Administre su canal de ventas con estos 10 mejores programas de ventas

Gestionar eficazmente los canales de ventas puede ayudarle a organizar sus ventas process eficientemente, tomar mejores decisiones y registrar más profits.

It has become necessary in today’s business scenarios where competition is higher than ever. At this time, you need a superb sales strategy that can entice more leads and convert them quickly.

There are many stages in a sales process, de generar leads and making contact to building a repo, closing the deal, and follow-ups. All these require efficient planning to help the reps close the deals quickly and make the customer’s journey smooth.

Instead of managing everything manually, puede empower your team with sales pipeline software to help them manage all the processes efficiently. It can streamline the process for the entire team, make them function better, and help you measure metrics accurately to understand your business growth.

Aquí hay un resumen rápido del mejor software de canalización de ventas que analizaré a continuación.

Aquí encontrará todo sobre los canales de ventas y por qué necesita un software de canal de ventas.

¿Qué es un canal de ventas?

A sales pipeline refers to a visual representation of opportunities that displays where your potential buyers are in your sales process as they move through various stages during the purchase.

Muestra cuántos clientes potenciales tiene y cuántos de ellos son compradores calificados o potenciales. También permite que el personal de ventas entienda en qué tratos es más valioso enfocarse.

In addition, it can show the probability of how many sales you are likely to make in a specific year, month, or week. It provides an excellent way to evaluate your sales team’s performance, handle leads effectively, and understand how your business performs.

Sales pipelines are almost similar for different sectors. In general, sales pipelines are highly organized and visualized in a horizontal bar or funnel and divided into various stages of an organization’s sales process. The potential customers are moved from one stage to another in the sales process, from the first contact to when the deal is closed.

Etapas de una canalización de ventas

• Prospección: Le ayuda a encontrar al posible comprador que necesite su producto o servicio. Se puede hacer a través de un equipo de generación de leads, contenido descargable, contactos de clientes interesados, leads fríos o redes sociales.
• Cómo ponerse en contacto: Implica que un representante de ventas se ponga en contacto con el cliente potencial a través de un llamada telefónica, redes sociales, email, o envíe un mensaje de texto por primera vez para comprender si están interesados ​​en el tiempo real.
• Calificativo: Se trata de segregar prospectos potenciales que pueden ser más adecuados para su producto o servicio. Esta etapa crítica requiere que analices a los clientes en función de la interacción, el interés, el estado de ánimo de compra, el presupuesto, etc.
• Nutrir clientes potenciales: Antes de pensar en cerrar la venta, intente construir una relación y nutrirla interactuando con sus publicaciones en redes sociales, escuchando sus problemas y respondiendo, y compartiendo conocimientos valiosos para resolver sus problemas.
• Cierre: Si el cliente potencial está listo para comprar, sus representantes sellan el trato. Y si todavía tienen tiempo para decidir, haga un seguimiento.
• Seguimiento: Follow up with your leads to understand their current buying state. It also helps build relationships.

What Role Does it Play in a Sales Strategy?

Un canal de ventas representa el recorrido completo de un comprador, desde un cliente potencial hasta convertirse en cliente.

• It helps you understand where your deals, money, effort, and other factors are at any point in the sales process.
• Proporciona métricas financieras para mostrar posibles acuerdos que probablemente se conviertan.
• You can view the performance of your team and sales personnel and evaluate if they are doing just fine or need some training or boost.
• es indicativoates valuable deals that may close, which helps you predict revenue approximately for a month or year.

¿Qué es el software Sales Pipeline?

The software to help you organize your entire selling process, from lead generation to closing deals and following up, is called sales pipeline software.

It provides a clear view of your sales pipeline by tracking each stage, managing opportunities, monitoring el process, and letting you understand the next steps. It can also evaluate your deals, predict sales, and help you measure el rendimiento del equipo.

Sales pipeline software helps you stay informed of your leads, enabling your team to contact or follow up with the prospect, create daily tasks, and conduct meetings. All these help you make better decisions and estimate flujo de caja.

