At SalesBabu Online CRM Software, we looked at the way salespeople were using CRMs, and we found a lot of places where the CRM was adding extra work to those sales people and the CRM was getting in the way of their process. So it was definitely worth exploring what it could do on the CRM sales side of things.

With Our Sales CRM Software, we wanted to build a system that sales reps actually wanted to use. And the way that you do that is by reducing the amount of work the sales reps have to do in order to use the system and increasing the amount of data that they can get out of the system. Thus, SalesBabu CRM is leading and is a Top Sales CRM Software in the market today with efficient sales CRM features. To better understand sales CRM meaning, please visit https://www.salesbabu.com/.

With Sales CRM, we see that our salesman are going in armed and ready for battle. They can already see the dialogue that’s occurred with that customer. They’re seeing the content that they consumed. They’re seeing how they’ve transitioned through the funnel, what’s made a difference, and maybe what hasn’t, .So that when they go in contextually, they’re able to start at where that customers needs, start at the interest point. That has immediate benefit back to us and obviously value to the customer. That’s what it’s all about. So with most CRMs, the focus is about actually manually inputting all of your interaction points into the CRM. Therefore, SalesBabu CRM is configurable as per the requirement and is a best sales CRM tools. Many of our customers are happy and rated our product as best sales CRM systems.

With SalesBabu Sales CRM software, it’s actually the opposite. As a salesperson, I have to do very little or even no data entry whatsoever, and the system is actually giving me information back. CRM is an important decision. And the hope was that we would see some meaningful metric changes in the metrics that were important to us, that lead conversion ratio, that sales productivity cycle. And that’s what we’ve seen. Sales CRM Software (SalesBabu) has shown us that they are the tool that can get us to where we need to go. For free CRM Software for sales Demo click here. Our sales CRM software for small business as well as medium and large enterprise gives an overall view of the pending activities, sales/opportunity pipeline and pending customer complains. Below are some functionalities of our sales CRM software.

Sales Performance: Shows the Sales performance of the logged in user and displays various options for the Current Year and the Current Financial Year.

Shows the Sales performance of the logged in user and displays various options for the Current Year and the Current Financial Year. Things To Do: The number of calls and tasks (other than calls) for the user and their subordinates are displayed here.

The number of calls and tasks (other than calls) for the user and their subordinates are displayed here. Me Today: Displays activities for the current day for the login user

Displays activities for the current day for the login user Till Date: Displays number of activities till date for the login user

Displays number of activities till date for the login user Team Today: Displays activities for today for the team

Displays activities for today for the team Daily Activity Log: Displays the activities of the users such as Last Login, Account Added, Deal Added, Deal closed, Open Leads and Open Opportunity

Displays the activities of the users such as Last Login, Account Added, Deal Added, Deal closed, Open Leads and Open Opportunity Opportunity at Quotation Stage: Displays the Opportunities at the Quotation Stage For the logged in user as well as his/her subordinate.

Displays the Opportunities at the Quotation Stage For the logged in user as well as his/her subordinate. All open complaints: Shows all the Open Complaints assigned to the logged in user as well as his/her subordinate.

Shows all the Open Complaints assigned to the logged in user as well as his/her subordinate. Open Sales Order: All Sales Orders which are in open Status shall be displayed.

All Sales Orders which are in open Status shall be displayed. Payment Pending against Schedule: Displays all payments which are pending against the scheduled date

Sales Order Doc Collection Reminder: The documents which has to be collected from customers during Sales Order are displayed here.

The documents which has to be collected from customers during Sales Order are displayed here. Dashboard: Displays few graphs which summarizes the company performance and give pictorial representation of different revenue generation and opportunity pipeline

Displays few graphs which summarizes the company performance and give pictorial representation of different revenue generation and opportunity pipeline Global Search: Searches the records by entering the search value in the field in all modules or any selected module

Searches the records by entering the search value in the field in all modules or any selected module Quick Create: This gives an option to create New Lead, New Account, New Product, New Activity, New Opportunity, New Quotation, New Sales Order and New Complaint.

