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What are the best cloud-based sales platforms for small businesses?

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Cloud-based sales platforms are software applications that help small businesses manage their sales processes, from lead generation to customer retention, using the internet. They offer many benefits, such as scalability, accessibility, security, and integration with other tools. But how do you choose the best one for your needs? In this article, we will explore some of the key features and factors to consider when evaluating cloud-based sales platforms for small businesses.

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Rahul Sharma

Assistant General Manager at HT Media Ltd

1 Lead management

One of the most important aspects of any sales platform is how it helps you capture, qualify, and nurture leads. You want a platform that allows you to create and customize landing pages, forms, and email campaigns, as well as track and score leads based on their behavior and interest. You also want a platform that enables you to segment and assign leads to different sales reps, as well as automate follow-up tasks and reminders.

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Rahul Sharma

Assistant General Manager at HT Media Ltd
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Some key aspects of lead management in cloud platform sales include: Automated Capture: Lead management software can dynamically collect contact information from various marketing channels, such as email or social media platforms Lead Tracking and Scoring: Sales teams can track and score leads based on their behavior and interest, helping them prioritize high-quality leads and focus on those with the highest potential Lead Routing and Nurturing: Lead management systems should allow sales teams to assign leads to different sales reps, automate follow-up tasks and reminders, and provide personalized nurturing campaigns based on the lead's stage in the sales process

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2 Pipeline management

Another essential feature of a cloud-based sales platform is how it helps you manage your sales pipeline, or the stages of your sales process. You want a platform that gives you a clear and accurate view of your deals, their status, and their value. You also want a platform that helps you forecast your revenue, identify bottlenecks, and optimize your conversion rates. You also want a platform that allows you to create and update quotes, proposals, contracts, and invoices, as well as collect payments online.

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Rahul Sharma

Assistant General Manager at HT Media Ltd
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A cloud-based sales platform offers several essential features for managing the sales pipeline and optimizing the sales process. These features include: Clear and Accurate View of Deals: The platform provides a transparent view of deals, their status, and value, enabling better decision-making and forecasting Revenue Forecasting and Optimization: It helps forecast revenue, identify bottlenecks, and optimize conversion rates through data analysis and reporting tools Quote, Proposal, and Contract Management: The platform allows for the creation and updating of quotes, proposals, contracts, and invoices, streamlining the sales process and improving efficiency

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3 Customer relationship management

A cloud-based sales platform is not only about generating and closing deals, but also about building and maintaining relationships with your customers. You want a platform that helps you store and access customer data, such as contact information, preferences, history, and feedback. You also want a platform that helps you communicate and engage with your customers, such as through email, chat, phone, or social media. You also want a platform that helps you deliver value and satisfaction to your customers, such as through support, loyalty programs, referrals, or upselling.

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4 Analytics and reporting

A cloud-based sales platform is also a source of valuable insights and data that can help you improve your sales performance and strategy. You want a platform that provides you with comprehensive and customizable reports and dashboards, that show you key metrics and trends, such as sales volume, revenue, conversion rates, customer satisfaction, and retention. You also want a platform that helps you measure and compare the effectiveness of your sales activities, campaigns, and channels, as well as identify areas of improvement and opportunity.

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5 Integration and customization

A cloud-based sales platform is not a standalone tool, but a part of your wider business ecosystem. You want a platform that integrates seamlessly with your other tools and platforms, such as your marketing, accounting, inventory, or project management software. You also want a platform that allows you to customize and configure it according to your specific needs and preferences, such as your branding, workflows, fields, permissions, or notifications.

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6 Pricing and support

Finally, a cloud-based sales platform is an investment that should deliver a positive return for your business. You want a platform that offers a fair and transparent pricing model, that matches your budget and usage. You also want a platform that offers reliable and responsive support, that helps you solve any issues or questions you may have, as well as provides you with training, resources, and updates.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the best cloud-based sales platforms for small businesses?

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2

3

4

5

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1 Lead management

2 Pipeline management

3 Customer relationship management

4 Analytics and reporting

5 Integration and customization

6 Pricing and support

7 Here’s what else to consider

Sales Engineering

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What are the best cloud-based sales platforms for small businesses?

1

2

3

4

5

6

7

1 Lead management

2 Pipeline management

3 Customer relationship management

4 Analytics and reporting

5 Integration and customization

6 Pricing and support

7 Here’s what else to consider

Sales Engineering

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