Características del software Sales Pipeline

• Lead management involves generating, nurturing, scoring, and qualifying leads to help you prioritize them better and focus your efforts en consecuencia.
• Contact management to store and view up-to-date contact information of leads to help reach out to them quickly via call, email, textoo identificadores sociales.
• Análisis e informes para obtener métricas en tiempo real e informar a sus gerentes y equipos de su desempeño.
• Automation to save and efforts by sending emails, data entry, and scheduling meetings
• Templates are pre-made sales pipelines that you can directly use if you don’t know how to design one.
• Integraciones para conectarse con otras herramientas útiles que utilizan sus equipos, como aplicaciones de redes sociales, correo electrónico, documentos, sistemas de seguridad y más.

¿Cuáles son los beneficios de utilizar el software de canalización de ventas?

Gestión eficiente del canal de ventas

Using the software will help you manage or organize all the processes in every stage of your pipeline with efficiency. You can understand the number of leads, qualified prospects, and where they are in the pipeline and Autoate mandando correos electrónicos, programación de reuniones, etc., para ahorrar tiempo al realizar tareas repetitivas y minimizar los errores humanos.

Mejor toma de decisiones

Con toda la información que tiene ante usted con respecto a su canal de ventas, clientes potenciales, conversiones y seguimientos, puede comprender hacia dónde se dirigen sus ventas y su negocio. Le ayudará a tomar mejores decisiones comerciales.

Más Profits

You can understand which leads are potential or cold, need following up more, and how interested they are in making the purchase. This will help you shift your focus in the right direction and take the necessary steps. It translates into more conversions, leads, and revsiguiente generación.

Conocer las expectativas y el comportamiento del cliente

By tracking metrics and conversations, you can better understand your customers. It will help you be familiar with their buying habits and improve your products to meet their demands. It will also predict your revenue so you can measure your growth and business success.

Por lo tanto, estos son algunos de los mejores software de canalización de ventas para ofrecer todos los beneficios anteriores.

Pipedrive

Control your sales processes con Pipedrive to drive your sales pipeline. It can help you attract more leads with custom web forms and Chatbots and track contact history, emails, and calls to have a complete insight into the schedule. Instead of working hard, automate administrative tasks and gain knowledge from inteligencia artificial.

Obtenga una vista en profundidad de las métricas personalizadas para medir el rendimiento con respecto a sus objetivos predefinidos y obtenga total transparencia en su negocio y conozca los datos.

You can also control your sales pipeline through a mobile device and integrate Pipedrive with your business tools to boost your work.

Pipedrive is always there to remind you for the next activity to automate algo processes so you can relax. Get every data in a single window and enter new contacts and deals on your mobile or desktop.

Con un dispositivo móvil, podrá guardar actividades de llamadas, conocer listas de clientes, programar actividades, tomar notas durante reuniones o llamadas, tomar una fotografía para almacenar bajo contrato o trato, y más.

Easily import, update, and add Google contactos desde Pipedrive y escribir o enviar correos electrónicos. También puede realizar un seguimiento de cada actividad para identificar una oportunidad razonable de mejora.

Adiciónally, check the activity bringing more conversion and see which deal is closer to a sale. It also helps you understand the conversion rate in every stage of the deal.

Set up simple sale processes at $12.50/month and take a 14-day FREE trial without any credit card.

Freshsales

Freshworks is a leading cloud-based software suite offering solutions for customer support, sales and marketing, service desk, and many more.

Freshsales es uno de sus conjuntos de productos que se ocupan de ventas y marketing. La gran noticia con Freshsales Sales Pipeline Management is that sales teams can track deals and drive new revenue faster than ever by wielding AI-powered insights.

This robust software lets you view the complete sales pipeline to make intelligent decisions when managing each deal. Layered atop advanced tracking and management of prospects as part of its essential functionalities, Freshsales supports an intuitive layout that makes understanding all your deals at a glance possible by providing a summary, along with sophisticated forecasting capabilities fueled through artificial intelligence.

Sus activadores automáticos garantizan que no se pierda ningún seguimiento que cada etapa necesita y, por otro lado, le brinda total transparencia para realizar un seguimiento de las métricas de desempeño del artista, como predicciones futuras o estado de participación del equipo. Por lo tanto, tiene los recursos necesarios para ascender con éxito en todo momento.

El platform’s other notable features include end-to-end deal management, where all the tasks involve visualizing and tracking all the deals in one place, easily customizing pipelines, optimizing sales processes, and winning more deals so that you can concentrate on selling.

El platform will make you a professional sales deal manager who allows your deals to be automatically eneroated, attaching varied products for flexibility and quickly dragging and dropping them up the sales pipeline.

