Best Sales Force Automation Software in India

Software BY Zoho Corporation Pvt. Ltd.
Zoho CRM Application gives you a 360-degree view of your complete sales cycle and pipeline. It also has a open source version. Zoho CRM empowers small to large-sized organizations with a complete sales force automation software for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.

SFA Software for Pharma, Healthcare and FMCG industry
SANeFORCE - To be the nation's leading provider of customized, comprehensive, user-friendly, and innovative Sales Force Automation SFA to Life Science, Healthcare, and FMCG companies.

Software BY Freshworks is single Sales Force Automation system that high-growth, high-velocity sales teams need. It is equipped with features that help sales teams have quick context and communicate effective from within the CRM and close deals faster.

Winner of Best Pharma Software 2015 Award
E-Tech's MR Reporting is a dedicated cloud based pharmaceutical CRM solution that actually increases sales force effectiveness by over 30% and reduces Operating Cost’ by over 80% which finally translates into Higher Profits. It is a winner of the prestigious Best Pharma Software 2015 Award. 

Need Help Buying The Right Software -

Medico Sales & Distribution

Medico an Online Sales & Distribution Software
In the competitive field of logistics and distribution channel management, SFA solution, Medico has a large market share in India and has a large user base spread across the country.


CBO is a best, cost effective and flexible Pharma SFA for Indian pharmaceutical companies. Software is capable of importing and exporting existing data from all the other billing and inventory software and can also be integrated with in TALLY.


Web Based Sales Force Automation Software
EssentialSFA is designed to work in Offline or Online (2G or 3G ) mode with GPS Location Tracking. While you are offline, you can Submit Daily Report, Order Booking, Tour Program, Customer View, E-detailing and more.


Best Smarter and Faster SFA Software
This is one of the best sales force automation software for the small business to the large enterprise, salesforce has cloud CRM solutions to help sales reps everywhere and with the user-friendly automation options.

Cratio CRM Software

Complete Cloud Based SFA Software for SMEs
Cratio CRM is a Complete Cloud & Mobile CRM Software for SMEs. The features are marketing campaigns, lead management, sales quotes, Invoicing, payments, support tickets and many more. The Mobile CRM app is used by Field sales & service teams for activity updates with GPS location.

MARG ERP 9+ SFA Xpert Software

370+Centers for Training & Support, 6 Lakh+ Users
Best SFA Software in terms of user-interface, saves time, cost & paper, no website/server required, 24 x 7 support 99.9% up time, this sales software is based on SAAS module with zero setup charges.

B-Square SFA Software

Software BY B-Square Solutions (P) Ltd.
It is a free sales force automation software that triggers the entire sales process of your business by expediting the arms of your personnel. B-Square also provides Mobile solution that completely automates the sales functions.

Salesboom CRM

Software BY Salesboom Inc.
A Cloud-based sales automation software renders efficiencies and profitability your sales team desires. On demand SFA software give the functionality needed in the competitive economy essential in today's world. 

SalesJunction SFA

Web Based SFA Software for Small Business
It offers the most effective and efficient hosted sales force automation system to be found online. Highly customizable, easy to use hosted software for SME's with quality value deliverability.

CompanyHub CRM

Fully customizable CRM for sales teams
Every industry is different. Different teams have different sales processes. How can a generic CRM meet everyone's needs. So we made CompanyHub be fully customizable. It easily adapts to your needs without any code. You can organize and prioritize leads.

bpm'online sales

SFA to manage the complete sales cycle
Bpm'online sales is sales force automation software to manage the complete sales cycle from lead to repeat sales.

Page Last Updated On 02/01/2018 06:47

What is Sales Force Automation?

Sales Force Automation is more of a software technique that integrates and automates different aspects of business tasks ranging from customer contact management, order processing to sales forecast and employee performance evaluation.

