How companies use technologies like sales CRM software to sell services and products

February 12, 2019 | Rob LaPointe

What are the best sales CRM software options out there?

Technology has become a necessity to help any business run properly. Companies of all types are using websites, mobile apps, social media, television, and more to help them sell their services and/or products. There is no shortage of technology solutions to tackle business problems and help streamline all operations.

eCommerce companies, for example, used to fulfill product orders by sending orders to their employees in the warehouse who then manually pick, pack, and ship out to the customers within the same country. Now we have fulfillment technologies like Amazon FBA which can fulfill your customer orders much quicker and globally. Much like the technology for warehousing, there are some amazing sales CRM software options for sales and marketing teams to increase their revenue.

The Sales Team

Most companies have a sales team and a marketing team that focuses on creating awareness and engage customers. The sales team spends a great deal of time sending emails, making calls, posting on social media, blogging, and more to get more customers. All of these tasks are often very repetitive and don’t usually provide customized information to their recipients.

That is a thing of the past because now sales and marketing teams use unique sales CRM software for sales teams. These create automatic processes that truly engage the sales team and potential customers. When businesses decide to create these processes to automate engagement such as sending emails about reminders, new releases, pricing exclusives, and any other updates it frees up the sales team. Their time can be better spent engaging potential customers who are actually active and let the software drive other additional opportunities.

There are massive amounts of data that provide sales teams with details that can help them close deals. However, a lot of companies aren’t using all this data which means they are missing out on potential sales and therefore revenue. Companies who are using the right sales CRM software to leverage customer data surpass their competition by more than 80%. If you decide not to use a CRM over 75% of your leads end up going nowhere while using a CRM tends to show a 60% increase in sales.

What Are Some Sales CRM Software Options?

Let’s take a look at some different software options that can help increase your bottom line.

1. Salesforce Sales Cloud

This automation software is cloud-based. There are various lead management tools that provide you access to contact information and lets you score and assign leads. Everything is clear and in one place to make the pipeline easy to use. Their tools can be customized to your business as there is no shortage of functions you can use. Here are Top Salesforce Consulting Companies.

Pro’s – They provide mobile apps to access all the details on the go. It’s very easy to view all the data in the pipeline. They have high-quality communication tools, alerts and reminders, and lots of integration options.

Con’s – They are expensive in comparison to other companies and their customer service can definitely be better in responding to customer issues.

2. Freshsales

This solution allows your team to manage the entire pipeline process including assigning leads, track user behaviors, scheduling, and all communication in a very easy to use way. It’s also easy to figure out how to use as the learning curve is fairly small.

Pro’s – There is an endless number of integrations and customizations that companies can make to work in a way that fits your business best. You can easily attach documents to a specific client, communicate easily, and provides a unique marketing automation integration.

Con’s – It can be a bit complex so users may find it difficult when learning how to use it. Having users figure out how to use it on their own can be frustrating but they do have a decent support staff to help. It could also use some more data details tracking with regards to leads. It covers all the main points but could go a little deeper.

3. Pipedrive

This is also a cloud-based sales CRM software that helps the sales team keep track of every detail in the pipeline, create reports, and even determine what they need to change and do in the future. It makes interacting with your customers a breeze. It’s also very customizable so it can work uniquely with your business needs.

Pro’s – Pipedrive uses a drag and drop feature making it easy to add information and move things around. Tracking appointments and schedules are very easy and detailed so you don’t miss a thing. Works great on mobile so you can access details and make calls on the go. Collaboration tools are also really useful allowing multiple people to work on the same thing.

Con’s – The reports could be more detailed and provide easier viewing capabilities. Also, searching can be quite difficult as there need to be more complex functions to allow for better search capabilities.

4. HubSpot CRM

Another cloud-based sales CRM software that gives users the ability to prioritize which leads are most import through their lead scoring and management system. An important component of HubSpot CRM is that it uses machine learning to send emails at a time when people are more likely to buy.

Pro’s – There are options to do multiple integrations, the lead management pipeline is very specific, and provides real-time visibility. There are very detailed manager monitoring tools so that they can see and easily manage the sales team and customers. It’s pretty easy to set up and they provide tutorial videos to help.

Con’s – The analytics could be more detailed as they are a little general. Although they do have a mobile app, it doesn’t provide enough functionality that would make things even easier for users.

5. NetSuite

This sales CMS software comes from Oracle and is well known especially because it’s great for any size business. It helps you analyze every single aspect of your leads and how to turn them into customers. The sales forecasting and e-commerce pieces really lend to this technology.

Pro’s – It’s very efficient when handling all projects inside the business. It gathers all the information from customers and every other department in the company to provide the sales team what they need for negotiations.

Con’s – This is a pretty extensive CMS but it tends to run a little slow and can take a bit of time to learn how to use it. The processes to do tasks can be more complex than other options out there.

6. Infusionsoft

This is a great tool to not only automate your sales but also your other business and marketing processes. It helps everything work together to deliver the right information to the right person automatically and with customizable options.

Pro’s – There are many options when it comes to customer engagement and you can use the pieces that work best for you. They also provide many different partner apps giving you a truly well-rounded tool to reach as many people as possible.

Con’s – Tech support definitely needs to be improved. The search functionality when trying to find old email campaigns can be a bit difficult and they don’t have an internal chat feature to help with communication.

7. Zoho CRM

Within this system, it manages everything within the organization from sales to inventory management. It is the one system that provides just about every piece you can need within your business such as all communication tools, mobile needs, tracking, and automation.

Pro’s – You can literally create a workflow for not only clients but also potential customers. They provide an extensive webinar to help you communicate and allows you to integrate different modules depending on what your requirements are.

Con’s – It’s needs better tutorials on how to use the system. They also need a better help team to assist in implementing tools and modules.

Many sales CRM software brands provide some sort of free trial that allows you to test it out and see if it works for you. Check out the tools and put some data in it to see how it works to determine if it’s worth going forward with. Do you like how the interface works and how easy it is to track all the data? Was it easy to use? Answer those questions to determine if its the right choice.

The technology of today will automate processes within your business and can be integrated with your existing website, mobile apps, and social media to help you increase sales and pump up those profits. SDI offers integration services for SMB marketplace customers who are looking to improve their business operations to increase profits. Contact one of our experts today at or 408.621.8481 to improve your business.

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