El software ofrece un período de prueba de 14 días. Luego, ofrece tres ediciones para actualizar a la premium y obtener más funciones adicionales. También está disponible la edición gratuita que comparten hasta 3 usuarios.

Keap

Cierre más clientes potenciales con una gestión adecuada del canal de ventas con Keap. Utilice su canal de ventas de arrastrar y soltar para cerrar y mover acuerdos más rápido y conocer el estado de todos los acuerdos en un solo lugar. En lugar de utilizar hojas de cálculo, manténgase organizado con Keap Herramienta de gestión para ahorrar mucho tiempo.

Manage new leads, get a view of the entire process, creaate customizable pipelines, and sync Keap, CRM to turn the leads into deals automatically. You can also use a customizable dashboard to track your leads and stay on the top until you bring the sale.

Trigger automated tasks and follow up to manage new leads via the sales funnel and gain proper insights into the sales performance along with pipeline analytics.

You will also get reports for the average deal duration, deal conversions by stage, the average time, deal revenue forecasting, and more. Save up to 10 hours every week and maximize your sales process.

Elija contactos de 500 a 25000 a $ 79 / mes para un usuario ($ 30 cada uno para usuarios adicionales). O tratar Keap for 14-days for FREE without giving credit card information and get features like CRM, email marketing, lead capture, easy automation, appointments, mobile app, business line, automated text messaging, payments, and invoicing.

HubSpot

Evite que sus ventas se escapen por las grietas de su canal de ventas; gestiona todos tus tratos con HubSpot CRM con facilidad.

You can add new deals or contact records directly from the CRM and save hours with the most up-to-date details. It will prevent manual data entry and save you time that you can utilize in sending emails, making phone calls, etc.

Ya sea que esté comenzando o ya haya establecido ventas, HubSpot’s pipeline management software does your work and allows you to create tu ideal process. Without the help of an IT team, you can easily edit, delete, and add deal properties and stages to assign tasks.

Concéntrese en las ofertas que más importan en su negocio tomando el control total de sus ventas. Puede obtener una visibilidad completa del equipo y del rendimiento individual desde el panel de ventas comprobando el progreso hacia la cuota y las actividades.

Identify the issue in potential revenue and take a rally with your teams to perform the right operation for grabbing the right deals. With this CRM, you can manage leads, contact, pipeline, and company insights, track emails, integrate Outlook, Gmail, and a lot more.

Obtenga todo lo que necesita con HubSpot a $ 45 / mes para capturar más clientes potenciales y convertirlos en clientes. Incluye 1000 contactos de marketing y más funciones.

Zendesk Sell

Convierta clientes potenciales más rápido con Zendesk Sell CRM de ventas y maximizar la productividad, revenue, and pipeline visibility for the sales teams. From massive to-do lists to managing customer expectations, your sales team does a lot of work.

Empower ellos con el Zendesk Sell to simplify things and make data-driven decisions, deliver a better experience to your customer, and boost productivity.

Manage and build your pipeline aligning with your business, schedule meetings, send emails, view deal history, and make calls easily. You can also keep an eye on the sales pipeline to stay focused on high-value leads. In addition, it comes with an integrated tool that provides a full context in a single place.

Agrupe y filtre sus clientes potenciales en tiempo real para mantenerse enfocado en las oportunidades más importantes.  Zendesk Sell provides open and rich APIs to plug into the technology stack with ease. You can gain complete visibility of sales processes de planning to analyzing and creating your reports with customizable dashboards.

Get Zendesk Sell starting at $19/user/month (if billed annually) and take a FREE trial.

Salesmate

Build your own flexible and robust sales pipeline to track, organize, and attract more deals with Salesmate software de gestión de tuberías.

It would offer more focus and clarity into the sales pipeline by eliminating guesswork, creating multiple sales, knowing the health status, automating tasks, and creating a fun drag-drop and easy sales experience.

Crush your sales quota with high and hot value deals and check the up-to-time picture of the sales pipeline. You can find bottlenecks and fix them quickly with the pipeline view and know the deals that need immediate attention due to overdue activities.

Everything will be right in front of you so you can quickly send an email, make a call, complete an activity, update the deals, and add a note. IT prevents you from tedious manual data entry and automates tasks so you can attract more leads through website forms.