In simple terms, it links up all the elements of a business and allows seamless data flow between different branches that would otherwise require intensive brainstorming over multiple levels with the complexity equal to the impossible with mere human resources.

SFA software has been one of the most integral parts of all the successful businesses in the modern day. The overall performance boost it offers makes it an indispensable asset.

Are you a newbie business owner? Or a fresh solopreneur? Or you have just started into sales and marketing management for your business? Well, firstly good luck with what all you are doing. We guessed it would become typically difficult for you to call your memory cells every time you perform an inventory operation, sales processing, fetch client’s status, invoicing and pricing, although you might feel proud that you are single-handedly managing so many things at once.

But let us tell you- your job in sales is going to be tougher with each passing moment. You are going to be bombarded by data and information so much that your brains would be overwhelmed. Nonetheless, before you gasp for air and call out for help to be rescued from ever-increasing customer data, we are here for you with the soluAnd the solution is Automation. Whatever you work with recurrently in sales, you need to (and should) automate it.

Yes, you guessed it right, we are talking about Sales Force Automation (SFA) Software that you can utilize in order to automate the operations and processes and reap the benefits of what technology has to offer you. In case if you are wondering why you should use them, here is the answer!

What is Sales Force Automation Software?

As discussed above, a Sales Force Automation Software is a software that automates business tasks like sales forecasting and processing, inventory control, and tracking of customer interactions. A major part of sales force automation comprises of forecasting sales and regulating the performance of business. Some Businesses develop a custom version of SFA system specifically for their needs or opt for one from the wide range of Sales Force Automation System available.

Businesses use a wide range of sales software to increase the efficiency of collaborating and sharing information between different departments. Time-consuming and inaccurate tasks are replaced by automated procedures to positively impact the sales operations.

Types of SFA systems and operations they cover

More than a simple CRM, sales force automation software will take care of tiniest of your operations, and the best part is, they can be customized to suit your business requirements to increase your sales efficiency. Though you can always shortlist all-inclusive software to automate everything, here are the major types of solutions you get to manage your sales operations.

  • ERP solutions package for sales
  • Sales CRM
  • Price Manager
  • Retail sales manager
  • Marketing automation solutions
  • Customer service software
  • Customized automation solutions for your needs

What categories of SFA software currently available around?

Depending on the set of operations you aim to automate, your budget and your IT expertise, you can select any of the following.

  • Desktop-based sales automation systems: This software will be installed on a machine at your premises. Giving you a stand-alone application experience, you will need to purchase a one-time license followed by annual maintenance cost depending on the provider. These solutions are robust. However, it demands IT infrastructure and hardware in order to install and maintain them. Data security too remains your responsibility.
  • Cloud-based solutions: This category is widely used and is most suitable for a single retailer and small business owners. Cloud-based sales automation software is located on provider’s servers and you, as a user can access them from a browser in your computer. You will require a high-speed internet connection to use them. These are light and cost-effective as compared to the desktop-based SFA tools. Plus, you do not need to invest in much of hardware too. Depending on the provider, these can be billed monthly, quarterly or annually.
  • Cloud-hosted ERP solutions: As most of the ERP solutions, these solutions generally cover the wide range of operations and management. Most vendors offer the users, a free trial, to evaluate the solutions. Since these are a set of tightly integrated solutions, they become universally operable. These highly scalable solutions come with superior features along with higher cost and maintenance.

Why does a company need to Automate Sales?

  1. Lost opportunities
  2. Poor prioritization
  3. Lack of forecasting & intelligence
  4. Employee accountability
  5. Collaboration & data sharing

Automating sales gives you a chance to improve your sales efforts and accordingly reduce disorganizations, cuts sales cycles, which is vital for monitoring and broadcasting as well as assessing sales performance and forecasting its future growth.

SFA software has features which intend to maximize sales activities of any business. The features include stock control, analyzing sales forecast, contact administration, quotation management, proposal, presentation creation and product management. Hence a changing trend in software market according to our experts show a recent drift in SME’s and large scale business organization turning up to one from the best sales force automation software and regulate their business processes.

