Top 10: Sales Management software

Updated: July 30, 2023

Sales Management software is a comprehensive solution that empowers businesses to efficiently manage and optimize their sales processes and teams. These specialized platforms provide tools for lead tracking, opportunity management, sales forecasting, and performance analytics. Sales Management software centralizes customer data, enabling sales teams to gain a 360-degree view of their prospects and customers, fostering more personalized and effective interactions. With features for sales automation, task assignment, and real-time reporting, these platforms streamline sales workflows, improving team productivity and collaboration. Sales managers can monitor sales activities, track performance metrics, and identify areas for improvement using data-driven insights. By leveraging Sales Management software, organizations can increase sales efficiency, boost revenue growth, and enhance customer relationships, contributing to overall sales success and business growth. Some of the most popular sales management software options are listed below.

See also: Top 10 Online CRM software

2023. CloseFactor raises $15.2M to automate repetitive sales processes



CloseFactor, a platform dedicated to aggregating valuable information about companies from various sources, has recently secured $15.2 million in funding. Leveraging the power of machine learning at scale, CloseFactor is designed to automate manual research processes, enabling business-to-business sales and marketing teams to efficiently identify the most suitable target accounts and key individuals within those accounts. By providing teams with a strategic blueprint, CloseFactor empowers them to execute their go-to-market strategies effectively and achieve their goals. CloseFactor employs an analysis of attributes found in closed won deals, sales strategies, and its own data to identify the ideal customer profile and determine the number of accounts that align with that profile. Additionally, CloseFactor categorizes accounts based on their readiness to make a purchase by curating insights such as hiring trends and ongoing projects or initiatives within the target businesses.


2022. Scratchpad nabs $33M to continue building sales workspace



Scratchpad, a promising startup dedicated to simplifying data entry for sales professionals using Salesforce, has successfully secured a Series B funding round amounting to $33 million. Scratchpad introduces the first-ever workspace tailored specifically for sales teams. Each feature and interaction within the platform is meticulously designed to prioritize speed and efficiency, catering directly to the needs of salespeople. By seamlessly integrating sales notes, spreadsheets, task managers, chat functionality, notifications, collaborative deal management, pipeline organization, Kanban boards, search capabilities, and sales process compliance, Scratchpad offers a delightful user experience that remains consistently connected to Salesforce. This substantial funding will enable Scratchpad to further enhance its solution and continue providing sales teams with an exceptional tool for boosting productivity and sales effectiveness.


2021. Calixa snags $12M to build sales tool for product-led companies



Calixa, a startup dedicated to developing a tool tailored specifically for product-led sales cycles, has recently announced securing a $12 million Series A funding round. In product-led companies, it is common to offer a free or open-source version of the product to capture the interest of potential users. However, the previous generation of tools lacked the capability to assist sales teams in effectively converting these free users into paying customers. Calixa has emerged as a solution, positioning itself as "a workflow for high-velocity sales" by guiding sales teams to engage with the most promising customers. By gathering data from multiple sources, such as the customer's data warehouse, Segment feed, and Salesforce data, Calixa can identify customers who are highly likely to transition to the paid product. The involvement of Salesforce and Twilio Segment in Calixa's operations could explain the strategic investment made by these two companies.


2021. Magnify raises $6M for its post-sales orchestration platform



Within many companies, the post-sales process often lacks structure, with customer success, marketing, and product teams striving to deliver optimal service to both new and existing customers. Due to limited resources, their focus is typically on a select few customers. Magnify aims to streamline this process by automating more aspects, enabling companies to engage a larger portion of their customer base to drive product usage, adoption, and retention. The startup recently secured $6 million in seed funding. Magnify's objective is to assist companies in reaching the vast majority of customers who currently do not receive sufficient customer success interactions. While still in its early stages, Magnify has spent the past few months developing its initial feature set and conducting initial pilot programs. At its core, Magnify offers a no-code experience that integrates various customer touch points (such as email, webinars, support tickets, etc.) to automate more aspects of the customer lifecycle.


2021. Apollo.io taps $32M to make the process of B2B sales more intelligent



Apollo.io, a company specializing in sales intelligence and engagement software for business-to-business (B2B) enterprises, has successfully secured $32 million in Series B funding. This subscription-based service boasts an extensive database of over 2 million business contacts, enabling customers to effectively identify potential clients by utilizing advanced algorithms and leveraging more than 200 unique business attributes. When visiting LinkedIn profiles, the tool automatically displays relevant information, and it also provides alerts regarding updated contact details when individuals change jobs or receive promotions. With Apollo, sales representatives who previously averaged 10 to 12 meetings can now potentially book three times that number. The company has achieved remarkable milestones, including over 1 million user signups and 9,000 paying customers. Over the past 12 months, it has experienced a user base growth of over 200%, tripled its revenue, and maintained profitability for more than 18 months.


2021. Data-driven sales management software Atrium raised $13.5M



With a plethora of data-driven sales management tools available, Atrium claims to stand out by empowering sales managers to enhance their team's performance. The startup achieves this by offering easily understandable, real-time insights that provide a clear picture of individual team members' progress towards their goals, identifying those who excel, those who are on track, and those experiencing a decline in momentum. By providing automated root-cause analytics through anomaly detection and utilizing additional filters, Atrium helps uncover the underlying reasons behind performance fluctuations. This enables managers to address potential issues promptly and prevent them from escalating into significant problems. For instance, if a team member achieves exceptional results, others can learn from their success and adopt similar strategies to fuel their own progress.