7 Best Project Management Software for Sales

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With the sudden hike in technology and with globalization, per capita income has increased which in turn increased the per capita consumption.

The demand for certain products according to the interest of the targeted audience also increased many folds.

Therefore, in order to win the laurels company has to integrate strong and diligent management skills and techniques. 

There are many contemporary techniques and software which can be used for this purpose.

The prevailing projects are somehow complex and cannot be gauged and implemented with the help of classical methods.

Therefore, the increase in sales of certain products of the company requires that the company should have perfect and errorless project management methods and techniques in order to execute a project with efficiency and to attain a competitive advantage.

Having the capability to maintain plan, coordinate, and regulate resource tools and improve resource surveys is called Project Management Software.

Depending on the elegance of the software, project Management Software goes to the branch of project management devoted to the planning, arranging, resource allocation, execution, tracking, and transmission of software and web project.

Nowadays, there is exceptional demand for Project management software during the spread of Covid-19.

Project management software is based on Gannt’s Chart, Kanban, a scrum, agile and waterfall methodologies, these accessories are adopted to analyze its chief function.

For sales projects, there is much-prevailing software that can be employed which not only curtails the time required to complete the project but also decreases the energy and efforts of the team along with the significant reduction of incurred cost.

This software is not only exploited by multinational companies for megaprojects but any initial business can also take advantage and guidance from it.

These are Asana, Airtable, Trello, AND.CO, Paymo, Wrike, and Yodiz.

All of these have different abilities and limitations depending on the type of usage and the scope of the project. 

Why use Project Management Software for Sales?

Sales teams may benefit from project management software because it provides a consolidated platform for managing sales projects and procedures with improved efficiency and organization.

Sales teams may increase cooperation and communication, handle leads more effectively, streamline sales procedures, obtain expanded reporting and analytics, automate repetitive jobs, boost customer relationship management, and scale their operations by adopting project management software.

Project management software may generally assist sales teams in working more productively and effectively, resulting in greater performance and stronger client connections.

What makes good Project Management Software for Sales?

A good project management software for sales teams should have qualities such as powerful lead management, transparent sales pipeline management, collaboration and communication tools, solid analytics and reporting, automation, customer relationship management, and scalability.

A unified platform for managing sales initiatives should be provided by the software, making it user-friendly and adaptable and allowing teams to operate more productively.

Ultimately, successful project management software for sales teams should support efficient sales processes, assist teams in setting priorities and strengthen client connections.

How to choose the right Project Management Software for Sales?

Knowing the particular requirements of your sales force will help you choose the most suitable project management software.

Be on the lookout for software with features tailored to the sales industry, such as lead management, pipeline tracking, and reporting tools.

To support the expansion of your sales staff and projects, the software has to be user-friendly and scalable.

It should also fit within your budget, be compatible with other tools and software your sales staff already uses, and interface with other systems.

For a more thorough assessment of the software’s efficacy, it is also advised to read evaluations from other sales teams.

These variables will help you select the project management software that can boost productivity and increase sales for your sales force.

Best Project Management Software for Sales

Here is a list of the best project management software for sales

1.Bonsai – Best For Boosting Sales

Bonsai is a great platform for boosting your sales because it enhances the efficiency of your project tasks. Making lists for achieving goals and checking off items will help you monitor your progress. Collaborators can also leave comments for each other such as information about completed tasks, to prevent other members from doing the same thing.

The software also keeps your workers in check because you can set deadlines after every task. Scheduling reminders for essential meetings is also possible with Bonsai. These things will ensure your employees finish their work on time and do not miss appointments with clients.

It is also easy to enjoy better productivity with Bonsai because the platform can automate various tasks. For example, you do not have to track hours for different projects manually. The automatic timer will record time and generate accurate electronic invoices that you can send to clients in a few seconds.

This means that your company can focus more on advertising your new services and enjoying greater profits. Sales teams also benefit from the fast loading time of this software and its accounting features. Track incoming cash flow is a breeze with the automatic income tracker of Bonsai.

You also don’t have to worry about your budget when purchasing a Bonsai subscription. The software has a low entry pricing of $24 per month on the Starter plan. It will also offer you a free testing period of seven days to try all features and make an informed decision about getting Bonsai.

2. Asana

When it comes to sales management, Asana is one of the best project management that helps to keep track of all sales details.

Asana can be used by users of Android, Apple, and Windows.

As articulated before, contemporary projects and project management is somehow complex which demands more effective software that must be in conformity with the contemporary demands and nature of the project.

Asana provides full control to the users over the various project activities.

The user can visualize and organize different activities and assign time in the style he/she wants. 

In addition to this, multiple projects can be managed by the same software at the same time.

Asana has well developed and enticing interface integrated with the hierarchy of the various elements.

The essentials of the project management and pertaining software have been incorporated by the critical evaluation of these and include a navigation sidebar, access to various projects, stats, messages, and the personal talk list.

The main attention in this software is given to the clear articulation of the name of the activity along with the required or remaining time of completion.

While talking about Asana, the factor of flexibility cannot be denied as we know that no project can be considered as completely wrong or right therefore, flexibility gives access to the user to alter the activity and assigned time.

Moreover, it also allows the user to create different tasks and project templates.

The user can add descriptions, organizational tags, custom fields, due dates, etc.

