Looking for the best sales management software in 2024 to close more deals and increase your sales reps’ efficiency?
Allan Formigoni
October 9, 2024
•
10 mins
Sales teams need sales management software to streamline processes, improve efficiency, and maximize revenue by managing leads and tracking performance.
We researched dozens of sales tools, reviewed customer reviews on G2, and talked to sales managers to find out the best sales management software on the market.
This article will review seven sales management platforms, their top features, pros and cons, and pricing models.
Before we begin, let’s go over a few factors to consider when evaluating sales management tools. ⤵️
When evaluating sales management software in 2024, it's crucial to assess the depth of sales enablement features offered.
You will need to look for sales platforms that provide comprehensive support for your sales team's daily activities, such as:
💡 As a bonus, you may look for tools that offer customizable reporting to gain actionable insights into team performance and sales metrics.
Sales teams should look for platforms that offer sophisticated automation capabilities to streamline sales processes.
Such sales automations include:
💡 Some sales management platforms also offer AI-powered lead scoring to help prioritize prospects, automated data entry and provide insights on where prospects are having issues.
Workflow automation allows you to set up triggers that initiate specific actions when certain conditions are met.
➡️ For example, your team can automatically move deals to the next stage in the pipeline or assign tasks to team members.
Different sales management solutions have different pricing structures, which make sense for different use cases and company sizes.
For example, some sales tools offer pricing models based on the number of seats you will need, while others are based on the number of features and level of customization you want to access.
The pricing model you choose can impact your ROI and prove to be quite expensive in the long run if you plan on onboarding a large number of sales reps.
💡 For the sales software that did not disclose their pricing, we tried to find data from third-party sources to help you make an informed decision.
Here are the best sales management solutions out of all the software we reviewed that help you manage and nurture your leads:
#1: Arrows - Create client-facing sales rooms that sync data to your HubSpot account to close deals faster.
#2: Salesforce - Connect your data streams across different platforms to track and engage with your leads.
#3: HubSpot - Set up an enterprise all-in-one sales CRM.
#4: Accord - Guide your sales team to close more deals by enforcing sales methodologies.
#5: Close - Set up an easy-to-use sales CRM that is ideal for smaller businesses.
#6: Dock - Set up buyer intent notifications to guide your sales reps on where to spend their efforts.
#7: Pipedrive - Automate your sales pipeline.
Arrows is the best sales management software for sales and customer success teams on HubSpot looking for separate purpose-built onboarding and sales room tools.
Full disclosure: Even though Arrows is our tool, we’ll aim to provide an unbiased and objective perspective on why Arrows is the best sales management platform for sales teams in 2024.
We understand that keeping your sales team and prospects on the same page during onboarding can be challenging.
Arrows lets you send sales rooms and onboarding plans to your prospects so your sales team can control the narrative, build momentum, and secure more deals.
❗Note: Arrows was built for teams that run on HubSpot. If your team does not operate on HubSpot, you can scroll down to review other tools.
Here are the features that 👇make Arrows the best sales management software on the market for simplifying deal management and onboarding new clients:
You don’t have to lose good deals because your sales team is underprepared or the next steps with your new clients are blurry.
With dynamic pages that keep prospects engaged, you can now close deals faster and increase your sales team’s close rates.
Sales rooms enable your sales team to make deal management easier by tracking milestones and providing real-time updates.
➡️ Arrows is a digital salesroom that lets you connect to Deals in HubSpot.
With Arrows sales rooms, it is possible to equip your sales team with everything that they need to sell, such as:
💡Pro Tip: Replicate your best sales reps by using templates to enforce a winning process.
The sales rooms simplify follow-ups by replacing the traditional email without overwhelming leads with links.
Once activated in your HubSpot account, Arrows sales rooms can be set up from any existing deal.
You can edit and publish the sales rooms directly through our app, which lets you personalize each room to your prospects.
Your sales team will then receive updates on room engagement, including views and updates, via the deal’s activity feed.
💡 You can link sales rooms in email snippets sent from your HubSpot account, keeping everything connected.
💡Our users are achieving a 44% higher win rate with our digital sales rooms compared to the average win rate for deals over the last 12 months.
Arrows lets you create and send out onboarding plans to your new clients that attach to your HubSpot deals, tickets, and custom objects.
