What is sales management software?
Sales management software helps salespeople manage their contacts, track sales deals, reduce time spent on admin and close deals more efficiently.
With a powerful sales CRM platform, different stakeholders can clear many tedious tasks from their schedules, allowing them to focus on activities that drive sales and increase revenue. For example, sales managers can use these platforms to forecast revenue, track team activities and monitor sales, while salespeople can focus on closing deals.
Discover how Pipedrive’s sales management software can help convert leads and learn why it’s crucial to optimize your sales process.
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The right sales management platform streamlines your workflow, so you can focus on winning deals
Hone your sales strategies through a visual sales pipeline. Set tasks for sales reps and notify team members automatically when deal stages update.
Prioritize high-value opportunities and keep moving toward revenue goals. Instantly access team and individual metrics to offer motivation and support where it matters.
Keep your team on the same page with a streamlined view of your sales process. Enrich your process with hundreds of support apps and integrations.
Use lead scoring to prioritize and manage different types of leads. Offer a unique buying experience for all your customers based on their preferences, how they interact with your business and their level of priority.
Stay on top of each stage of your sales funnel with sales tracking and forecasting features. Make sure leads keep moving through the funnel and spot where to improve your process if things aren’t going to plan.
Set individual, team and company goals and track them in real time to hit your targets. Follow progress on live dashboards and easily adjust your strategy.
Build strong customer relationships and keep on top of interactions with real-time notifications. Set desktop and email alerts, so you can respond to messages as soon as they land in your inbox.
Easily add deals, activities and contacts to your pipeline with Pipedrive’s customizable and interactive dashboards.
Sync Gmail, Outlook and other calendars with your sales management software, like Pipedrive’s Scheduler. Coordinate schedules and book meetings without the back and forth.
Get high-level and detailed views of your sales pipeline. Make better-informed decisions with accurate insights into sales activity, revenue forecasts and progress.
Seamlessly integrate with your existing tech stack. Connect Pipedrive to hundreds of tools in our marketplace with the click of a button, so your team can work more efficiently.
The best sales management tools go beyond contact management. They help you curate a detailed history of customer interactions, overhaul your sales processes with automation and push your team to hit goals. Plus, they’ll slip seamlessly into your existing tech stack. Here are a few things you’ll be able to do with a reliable sales management tool like Pipedrive:
Keep all of your customer information and conversations in one place. Pipedrive's powerful CRM tracks phone calls, emails and contact history, so your sales reps know when to follow up with a prospect.
Link conversations to contacts and deals in your pipeline, make outbound calls directly from your CRM or mobile app and manage email conversations inside Pipedrive using two-way email sync.
Save time by putting repetitive tasks on autopilot. Build Automations at every deal stage to streamline your business processes and close more deals.
Automating workflows also gives your team space to do what they do best: build customer relationships. Transfer deal ownership between reps and create new stages and activities when deals move along your sales pipeline. Integrate Pipedrive with hundreds of apps and add-ons to create the perfect all-in-one workspace.
Build reporting dashboards to monitor every activity in your sales cycle. Use Pipedrive’s customization functionality to isolate the metrics you care about most.
Focus on the sales data you need and pinpoint bottlenecks in your pipeline with custom filters. Track deals, KPIs and revenue in visual dashboards to fine-tune your sales processes. Easily curate sales forecasts based on your team’s activities and the value of the deals in your pipeline.
Create a sales playbook based on which activities help close the most deals and which prospects bring the most value.
Build a sales toolset of best-in-class integrations using your CRM as the platform, so that all the data is easy to find and available in the same place.
According to our 100,000+ users, the ideal sales management software combines simple design with powerful time-saving features. A sales management CRM should help you streamline admin tasks and clearly see your progress.
Free up more time with powerful automation. With the right tool, you’ll spend less time on repetitive tasks and have more time to sell.
Benefit from an intuitive sales management software that's a one-stop shop for all your sales tracking needs.
Use script templates and assign notes to deal stages to onboard new salespeople or support existing reps. Help your teams step up their game at scale.
Tailor your CRM to your business with Pipedrive’s customizable features. Our flexible sales management systems will reflect your unique workflows every step of the way.
Access your CRM from your mobile device so you can close deals no matter where you are. Mobile CRM apps make mobile sales management easy and stop valuable opportunities from falling through the cracks.
Be the best salesperson you can be with a CRM made for sales professionals, instead of using a generic tool without a clear focus.
American solar panel installation company Big Dog Solar wanted to use data to improve sales and marketing strategies.
Since they started using Pipedrive for lead management, they can track deals and insights to understand where their leads are coming from and how to communicate and convert them.
“Visibility on the different layers of how things were happening and where the bottlenecks were – those kinds of reports have become really insightful and valuable for us.”
Read the case study
There’s a reason Pipedrive was named a FrontRunner for small business CRM software.
Whether you’re a startup, an e-commerce brand or a growing SME, Pipedrive’s sales management software will help you track, manage and scale your sales process.
Easily reduce and streamline admin work, unify all tools – including external apps and integrations – and customize the software to suit your specific business. As your business grows, our software will grow with you.
Access our 24/7 helpdesk for customer support and guidance. Simply log in to your account and click the “quick help” button to chat with one of our professionals.
Pick the best option for your budget with our various pricing options that fit both small business owners and scaling companies.
Forget about complicated setups and clumsy onboarding. Instead, jump straight in and get to work with Pipedrive’s intuitive and user-friendly interface.
Make the most of your time, improve processes and remove friction with Pipedrive’s countless sales automation features.
Easily scale processes as your business grows. Add automations, create new processes and segment your audience to better manage customer relationships.
Keep everyone up to date by using a centralized system. Share updates, add comments and ask questions in one location.
Track and monitor your sales funnel in real time. Make improvements as you go to help your business grow as efficiently as possible.
The best software for sales managers depends on the size of your business, your industry and the features you need. To find the best software for your business, you need to know what features are important and how much you’re able to spend.
If you’re looking for a versatile and intuitive platform that can track, manage and scale your sales process, take a look at Pipedrive (you can sign up for a free trial before you commit).
The data you need your sales CRM platform to track varies from business to business. Still, there are a few metrics sales managers normally look for when reviewing CRMs, including:
Revenue per sale
Revenue by product
Revenue by market
Sales by lead source (both inbound and outbound)
Percentage of revenue from new business and existing customers
Year-on-year (YoY) growth
Number of sales lost to competition
Better sales management, automation and improved collaboration are just a few examples of how sales management software can boost productivity.
Access to customer data and insights will also help you make informed business decisions. This means you can spend less time trying to figure out how to grow your business and focus on improving it.