5 tools that a sales manager needs

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kolikhatun0022
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Joined: Tue Dec 10, 2024 4:01 am

5 tools that a sales manager needs

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Introduction
We know that you will need to hire talent for this role in the future. Therefore, we have developed a comprehensive manual to make your job easier. This is the third post in the series.



Here are the posts related to the topic of Sales Manager:

What is a Sales Manager?
The 5 skills that a Sales Manager must have.
The 5 tools you should consider in a Sales Manager. (This post)
The 5 KPIs you should consider in a Sales Manager.
The 4 questions you should ask in your interview with a Sales Manager.


In this post, we will explain the tools a Sales Manager uses to carry out his or her responsibilities.



CRM Software
CRM, or Customer Relationship Management software, is a program designed to track all interactions between a company and its customers. On the one hand, it generates a historical record of customer information and the type of relationship they have with the company. On the other hand, it helps manage and personalize customer service.



Sales managers use these programs to manage their customer database, track sales opportunities, and maintain an efficient workflow with their team. In addition, the data collected by CRMs enables sales managers to obtain key metrics for area analysis and strategic decision-making.



1. Zoho CRM



Advantages of Zoho:

Offers 24-hour support.
It is customizable.
Its structure is scalable, which means that it can be adapted to the needs of the company.
Integration with Excel files, email and calendars.
It is stored in the cloud.
Provides real-time information.
It has a section dedicated to data analysis.
Enables sales automation.


Disadvantages of using Zoho:

It has a high cost.
Some features only work with Zoho plugins.
It has a high learning curve.
Personalization can be very complex.


2. Salesforce

Advantages of using Salesforce:

It has an intuitive and easy-to-use platform.
It is scalable.
Provides training to users to turn them into expert administrators.
It is a platform that works from the cloud.
Supports updates.
It is a tool that covers everything within a sales process, including marketing.
It has integrations with Oracle, Microsoft, Power BI, Dropbox, LinkedIn and Hubspot.


Disadvantages of using Salesforce:

It is not possible to schedule or alter platform downtimes.
It is completely dependent on an internet connection.
Additional tools have additional costs.
Integrations with other tools take a lot of time and there is not always compatibility between systems.


3. Pipedrive

Advantages of using Pipedrive:

Allows segmentation of contacts into labels and categories for better tracking.
It has notifications and reminders for pending tasks.
Automation of the sales process.
It is scalable.
It is customizable, allowing for the configuration of company-specific rules for automations.
Track opportunities at different stages of the sales process.


Disadvantages of using Pipedrive:

It offers very limited insights to measure the performance of the commercial area.
Limited ability to customize workflow.
Some features require additional payment.
The platform can be a bit slow.
4. Asana - Project Management Software





Asana is a platform for organizing and managing chinese overseas asia phone number data collaborative projects. It defines workflows for the development of different tasks. This tool streamlines communication within company areas and facilitates project monitoring.



The Sales Manager uses Asana to assign tasks, organize meetings, and track individual team members’ goals. This helps determine which strategies are working and what adjustments are needed.



Advantages of using Asana:

Streamlines communication between collaborators.
Easy to track tasks.
It has a user-friendly interface.
Allows real-time file sharing and updates.
Integrates with apps like Slack, Jira, Google Calendar, Google Drive, Trello, Evernote, and GitHub.
Process automation to optimize workflows.


Disadvantages of using Asana:

Some features are limited.
Multiple people cannot be assigned to a single task.
It has a slow learning curve.
It is not a customizable tool.


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5. InsightSquared - Sales Tracking and Analytics Software

Sales tracking and analytics software is a tool that enables you to gain insights into market trends, a company’s sales performance, and their respective metrics. This particular tool is used to generate accurate sales forecasts. It also improves the efficiency of the sales cycle by generating reports that detail the behavior of customers, salespeople, and the environment.

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A Sales Manager uses InsightSquared to track team members’ metrics and processes. This allows them to identify bottlenecks throughout the sales process, set priorities and opportunities for improvement, and make informed business decisions that help the area grow.



Advantages of using InsightSquared:

It has interactive control panels.
Customizable reports according to the company's needs.
Data collection for sales performance analysis.
The tool has frequent updates.


Disadvantages of using InsightSsquared:

It has a high cost.
It is not an intuitive tool.
It has a high learning curve


Conclusion
Now you know the most important things about the Sales Manager position. Keep this in mind when you begin your next recruitment process. Remember, the important thing is to know the main characteristics of the position you are interested in.



Here are the posts related to the topic of Sales Manager:

What is a Sales Manager?
The 5 skills that a Sales Manager must have.
The 5 tools you should consider in a Sales Manager. (This post)
The 5 KPIs you should consider in a Sales Manager.
The 4 questions you should ask in your interview with a Sales Manager.


If you are looking to recruit your next Sales Manager 100% online, now is the best time to start a free pilot with Aira and update your recruiting tools. Schedule a call with us!
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