Choosing the Right Sales Management Software: A Comprehensive Guide

August 24, 2023
Sanjeeth Kumar
Lazy Sales Reps is a myth

In today's competitive business landscape, having the right tools at your disposal can make all the difference. One such tool that has become indispensable for businesses of all sizes is sales management software. This powerful software can streamline your sales processes, improve efficiency, and ultimately drive business growth.

Sales management software is a type of system that helps businesses manage, track, and coordinate their sales operations. It's a crucial part of a sales management system, which includes everything from setting sales goals and creating sales plans to monitoring sales performance and making necessary adjustments.

The importance of sales management software cannot be overstated. It not only helps businesses keep track of their sales activities but also provides valuable insights that can be used to improve sales strategies. Whether you're a small business looking for a simple solution to manage your sales or a large corporation in need of a comprehensive sales management system, there's a sales management software out there that can cater to your needs.

In this guide, we'll explore different types of sales management software, such as sales pipeline management software, sales forecasting management software, sales scheduling management software, sales automation management software, and sales process management software. We'll delve into their key features, benefits, and provide examples of each to help you make an informed decision.

So, whether you're new to the world of sales management software or looking to upgrade your current system, this guide is for you. Let's dive in!

Understanding Sales Management Software

Now that we've introduced the concept of sales management software, let's delve deeper into what it is and how it functions.

Sales management software is a specialized tool designed to streamline and automate the sales process. It's like a command center for your sales team, providing a centralized platform where you can manage all your sales activities. From tracking leads and managing customer relationships to analyzing sales data and forecasting future sales, this software does it all.

The functionality of sales management software can vary depending on the specific type and the needs of your business. For instance, sales pipeline management software focuses on managing and tracking the sales pipeline, while sales forecasting management software uses historical data to predict future sales trends.

But the core function of any sales management software is to make the sales process more efficient. It automates repetitive tasks, reduces manual errors, and provides real-time data, allowing your sales team to focus on what they do best: selling.

Now, you might be wondering, "What's the role of sales management software in a sales management system?" Well, a sales management system is a broader concept that includes all the strategies, practices, and tools used to manage and coordinate sales operations. And sales management software is a crucial part of this system.

Think of a sales management system as a car. In this scenario, sales management software would be the engine that powers the car. It's the tool that drives the sales process, ensuring that everything runs smoothly and efficiently.

CRM and Sales Management System

Customer Relationship Management (CRM) systems are a vital part of any sales management system. They serve as the backbone, helping businesses manage customer interactions, track leads, and analyze sales data. Let's take a closer look at the role of CRM in a sales management system and the benefits of integrating CRM with sales management software.

CRM systems are designed to manage and analyze customer interactions and data throughout the customer lifecycle. They help businesses improve customer service relationships, assist in customer retention, and drive sales growth. In a sales management system, CRM software plays a crucial role in managing customer data, tracking sales activities, and providing insights to help make strategic decisions.

Integrating CRM with sales management software offers numerous benefits. It allows for better data management, improved customer service, increased sales productivity, and more accurate sales forecasting. It also provides a unified platform where all customer and sales data can be accessed and managed.

Now, let's look at some of the top CRM systems for sales management:

1. Salesforce:

Salesforce is a well-known CRM system that offers a comprehensive suite of tools for sales, service, marketing, and more. It's known for its robust features, scalability, and customization options. Salesforce provides a 360-degree view of your customers, helping you build strong relationships and make data-driven decisions.

2. HubSpot:

HubSpot offers a full platform of marketing, sales, customer service, and CRM software. It's user-friendly, offers a free version, and integrates well with other tools. HubSpot CRM provides a visual dashboard with a real-time view of your sales funnel and allows you to track customer interactions automatically.

3. Pipedrive:

Pipedrive is a sales-focused CRM that offers features like deal management, pipeline management, and email tracking. It's known for its visual sales pipeline and ease of use. Pipedrive helps you focus on the activities that drive deals to close and is fully customizable to fit your sales process.

4. Zoho CRM:

Zoho CRM offers a wide range of features, including lead management, contact management, and sales forecasting. It's suitable for businesses of all sizes and integrates well with other Zoho products. Zoho CRM uses AI-powered assistant Zia to provide predictions, alerts, and suggestions to help you close deals faster.

5. is a work operating system that powers teams to run projects and workflows with confidence. It’s a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.'s CRM capabilities help you track customer interactions and manage your sales pipeline effectively.

6. Zendesk Sell: Zendesk Sell is a sales CRM software tool designed to improve sales productivity, processes, and predictability. It provides features like email automation, sales forecasting, and pipeline management. Zendesk Sell provides a seamless flow of information across the entire customer lifecycle, from the initial lead to the final sale.

7. Freshsales:

Freshsales is a sales CRM by Freshworks that offers AI-based lead scoring, built-in phone, email, activity capture and more. It's user-friendly and offers a 360-degree view of your sales activities. Freshsales uses AI-based lead scoring, built-in phone, email, activity capture and more to help your team capture and nurture leads.