Our platform gives your sales team shared visibility into onboarding progress and an easy-to-follow path to success for your new customers.
💡 Arrows is rated the #1 App for Customer Success in the HubSpot Marketplace.
Our HubSpot integration makes it possible to keep all your new client onboarding out of the platform.
The sales management platform is designed to let your customers access their onboarding plans and complete their assigned tasks.
Each plan has tasks that are grouped into phases. The sales enablement platform guides your new customers to the next task they need to complete.
You can take your customers to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).
Our tool then syncs 50+ data points with your HubSpot property, enabling your customer success team to run and keep track of your entire onboarding process inside HubSpot.
Each deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot platform. There, you can trigger automation and get live reports.
What is different about Arrows from the other sales management tools? The platform combines workflow automation with a simple UI embedded in HubSpot.
Our tool aims to keep prospects engaged and focused on the deal.
Case study: HumanPredictions reduced customers’ time-to-live by more than 50% since implementing Arrows onboarding plans.
The SaaS brand is now able to onboard its new customers in a few weeks, and not in a few months, increasing net retention.
Take a look at our video case study. 👇
💡 Take a look at our customer success guide that goes over how to set up your HubSpot account to run effective customer success.
Keep your new users moving through the onboarding funnel with Arrows onboarding plans.
By providing onboarding checklists for your customers to complete, you can reduce the onboarding time and increase your customer success team’s capacity.
Here’s why teams choose Arrows onboarding plans:
Our platform makes it easy for your customers to perform tasks such as uploading files and filling out form fields. The data then syncs back to HubSpot.
You will also get access to Arrows onboarding insights, which will help your team uncover insights from your customer onboarding process.
With Arrows onboarding insights, your team will be able to uncover:
Arrows has three pricing tiers:
💡 Our pricing is not based on user seats.
You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.
Not sure if Arrows can be a good sales management software for your brand? Schedule a demo to learn more about the tool.
✅ Sales rooms that increase your sales team’s close rates.
✅ Seamless data sync with HubSpot records.
✅ Easy-to-use platform with a clean interactive interface.
✅ Track buyer engagement across the sales rooms.
✅ Onboarding insights to help you reduce onboarding time.
⚠️ Built for sales teams that run on HubSpot.
⚠️ Simple dashboard with less data compared to other tools because all of the power is synced into HubSpot.
Best for: Connecting your data streams across different platforms to track and engage with your leads.
Similar to: HubSpot, Pipedrive.
In an all-in-one CRM platform, Salesforce lets you connect your sales data with your team.
The platform is one of the best sales management platforms on the market as it offers a variety of features for customer success, sales, and data analytics teams.
Salesforce’s Revenue Cloud helps you deliver a seamless buying and selling experience to your leads and close deals faster with guided quoting and AI.
Your sales team can streamline the quote-to-cash process and manage the contract lifecycle, orders, and billing all from the tool’s CRM.
Salesforce’s enterprise platform has three paid tiers:
Note: The platform also has SMB-friendly pricing, which starts from $25/month/seat and offers lead, account, contact, and opportunity management in a simplified set-up and onboarding.
✅ All-in-one sales management platform that lets you sync all of your lead data.
✅ AI-powered features for generating text and making predictions.
✅ Scalable automations.
⚠️ The platform can get expensive if you need to onboard many sales reps.
⚠️ Limited customization when compared to other alternatives on the market.
Best for: Setting up an enterprise all-in-one sales CRM.
Similar to: Salesforce, Pipedrive.
Similar to Salesforce, HubSpot is an all-in-one sales CRM solution that lets you connect your sales data.
The platform offers a suite of products and integrations to manage your prospective and new customers.
💡 Teams on HubSpot can access Arrows onboarding plans, client portals, and sales rooms with data sync back to the CRM.
HubSpot’s deal management tools help your sales reps close more deals.
The tool offers guided selling features that prevent missed opportunities due to inaction by your sales team so they can work on the right deal at the right time.
The platform has a free plan that gives you access to its free marketing, operations and sales tools.
To access HubSpot Sales Hub’s more advanced features, you will need to sign up for one of its three paid tiers:
✅ All-in-one sales CRM that gives you access to workflow automations, and advanced analytics.
