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Sales management software offers time-saving tools to help you do what you do best: land sales. However, many people are either too busy to understand how to make the most of their sales management software or never learned how to work some of the features in the first place. So, how can you make sure you are doing everything to help your sales management software help you? Here are our handpicked tips for getting the best out of sales management software.

#1: Set yourself up for success. As with anything in life, you get out what you put in.

Before you can truly benefit from your sales management software, you’ve got to put in some effort and time to set it up properly. If you’ve got the right software, your inventory, catalogs, and other necessary information should be automatically updated, but you can still personalize many aspects of your software by adding your unique personal data, weekly tasks, and more. Our SupeRep offers features to manage your targets, goals, and to-do lists, which is like having an awesome personal assistant in your pocket at all times. Take advantage of the utilities of your software to your full advantage to make your job easier on-the-go.

#2: Use your sales management software to improve your image on the job.

Appearances matter in sales, and you would most likely rather be the savvy salesman with a slick iPad app than the guy fumbling with his pen and paper. Sales management software has got your back. Choose a sales management software with great design so you will be proud to show it off in front of your customers.

#3: Look around

It’s a big world - sales management software helps make it smaller. You never know when a sale is near, but WRNTY’s SupeRep has one of our favorite tools to help you spot a nearby possible customer: built-in GPS, so you can see when one of your clients is close to you! This sort of technology brings never taking your eye off the sale to a new level, and it helps you get an edge up on your nearby competition.Often, the best lead may be around the corner. Sales management software with GPS helps you never miss a beat.


#4: Stay up on your game with easy-to-understand analytics.

It’s easy to lose track of your team’s goals in the fast-paced sales game. But with technology at your fingertips, harness easy-to-digest analytics so you can track your team’s progress sale by sale. Data crunching doesn’t have to be difficult anymore - leave the numbers up to the software and sign up for updates to track your team’s progress. You can see past and current sales so you can check on individual and team goals throughout time.



#5: Utilizing sales pipeline software to funnel leads


Sales pipeline software is an ideal way to track where leads are in the sales process. Keep track of each possible lead and assign them to individual people on your sales team for follow up. Rather than waste time cold calling leads that aren’t yet matured, use sales pipeline software to find out which leads are ready and which need nurturing so you can keep track of leads in an organized manner for fast and effective lead generation.


#6: Let sales management software do the talking - and stocking - for you.


Many sales management softwares have powerful selling tools, such as upselling, built into on-the-go apps so you can do less to sell more. Let sales software technology do the work for you - travel anywhere with your inventory catalog in the palm of your hand, so you are always prepared to make sales when you need to. Additionally, sales management software updates automatically, so that you can spend more time selling and less time updating your inventory.


Ensure you get the absolute most out of your sales management software with these tips.  These steps are helpful guidelines to maximizing your sales management software, but we are always eager to hear about more tricks to get the most out of the tools we use to help us work.

About The Author

Stacey Woods
Stacey Woods
Stacey Woods is the Senior Business Development Manager at Pepperi. She has extensive experience in B2B sales and understands the many benefits that can be gained by automating and syncing the different sales channels in a company.