The role of a sales rep doesn't just entail selling. It also requires reps to manage contact data, update lead and customer records, collaborate with other reps and team leads, and handle a variety of additional administrative and relationship-related tasks.
To free up the calendars of your sales reps so they can spend more time focusing on your leads and customers, enlist the support of sales management software.
Sales Management Software
Sales management software is used by salespeople to manage and record their day-to-day activities and keep track of their pipelines, contacts, quotas, and more.
It's also used by sales managers and leaders to identify trends, growth opportunities, and team wins as well as manage rep onboarding, coaching, and motivation.
Benefits of Sales Management Software
Centralized and accessible data.
Streamlined team communication and collaboration.
An accurate view of your customers.
Sales rep performance reports.
Few manual data entries.
Automate sales rep workflows.
Accurate sales forecasts and inventory management.
Lead source ROI.
Best Software for Sales Management
Ready to find out which sales management software is right for you? Let's explore the best options.
Note: Despite the following 17 sales management tools being split into two categories (free and paid tools), many of the free sales management tools also offer paid plans for scaling SMB and enterprise businesses.
Price: Free CRM; $45/ mo (Starter), $1600/ mo (Professional), $5,000/ mo (Enterprise)
HubSpot's all-in-one CRM platform is built differently in order to help scaling businesses — whether you're an SMB or enterprise business — grow better.
The CRM combines powerful tools including Sales Hub (which we'll cover in more detail next), Marketing Hub, Service Hub, CMS Hub, and Operations Hub to serve as a single source of truth when it comes to everything about your customers.
With platform-wide automation, reporting, integrations, and easy-to-use user experience (UX), your team(s) will have everything needed to focus on your customers and provide a remarkable experience.
Price: Free, $45/ mo (Starter), $450/mo (Professional), and $1,200/ mo (Enterprise)
Although the HubSpot CRM platform is an all-in-one tool, you can use Sales Hub solo as a powerful sales management software.
Also similar to HubSpot's CRM, you can select to use Sales Hub's free-forever tools or upgrade to one of the Sales Hub paid plans.
Free Sales Hub users have access to a live chat, conversational bots, team email, sales database, quotes, calling, and sales reports.
Meanwhile, paid Sales Hub users have access to more productivity and automation tools. These include meeting scheduling, custom properties, deal pipeline, goals, forecasting, ABM tools, sequences, quotes, calling, and more.
No matter which Sales Hub plan you move forward with, you'll have the power to improve the sales process, increase productivity among reps, and streamline the buyer's journey.
Price: Free; $17/ mo (Start+), $41.40/ mo (CRM+), $41.40 (Project+), $59.40/ mo (Standard), $114.40/ mo (Professional)
Bitrix24 CRM offers activity timelines and pipeline management in a kanban view. Review which customers bought what and any customer's purchase history.
You can segment your customers and audience based on their purchases, sales volume, and more. The tool also provides call tracking, built-in calling with unlimited incoming and outbound lines, and task management tools.
Price: Free; €13/ mo (Sales CRM), €16/ mo (Project Management), €26/ mo (ERP)
Taimer positions itself not just as a sales CRM but also as a business management and professional services automation (PSA) solution. Its features range from contact management to sales quotes, expensing, and team chat.
This solution is perfect for sole proprietors who need a work management solution, and Taimer's paid options are great for smaller teams.
Price: Free; $29/ mo (Team), $59/ mo (Business), $119/ mo (Professional)
Flowlu is a business management software that offers contact management across your sales process through a visual and easy-to-read interface.
With full-funnel breakdowns, you'll get a clear idea of performance and efficiency at each stage of your system. Flowlu also offers project, finance, payment, and records management tools to make your team more productive.
Price: Free; $5/ mo (Starter), $11/ mo (Essential), $21/ mo (Advanced), request a quote (Enterprise)
Gamifier is a sales gamification software to help you boost individual team-wide morale and motivation.
The tool seamlessly integrates with your CRM, such as HubSpot, to help you organize and manage your sales process and then gamify that sales process for your reps. This helps you increase rep productivity and encourage some healthy rep competition.
