8 Best Professional Sales and Marketing Software in 2023
There are many sales and marketing software options available on the market. The right choice can help your team streamline their work and boost productivity.
A good sales platform should enable teams to set up a workflow that triggers reports and analysis at designated points throughout the sales process. This allows reps to focus on closing deals while automating mundane tasks.
1. Sales Cloud
Sales Cloud is a customer relationship management (CRM) system that provides functionality for sales, marketing and customer support teams. It allows users to track leads, accounts, contacts, contracts and opportunities.
It also helps manage and automate sales processes such as creating contracts, managing renewals and more. It can also be used for email alerts, workflows and activity tracking.
Salesforce is one of the most popular CRM solutions and is available in a number of different editions. Pricing depends on the version you choose and the number of users.
SFDC offers a number of add-on products to extend the intelligence and functionality of Salesforce. These are optional and cost more to purchase separately, but can be beneficial for certain use cases.
In addition, there is a new product called Sales Cloud Einstein that uses artificial intelligence (AI) to analyze data and make recommendations to inform salespeople.
The sales team is more effective when information is centralized and tracked in a single platform. This prevents team members from having to switch back and forth between spreadsheets and emails, boosting productivity.
HubSpot is a powerful sales and marketing platform that helps businesses to manage contacts, track leads, and automate workflows. It also comes with a mobile app, which can help you access your CRM while on the go.
Create and manage leads with a simple interface that lets you add contacts to your pipeline, assign tasks, customise your sales process, and monitor team progress. You can also build a lead scoring system to target your outreach based on data points.
Connect your sales team with a variety of time-saving tools, including an automated call dialer and call logging. It also lets you schedule meetings with leads from your phone.
It allows you to track recurring revenue and renewals, and provides conditional approvals for quotes that exceed certain thresholds.
It also offers a CMS hub, which can be helpful for managing your website and content. It also has SEO recommendations and website themes. It can also be integrated with third-party applications to improve its functionality.
Bitrix24 is a complete business solution, incorporating CRM, email marketing, automation, communication tools, and more into one platform. It’s a great option for small and medium-size businesses who want to streamline their processes and maximize productivity.
Its sales intelligence feature enables you to track sales conversion rates and determine which advertising sources are the most effective. It also allows you to create reports that will help you improve your marketing campaigns and target audience segmentation.
Unlike other CRM software, Bitrix24 is a single application that unifies your entire sales process. It includes client management, customer support, and marketing automation features that work together to improve lead acquisition and nurture leads.
The program is also equipped with a contact center that gives users the tools they need to communicate with clients. It offers a variety of contact center features, including live chat, call routing, customizable forms, and canned replies.
The CRM platform is available in both cloud and on-premise versions. The cloud version is free for up to seven days, while the on-premise version requires a monthly subscription. The paid plan includes technical support and priority support.
4. Sales Process Builder
Salesforce Process Builder is a great tool for automating your business processes. It allows you to create processes using simple if/then logic to make your workflows more efficient. It also comes with a time-lapse feature, so you can delay tasks to suit your needs.
It’s a powerful tool for automation, and it helps you save time in the long run. It’s easy to use and requires little coding expertise.
Process Builder is an automated system that can generate new records, assign tasks, send emails, chatter messages and submit documents for approval. It can even perform actions in the background based on certain criteria or triggers.
A key functionality of Process Builder is that it can handle multiple if/then statements and execute different-different actions depending on conditional statements in one process. This makes it a great option for businesses that have complex processes and require automation.
Although it’s a bit outdated, Process Builder is still used by many businesses. However, it’s getting phased out by Salesforce, with plans to retire it in 2023.
5. Zoho CRM
Zoho CRM is a web-based sales and marketing solution that provides a suite of tools for tracking, managing and analyzing data. It also helps businesses manage contacts, opportunities and sales pipelines.
It has more than 50 third-party integrations for collaboration, document management, telephony, messaging, meetings, quote management, document signing and marketing automation. Users can also access a robust help center with documentation, FAQs and tutorials.
Reports and charts are highly customizable, so you can view a pipeline in a way that suits your needs. You can choose chart types and metrics, filter by specific pipeline stages or export a list of deals based on chosen filters.
In addition, Zoho CRM offers AI-powered tools to analyze predicated trends and spot areas for improvement. This includes anomaly detection, which helps you identify high-value customers and suggest tasks for you to automate.
Zoho CRM also offers a variety of automation features, including a conversational sales assistant that uses artificial intelligence to predict leads and sales trends. It also enables you to monitor prospect interactions with calls and emails and automatically send email campaigns.
EngageBay is a cloud-based CRM (Customer Relationship Management) platform designed to streamline marketing, sales and service automation. It offers a comprehensive set of features and functionality that can help businesses improve their ROI and achieve success.
It provides a simple, cost-effective solution for growing businesses that want to automate their business processes and grow revenue. Its features include a robust marketing automation suite to save time, nurture audiences and automate routines and manual tasks; free CRM and sales automation to store email contacts and track deals to grow sales; and live chat and helpdesk capabilities that allow customers to convert website visitors into happy customers by tracking, prioritizing, and solving customer support tickets in real time.
The software also includes a visual drag-and-drop marketing automation designer, which can be used to create personalized campaigns across multiple channels. It can also integrate SMSs, apply segmentation rules, use web engagement through push notifications, and initiate email sequences.
Like HubSpot, EngageBay is a great alternative for small businesses looking to automate their processes. It has a free plan that is suitable for a small team and can be scaled up as needed. However, it lacks the broader feature range that other CRM platforms offer.
Copper is a cloud-based CRM that integrates with G Suite and other Google products. It offers key features such as lead capture, contact and deal management, workflow automation, and insights reporting.
It is a great choice for small businesses that need a basic CRM. It also offers a quick and painless onboarding process.
The system allows you to save and track contacts’ information such as emails, documents, notes, and communication histories in one place. Its pipeline reporting gives you visibility into your leads’ progress through the sales process.
Contact management is crucial in converting leads into paying customers. Copper makes this easier by creating contact profiles for each lead and storing their data in the database.
Another useful feature is the deal activity feed, which tracks each prospective deal. This helps you determine which sales activities give your business the most return on investment.
The email integration is also a good way to ensure that your sales reps are following up on their leads consistently. This feature works with Copper’s Chrome extension and can be set up to automatically log email conversations.
CloudTask offers a sales management solution that allows you to recruit, hire, equip, and train your B2B sales experts. The service can help you build a responsive team of Sales Leaders, Marketing Leaders, and Customer Success Leaders to drive your sales growth.
It also offers a fully managed sales and marketing service that can help you find prospects, book meetings, close deals, and convert leads into customers. Its team of Sales Specialists will work with you to build the best-fit B2B sales development team for your business.
In addition to its sales management features, CloudTask has an integration with DocHub that lets you edit, annotate, and eSign documents in one place. With this tool, you can save a lot of time and frustration.
Cloud Tasks lets developers control the rate at which tasks are dispatched, the number of retry attempts, and the maximum amount of time they should wait before issuing another retry. This means they have more room to handle bugs and deployments without dropping requests.