What are the best software tools for sales operations?

[Rojerstark]

There’s a lot out there. You might want to analyse your sales process first in order to identify different parts you could optimise or automate with software tools. I will focus on software tools for salespeople in startups and small businesses.

When a lead is linked to an account, the process of distributing incoming leads among sales agents becomes more seamless and accurate. The approach required to reach out to an existing profile is different from the approach needed for a fresh lead. If the lead routing is random, that can easily do away with the relationship that was already built when the customer signed up in the first place. People with named accounts have to be treated differently from a new lead by showing a level of familiarity and knowledge. It builds the trust with customer, and also paints a complete picture of customer’s activities to a sales agents. This way, sales agents can engage with customers in a more meaningful way.

The lead management platform offered by Vyakar.com is more than just a set of user-defined static rules. This happens because the system employs a sequence of data standardization rules. It also deploys machine learning to continuously improve the lead routing systems. Fuzzy matching becomes possible with the help of this system.