How To Choose Sales Software For Your Company?

Kriti Agarwal
3 min readJul 5, 2020

There is plenty of sales software accessible in the market today. Keeping that in mind, it’s important to know the various features as a reference while picking the correct one for your business. Investing in sales software is a major expenditure for your company. You also need to remember that a very complicated software might require training for your staff. Thus, it is important to find a software that requires minimum effort to use.

The right CRM software must fit your sales process. Additionally, it should also facilitate your workflow by making it easier and faster.

Here are the top 4 criteria to look for in sales software.

User-friendly

Just like any other gadget, features are useless if they aren’t easy to use. There is no point investing in software that your team won’t be able to use. Find a sales tool that will merge well with your existing systems and also provide an edge to it.

Don’t forget the software is something that your employees will use every day. Having a complicated program will only hamper your team’s performance.

Remote access and mobile-friendly

Most modern-day companies have sales reps who work both onsite and offsite. When reps are working on the field, it is essential that they have access to the updated information in the software.

Working with a sales software that is equipped for remote salespeople ensures that your data is updated across systems at all times.

Another important criterion is that the sales software must be compatible with different devices. With the rise of smartphones, most software now has mobile app versions. This provides an added perk for sales reps to be able to work on-the-go.

Social media integration

Another feature you should be looking for in sales software is social media integration. We are in the age of social selling where maximum leads for your business are garnered from social media.

If your team’s social media activity is just in hindsight or it is not monitored, then it is imperative to find a sales software that can be integrated with multiple social media platforms.

Customer support for multiple channels

When something goes wrong in your company, you cannot rely only on the IT guys. Any reliable organization has a customer support system. You must look for software that provides customer service on multiple channels. Phone, chat, email, or Skype are a must. They should have extensive knowledge of these channels with accessibility and ease of use.

Final Thoughts

It is pointless to believe in a single sales software as best for your company. different companies belong to different fields of business, and therefore, they have different requirements. These are a few basic points that you should consider while choosing sales software for your business. Selecting the software does not only entail the cost, but also its usability, features, and scalability. Additionally, the decision to select sales software for your business must be driven by how much value that tool is going to bring to the table.

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Kriti Agarwal
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Words are my tools to make a place in this world