Sales Software Types
Do you want to know what types of sales software exist and what they do? I’ll tell you about it below.
ERP (Enterprise Resource Planning)
This type of software is not sales software strictly speaking, but business management. It manages accounting, invoicing, purchasing, HR, stocks, logistics,… It is a complete solution for all the part of administrative management that a company needs.
CRM (Customer Relationship Management)
This is the sales software for excellence. It is the tool that manages the relationship with customers, stores their data, allows commercial actions, and more. In a CRM we can find all the history of interactions that have occurred with each customer or lead. We can see their status, interest in an offer, purchases made and rejected offers, among others.
POS (Point of Sale Terminal)
Normally it is associated to a hardware (cash register). It is essential in stores with a physical shop that sell to the general public. It manages stocks, the cash register, material orders,… It is the sales software par excellence for physical establishments. In some restaurants or hotels, it even manages reservations, available tables or rooms and timetables.
WMS (Warehouse Management Software)
This is the tool whose function is to control stocks, coordinate and optimize the material movements, and also the logistics and warehouse processes. It is not a sales software, but it is necessary to develop and facilitate the sales process.
This type of software allows teams to share information and documents safely and efficiently to facilitate commercial management. Salespeople have access to the documents and brochures needed to perform their function wherever they need them.
This software can be connected to a CRM or be included in it. Its most important function is to automatize communications with customers using previously established parameters. We can also generate automated replies as a result of the different actions made by customers.