Now that you know what Sales Force Automation software are, you would definitely consider buying a one for you. How do you select a best SFA tool for you? Here is the guide.

Selecting Right Sales Force Automation tool for your business

Well, before you actually buy a sales management solution, there are some prerequisites you need to fulfil. You need to recognize what type of buyer you are. To find it out, ask yourself the following questions.

  1. What are your technical expectations from the technology?
  2. Did you allocate a systematic budget for technological investment?
  3. Did you ensure that your team would be able to make maximum use of the tool?
  4. Where would you rush for technical support and troubleshooting in the moment of need?
  5. How quick is the support?

Once you have figured the answers out, you can begin your hunt for the perfect SFA solution. Starting with, you should pay attention to the following factors.

  • Requirement analysis: The software is made to serve a particular need or a business operation. What are the activities or tasks that you wish to automate with software? Do the shortlisted tools have what you need? Basic operations include contact management, follow up and status scheduling, reporting and tracking, forecasting and sales enablement features.
  • Try before you purchase: Most vendors today provide a free trial period or free versions of their software that a user can test before purchasing the software. Make the most of this facility to explore the entire software and identify whether it suits you or not. Can you use the features available in the tool as per your existing processes? Hence, taking a trial before buying it is a must.
  • Number of users: This applies to the cloud-based solutions where there is a limit to the number of users that can access the software at once. Does your package give you enough users to accommodate your team?
  • Email/SMS notifications: Now that all sales reps prefer accessing everything on the go, the SFA tool that you purchase should compulsorily include this notification feature. The system should notify the user whenever there is any activity, request or anything triggers that need quick action. Thus, your team becomes more efficient and responsive.
  • Know the key features: Does the software work exactly the way you want? The key features should be those that automate the majority of your operations. The software should be inclusive of features that your business needs.
  • Support, training and implementation: Can the vendor train your team on his system? Does he implement the system at your end and ensures that everything is up and running? Will the vendor help you in case if you want to use this software with your own existing data? How quick and easily accessible is the support in case if you run into trouble? These are the most important non-technical concerns you need to address before buying a software.
  • Know who are already using them: You need to be aware of the system usage in the market. Pay good attention to the clientele of the vendor. Because you wouldn’t want to buy something that no one is using.
  • User friendliness of the tool: A software might be complex while operating for you. It may contain the features that you do not need. In such a case, you might find such tool to be of a little use. Besides, do ensure that you can find frequently performed operations handy in the system. The dashboard should be brief with all the important information you need to locate just a click away. Ease of use matters, because you are going to use the tool for quite long.
  • Finally, comes the cost!: Depending on your budget you can plan to select cloud-based, on-premise or an ERP solution. Most importantly while you are searching for a right tool, never put price over features and functionalities. Find a solution that offers you features you need, and that is not heavy on your pocket at the same time.

Customer Purchase Insights For Sales Force Automation Software

Here is a report from the experts at SoftwareSuggest generated by analyzing the buyers of SFA software in 2016.

1. SFA Software Buyers around the Globe:

Uptil now we have had 45% of sales force automation buyers from India, followed by 12% from United States. The graph describes country wise distribution of the sales software buyers.

2. Industry-Wise Spread Of Sales Automation Software Buyers:

When it comes to Industry-wise data, the highest number of inquiry for a Sales Force Automation Software comes from the Manufacturing Industry, followed by the Distribution Industry, and then the Pharmaceutical Industry.

3. Preferred Deployment Type: Installation-based Vs. Web-based Software

When it comes to choosing between Installation-based and Web-based Software, 78.9% of the total customers preferred to buy the SFA software which offers Online/Web-based deployment. This is followed by 8.9% customers who preferred to buy the sales tools which offer both: Installation-based deployment and Web-based deployment. This clearly shows that as far as Sales Software is concerned, not many are open to buying just the Installation-based solution.