Price: $29/ mo (Growth), $59/ mo (Pro), $99/ mo (Enterprise)
Freshworks CRM (formerly Freshsales) is a sales CRM that allows you to view and manage all of your customer data in one place. It tracks customer information so you can segment your audience based on demographics, unique traits/characteristics, past conversations, and more.
Other notable features are AI-based lead scoring, phone, email, and activity capture. The CRM stores relevant notes and reminds you of tasks and manages follow-ups.
Price: $34/ mo (CRM), $71/ mo (Business), $152/ mo (Events)
Workbooks.com is a sales CRM platform that also includes solutions for marketing, order processing, and customer service.
The sales management functionality includes the ability to track activity, automate workflows, forecast accurately, record all customer interactions, and integrate with Outlook, Office 365, Google apps, and more.
Price: $80/ mo (Base Platform); (specific feature add-ons available at additional cost)
VanillaSoft simplifies sales engagement for inside sales teams by offering tools like lead management, auto-dialing for calls, call recording, logical branch scripting, lead routing, and more.
Automate workflows to save time and use queue-based lead workflows to identify your next most-qualified lead. Cadence automation also makes it easier to manage communication (Call, email, SMS) allowing for a faster sales cycle.
Ambition is an enterprise sales management solution with scorecards and KPI tracking, gamification features, sales coaching sessions, and dashboard software (which provides automated sales alerts and insights).
Data-driven sales coaching ensures sales leaders are providing the most accurate and actionable feedback for reps. Ambition also syncs with your CRM and other sales tools for easy record-keeping and access to all of your sales data.
Gryphon Networks is a sales intelligence platform. Sales leaders can view interactive dashboards of all sales and marketing activities and compare performance against goals and across salespeople, teams, and offices.
Capture sales activity data across sales reps and technologies in order to get an accurate picture of what works and what doesn't — this allows you to establish accountability and coach to an exacting standard.
LevelElevan is a sales management system that helps sales leaders motivate, engage, and coach their sales team to success. The software allows sales leaders to create contests for their teams and reward the sales behavior they'd like their salespeople to repeat.
The sales coaching solution tracks key performance indicators (KPIs) for each salesperson so managers are able to offer coaching and provide actionable tips.
Hoopla is a motivational platform for your sales team. It has a user-friendly interface and integrates with other sales applications used by your team so all rep data is easily accessible and centrally stored.
Recognize employees by sharing their achievements, track progress toward goals, inspire sales collaboration, and create sales contests to keep the team motivated and focused on converting leads into loyal customers.
Spinify is a sales dashboard for both small and enterprise businesses meant for motivating your sales team.
You can easily set up competitions and ensure they're visible by your team via TV, desktop, mobile app, and even Microsoft Teams. Your team can work together towards team-wide goals and see progress towards those targets in real-time.
Coaching tools exist to help you understand team strengths and weaknesses and adjust as needed and gamification badges and tiers keep your team motivated.
You can integrate Spinify with your CRM, including HubSpot, and other sales tools to ensure your data is up-to-date and as
Price: Free for individuals, plan for Teams starting $324/ year/ seat, tiered pricing for Enterprise.
QuotaPath helps sales teams customize complete compensation plans and forecast revenue on a single dashboard. The tool also gives you the ability to automate calculations and data entry to give sales reps back some time they can refocus on prospects.
You can also integrate QuotaPath with HubSpot to pull in your CRM and sales records (e.g. deal, company, contact, etc.) so they count towards your earnings in QuotaPath.
Find the Right Sales Management Software for Your Team
With the right sales management software, you'll be able to provide direction for your sales team, increase productivity, and identify opportunities for growth. Start by identifying the benefits that you need from your tool of choice, and then review their features and pricing to identify the right option for your sales team.
Editor's note: This post was originally published in May 2019 and has been updated for comprehensiveness.
Originally published Jan 25, 2022 7:00:00 AM, updated January 25 2022