This gives an option to create New Lead, New Account, New Product, New Activity, New Opportunity, New Quotation, New Sales Order and New Complaint. What’s New: This tracks application change and displays the most recent changes done in the application

This tracks application change and displays the most recent changes done in the application Birthday List: Lists the birthday dates of the Contact person along with their Account Name, Name of the Contact Person, Mobile number and Email id.

Lists the birthday dates of the Contact person along with their Account Name, Name of the Contact Person, Mobile number and Email id. Calendar: Shows the Activity set on the corresponding dates for the entire month. User can customize the calendar to week or day as per his need and accordingly it displays all the activities set

Sales Funnel & Sales Stages In CRM

Potential or prospect customers do not act in the same way as qualified or returning customers. In order to achieve the best performance out of all of these players, you need to properly define the sales stages in CRM. To know which stages you need in your sales CRM pipeline is the first step to moving customers through the sales funnel. We provide sales CRM solutions which is feature rich, affordable and suitable for businesses of all sizes and Industries.Few CRMs like SalesBabu have default stages that help you get started, while others let create your pipeline from beginning. We will run through the most common and simple sales stages so that you can create a sales pipeline in CRM that makes the most sense for your business. As B2B and B2C companies have different sales stages, the focus here will be for B2B sales. Seven stages of sales funnel help a sales team move customers from one stage to the next to achieve success in sales process. Close more seals smartly with our sales tracking CRM software.



Visualize sales in funnel view & improve sales conversion ratio with our simple sales CRM

Sales Funnel Management

The sales funnel simply portray how leads pass through your sales process from start to close. It is only a visual portrayal of the numbers game in the form of a funnel; there’s more to it than meets the eye. If you analyze or evaluate the number of leads who enter your sales funnel and the number who convert to customers, you will probably find that there’s a huge dip. Sometimes prospects quit of the sides of your funnel when their needs don’t match the services that you provide. While it’s almost impossible to retain every prospect who enters your funnel. This is important for your sales team/rep to make efforts to retain the ones who are ready to buy or avail your services.

But, given the volume(number) of leads that fill your funnel, sales teams have a tough time converting those leads into customers because they cannot detect the hot from the cold. This results in un-qualified hot leads in the top of the funnel that either drop out due to slow response times, or remain stuck in the middle of the funnel, eventually becoming cold leads. For a business, this means missing out on an important opportunities. And, that’s just one leak. There are more ways you lose leads in this sales funnel.

So, how can you mark out and stop these leaks to take advantage of all the potential revenue in your sales funnel? Make use of a CRM (Customer Relationship Management) software. You can qualify leads, monitor and track their activity at every sales stage of the buyer journey, and follow-up automatically at the right time.

Adopting best Sales CRM software positively impacts sales teams’ performance and boost your sales. But what most users(Sales Rep/Team) fail to realize/understand is that CRM software is not just a customer database; it’s also a beneficial sales CRM tool for managing the sales funnel and pipeline. Sales CRM software helps you define your sales process, identify leaks in the sales funnel, and streamline the conversion process to bring leads down to the bottom of the funnel.



Sales CRM software is therefore the one-stop shop for your sales teams. It can be the variation between winning a deal and losing it. It can also be your gateway to healthier pipelines, increased sales productivity and better coordination between (and beyond) teams. But at its core CRM software helps to you build lasting relationships with your customers

With our Sales CRM App drive business performance anytime, anywhere, on Android device. Request Free Product Demo! 100% Cloud Platform and Real-Time Data and drive your sales team with Sales Force Automation. Our simple sales CRM is feature rich and suitable for businesses of all sizes and Industries. It helps the sales rep to organise, track and sell with ease. Grow & manage your business efficiently with our sales CRM software for small business. An analytics powered CRM software to help you optimize sales, improve customer service metrics, and streamline operations.

A Unique Way to Optimizing Sales

SalesBabu’s Sales CRM software is powered by rich features to streamline your sales with predictable prospects leading to predictable revenue.

Lead Sourcing from multiple channels

Lead scoring & distribution

Sales follow up & Tracking

Combine and streamline diverse sources of leads such as email, calls, web-forms, marketing campaigns and channel partners into a single dashboard. Meanwhile, the lead management system gives you gives real-time updates for each prospect.



Automate routine/recurring tasks & save more time.

