Sales Management Use Cases

Optimize Sales Operations
Forecast Revenue
Activity Analysis
Qualify Prospects
Analyze Team Performance
Reduce Data Entry

Ramp Up Sales with the Right Management Tool

Sales management tools help teams command their sales pipelines, plan timely and relevant sales interactions, and identify the most valuable prospects. In a competitive digital landscape, sales management plays a vital role in sales success. Technology Advisors uses strategic analysis to gain a complete picture of your sales management strengths and shortfalls. Then, we help you decide which applications or specialized functions will improve your capabilities.

Tips for Evaluating Sales Management Tools

Essential Integration Capabilities

Can the solution connect to your back office software? Legacy systems? Project management? Marketing? It should integrate with other essential systems for a 360 view of your sales data.

Mobile Functionality

Typical examples of mobile use cases are reviewing notes, cases, and opportunities before a meeting; scheduling driving directions and best route; and looking up a client’s phone number. These are the kinds of mobile capabilities sales teams require for proper sales management.

Intuitive Interface

An intuitive interface increases your chances of successful user adoption. If the interface is complex or hard to learn, your reps won’t use the tool. Evaluate the interface to make sure it provides an intuitive experience.

Automated Workflow

Automated workflows force sales to follow a process. They automate the routine tasks, ensure that sales management is measuring all opportunities consistently, and make sure all internal or external regulations are being met.

Quoting & Orders

Having to jump from one system to another reduces user adoption. That's why it's critical to move your ordering into your CRM. Many products now have the ability to create quotes and proposals, send them electronically for signature, invoice the customer, and move the order to the back office.

Easy Reporting & Dashboarding

Sales management needs the ability to analyze collected data quickly and then rapidly generate reports and dashboards. The system should be easy enough for sales to generate their own reports without burdening IT. Reports like sales funnels and lead pipelines should be standard.

Download our Sales Lead Calculator

Use these pre-built formulas to estimate how many deals will be closed won each month based on your current pipeline and how many leads you must generate to close your desired # of deals per month. There are two tabs.

Download Lead Calculator

What Customers Say About Us

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Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
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Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM

Get Started with Sales Management

Need help with sales management? Reach out to schedule a FREE consultation.

You Know Your Business. We Know Your Software.

Purchasing software can be overwhelming. There are so many solutions on the market that it's hard to know which one will best serve your needs. Our job is to relieve you of the stress by recommending solutions based on your business goals, budget, and what will work with your existing applications. We've done the research so you don't have to. Check out some of our most recommended sales management solutions below. Then, let our team help you qualify and select the right resource for your needs.

Sales Management Tools

Sugar Sell

Utilize this award-winning salesforce automation solution for all your sales needs. Featuring Sugar's exclusive Hint intelligence, sales reps can instantly enrich data using insights from across the Web to fill in missing information about a customer or prospect.

Sugar Hint

Sugar's relationship intelligence solution pulls external data by automatically searching the Web for personal and company information. Hint empowers sales management by gathering and analyzing customer intelligence from a broad range of social data sources, therefore cutting down on prospecting time, data entry, and other time-consuming tasks. Users are able to learn more about their prospects and establish a productive relationship sooner with the intelligence of Hint.

Sales Creatio

Sales Creatio offers robust capabilities for business process management, lead and opportunity management, field sales management, sales forecasting, contract and product management, document flow automation, mobile sales, quote management, and much more.

Infor CPQ

Infor Configure, Price, Quote has industry-specific functionality that allows organizations to do more. Accurate quotes and proposals are easily generated and can include 2D and 3D images. Manual entry for sales order details and routings is eliminated while accuracy and customer satisfaction is improved. Infor CPQ offers advanced technical specs for your engineers and guided quoting for your sales team. It’s the ideal solution for accelerating and simplifying your CPQ processes.

Infor Contour

Infor Contour is a sales mapping tool that helps field sales professionals plan prospect and customer visits based on geographical location. Contour uses the GPS of the rep's mobile phone with Google or Bing maps. The rep can find accounts and contacts within the area (up to 500 miles), map routing and directions, and prioritize the most logical order for customer visits. Clients, accounts, and prospects also can be grouped according to their GPS location.


The Infor CRM SLX is a comprehensive suite of tools that bridges business processes with AI for a complete sales management experience. Analytics, business intelligence, task automation, document management, AI transparency, and open business process integration helps teams automate, anticipate, predict, and inform their sales process for better sales planning and execution.

Infor ION

Infor's Intelligent Open Network (ION) is an advanced middleware Cloud platform that simplifies software integrations. With ION, users are able to integrate both Infor and third-party software applications, design and alter processes without IT, and build workflows and alerts to improve sales management.


StarfishETL provides seamless data integration from one database to another - whether hosted, on-premises, or in the Cloud. It links multiple databases and systems with extreme flexibility, power, and speed, and delivers the insights to engage your customers and prospects on a whole new level.


PandaDoc increases sales productivity by reducing time spent looking for and creating, content such as proposals, one-pagers, contracts, etc. PandaDoc eliminates the time and resources spent on creating personalized content. Instead, sales teams can track, monitor, and manage already created marketing and sales collateral, and most importantly—sell more.

XperiDo for Sugar

XperiDo for Sugar is an extension to Sugar version 8 to automate the creation of documents. It is the most complete solution to generate and deliver documents with dynamic and conditional content and formatting, in no more than a couple of clicks straight from any Sugar list view or record view. XperiDO is a server-side solution that can run on-premise, in a private cloud, or in SaaS mode.


This powerful document creation platform allows users to generate contracts, quotes, and letters with a single click in their CRM. Flexidocs integrates seamlessly with SugarCRM or Salesforce to automatically pull fields and related records into the documents you're creating. Then, it lets you share those documents for electronic signatures on computers, smartphones, or tablets. See real-time updates when documents are signed and store everything back in your CRM.