8. LeadSquared: LeadSquared is a CRM that helps businesses close leads faster with automation, sales force automation, and lead capture. It's designed to help businesses with high-velocity sales, helping you reduce lead leakage and increase conversion rates.

These CRM systems provide a wide range of features and capabilities that can significantly enhance a business's sales management processes. The key is to choose the one that best fits your business needs and integrates well with your existing systems.

Sales pipeline management software

Sales pipeline management software is a vital tool for any business. It's designed to track, analyze, and guide potential customers through the stages of a sale. This type of software provides a clear view of where prospects and customers are in the sales funnel, helping businesses manage their sales process more effectively.

But the functionality of sales pipeline management software doesn't stop there. It also offers features to enhance the performance of sales representatives. For instance, it can automate tasks such as scheduling appointments or sending follow-up emails, freeing up valuable time for salespeople to focus on closing deals. In essence, sales pipeline management software is a key asset for any salesperson aiming to boost their productivity and become a top performer in their field.

Now, let's look at some of the best sales pipeline management tools:

  • Luru:
Pipeline Sales Management Software

Luru is a robust sales pipeline management software that seamlessly integrates with your daily work apps, including Salesforce and HubSpot, to effectively manage your sales pipeline, streamline your workflow, and close more deals. It offers a suite of powerful features designed to optimize your sales pipeline. Luru's workflows allow you to deploy your entire sales process on Slack, providing clear visibility of your pipeline and enabling your team to update your CRM right from within Slack. 

Its Playbooks offer a step-by-step guide for your sales calls, automatically loading the appropriate template based on meeting participants and CRM conditions. Luru's intelligent filters allow you to view all your opportunities in a single view and update them in place without multiple clicks. Luru's Sidekick feature brings CRM to your fingertips, offering quick access and management of your CRM from anywhere, with real-time Slack alerts, one-click updates, and powerful pipeline views.

  • Lusha: Lusha is a sales prospecting tool that helps sales teams find, engage, and manage leads. It provides accurate contact and company information, helping sales teams to build a robust pipeline. Lusha offers razor-sharp filters to get your list of prospects in one go, easily build your lists with accurate and actionable data on each single prospect, and push contact lists to your favorite tools and enrich them with actionable data in one click.

  • RevenueGrid:
Sales management system software

RevenueGrid is a guided selling platform that helps sales teams manage their pipeline, engage customers, and close deals. It provides complete visibility into all sales activities and guides reps step-by-step to close deals. RevenueGrid is recognized as one of the top software of 2023 by G2, known for its outstanding service to customers.

  • Dooly is a connected workspace that helps sales teams to update their pipeline, take notes, and sync information to their CRM. It reduces administrative tasks, allowing sales reps to focus on selling. Dooly is designed to help sales teams stay organized, manage their pipeline effectively, and focus on high-value activities.
  • Scratchpad:
Best sales management software for small business

Scratchpad is a workspace for sales teams that allows them to update Salesforce, take notes, and manage their pipeline from one place. It helps sales reps to stay organized and focus on high-value activities. Scratchpad is designed for the execution, management, and measurement of your sales process, helping Sales Managers with coaching, RevOps with process adherence, and Sales Leaders with accurate forecasts and insights into every deal.

  • Weflow:
Simple sales management software

Weflow is a sales pipeline management software that enhances your CRM's effectiveness by improving pipeline data hygiene, facilitating effective reviews, and analyzing pipeline changes to drive revenue execution. It provides tools that help you maintain accurate data in your CRM, making it easier to manage your pipeline effectively. Weflow's features are designed to give you a clear view of your pipeline, making it easier to spot changes, keep track of close dates, and manage amounts.

  • Rattle: Rattle is a sales engagement platform that integrates with Salesforce and helps sales teams manage their pipeline, automate tasks, and engage with customers. It provides a unified workspace for sales teams to collaborate and close deals faster. Rattle is designed to improve your sales pipeline visibility by ensuring that the entire revenue operation team has data and knowledge about the sales pipeline.

Sales forecasting management software

Sales forecasting management software is a powerful tool that businesses use to predict future lead volume, pipeline value, and close probability. It leverages historical data and current trends to generate accurate predictions, helping sales teams set realistic goals and strategize effectively. Factors such as the average length of a sales cycle, opportunity value, deal health, and individual sales rep performance are taken into account. With an accurate sales forecast, businesses can prevent costly mistakes, anticipate demand, and use their resources wisely.

Sales forecasting software primarily uses the quantitative method, analyzing historical data like closed and won deals and win/loss records to produce an accurate report of expected sales revenue. This helps businesses answer key questions like expected revenue, comparison of actual to expected sales, and which method produces the most accurate forecast. Over time, these models can be adjusted and tweaked to improve accuracy and simulate different sales behaviors and market conditions.

