5 Small Business Sales Software Solutions that Can Dramatically Upgrade Company’s Productivity and Results

1. Bookkeeping and Invoicing

Bookkeeping and invoicing software solutions make simpler such processes as payments, control of financial operations, processing, and communication of financial information. Bookkeeping and invoicing software systems may differ by provided functionality, but most of them (specially designed for small businesses) accounts receivable, accounts payable, banking for making direct payments, billing and invoicing, payment processing, and cash management. Some systems enable setting up auto-reminders for anyone who has not paid for a definite period, adding tracked time and expenses to invoices, reconciliation of bank accounts, and other operations.

2. Order Management

Selling both online and in-store requires tracking purchase and sales orders.

Order management software gives a real-time view of the customer order and the preferred time of its delivery; helps to determine the intelligent pricing and discounting; enables tracking of the order process and shipping from the most efficient place, and more.

3. Customer Relationship Management

Customer relationship management software helps companies to collect and organize information about clientage (name, email address, phone number, location, order history, and other), to track and record every interaction with the customer (call, email, message, chat, and other) and to nurture leads. With a CRM software system, the small business owner will always know when he/she contacts the particular client the first and last time, whether it was by the phone or email, what products the customer bought, how often visit your website, and makes orders, which pages he/she looked at, which marketing emails he/she opened and whether clicked on the links and more.

4. Inventory Management

Every company selling goods needs a tool that can help to manage inventory. Inventory management software enables controlling inventory levels in stock, tracking inventory movement, and collecting all warehouse information. Some systems provide such helpful features as reorder alerts - notifications when a stock is low; barcode scanning, and reporting about the value of current inventory, how many goods sold the last week, month, quarter, and year; which products are most profitable, and more.

5. Email Management

An email is an important tool in the arsenal of selling, especially for e-commerce. A tool that enables tracking the recipients’ behavior (when your message is opened and whether links are clicked), gives sales companies very useful data. Some email tools let to schedule reminders when your email goes out.

The main characteristics that differ small businesses from other companies are the number of employees and annual revenue. Therefore, it is difficult for small businesses to compete with regular-sized organizations and big corporations. Owners of small companies need to look for new ways that can help to improve and grow their businesses. Any small business owner wants to speed up the sales cycle from lead generation to deal closure. With sales software, this dream can become a reality. However, it is not a simple task to choose the right solution for a huge amount of types of sales software solutions available on the market.

Advanced Sales Software Combines Easy Navigation Patterns and Powerful Management Features:

• Customer relationship management – helps to collect and organize customer contact information (including leads): name, email, phone number, address, order history, return history, preferences, and more; to track, record, and analyze customer interactions: calls, emails, messages, charts, and others. 
• Contact management – helps to maintain a vendor database: contact information, purchase orders, return history, and more. 
• Lead management – helps to define, generate, capture, and nurture the leads up to a conversion. 
• Inventory management – helps to control inventory levels in stock, and track inventory movement from the vendor, within the warehouse(s), and to the customer. 
• Campaign management – helps to plan, organize, realize, and track marketing campaigns designed for different goals, including increasing sales of a product, introducing a new product, building a brand image, reducing the impact of negative news, and others. 
• Work management – helps to create a sales representative’s efficient daily work schedule that includes meetings with current clients and potential customers via scheduled visits and calendar invites. 
• Route management – helps plan and schedule delivery, optimize routes with multiple stops, track vehicle location, and monitor mobile employees’ work time. 
• Billing and invoicing – helps to make simpler payment processes and their control. 
• Accounting – helps to collect, measure, process, analyze, and communicate financial data. 
• Order management – helps to streamline order processing with the minimum of delays and back-orders. 
• Email management – helps to have contact with customers, send them promotions, schedule reminders, track the customers’ behavior, and more.
• Task management – helps to handle several tasks and projects, do not miss anything via notifications, share assignments with anyone from the team to get work done faster, and track the time spent on every task. 
• Field service management – helps to organize mobile employees, a fleet of vehicles, and equipment. 
• Reporting – helps to create powerful reports: template and customized. 
• Integration – helps to connect with third-party software with specialized functionality. 

Small Business Sales Navigator Features Help

• Have a better view of the sales process
• Standardize retail processes specific activities
• Make it easy to process sales data and measure key metrics
• Easily access customers’ profiles 
• Eliminate the cold calls 
• Target the right buyers
• Build trusted relationships with customers
• Stay up-to-date with customer preferences
• Make personalized promotions 
• Discover new leads 
• Create long-term connections 
• Increased sales

If you want to react quickly to customer demand, start to use small business sales software that helps to reach and convert more leads.