobile, rather than breaking out laptop or desktop computers. There is also the drive toward integrated social media, where more of what's happening in sales takes place on big platforms like this.

Look for the Functionality

The bottom line is that businesses must choose SFA systems that offer them the features that will do what they want SFA to do -- whether that means decreasing costs, developing robust lead platforms, or just learning more about the ways that salespeople connect with customers. In a practical sense, buyers will be comparing features like tracking metrics, secure communications channels and visual dashboards to understand what type of SFA product is best for their offices. Try to take an SFA product for a test drive, and delve into the available features to understand how they'll help salespeople and sales managers out in the real world.