Now, let's look at some of the best sales forecasting management tools:

  • Salesforce Sales Cloud:
Sales management software features

Salesforce Sales Cloud is a comprehensive sales automation software that leverages data, automation, and artificial intelligence to help teams improve their efficiency. It offers a suite of tools, including a forecast management solution designed to help teams increase prediction accuracy. It provides a complete view of your customers, connects with them on any device, and delivers everything you need to close more deals, faster. With Salesforce Sales Cloud, you can track all your customer information and interactions in one place, from anywhere. Powerful, integrated reports and dashboards allow you to forecast sales, measure business activity and performance, and get a 360-degree view of your customers.

  • Hubspot Forecasting Software:

Hubspot’s forecasting software is designed to help teams forecast future revenue and monitor their pipeline. It offers real-time insights that can be consulted throughout the forecast period. Accurate predictions enable businesses to create effective plans. With Hubspot, you can create a sales forecast in minutes, not days. It automatically pulls in data from your deals, so you can see if you're on track to hit your numbers, or if you need to shift your strategy. You can also break down your forecast by team, individual, or deal type to see where you should focus your efforts.

  • Mediafly’s Intelligence 360:

Intelligence360 is a revenue optimization platform by Mediafly that offers an AI-powered sales forecasting solution. Sales managers have complete visibility into a rep’s pipeline and sales activities. It provides real-time insights into content performance and buyer engagement, helping you to understand what is resonating with your buyers. With Intelligence360, you can optimize your content and sales strategy to drive more revenue.

  • Anaplan:

Anaplan's sales forecasting platform allows sales teams to create connected, dynamic, and intelligent forecasts. It offers real-time insights, scenario modeling, and collaborative planning features to help sales teams stay aligned and make data-driven decisions. Anaplan connects data, people, and plans in every part of your business, so you can make better-informed decisions and drive faster, more effective planning processes.

  • Clari:

Clari is a sales forecasting solution that allows users to build forecasts based on real-time data and predictive insights. Managers also have visibility into the entire team’s rollup. Clari's Revenue Operations Platform automatically captures data from dozens of sources, making it easy for sales, marketing, and customer success teams to align and execute.

  • Revsure: Revsure is a revenue operations platform that helps sales teams to generate and accelerate pipelines with real-time AI-powered insights, forecast accurately, and close deals faster. It helps to predict and generate pipeline and identify process bottlenecks to increase speed to lead and opportunity timelines. Revsure is designed to help sales teams make data-driven decisions, improve sales processes, and increase revenue.

  • Gong Forecast:

Gong Forecast is a sales forecasting management solution that leverages the power of AI and machine learning to provide accurate and reliable sales forecasts. Built on the Gong Reality Platform, Gong Forecast offers a comprehensive view of deal health and pipeline risk based on actual customer interactions. This reality-based approach to forecasting has proven to significantly improve forecast accuracy and reduce time spent on forecasting. The tool autonomously surfaces risky deals, analyzes the substance of customer interactions, and provides insights into forecast changes.

  • Aviso Predict:

Aviso Predict is a revenue forecasting solution that promises 98% sales forecasting accuracy. It uses historical data and the current sales pipeline to create time-bound sales estimates. It also offers scenario forecasting, which allows you to factor "what-if" situations into your forecasts. Aviso's AI-powered platform helps you navigate through the quarter, make more accurate forecasts, and win more deals.

  • Forecast X: Forecast X is a sales forecasting software that uses machine learning to help sales teams forecast more accurately. Forecast X's machine learning algorithms analyze historical sales data and market trends to generate accurate forecasts. It provides a comprehensive set of statistical forecasting methods and tools for managing and monitoring the forecasting process, making it a powerful tool for developing and managing accurate and trustworthy forecasts.

Sales process management software

Sales process management is a strategic approach that guides prospects from initial contact to purchase. It's a crucial aspect of any business, particularly in B2B scenarios, but also for high-ticket B2C items like real estate or autos. The sales process management outlines each distinct step a prospect takes, the knowledge they need to move to the next step, the tools you provide to help them move forward faster, the time they need at each step, and the conversion rates at each stage.

Sales process management software is a tool that helps businesses streamline this process. It allows for efficient selling, generates accurate sales and revenue reports, estimates the revenue and return on investment (ROI) of marketing campaigns, identifies stages that take the most time, and creates better sales tools and literature. It also improves campaigns and minimizes the time spent on estimates and forecasts. This software uses a well-defined process that measures the number of prospects at each stage, how long they stay in each stage, and the revenue that the entire pipeline represents. This gives businesses a clear idea of their financial future, enabling them to strategize for big decisions like hiring new staff, budgeting, or introducing a new territory.