Divide and filter all the data to automatically engage and target the right deals and track calls, meetings, texts, and emails. In addition, enables safe collaboration and divides responsibilities between your team. With the help of the mobile app, you can track and manage deals from anywhere at any time.

Realice una prueba GRATUITA de 15 días de Salesmate.

Bitrix24

Obtén el gratis Bitrix24, CRM system along with sales pipeline management tools connected with the CRM to provide advanced analytics. The only work you need to do is define sales processes, deal stages, and leads, and the rest is done automatically.

You will get the data on win ratio to know how many leads are converted to customers.  It allows you to identify bottlenecks through pipeline analysis and improve it accordingly. You will also find free templates for invoicing, quoting, and sales stages.

With the mobile app, you will get complete support of CRM from anywhere. It provides unlimited history data and client database, the timeline of interactions, sales funnel, free integration, and a lot more. Boost managers’ skills and your forecast decisions and track key metrics to build efficient techniques and strategies

Además, capture más clientes potenciales incorporando formularios web en su sitio web. Utilice paneles e informes personalizados para mejorar el embudo de ventas y las actividades del equipo y obtenga una vista completa de los informes de actividad de los agentes, los informes de ventas esperados, las fuentes de clientes potenciales y las facturas impagas.

Plus, it offers basic features like 5GB online storage, a contact center, email marketing, custom fields, invoices, quotes, a self-alojado platform, integrations, etc., all for FREE.

Copper

Copper pipeline management software makes your work easy to track, streamline, and organize your sales with customizable options. You can create unlimited drag-drop pipelines, track pipeline health visually, manage your team from anywhere, and gain real-time visibility.

Copper helps you in every stage of sales processes and allows you to track, view, sort, and filter activities in real-time so that you will never miss any deals.

Con Copper, you can start your tasks and complete actions within minutes, get a quick visual overview of your sales process, and drill into every deal to monitor your business health.

Receive alerts automatically of recommendations and new tasks to focus on enhancing pipeline value and velocity. Besides, the pipeline reports and dashboards display the current deals’ type, status, and amount.

You can also manage your quota by analyzing sales velocity, average deal size, and pipeline value. It helps identify the issues and monitor the progress to know where you are and when you will hit the number.

Take a test drive of 14-days for FREE and see how Copper could be of great use. Choose a basic plan at $25/user/month for 3-seats and get full Google Workspace integración.

Really Simple Systems

Track and manage each sale opportunity in every stage of sales processes to close your deal successfully with Really Simple Systems.

It allows you to prioritize each deal and assign it to your sales teams accordingly. With its intuitive CRM system, you can easily create accurate forecasts and build invoicing and quotations to avoid switching between systems.

Set user permission and security levels for your team to control who will access your data. You can see the sales pipeline in a single view and drill deep to get the whole picture. In addition, create your settings to define each step of the sales process and add as many stages as you want.

It’s FREE forever for up to 2 users. If you are a small team, you can go with a $14/user/month plan to enjoy the features.

Capsule

Obtenga un resumen de lo que está sucediendo con cada oportunidad, dónde se encuentran en el proceso y qué hacer a continuación con el Capsule flujo de ventas. Track each sales opportunity, manage it with the visual sales funnel, and tailor every process with multiple pipelines.

Capsule te permite crearate a forecast of your sales based on the opportunity and probability value. You can also view statistics about the sales pipeline, summaries, and future sales projections on a single clear dashboard and check the conversion rate over the past year. In addition, see which tags are commonly used for an opportunity.

You will get tools like sales pipelines, pipeline dashboards, visual pipelines, opportunity filtering, and more. Automate a series of tasks to save a lot of time and focus on the more important things.

Adiciónally, use the calendar view to see your tasks in a monthly or weekly view and monitor each sales cycle to understand your business better and make the right decision at the right time.

Elija un plan profesional a $ 18 / usuario / mes para 50,000 contactos, almacenamiento de 10GB, premium Google Workspace y Microsoft 365. También recibirá integraciones premium, que incluyen Quickbooks, zapier, MailChimp, Xero, y más. Realice una prueba GRATUITA de 30 días para obtener más información.

Conclusión 👇

I hope the above information on sales pipelines helps you manage your sales process better. So, choose a sales pipeline software tool based on your budget and requirements to attract Más clientes potenciales y convertirlos en clientes.

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