4. The Estimated Budget Preference (in INR) Of The Customers

Around 49.4% of the total customers preferred to buy their required SFA software in the Budget range of INR 0 - 1000. This is followed by 22.4% of customers, who preferred the Budget range of INR 50,000 - 2,00,000. The percentage of customers decreases gradually as the Budget range increases and this is clearly demonstrated in the Graph below.

Key Features to Look For in an SFA Software

  1. Contact Management: Keeping complete track of prospects the sales team has engaged with is a major feature to look out for in sales force automation software, like easy access to past activities and communication history. They can also set reminders for follow-up and set appointments accordingly. At the other end, managers can monitor and track the progress of sales teams.
  2. Sales Forecasting: Conducting an in-depth analysis of the sales history, current trends and the status of the proceedings in progress, and also predict the sales revenues.
  3. Multiple Device Access: Since the sales team spends most of their time on-field, the software should be accessible from multiple devices and operating systems. Accessing and extracting lead related data should be possible even when the team is not in the office.
  4. Sales Performance Reporting and Analysis: The ability to generates performance reports for the sales executives for the managers to get real-time data about the forecast vs performance, revenues generated and other related metrics.
  5. Customization: These tools have to be absolutely customizable as the business advances. The team should be able to customize the interface and other variables that match their requirements.

Benefits of a Sales Force Automation Software

  1. Saves Time: Time-consuming activities such as scheduling appointments, tracking sales and sending follow-ups are taken care of by these systems. This allows the sales team to concentrate on tracking leads, sending proposals and quotes and closing orders.
  2. Improved Customer Service:  Sales force management with automatic execution makes it easy to extract customer details from the centralized database if they call for a query or to get some information. The information is at fingertips, this improves the overall customer service.
  3. Greater Revenues: Based on the analysis, the sales software shows the products with maximum sales. The sales team can create campaigns to focus on selling these products.
  4. Opportunity Management: The competitive analysis feature of the SFA software allow companies to track their competitor activities. This way it’s easier to spot trends and opportunities.
  5. More Efficient Management of the Sales Team: The managers have quick access to real-time data such as sales being made, opportunities, figures, complaints and other parameters to measure the success of the sales team?

Market Trends in Sales Force Automation (SFA) Software

Before you dive into selecting SFA software for your sales processes and contact any vendor, here are some trends you should take a glimpse of. Though you can come up with a list of requirements that the solution has to fulfil for you, here are some must-haves and good-to-haves in the software you purchase.

  • Mobile App: Nowadays, it is essential for any software solution provider to offer smart-phone support. It is compulsory for sales reps to utilize information and work while moving. When the sales management solution you use offers you a mobile application too, you can bring the entire business on your very own Smartphone. Moreover, it makes your team more time efficient. However, mobile apps exhibit working limitations as compared to the desktop versions. Still, you can perform major operations and have it synced to the desktop one.
  • Social platform integration: Your business (especially sales) cannot neglect the power of social media. Then, the SFA should offer integrations to connect you with those platforms that help you get more visibility as well as sales acquisition.
  • All-inclusive solutions: While different software performs different specific operations, a suite of solutions would take away your pain to deal with multiple systems and juggle with data. Such ERP suites are the first choices of sales giants.

Bringing it all together

All in all, Sales Force Automation software would make you more organized by making it easier for you to perform sales cycle management. Such a software will take out all the major manual work for you. The lesser the paperwork, the higher the productivity.

In the end, any software is just a tool. What manages it, is your brain. Even if you have implemented such tool, it is indispensable for you to make certain that your team uses it in the most effective manner.

Lastly, stop juggling with the data, let software automate that for you while you focus on converting leads! However, do not forget that you need not rush. Take your time to evaluate and find a tool that fits your needs.

Sfa Sales Force Automation software in