As your sales team grows, you need to make sure the processes you have designed can scale and that the same level of attention is given to your customers and leads. Automate repetitive tasks with SalesBabu CRM so that your sales team can spend less time on data entry and more time selling.

What is SFA in SalesBabu CRM Software?

SFA software in SalesBabu sales management CRM systems helps the manual sales functions, sub functions to be done in a techno prospective. In other words sales functions or sub functions of market are undertaken by a technology or automating manual processes of sales sub-function is called SFA. We are already aware that top sales CRM systems helps in managing all aspects of a customer’s relationship with an organization to increase customer loyalty, retention and it’s profitability.

Therefore, SFA in sales CRM Software is a system that automatically tracks all of the steps in the sales process. The purpose of SFA in CRM software is to improve the sales of a company. We are in demand as a software – Sales CRM India with respect to sales CRM and have developed best sales CRM tools. Our product CRM for sales team is most efficient and effective acts as a booster for a sales process in any business verticals.

CRM In Sales Force Automation (SFA) SFA is a system that automatically tracks all of the steps in the sales process

SFA were originally meant to improve sales productivity and encourage salespeople to document and communicate their field activities.

Objective of SFA was – they are becoming increasingly focused on cultivating customer relationships and improving customer satisfactions. SFA in SalesBabu CRM Software Helps In Sales Process/Activity Management

Reduce cost of sales (fewer errors,less duplication)

Territory/Region Management

Contact Management

Lead Management

Knowledge Management

Role of SFA Focus on cultivating customer relationships

Improving customer satisfaction

Changing hiring practices & job role description to include use of CRM

Synchronize information with the corporate/server database Sales Force Automation Tools In Sales CRM Account Management

Opportunity Management

Activity Management

Revenue Forecasting

Reporting & Analysis

Field force Automation

SFA Checklist for Success Understand how SFA will help and enlist salesperson stakeholders at the beginning

Initial requirements gathering

Rollout tool

Communicate the values to the sales force up front

Invest in-and enforce-training

Take care of inherent sales processes package into SFA tools

Customize YOUR sales process

Understand the infrastructure necessary to support wireless technologies

Let SFA use affect sales compensation

Change hiring practices and job role descriptions to include use of CRM

Improved Sales Productivities

Sales force automation (SFA) software from SalesBabu is the most widely used as Sales CRM Software tools and Sales Automation Software, speeding and streamlining all phases of sales from lead management to analytics and forecasting. Streamlining & Increasing Sales through SalesBabu Online Sales CRM

With SalesBabu Sales CRM Software grow your accounts, find new customer and close deals faster – from anywhere.

Close more deals with Sales CRM Software:

No matter the size of your company, all sales reps share one common goal — the desire to be a top performer. SalesBabu Sales force Automation Software can help with that. Track all your customer information and interactions in one place, anywhere. Best practices and in-line intelligence help move deals along faster.

Accelerate productivity:

Every day and every deal. Here are exclusive sales features to help you focus on what matters most: working with customers to close deals. Anywhere, No matter if you’re a representative in the field, an inside sales representative, or you just prefer to work inside your email inbox, do more, from anywhere. Even better, automate complex business processes to drive even more productivity.

Make insightful decisions:

From insight to action, there’s nothing more satisfying than turning data into actionable insight that everyone can access from anywhere. With SalesBabu Sales Force Automation Software, information is in one place so it’s easier to prioritise and make quick decisions based on the most up-to-date information. And do it all from any device — a laptop, a phone. Dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create. And access your reports and dashboards from anywhere. Sales forecasting – Fast, easy, accurate. Get a real-time view into your team’s forecasts. Use in-line editing, override visibility, multicurrency support, and more to stay on top of your business.

Nurture more leads:

Build your own “lead machine” to improve conversion rates and grow your revenue. Nurture leads until they’re sales-ready, then route them to the right reps at the right time. Track the effectiveness of marketing campaigns, making every lead a quality lead. Get the right sales data at the right time. Connect with key decision-makers faster. Easily plan territories. Increase sales and marketing productivity with the latest, most accurate data.

SalesBabu Sales Force Automation (SFA Software) helps you with lead management, sales tracking, sales forecasting, and more, without the hassles of software. Click here to Know more about benefits of SFA Software