Now, let's look at some of the best sales process management tools:

  • Luru:
Best Sales Management Software

Luru is a revolutionary sales process management and automation software that seamlessly integrates with Salesforce and HubSpot. It is designed to streamline CRM interactions, enhance productivity, and help sales teams focus on high-value deals. Luru's unique selling point is its ability to provide real-time alerts and process automation tools right within your daily work apps. It offers a no-code workspace, allowing users to test and deploy complex processes in minutes, reducing external dependencies and ensuring repeatability. Luru supports both standard and custom objects, providing flexibility to build intricate workflows swiftly.Luru's "Meeting Workflows" trigger a Slack message after a meeting is completed, prompting reps to log CRM notes and fields, which can also be shared as a Slack message, sparking collaboration among teams. This software is not just about managing the sales process; it's about boosting CRM adoption, saving time, reducing lead and revenue leakage, and improving CRM data accuracy.

  • Dooly is a connected workspace that helps sales teams to update their pipeline, take notes, and sync information to their CRM. It reduces administrative tasks, allowing sales reps to focus on selling. Dooly's platform is designed to keep your sales process on track by ensuring all sales activities are updated in the CRM. It also offers features like real-time note syncing, instant reporting, and one-click updates to Salesforce, making it a robust tool for sales process management.
  • Scratchpad: Scratchpad is a workspace for sales teams that allows them to update Salesforce, take notes, and manage their pipeline from one place. It helps sales reps to stay organized and focus on high-value activities, which can be crucial for managing the sales process. Scratchpad provides a unified workspace where sales reps can quickly update their pipeline, tasks, and forecasts without leaving their workspace, making it a powerful tool for sales process management.
  • RevenueGrid: RevenueGrid is a guided selling platform that helps sales teams manage their pipeline, engage customers, and close deals. It provides complete visibility into all sales activities and guides reps step-by-step to close deals, which is essential for managing the sales process. RevenueGrid offers features like deal guidance, customer engagement analytics, and risk alerts, making it a comprehensive tool for sales process management.
  • CopperCRM: CopperCRM is a CRM platform that offers sales process management as part of its suite of features. It provides a visual sales pipeline, allowing sales teams to easily track and manage their deals. CopperCRM also offers features like task automation, performance tracking, and integration with G Suite, making it a comprehensive tool for managing the sales process.
  • SalezShark: SalezShark offers a sales process management solution that focuses on lead nurturing. It provides education and insights on how its products can be beneficial, guiding leads on a path to success. The goal is to generate curiosity among leads so they feel compelled to buy products and services. While the primary process is driven by email marketing, SalezShark understands that most businesses struggle with this process as it takes time.
  • CMW Lab:
Sales Management System

CMW Lab offers a flexible sales process management solution that caters to the ever-changing needs of businesses. It empowers non-technical executives to automate the entire sales process — from prospecting and initial contact to proposal, handling objections, and closing — with drag and drop simplicity. CMW Lab ensures that all sales are tracked in a single system with complete tracing of the processing history. It eliminates manual data entry and time pressure from deadlines thanks to timely notifications and enables central management of all related documents such as offers, contracts, and customer data.

Sales meeting management software

Sales meeting management software is a specialized tool designed to streamline the planning and execution of sales meetings. It ensures that meetings are productive and focused, helping sales teams coordinate efficiently. These tools often integrate with calendar software for optimal visibility and scheduling functionality. They offer features like agenda creation, minutes recording, and consensus tracking to facilitate effective meetings. Some even provide limited task management capabilities for actions decided during meetings.

Sales meeting management tools are essential for improving virtual meetings and collaboration. They provide a framework for planning and executing effective meetings, managing information, setting goals, prioritizing tasks, and executing projects in a timely manner. They help optimize time, a precious asset in the fast-paced sales environment. These tools support sales teams as they discuss and organize solutions to project issues, anticipate and manage risks, and share information about the progress of each project. They make it easier to have both casual and more challenging conversations among team members. By competently organizing and executing meetings, these tools contribute significantly to the success of a business.

Now, let's look at some of the best sales meeting management tools:

  • Zoom:

Zoom is a leading video conferencing platform that's not just about video conferencing. It's also a robust meeting management tool that can help sales teams conduct effective and efficient meetings. With Zoom, you can schedule meetings, share screens, record sessions, and even use breakout rooms for smaller group discussions. It also integrates with your calendar system and sends out meeting invites with the necessary details. Zoom's HD video and audio ensure clear communication, and its chat feature allows for instant sharing of ideas and files. The platform also supports webinars, a useful feature for sales presentations and demos.

  • is a meeting management tool that uses AI to help you run effective meetings. It provides a shared space for meeting agendas, notes, and follow-ups, ensuring everyone is on the same page. With, you can create structured agendas, assign action items, and track follow-ups, making your meetings more productive. The tool also integrates with your calendar and other tools like Slack and Microsoft Teams, providing a seamless meeting management experience.