Due to these factors, it is widely used both by small and large businesses to monitor the pace and rate of implementation of projects pertaining to sales. 

3. Airtable

One of the best project management software for sales is AIrtable.

Like Asana, it also focuses on the unambiguous articulation of the activities and relevant information through a spreadsheet.

The power and access given to the user in Airtable is greater as compared to Asana and should be used where the user finds it appropriate.

The Airtable is integrated with a substantial template design from where the user can select whatever he/she finds enticing and appropriate according to the appearance.

The editorial calendars to Scrum Sprints for the user’s product development project are also present in Airtable. 

For better comprehension of the user, all the fields are already filled to provide more realistic and satisfying visuals to the users so that, he/she can select these templates easily.

The projects are managed on a basis and the user has to create a base in Airtable.

The user can select the base from the available spreadsheets and can start working on making the base from scratch.

The base constitutes a record that consists of any kind of customized field.

For the project management regarding sales, the base may consist of the present demand, forecasted demand, supply, etc.

It totally depends on the selection of the user. 

4. Trello 

Just like other software, Trello is also one of the well-known project management for sales.

Trello is considered the simplest software that can be used in the project management of sales.

Unlike other prevailing project management software, Trello does not have the same learning curve.

Like the other software, users can either select from already available templates or can make a new template from scratch.

These templates are made for different entities of the project including marketing, sales, design, effective team management, and many more.

This software also has the ability to compile a different list of tasks.

The cards in Trello may include checklists, due dates, tags given different activities, attachments, images, and opinions.

If the user has started completing the assigned activities, the user can simply drag the cards to the conform list where the user can track all the comments and assigned tasks.

For its profound simplicity, Trello has caught the attention of project managers in different fields including sales. 

Trello software comes with both free and paid versions.

In the free plan, users can use unlimited boards that can be used by 10 teams simultaneously.

Users can upgrade it for approximately 9.99 dollars/per user/per month. 

5. AND.CO

And.Co is one of the most popular project management software for sales.

Due to globalization, the trend of online working and freelancing has rendered many people employed and this trend is growing.

People pick various sales projects online from freelancer platforms including Fiverr, Freelancer, and Up Work.

Therefore, the software to manage the projects of freelancing had become inevitable.

For this purpose, AND.CO has been made to get respite from the freelancers from the commotion of the management of the online projects pertaining to sales. 

AND.CO can be used for both small and large sales projects.

The most important aspect of AND.CO is that it is affordable for everyone whether it is for small, newly established online businesses or large, well-established.

This software has the ability to create proposals, and make records of contracts and transactions.

It is appreciated it despite the availability of substantial options, the interface of the AND.CO software is clear and the user can navigate whatever he/she wants easily.

Online businesses generally operate on the basis of hourly rates and this aspect has also been completely integrated with this software.

It takes care of the hourly rate of the freelancer.

This factor can be understood easily by taking into account an example of this.

For example, if someone is working on the basis of an hourly rate online and worked for some time and the project is completed.

Then in order to send the invoice to the client, the user can simply review the time spent and click the send button. 

The uncertainty in AND.CO is that it does not integrate pure project management functionality.

Simple tasks can be done with the help of AND.CO but it usually becomes inefficient for larger or more complex projects.

But for basic and important requirements, it can be used as it is simple and affordable.

AND.CO comes with a plan of 18 dollars per month which is the pro plan made for unlimited active clients along with the editable contracts. 

6. Wrike

Wrike is one of the best project management software for keeping track of all sales.

No matter how versatile and effective the project management of software is, the availability and usage of E-mail if inevitable.

This concern has been addressed by the Wrike software effectively.

The Wrike software is integrated with an extension of email where one can connect the activities going on in the emails to the project management software. 

The integration of email done in the Wrike software is different from Gmail or Outlook incorporation in the app directory.

With this software, one can create a new task, assign a task, add a different attachment, schedule a task, and also updating the existing task.

In addition to this, we can mark a certain task as a preferred task as compared to others and can mark different comments too.

Therefore, emails pertaining to sales coming from suppliers and clients and are important in the project management can be managed by the Wrike software. 

7. Yodiz

Yodiz is also on the list of the best project management software for sales.

This software provides full autonomy to the users to create whatever the user wants including projects, releases, and the creation of user stories.

The main drawback is that it is not as simple as compared to Trello or Asana.

But there are still many things that can be performed by Yodiz software like it contains a to-do list, issue trackers, sprints, releases, and backlogs.

The startup plan of Yodiz includes unlimited projects for a maximum of three users, and for more than three users, it must be upgraded which can be done at the rate of 3 dollars per user per month. 

In Conclusion

The incorporation of software in project management is formidable for the efficient and clear implementation of different activities.

Every software comes with different advantages and disadvantages and should be selected after the critical deliberation of all the underlying facts.

For project management of sales, that software is selected which has the ability to integrate all the prospects necessary for the sales of the products. 

For sales projects, there is much-prevailing software that can be employed which not only curtails the time required to complete the project but also decreases the energy and efforts of the team along with the significant reduction of incurred cost.

This software is not only exploited by multinational companies for mega projects but any initial business can also take advantage and guidance from it.

These are Bonsai, Asana, Airtable, Trello, AND.CO, Paymo, Wrike, and Yodiz.

All of these have different abilities and limitations depending on the type of usage and the scope of the project.