In this article, we will introduce the advantages of implementing a sales deal management tool, how to choose one, and the latest recommended sales deal management tools. If your company is considering implementing a tool for thorough case management, please take a look at this article.
Table of Contents
What is a sales case management tool?
15 Sales Case Management Tool Recommendations
Items to be managed in the sales deal management tool
We do not recommend using Excel to manage cases.
Advantages of Implementing a Sales Case Management Tool
How to Choose a Sales Case Management Tool
What to Consider When Implementing a Sales Case Management Tool
summary
A sales deal management tool is a tool that visualizes the activities of sales representatives on a deal basis and facilitates the discovery of progress information and issues. They are also called Customer Relationship Management (CRM) or Sales Force Automation (SFA) tools. Sales deal management tools include functions such as aggregating, storing, managing, and analyzing progress status and deal information.
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15 Sales Case Management Tool Recommendations
Sales representatives reviewing the case management tool with each other.
1.Sales Cloud (Salesforce)
Sales Cloud is a cloud-based sales support system (CRM/SFA) provided by Salesforce, the world's leading CRM company. Sales Cloud has a variety of functions, including not only case management, but also customer management and sales activity analysis, etc. Because of its high degree of freedom in customization, Sales Cloud has been adopted by a wide range of companies from small to large. Sales Cloud is also mobile compatible with app, making it easy for outside and in-home sales representatives to enter customer information in the field.
Click here to visit the official Sales Cloud website.
2. "Microsoft Dynamics 365" (Microsoft)
Microsoft Dynamics 365 is an AI-powered sales support (CRM/SFA) tool provided by Microsoft. It has all the functions necessary to improve sales and sales efficiency, such as case management, customer management, competition management, and competitive analysis. It also has an AI assistant function and the ability to retrieve relevant information from office products such as Excel and Microsoft Teams. It is an easy-to-use sales support system for companies that use a wide range of Office-related products in their daily business.
Click here for the official Microsoft Dynamics 365 website.