  • Hypercontext:

Hypercontext is a meeting management platform that helps teams have more productive meetings by setting agendas, taking notes, and tracking action items. It allows you to create a meeting agenda, share it with your team, and collaborate on it in real-time. Hypercontext also provides a dedicated space for meeting notes, so you can keep track of discussions and decisions. The tool integrates with your calendar and other tools like Google Meet and Zoom, making it easy to schedule and conduct meetings.

  • Fellow: Fellow is a meeting management tool designed to help teams collaborate effectively. It allows you to create shared meeting agendas, assign action items, and get real-time feedback. With Fellow, you can keep all your meeting notes in one place, making it easy to reference past discussions and decisions. The tool also integrates with your calendar and other tools like Slack and Zoom, providing a seamless meeting management experience.
  • Grain: Grain is a meeting management tool that allows you to record, transcribe, and share the most important parts of your Zoom calls. With Grain, you can highlight key moments during a meeting, create video clips, and share them with your team. This can be particularly useful for sales teams who want to review their sales calls and improve their strategies.
  • Lucid Meetings: Lucid Meetings is a comprehensive meeting management platform that helps teams run successful meetings every day. It provides tools for designing effective meeting agendas, facilitating meetings, and following up on action items. Lucid Meetings also offers features like automated meeting invitations, integrated video conferencing, and a professional meeting records system.
  • GoTo Meeting: GoTo Meeting is a professional online meeting software that offers robust features for managing and conducting meetings. It provides HD video conferencing, screen sharing, and recording capabilities. GoTo Meeting also offers a "Commute Mode" for mobile users and a "Voice Commands" feature for hands-free meeting management. It integrates with popular calendar apps and other tools, making it easy to schedule and manage meetings.
  • Avoma:

Avoma is an AI meeting assistant designed to help teams capture meeting notes, identify action items, and share insights. It provides a single place to manage, record, transcribe, search, and share your meeting notes. Avoma's AI technology helps to highlight key moments in the meeting, ensuring that no important information is missed. It also integrates with popular calendar and video conferencing tools, providing a seamless meeting management experience.

Sales meeting scheduling management software

In today's fast-paced business environment, scheduling meetings can be a complex and time-consuming task. With factors like conflicting schedules, time zone differences, and the increasing prevalence of remote work, coordinating meetings can quickly become a drain on your resources. However, meeting scheduler apps have emerged as a solution to streamline this process. These tools sync with your calendar, track your availability, and allow guests to book time with you at their convenience, eliminating the tedious back-and-forth often associated with scheduling meetings.

Sales meeting scheduling management tools, not only simplify the scheduling process but also automate tasks like sending reminders and follow-up emails, and updating CRM applications with contacts and meetings. They integrate seamlessly with your existing tools, such as your calendar, email, video conferencing tools like Zoom, MS Teams, and Google Meet, and popular CRM applications like HubSpot, Zoho CRM, and Salesforce. These apps are customizable, user-friendly, and offer excellent customer support. By automating your meeting scheduling process, you can save time, improve efficiency, and focus on what truly matters - closing deals and driving revenue.

Now, let's look at some of the best meeting scheduling management tools:

  • Calendly:

Calendly is a robust meeting scheduling tool designed to streamline the process of setting up appointments. It eliminates the back-and-forth of finding a suitable time, allowing users to set their availability and share a link for others to book a time that works for them. Calendly integrates seamlessly with Google, Outlook, Office 365, or iCloud calendar to avoid double bookings. It also offers automated tasks like sending meeting reminders, ensuring no scheduled meetings are missed. Calendly supports one-on-one, round-robin, and group meetings, making it a versatile tool for various meeting scenarios. It also provides time zone detection, ensuring that everyone is on the same page, no matter where they are located.

  • NeedToMeet: NeedToMeet is an online scheduling tool designed to eliminate the back-and-forth often associated with setting up meetings. It's ideal for busy individuals and groups such as parents, sports clubs, coaches, wedding planners, or anyone organizing a social activity or trip. With both an online platform and a mobile app, NeedToMeet brings fun into the planning part of any activity and significantly reduces stress. It provides a simple and flexible way to find a common meeting time without the usual email or call exchanges. This tool is particularly useful for coordinating large groups, making it a breeze to plan any activity, event, or trip.
  • SavvyCal: SavvyCal is a scheduling tool that prioritizes creating a positive scheduling experience for both the sender and recipient. It allows users to create personalized scheduling links in seconds and offers features like overlapping availability and meeting buffers. SavvyCal's intuitive interface makes it easy to compare schedules side-by-side to find mutual availability. It also allows you to overlay your calendar on top of a recipient's calendar to find a time that works best. SavvyCal also offers personalization options, allowing you to customize your scheduling link URLs and embed your scheduling page on your website.
  • Clara: Clara is a virtual employee that takes care of scheduling meetings, acting as an intelligent assistant. You can add Clara to any email, and it will handle the scheduling back-and-forth on your behalf. Clara understands natural language and can handle complex scheduling workflows, making it a powerful tool for managing your calendar. It can schedule, reschedule, and cancel meetings, manage your calendar, send follow-ups, and even handle travel arrangements. Clara integrates with your existing calendar and email, providing a seamless scheduling experience.
  • Doodle: Doodle is a scheduling tool that simplifies the process of finding a time that works for everyone. It allows you to create polls for meeting times and dates, and participants can vote for their preferred options. Doodle integrates with your existing calendar to ensure you're never double-booked. It also offers features like time slots, a mobile-friendly interface, and notifications. Doodle's MeetMe feature allows you to share your availability with others, making it easy for them to find a time that works.
  • Chili Piper:

Chili Piper is a scheduling tool designed to help businesses turn inbound leads into qualified meetings instantly. It offers smart booking features that ensure high lead conversion by allowing prospects to book meetings or start a phone call right after they fill out a form on your website. Chili Piper offers seamless handoff from marketing to sales, ensuring that no leads fall through the cracks. It also provides analytics to track your team's performance and optimize your scheduling process.

  • CozyCal: CozyCal is a simple, customizable scheduling tool that allows businesses to book and manage appointments smoothly. It offers a personal booking page, allowing clients to see your availability and book appointments directly. CozyCal integrates with Google Calendar and provides automatic time zone detection, ensuring that you and your clients are always in sync. It also offers customizable email notifications, ensuring that both you and your clients are reminded of upcoming appointments.
  • HubSpot Meeting Scheduler: HubSpot's Meeting Scheduler is a powerful tool that integrates with the HubSpot CRM and Sales Hub. It allows sales teams to eliminate the back-and-forth of meeting scheduling, providing a link that prospects can use to book meetings at their convenience. The tool syncs with Google or Office 365 calendars, ensuring that the schedule is always up-to-date. It also allows for the creation of team meeting links, enabling prospects to book time with the sales rep who can best assist them. The tool is part of HubSpot's comprehensive sales software suite, providing a seamless experience for both sales teams and prospects.

Sales enablement management software

Sales enablement management software is a strategic tool designed to equip sales teams with the necessary resources to close more deals effectively. It encompasses a suite of functionalities including business intelligence, content analytics, customer experience, CRM, gamification, sales automation, and sales analytics. This software provides a centralized dashboard for organizing, curating, and accessing all sales-related content, thereby enhancing visibility and accessibility for sales teams. It tags each piece of content with its target buyer persona, use case, and funnel stage, enabling sales teams to utilize the most impactful content for their prospects. Sales Enablement Management tools empower sales teams with the right sales assets and content across the sales lifecycle, thereby optimizing time and improving sales outcomes. 

The different types of tools included in this category are:

  • Sales content management software
  • Sales coaching software
  • Sales performance management software

Sales content management software

Sales Content Management Software is a critical tool that helps organizations store, manage, and create content used by sales representatives during sales cycles. It serves as a centralized repository for sales content, offering advanced search capabilities, analytics around content usage and performance, and built-in best practices. These systems often provide content recommendations based on established rules or predictive analytics models that use content performance, sales performance data, and buyer journey data. Some software also includes content personalization and performance tracking tools. They are frequently used to align marketing and sales messaging, maintain brand consistency, collaborate on sales content, and deliver content to prospects during the sales cycle. The software can also facilitate content collaboration, approval workflows, content updates, and content file sharing, making it especially useful for large enterprises where branding politics are more complex and messaging is more tightly controlled.

Now, let's look at some of the best sales content management tools:

  • Paperflite

Paperflite is a comprehensive sales content management software that enables sales teams to curate, organize, and distribute content effectively. It offers a centralized content hub, making it easy for sales reps to access and share the right content at the right time. With Paperflite, teams can track content performance in real-time, gaining insights into how prospects engage with the content. This helps in refining the sales strategy and improving customer engagement. Paperflite also integrates with various CRM and email platforms, enhancing its functionality and ease of use.

  • Seismic is a powerful sales enablement platform that provides sales teams with the tools they need to deliver impactful content. It offers a robust content management system that allows for the creation, organization, and distribution of sales content. Seismic's LiveDocs technology enables the creation of personalized and dynamic content, enhancing customer engagement. The platform also provides detailed analytics, helping teams understand content performance and make data-driven decisions. Seismic integrates with various CRM and marketing automation tools, making it a versatile addition to any sales tech stack.
  • Showpad is a sales enablement platform designed to empower sales teams with the content they need to close deals. It provides a centralized location for all sales content, making it easy for sales reps to find and share relevant materials. Showpad's content recommendations feature suggests the most effective content based on the sales context, ensuring that sales reps always have the best resources at their disposal. The platform also offers robust analytics, providing insights into content usage and effectiveness.
  • Uberflip is a cloud-based content experience platform that allows sales teams to create, manage, and optimize content experiences at every stage of the buyer journey. It provides a centralized hub for all your sales content, making it easy for sales reps to find, share, and track content. Uberflip's AI-powered recommendations ensure that the right content is always at the fingertips of your sales team. The platform also provides detailed analytics, helping you understand how your content is performing and where improvements can be made.
  • Highspot is a sales enablement platform that provides sales teams with the tools they need to engage buyers with relevant content. It offers a content management system that allows sales teams to easily find, share, and analyze content. Highspot's AI-powered search and recommendations ensure that sales reps can quickly find the most relevant content for each sales situation. The platform also provides content analytics, giving insights into how content is being used and its impact on sales outcomes.
  • Modus is a sales enablement platform that provides mobile-friendly access to sales and marketing content, allowing sales teams to engage buyers anytime, anywhere. It offers a robust content management system, making it easy for sales reps to find and share the right content at the right time. Modus also provides detailed analytics, helping teams understand how content is being used and its impact on sales. The platform integrates with various CRM and marketing automation tools, enhancing its functionality and ease of use.

