Sales management software is a tool that helps make an organization’s sales process smoother and simpler. Typically, a CRM software will include basic features such as: customer data management, transaction tracking, storing purchase and sale transaction information, etc. In addition, this tool also offers several benefits such as automatically centralizing customer data on the system, minimizing administrative tasks like creating automated sales reports and prioritizing, and identifying potential customers. In this article, let’s explore the Top 7 most effective Sales Management Software available today.

Comparison table of the Top 7 most popular and favored software on the market
Comparison table of the Top 7 most popular and favored software on the market

1. Top 7 Leading Sales Management Software for Businesses Today

Choosing the right sales management software helps businesses optimize their sales process, track team performance, and increase revenue. Below are the 7 most highly-rated sales management software today, suitable for both small and large businesses, with a full range of features from customer management and pipelines to sales automation.

1.1. 1Office Software – Sales Management Feature

As one of the leading companies in Business Management Software, 1CRM will help businesses store and leverage customer data. In addition, the software is built with high security to protect confidential information, making it suitable for businesses of all sizes.

What sets it apart from other applications on the market is the feature that allows saving the history of customer care interactions on the cloud, helping employees report on their work status and evaluate the quality of their individual KPI completion.

Sales management feature of 1Office's all-in-one business management software
Sales management feature of 1Office’s all-in-one business management software

Some features of the 1CRM sales management software by 1Office:

1CRM customer management toolkit
1CRM customer management toolkit

  • Allows the person in charge to create order information and contracts online directly on the software 24/7.
  • Enables digital signing, allowing sales contracts to be processed online anytime, anywhere.
  • Supports sending emails, contacting customers, and signing approvals for quotes and contracts directly on the software.
  • Automated alerts can be set up to help with: Customer care, birthday reminders, etc., depending on the settings of the sales representative.
  • Quickly update sales staff and customer care representatives to manage the status of the company’s customers.
  • Automatically reports the sales results achieved by each employee in real-time.

In practice, sales management is not just about managing orders and revenue, but also needs to extend to personnel management and managing the sales team. With 1Office, businesses are provided with a completely integrated system that helps managers easily track not only sales results but also the work and personnel of the sales department.

With its comprehensive toolkit, 1WORK provides the necessary features for employees to work and communicate effectively, including:

  • Smart, multi-dimensional project management: Suitable for all types and sizes of businesses, helping to closely track progress, allocate personnel, forecast cash flow, and detail material quotas.
  • Effective task management: Allows for quick task assignment, instant reporting, and close collaboration with other departments.
  • Internal interaction to engage employees: Build corporate culture through the internal network and 1Chat, helping employees easily connect and communicate.
  • Operational process management: Standardize and 100% automate work processes with 1BPA, eliminating redundant tasks, helping the system operate smoothly and under tight control.
  • Minimize manual operations and paperwork: Supports online digital signing for all forms, documents, and materials, easily accessible on any device.
  • Scientific management of requests and schedules: Simplifies the manual approval process, helping both employees and managers manage their time more effectively.

AI-integrated comprehensive business management software
AI-integrated comprehensive business management software

Additionally, with its outstanding features, 1HRM supports businesses from recruitment to employee development, helping to create a dynamic and cohesive work environment.

  • Smart and automated recruitment: 1HRM integrates with multiple recruitment channels, allowing businesses to standardize and automate the process from receiving CVs to onboarding new hires.
  • Digitize and store employee records scientifically, allowing for easy and quick information retrieval.
  • Flexible timekeeping and payroll: 1HRM synchronizes timekeeping data from all branches, enabling automatic salary calculation, flexible salary advances, and 24/7 payroll processing.
  • 1IVAN – Manages the social insurance participation process for employees, with quick data entry and automatic calculation of contributions and benefit payments.
  • ASK competency assessment: A comprehensive solution for evaluating competencies based on specific criteria, maximizing human resource management and development capabilities.
  • KPI and OKR management: A feature for setting, measuring, and evaluating KPIs and OKRs for individuals, departments, and the entire business, helping to optimize performance and ensure goals are met.

By combining 1Office CRM with 1Work and 1HRM, businesses can not only achieve superior sales management but also build an effective internal operations and human resource management system, creating a solid foundation for sustainable growth. Discover 1Work and 1HRM today to comprehensively optimize your business!

Register for a free 1Office Demo account to experience the features!

1.2. PushSale 

PushSale is a sales staff management software that helps managers focus intensely on each stage of the online sales process. This software is suitable for industries such as pharmaceuticals, dietary supplements, cosmetics, home appliances, feng shui items, etc.

Key features of PushSale:

  • Assigns customers to specific sales staff, with automatic data distribution.
  • Creates automated sales scripts.
  • Builds automatic sales reports on the system.
  • Its main standout feature is the automatic API integration with shipping carriers.

1.3. Monday.com 

Monday.com provides business management software with a built-in CRM feature to help sales teams support the organization’s sales management process. Additionally, it integrates functions like Lead Management, Customer Relationship Management, Sales Pipelines, etc. This platform assists employees in approaching customers with accurately updated information about their needs.

Monday.com effectively supports sales activities with:

  • Provides advanced security features such as two-factor authentication, Google authentication, etc.
  • Work progress reports are displayed in various formats: Kanban, Gantt charts, activity logs, advanced search, etc.
  • Allows for visual and comprehensive management of sales processes from the transaction start date to the end date.

