Book a free demo

Sales Automation Software

Empower your sales team with SalezShark Best sales automation CRM, offering a unified platform to your sales experts where they can work together, manage data, fix appointments & create follow-ups with promising buyers and existing clients. Leverage various features of SalezShark outbound sales automation software to amplify your sales process & turbocharge the team's efficiency to close more deals in lesser time.

Boost your sales
with our sales automation software

Lead Management

Any individual who expressed an interest in either knowing or buying your products and services is known as a lead in SalezShark best sales automation CRM. In simple terms, With sales automation tools any business inquiry received by an individual or company is a lead. SalezShark sales automation tools simplify your process of Lead management.

Any individual who expressed an interest in either knowing or buying your products and services is known as a lead in SalezShark best sales automation CRM. In simple terms, With sales automation tools any business inquiry received by an individual or company is a lead. SalezShark sales automation tools simplify your process of Lead management. Sales automation India enables your sales executive to keep track of all the potential business clientele, along with relevant information about them, under a single umbrella for easy tracking & management. Sales automation companies can also automate lead distribution, generate leads, and nurture them by engaging more with captured details and multiplying captured details, multiplying captured details, and multiplying the conversion rate.

sales automation software
Account & Contact Management

Account & Contact Management

Any registered organization that expressed an interest in either knowing or buying your products and services is termed as an account in the SalezShark outbound sales automation process. It could be either created as a new one, or it can exist in the system. However, a contact in the SalezShark system can be referred to as a contact point in an organization.

Any registered organization that expressed an interest in either knowing or buying your products and services is termed as an account in the SalezShark outbound sales automation process. It could be either created as a new one, or it can exist in the system. However, a contact in the SalezShark system can be referred to as a contact point in an organization. Best crm for sale can manage any lead that gets converted into an account, the organization name turns into the account name, and the lead (individual) name turns into contact in that account. The relationship between the history and contact records is one-to-many. This means that there can be many contacts associated with a single account, or we can say a report, known by the organization name, can have multiple points of contact listed under it. SalezShark best sales automation software enables you to organize contacts based on profiles and categorize them under specific accounts to ensure quick traceability of all connections.

Opportunity & Sales Tracking

Any potential future sale to new or existing clients is an opportunity in the SalezShark sales automation process. It enables sales experts to predict future business requirements and sales revenues. Opportunities are sales deals, and closed deals mean sales target achievement & income.

Any potential future sale to new or existing clients is an opportunity in the SalezShark sales automation process. It enables sales experts to predict future business requirements and sales revenues. Opportunities are sales deals, and closed deals mean sales target achievement & income. So, tracking values is extremely important to the sales team & the management. This feature of sales automation tools enables you to track & manage all your sales deals and know exactly where it is in your sales pipeline. Not only this, but the system also informs you about the probability of closing these deals based on the stage it is in.

Sales Tracking
Activity & Task Management

Activity & Task Management

The activity and task management feature of the SalezShark sales automation tools helps your sales executives to engage promising buyers and existing clients via emails, calls, meetings, demos, or any other mode. As the lead gets created in the SalezShark, the sales agent can start building a relationship with the lead by doing multiple activities that help in turning a lead into a client.

The activity and task management feature of the SalezShark sales automation tools helps your sales executives to engage promising buyers and existing clients via emails, calls, meetings, demos, or any other mode. As the lead gets created in the SalezShark, the sales agent can start building a relationship with the lead by doing multiple activities that help in turning a lead into a client. A completed task is termed an activity, so, as the task gets finished, you need to mark that scheduled task as finished in the system to be known as performed activity. These features enable your sales experts to schedule meetings track assignment completion and activities through calendar schedulers. A task is an activity that needs to be accomplished within a defined period while activity is an event that has already occurred. You can create new tasks & check all the activities on any particular lead/ contact/ account/ opportunity in SalezShark sales automation CRM. This assists you increase customer engagement & retention.

Quota Assignment

A sales quota is a time-bound sales target set by management for a particular sales team or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly. It can be measured in several different ways, including by profits, sales, or rep activity. This feature of outbound sales automation software leverages the power of sales intelligence and enables you to set sales quotas for all your teams or individual sales reps

A sales quota is a time-bound sales target set by management for a particular sales team or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly. It can be measured in several different ways, including by profits, sales, or rep activity. This feature of outbound sales automation software leverages the power of sales intelligence and enables you to set sales quotas for all your teams or individual sales reps. And measure the performance of the groups or individual sales reps, respectively. Sales reps can quickly look at their sales performance against set quota with Target Meter available on their Sales Dashboard.

Quota Assignment
sales automation tools

Inventory Management- Products, Orders & Invoice

Sales and Marketing Management manages the products and services you offer to the customers by associating products to the accounts. With this feature of sales automation tools, you can also keep a tab on the inventory and the interest of the customer at your ease, as well...

Sales and Marketing Management manages the products and services you offer to the customers by associating products to the accounts. With this feature of sales automation tools, you can also keep a tab on the inventory and the interest of the customer at your ease, as well as maintain the price-book & generate orders & invoices directly from the system.

Sales Forecasting

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals.

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals. With SalezShark sales automation CRM you can setup customizable forecasting to gauge how your organization is foreseeing its sales & revenues. You can also select from different currencies & time ranges to forecast your business on monthly or quarterly basis.

sales automation software

Previous Feature

Integrations

Next Feature

Marketing Automation