Sales coaching software

Sales coaching software is a specialized subset of sales enablement tools designed to enhance the performance of sales representatives. It provides direct, actionable feedback to sales reps and managers, aiming to improve overall rep performance. These platforms often record, analyze, and offer insights on audio and video sales calls, providing a wealth of data such as talk-time ratios, next steps proposed by the sales rep, and the current deal stage. Leveraging AI-based call intelligence and suggestions, these tools can recommend improvement opportunities, highlight crucial moments within the call, assess deal risk, and suggest ideal next steps. By integrating with online meeting software, calendar software, and CRM systems, sales coaching tool serve as a comprehensive solution for training sales reps to be more productive and efficient, adhere to best practices, and identify up-sell and cross-sell opportunities in real-time.

Now, let's look at some of the best sales coaching tools:

  • Ambition:

Ambition is a sales coaching software that brings gamification into the sales process, making it a fun and engaging experience for sales teams. It offers a robust platform that tracks performance in a visually appealing way, making it easier for teams to understand their progress and areas of improvement. Ambition is designed to enhance the performance of both in-person and remote sales staff. It provides sales managers with tools to streamline the onboarding process and personalize training for more seasoned salespeople. The software integrates with various data sources and CRM systems, allowing for real-time performance insights and objective scorecards. It also offers contest automation for driving competition and motivation among the sales team.

  • MindTickle: MindTickle is a comprehensive sales readiness and coaching platform that helps organizations prepare their sales teams for various sales scenarios. It offers a combination of on-demand online training, bite-sized mobile updates, gamification, and role-play to ensure sales reps are ready to have effective customer interactions. The platform provides detailed insights into individual and team readiness levels, allowing managers to identify gaps and provide targeted coaching. MindTickle's coaching capabilities include the ability to provide feedback on recorded role-play scenarios, ensuring sales reps can practice and refine their approach in a safe environment.
  • Gong: Gong is a conversation analytics and salesforce training platform that uses AI to analyze sales calls and meetings, providing insights and coaching to sales reps. It captures and analyzes customer interactions across phone, video, and email, helping sales teams understand what works and what doesn't in their sales conversations. Gong's AI can identify key deal risks and opportunities, providing actionable insights to sales reps and managers. It also offers a deal coaching feature, which allows managers to provide feedback and coaching directly within the context of the sales interaction.
  • SalesHood:

SalesHood is a sales enablement platform that provides coaching and training tools to help sales teams improve their performance. It offers a variety of features including just-in-time learning, peer coaching, and knowledge sharing to help sales reps ramp up faster, sell more efficiently, and share best practices. SalesHood's coaching capabilities include huddle methodologies, which are collaborative, experiential learning sessions that help teams learn from each other. It also provides tools for sales managers to track their team's progress and performance.

  • Chorus by ZoomInfo: is a conversation intelligence platform designed to capture and analyze sales calls and meetings. It uses AI to transcribe and analyze conversations, providing insights into the sales process and customer needs.'s coaching features include the ability to review and annotate calls, share best practices, and provide targeted feedback to reps. It also offers features like deal tracking and risk identification, helping sales teams to stay on top of their deals.
  • ExecVision by MediaFly: ExecVision is a conversation intelligence platform that focuses on transforming the way organizations coach their sales teams. It analyzes data from customer interactions to provide actionable insights, helping to improve sales performance and effectiveness. ExecVision's coaching capabilities include call transcription, performance metrics, and coaching action plans. It also allows for the identification of top performers' tactics, enabling these successful strategies to be shared across the team. The platform integrates with various communication channels, including phone systems, web conferencing, and email, ensuring a comprehensive view of customer interactions.

