Top 54 Sales Automation Software (Feb 2023)

2023's Best 55 Sales Automation Systems

Shlomi LaviShlomi Lavi / Feb 01, 2023

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1. Keap

  • Best for: Small businesses and start ups
  • Price: starts at $169 per month
  • Jan 09, 2023
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Keap is a cloud-based client management solution designed to help the user keep track of every important detail, get organized and become more efficient. The Keap core features include client management, appointments, invoices/payments, and quotes.


2. JobNimbus

  • Best for: SMBs
  • Price: starts at $99 per month
  • Dec 18, 2022
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JobNimbus CRM is a cloud-based CRM that also incorporates project management, thus simplifying daily organizational tasks and management issues. This solution is a product of JobNimbus which is committed to delivering the best user experience to all clients.


3. eTapestry

  • Best for: Small, medium and large size businesses
  • Price: starts at $99 per month
  • Mar 19, 2022
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eTapestry is a cloud-based fundraising and donation management solution designed for small and midsize nonprofit organizations. The solution helps streamline fundraising activities such as scheduling & organizing fundraising events and reaching out to potential donors.


4. Marketo

  • Best for: Small, medium and large size businesses
  • Price: starts at $895 per month
  • Mar 19, 2022
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Marketo is a marketing automation and management solution for small and medium businesses. It also offers solutions for campaign management, CRM and reporting aspects. The software was designed by Marketo, Inc., headquartered in California, United States.


5. SugarCRM

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $49 per user/month
  • Dec 29, 2022
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SugarCRM is a complete customer relationship management software that is offered on the cloud and serves businesses for any size. The software helps businesses to handle various functions such as sales automation, account management, marketing automation, as well as customer relationship management...


6. ReSharper

  • Best for: Medium and large size businesses
  • Price: starts at $19.90 per user/month
  • Mar 23, 2022
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ReSharper is a coding and productivity tool for small to large businesses. Its key features include code analysis, quick fixes, code editing, refactoring, navigation, unit test runner, code generation, debugging assistance and more.


7. Salsa Labs

  • Best for: Start up, Small business, Medium business
  • Price:
  • Mar 23, 2022
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BQE Core is an on-cloud and on-premise business and project management software for small to large enterprises. Its key capabilities include track time and expenses, billing, accounts receivable and payments, revenue forecasting, workflow tracking, project phase schedules, and more.


8. Velocify

  • Best for: Small, medium and large size businesses
  • Price: starts at $60 per user/month
  • Mar 24, 2022
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Velocify intelligent sales automation solutions include Velocify LeadManager and Velocify Dial-IQ products that deliver clear, repeatable processes that can systematically accelerate sales performance through rapid lead response, increased selling discipline, improved sales team productivity, and pr...


9. ACT! Premium

  • Best for: Small businesses and start ups
  • Price: starts at $37.50 per user/month
  • Jan 09, 2023
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Act! Premium is a customer relationship management software that can help users to organize customer details and prospect in one single solution. Users can drive sales results and market services and products in a better way using this software. The CRM solution also includes mobile access. Swift...


10. LeadMaster - Lead Management / CRM

  • Best for: Small, medium and large size businesses
  • Price: starts at $15 per user/month
  • May 24, 2022
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LeadMaster CRM is a cloud based CRM (customer relation management) and lead management system. The software provides a sales and marketing solutions suite that includes Call Center Management, Lead Management, Marketing Automation, and Sales Force Automation. The LeadMaster CRM application is availa...


Pricing Guide - Sales Automation Software:

Sales Software Price Ranges

Sales software products have different pricing based on their focus features and the target audience. However, companies looking for a sales software can expect to pay between the range of $30 to $100 per user, per month. This price range covers the basic offering of most vendors; hence, premium or enterprise offerings will be significantly higher. For instance, HubSpot Marketing Automation pricing starts from $50 per user monthly, SendinBlue from $25 per user monthly, while Pardot pricing sits around $1,200—although with more robust features and more user accounts.

The prices for Sales software also depend on the size of businesses. The price ranges for each business size are as follows:

  • Small Businesses can expect to pay between $15 to $25 for a sales software, plus some vendors make their low-end offerings free for tiny business sizes. For example, CleverTap, Moosend, and Bigmailer all have packages that are free for small businesses. Meanwhile, some premium Sales software for small businesses are ActiveCampaign, which starts from $15 per user per month, Campaigner from $19, and Remarkety pricing starts from $25 upwards.
  • Medium Businesses can expect an average price of $50 for a sales software. Most sales software offerings for medium businesses sit around this price range, although some other products can be as high as $150 per user per month. For example, FreshMarket, Integrated Sales Portal, and SalesNexus CRM & Automation cost around $50 each— all on a per user, per month basis. Meanwhile, Bazo and GreenRope cost $70 and $150, respectively.
  • Large Businesses can expect to pay prices which range from $400 to $1,500 per month for sales software, although many of the packages include 2 or more user accounts. Adding more users cost more, depending on the business’ size. For instance, Act-On pricing starts from 900 per month, Maropost costs from $500 monthly upward, and Pardot costs around $1,200 monthly.

