Your ability to execute, track and measure your sales and marketing strategy, including everything from managing your sales cycles to customer relationships to posting on social media, relies on your sales and marketing software. The right solution is designed to help you make the best decisions on where you place your people and efforts, and how you spend your marketing dollars. Customer expectations and an ever-increasing reliance on mobility requires your sales and marketing software help you deliver the right message and meet your customers where they are in the process.

Sales and Marketing Software Functionality

Sales and marketing data can be very powerful when integrated with ERP software. In today’s marketplace, is it imperative that sales information can be quickly and accurately input on a phone call or out in the field.

The entry point for all Customer Relationship Management (CRM Software) products is activity, from the quote-to-order sales funnel and tracking leads, to prospects and through to customers. Additionally, companies who can quickly configure accurate quotes and estimates, check inventory availability, and give customers reliable availability have a competitive advantage.

Marketing departments typically use applications outside of traditional ERP transactions to manage campaigns, oversee lists and identify new market segments. Leveraging one system has a tremendous impact on data analysis and information flow.

Benefits of Sales and Marketing Software

End-to-end integration from lead generation and opportunity management through to production and delivery

Ability to set and measure key performance indicators (KPIs) related to call/meeting activities, close ratios, etc.

Ability to optimize Sales and Operational Planning (S&OP) by incorporating realistic sales forecasting data

Vendor Qualities

Product research and development has significantly increased in the sales and marketing software space. Vendors now need to have software applications that can integrate seamlessly with other systems, along with the ability to mine data from multiple systems.

Sales and marketing software applications must provide the user with an easy, intuitive experience to see end-user adoption. Dashboards and homepages are where most time is spent and systems need to be completely mobile.

Sales and Marketing Software