Sales performance management software

Sales Performance Management (SPM) software is a specialized tool that applies corporate performance management strategies to sales teams, aiming to stimulate behaviors that drive sales. It encompasses sales knowledge sharing, accountability tracking, and motivation through incentives or gamification. SPM software provides a platform for managers to monitor sales performance based on key performance indicators (KPIs), linking performance and revenue analytics. This enables sales leaders to guide sales reps in ways that enhance their selling abilities while providing sales reps with insights into their own and others' performance. The core functions of SPM software include individual and team-based sales performance tracking, advanced sales analytics and reporting, incentive compensation management, territory management, and quota management. By understanding sales success factors and their impact on revenue, SPM platforms help optimize revenue through adjustments in sales performance, coaching, opportunity and workflow management, territory and quota assignments, goal alignment, and incentive plans.

Now, let's look at some of the best sales performance management tools:

  • Spiff

Spiff is a leading sales performance management software that revolutionizes the way commissions are managed. It automates the commission process, making it transparent, accurate, and fast. Spiff provides real-time visibility into earnings and allows sales reps to run what-if scenarios to understand the impact of deals on their commissions. It integrates seamlessly with CRM, ERP, and HR systems, ensuring data accuracy and reducing administrative overhead. With Spiff, businesses can create complex commission plans, track performance, and motivate their sales teams to achieve their targets.

  • Oracle Sales Performance Management (SPM) is a comprehensive solution that helps businesses align sales behavior with company objectives. It provides robust tools for incentive compensation, quota and territory management, and sales coaching. Oracle SPM allows businesses to model and simulate compensation plans before rollout, ensuring they are effective and fair. It also provides detailed analytics and reporting, giving insights into sales performance and compensation data. With Oracle SPM, businesses can drive sales behavior, improve sales performance, and increase operational efficiency.
  • Xactly Incent is a powerful sales performance management software that provides end-to-end incentive compensation management. It offers automated commission calculations, seamless CRM and ERP integrations, and advanced analytics to drive sales performance. Xactly Incent allows businesses to design and manage complex compensation plans, ensuring sales reps are motivated and aligned with business goals. It also provides real-time visibility into earnings, quota attainment, and rankings, fostering a competitive sales environment.
  • NICE Sales Performance Management (SPM) is a comprehensive solution that provides tools for incentive compensation, quota planning, coaching, and territory management. It offers advanced analytics and machine learning capabilities to predict sales performance and optimize compensation plans. NICE SPM allows businesses to automate the sales compensation process, reducing errors and disputes. It also provides insights into sales performance, helping sales leaders make data-driven decisions and improve sales effectiveness.
  • CaptivateIQ

CaptivateIQ is a modern sales performance management software that offers flexible, easy-to-use tools for commission calculations and sales planning. It allows businesses to design and manage complex commission plans without any coding. CaptivateIQ provides real-time visibility into commission data, enabling sales reps to understand their earnings and how they can impact them. It also offers scenario modeling capabilities, allowing businesses to forecast sales performance and optimize their compensation plans.

  • Creatio is a robust sales performance management software that combines CRM, BPM, and machine learning to drive sales effectiveness. It offers tools for sales forecasting, territory and lead management, document flow automation, and mobile sales. Creatio provides a 360-degree customer view, enabling sales reps to understand customer needs and personalize their approach. It also offers process modeling and automation capabilities, allowing businesses to standardize and optimize their sales processes. With Creatio, businesses can improve sales performance, increase revenue, and enhance customer relationships.

Choosing the Right Sales Management Software

When it comes to picking the right sales management software, it's like shopping for a new pair of shoes. You need to find the perfect fit for your business, something that caters to your unique needs and style. Here are a few factors to consider:

  1. Your Business Needs: Just like you wouldn't wear flip-flops to a formal event, you need to ensure the software you choose aligns with your business objectives. Are you looking for a tool to improve your sales team's productivity? Or perhaps you need a solution to manage your customer relationships better? Identifying your needs will help you narrow down your options.
  2. Ease of Use: Imagine buying a pair of shoes that are so complicated to put on that you need a manual. Not ideal, right? The same goes for sales management software. It should be user-friendly and intuitive, allowing your team to hit the ground running.
  3. Integration: A good pair of shoes can be paired with different outfits. Similarly, your sales management software should easily integrate with your existing tech stack. This will ensure a seamless flow of data and improve efficiency.
  4. Scalability: As your business grows, so should your software. It's like buying a pair of shoes for a child, you'd want them to have some room to grow into. Your chosen software should be able to scale and adapt to your business's changing needs.
  5. Budget: Lastly, just as you wouldn't splurge on a pair of designer shoes if you're on a budget, you need to consider the cost of the software. Ensure it provides good value for money and fits within your budget.


Just like finding the perfect pair of shoes takes time, so does finding the right sales management software. We've walked you through the different types of sales management software, their benefits, and top providers in each category. Remember, the right software should fit your business like a well-worn pair of sneakers - comfortable, reliable, and supportive.

So, lace up your shoes and start your journey towards finding the perfect sales management software. Remember, it's not about the most expensive or popular option, but the one that fits your business best. Happy hunting!

Articles on Sales, RevOps, automations, life and more