Read more: TOP 10 Best Business Management Software and ERP Solutions in 2022

1.4. Pipedrive‘s sales software

The software provides features like Pipelines and Chatbots to manage potential customers and help businesses close deals. AI-powered sales task assistance helps employees improve performance through personalized tips.

Pipedrive - One of the 7 largest sales management software in the world
Pipedrive – One of the 7 largest sales management software in the world

Pipedrive allows businesses to effectively manage sales channels:

  • Provides features for tracking calls, emails, attachments, and digital signatures.
  • Schedules meetings and calls with customers.
  • Features priority activity reminders, an open API, and Webhooks.

1.5. TrustSale management software

This is one of the top customer management software for sales most popularly used in the Vietnamese market. The software effectively supports controlling the workflow of sales staff, especially for field sales activities, thanks to professional synchronization features such as:

  • User permissions based on employee level.
  • Sets project execution timelines for each individual.
  • Accurately tracks the working time of each employee.
  • Provides each salesperson with a software account for easy monitoring.

1.6. Hubspot’s Sale

Hubspot’s Sale is a software that provides a professional sales process in real-time, fully and in detail. Besides the sales staff management function, this sales management software also allows administrators to extract detailed reports on sales activities, productivity, and individual employee performance. The software is suitable for managers, sales staff, customer care departments, and CEOs, etc.

Some key features of Hubspot’s sales software:

  • Manage and track buy-sell transactions, schedule meetings, live chat, create email templates, click-to-call function, etc.
  • Integrated with Gmail and Outlook, employees will immediately receive notifications when a potential customer opens your email.
  • Provides features such as Forms, Ad Management, Live Chat, and Chatbots.

1.7. ACT! CRM

This is an effective sales management software with marketing automation features for businesses. Additionally, it allows for stage customization and can integrate with Outlook, Gmail, etc., helping to consolidate contact information storage and customer appointments, synchronized on a single software.

Key functions of the system:

  • Manage your sales process and add products and services.
  • Customer management, lead management & sales activity monitoring, etc.
  • Supports event marketing on the website and personalized product marketing.

2. Why is sales management software being adopted by more and more organizations?

Our businesses are living in the era of “Digital Transformation“, so using sales management software is an extremely necessary task to help manage business processes and monitor inventory professionally and accurately. Investing in technology to support the business administration process is one of the leading trends today.

Below are 10 reasons why businesses should invest in a sales activity management solution:

10 reasons why businesses should invest in Sales Management Software to serve the business process
10 reasons why businesses should invest in Sales Management Software to serve the business process

Some factors that help businesses choose effective sales management software:

  • Easily accessible on multiple devices
  • User-friendly interface
  • Reasonable cost for the business scale
  • Information security is prioritized

Learn more: Reasonable CRM software investment costs for businesses

3. Common mistakes when implementing Sales management software

Many businesses invest in Sales management software but do not achieve the expected results. The cause often comes from a lack of strategy in implementation and a lack of synchronization between people, processes, and tools. Below are common mistakes you should avoid:

3.1. Not assessing actual needs before choosing software

Businesses often choose software based on advertising or trends, instead of carefully analyzing their actual needs: how many people are on the sales team, is the operating model B2B or B2C, which processes need to be managed (leads, opportunities, contracts, after-sales care…).

3.2. Not training employees before operation

Software is only effective when users truly understand how to use it. Many businesses implement it quickly but without specific documentation or training programs, leading to sales staff continuing to work manually, resulting in incorrect or outdated data.

3.3. Lack of a system administrator and data controller

When there is no admin in charge of the system, data is easily fragmented, inaccurate, or loses its connection between sales stages,
leading to inaccurate reports and making it difficult to evaluate the performance of individual employees.

3.4. Choosing software that lacks scalability or after-sales support

Some businesses choose low-cost software that lacks flexibility, cannot be upgraded, or has no technical support team. When they need to scale up or customize processes, the system cannot meet their needs.

4. Criteria for choosing the right sales management software

To choose a solution that delivers real results, businesses should rely on the following 6 key criteria:

4.1. Easy-to-use, sales team-friendly interface

The software should be simple and intuitive, allowing employees to operate it easily on any device (web, app, mobile). This is especially important for field sales or telesales teams.

4.2. Integration with CRM & Marketing Automation ecosystems

The software should seamlessly integrate with platforms like CRM, Email, Zalo OA, call centers, or advertising tools. This helps synchronize customer data, track the customer journey, and automatically nurture leads.

4.3. Real-time KPI, pipeline, and revenue reporting system

The tool should provide an intuitive dashboard for managers to track individual employee performance, conversion rates, and revenue in real-time.

4.4. High security and system stability

Since customer data is a critical asset, choose a platform with international security certifications (ISO 27001, SSL) and the ability to perform regular data backups.

4.5. Scalability and flexible customization

As a business grows, its sales processes change continuously. Therefore, the software needs to be easily customizable (workflows, fields, permissions) and scalable with no user limits.

4.6. After-sales support and training services

An implementation team, 24/7 support, and detailed user guides help businesses operate smoothly and maximize the software’s features.

5. CONCLUSION

Through this article, we hope to provide readers with the most comprehensive overview of the best and most popular sales management software currently in use. We hope that after reading our article, you will be able to make a more informed choice about the right sales management software for your business. Additionally, if you are looking for a professional business management solution, please contact 1Office for a free consultation.

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