✅ AI-powered sales assistant.
✅ Deep integration with Arrows for lead management.
⚠️ The templates are not very customizable.
⚠️ The platform may not be intuitive and easy to use for beginners.
Best for: Guiding your sales team to close more deals by enforcing sales methodologies.
Similar to: Arrows.
Accord is a sales management tool that helps sales teams manage the deals they are working on and share relevant resources with their prospects.
The tool is ideal for teams that want the ability to share dashboards with their prospects and build better relationships with existing clients.
Accord’s Methodology Enforcement helps you enforce your winning formula by defining deal criteria for your sales team.
You can create the predictability and repeatability of your best sales reps, by ensuring your whole sales team is following the same procedure and structure of closing deals.
Accord has a freemium version, which lets you access its digital sales rooms and best practice playbooks. You can also send unlimited customer invites for one user.
To access the platform’s advanced features, you can choose from the three tiers:
✅ Sales methodology enforcement to make sure that your lower-performing reps can replicate the high performers.
✅ Combine your sales playbooks in one place for learning and execution.
✅ Good reporting abilities.
⚠️ Limited integration with existing GTM systems when compared to other alternatives.
⚠️ Data syncs and automation could be improved, according to some users.
Best for: Setting up an easy-to-use sales CRM that is ideal for smaller businesses.
Similar to: Pipedrive.
Close is an all-in-one CRM that offers access to automations, relationship-building features, and an easy-to-navigate interface.
The tool is a good sales management software for smaller brands that have a high workload.
Close’s AI CRM helps your sales team work faster and smarter by incorporating AI into your CRM.
You can bring in your custom AI model from CloseGPT to generate prospecting lists, create meeting agendas, and summarize customer relationships.
Other AI integrations include the tool’s AI re-writing assistant and call assistant which helps you automatically transcribe and summarize phone calls.
Close offers three paid tiers:
✅ All-in-one sales CRM to manage leads and new customers.
✅ Good pipeline reporting.
✅ You can bring your own AI model into the platform.
⚠️ Might have a steep learning curve for new sales reps.
⚠️ Less integrations when compared to other more powerful alternatives.
Best for: Setting up buyer intent notifications to guide your sales reps on where to spend their efforts.
Similar to: Arrows, Accord.
Dock lets you organize everything shared with your leads and customers in one workspace.
The platform gives you access to deal rooms, onboarding hubs, and client portals to manage your prospective and new customer relationships.
The platform helps you create sales order forms and send them to your new clients for signing in only a few clicks.
This feature helps your prospects to see the value of your pricing model and how the pricing structure of your platform works.
Dock offers a freemium version of its platform that lets you access five workspaces for unlimited sales reps.
To access the tool’s advanced features, you’d have to be on one of their three paid tiers:
Note: Sales order forms are available as an add-on package that costs $10/seat/month and gives you access to e-signatures, approval rules, and the tool’s deal desk dashboard.
✅ All-in-one client portals, sales rooms, and onboarding plans.
✅ Generous freemium plan with unlimited seats.
✅ Sales order forms that include e-signatures, approval rules, and deal desk dashboard.
⚠️ Set up can be time-consuming.
⚠️ The tool is not mobile-friendly yet.
Best for: Automating your sales pipeline.
Similar to: HubSpot, Salesforce.
Pipedrive is an all-in-one sales management software that lets you track your sales pipeline and automate your entire sales process.
The platform lets you save hours with automated lead nurturing features and get access to forecasting insights and sales analytics.
You can enable your sales reps to save time, improve their performance and make better decisions with Pipedrive AI.
The platform’s AI capabilities help your sales team with:
Pipedrive has five pricing plans that accommodate both small and large enterprises:
✅ Advanced sales automations.
✅ Good sales analytics and AI-powered forecasting.
✅ Lower tiers have small business-friendly pricing.
⚠️ Some users find the platform hard to use due to the depth of features.
⚠️ Limited native integrations when compared to other alternatives.
Our platform has separate tools for sales rooms, onboarding plans, and client portals, which means your sales team can manage the entire customer lifecycle out of one platform.
If you’re a sales manager looking for a sales management platform that offers:
Then you can start with Arrows for free.
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