Best Sales Platforms Software
Sales platforms consist of tools and integrations that help companies accelerate sales cycles and organize all sales activity in one place. These platforms offer a CRM, or customer relationship management, solution, as well as sales analytics capabilities to help sales reps and managers align on growth goals. CRM software unites all of a company's customer and prospect data in a single tool, bringing added visibility into customer interactions. A CRM is the center of any successful sales organization, the database in which all data, interactions and notes are stored. Sales analytics tools helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. Some sales platforms may also include CPQ, quote-to-cash, help desk, and email tracking functionality.
A sales platform may be sold as a single compound product or a suite of products. Robust integrations are an essential component of these platforms, as they connect a company's CRM to other business processes, making the central sales platform more powerful. From productivity to marketing to collaboration, common software that sales platforms integrate with include internal communications software, outbound call tracking software, marketing automation software, email marketing software, customer success software, live chat software, proposal software, and forms and data collection tools, like survey software.
To qualify for the Sales Platforms category, a platform or product suite must offer the following core features:
In some cases, a sales platform may contain features of a CPQ software, quote-to-cash software, help desk software, and/or email tracking software, including:
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