Sales Force Automation BuyerView | 2014

Recently, Software Advice a company that helps businesses find sales software, released findings of their 2014 Sales Force Automation survey that corroborates the assertion that “there is currently a significant demand for lean, affordable sales management software that targets smaller businesses.” The study surveyed 385 business professionals looking for Sales Force Automation (SFA) systems and Customer Relationship Management (CRM) software. X2CRM is an Open Source CRM project with a backbone of sales force automation in the form of X2Flow, its sales and marketing automation design tool.

  X2FLOW  IS A SALES FORCE, MARKETING, SERVICE, AND ALL-AROUND BUSINESS AUTOMATION TOOL

X2FLOW IS A SALES FORCE, MARKETING, SERVICE, AND ALL-AROUND BUSINESS AUTOMATION TOOL

One of their Key Findings was “Contact and lead management were the most requested features, ahead of email integration and sales reporting.” Contact and lead management are one of the primary aspects of any CRM app. X2CRM, of course, excels in this regard. The findings further showed that 26% of small businesses (<50 employees) and 33% of mid to large business (>50 employees) were unhappy with their current system. Perhaps unsurprising considering 67% of respondents were evaluating CRM and SFA for the first time, with 22% having been using pen and paper – i.e. no software at all.

"Contact and lead management were the most requested features [of SFA], ahead of email integration and sales reporting."

X2CRM is an open source CRM that addresses all the feature interests and concerns expressed by the respondents of the survey. X2CRM open source CRM includes the gamut of features in the “Most Requested Features” reported in the study, and X2CRM professional and platinum editions go even further in their rich capabilities.

 MOST REQUESTED FEATURES FOR SALES FORCE AUTOMATION (SFA) SYSTEMS AND CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SOFTWARE IMAGE COURTESY  SOFTWAREADVICE.COM

MOST REQUESTED FEATURES FOR SALES FORCE AUTOMATION (SFA) SYSTEMS
AND CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SOFTWARE
IMAGE COURTESY SOFTWAREADVICE.COM

There is also an indication in the findings that the world of CRM and SFA is becoming ever more democratized and absolutely imperative for businesses of all sizes, small and medium included. 78 percent of respondents represented companies with 20 employees or fewer, while 59 percent of those companies generated under $1 million in annual revenue. These figures reiterate the need for affordable software that can scale to any business size, from startup to enterprised. According to SoftwareAdvice.com, the study’s findings corroborate the assertion that “there is currently a significant demand for lean, affordable sales management software that targets smaller businesses.” We at X2CRM agree with this assessment and believe our offerings hit the sweet spot of price without sacrificing performance. Our deployment options include both on-premise and cloud (96% of survey respondents indicated a preference for cloud-based solutions) and our suite of products range from our free open source CRM to professional edition for medium sized business requiring SFA to our platinum edition for developers and enterprise corporations.

editions.png

We’re glad to see high quality studies like this being performed in the realm of SFA and particularly open source CRM. These results certainly provide an insight into the users of business automation and contact management solutions. Well done, Software Advice!

Kathy Eckel