Sales software best of breeds and their respective price ranges are as follows:

  • Campaign Management Software The prices for most campaign management software in the market are set based on a per month basis, although there are others with yearly billings. However, businesses can expect to pay between the ranges of $10 to $50, $50 to $150, and $150 upwards monthly for a campaign management software. The prices are subjective to factors such as the number of user accounts, number of contacts, etc. For example, Asana costs around $11 per user monthly, PinPointe $42 per month, and Campaign Influence Analyzer $6,500 yearly for unlimited users and a number of other features.
  • Brand Management Software Most Brand management software pricing comes in various volatile pricing patterns; hence, some can be bought perpetually, while others are priced on a yearly or monthly basis. Given this, companies can expect prices that fall between $500 to $3,000 for sales software billed per month and between $5,000 to $40,000 for ones billed yearly. For example, AssetBank pricing starts from around $550 per month, BEAM costs up to about 2,500 per month, and Wedia pricing sits around $12,000 per year.
  • Content Sales Software Content sales software pricing usually falls between $10 to $50, depending on the tier or level of offering of each product. The prices are set on a per user, per month basis. For instance, AirTable pricing starts from $12 per user monthly, DropTrack costs from $19 per user monthly, while Topic pricing starts from $49 per user per month.
  • Sales Analytics Software For sales analysis software, users can expect to pay prices that range from $10 to $50 monthly for low-end offerings. On the other hand, standard or premium fall between $200 to $800 per month. For example, AgencyAnalytics pricing is priced at $49 per month, ClickData costs about $25 per month, and Singular pricing falls around $750 monthly.
  • Sales Research Software This is divided into tiers, with some considered standard and others premium. Businesses can expect prices that range from $15 to $50 on a per month basis for standard offerings on sales research software. Premium offerings cost between $200 to $700, depending on the robustness of the product’s features. For example, TypeForm costs $35 per month, Survio costs $29 monthly, and CYS pricing is around $290 monthly. There are also yearly pricing; for example, CheckMarket costs $1,000 per year, and Nifield pricing is at $2,000 per year.

11. BigContacts

  • Best for: Small businesses and start ups
  • Price: starts at $5 per user/month
  • May 26, 2022
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BigContacts is a customer relationship management solution for small and medium businesses. It offers marketing and sales automation along with collaboration and analytical capabilities. The software was designed and launched by BigContacts LLC headquartered in Georgia, United States.


12. Prophet CRM

  • Best for: SMBs
  • Price: starts at $25 per user/month
  • Jan 11, 2023
Compare Prophet CRM Vs. Keap

Prophet CRM is web-based CRM software solution that is developed by Avidian Technologies. The interface that Prophet CRM uses is simple and anyone who has experience using Outlook will not have any problems with Prophet CRM since it uses the same interface. Sales people usually need a way to build c...


13. ClickFunnels

  • Best for: SMBs
  • Price: starts at $97 per month
  • Jun 22, 2022
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ClickFunnels is marketing software for small and medium businesses. It provides A/B split tests, clickpops, membership funnels, email integrations, order pages, upsell pages, priority template requests, and ClickOptin features. ClickFunnels started in 2013.


14. VMware vCenter Orchestrator

  • Best for: Small, medium and large size businesses
  • Price: starts at $31 per license
  • Apr 12, 2022
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VMware vCenter is an IT service delivery and integration software solution for your business. The software was designed and launched by VMware, Inc., headquartered in California, United States. It provides various cloud management services to streamline and supervise your resources. 


15. The Raisers Edge

  • Best for: Medium and large size businesses
  • Price: starts at $499 per month
  • Aug 25, 2022
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The Raiser’s Edge is a complete fundraising software solution with retention, efficiency, acquisition and upgrading features. Using this fundraising tool, users can run annual fund giving, major giving, planned giving and online giving via one system. The mobile app of The Raiser’s Edge also offers ...


16. ConnectLeader Click Dialer Software

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • Apr 18, 2022
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ConnectLeader Click Dialer Software a cloud-based auto dialer software solution that is designed for the purpose of customer relationship management. The software allows the sales personnel to place calls without manual dialing as it is a sales dialer which is embedded within Salesforce.


17. OnContact CRM 7

  • Best for: Small, medium and large size businesses
  • Price: starts at $60 per feature/month
  • Dec 13, 2022
Compare OnContact CRM 7 Vs. Keap

OnContactCRM 7 is a customer relationship management software that can help companies to communicate with their clients clearly and precisely. The CRM solution can help your sales staff throughout all the sales processes starting from nurturing prospects to upselling old customers. The software can ...


18. SAP Integration for B2B eCommerce

  • Best for: Large business
  • Price:
  • Apr 20, 2022
Compare SAP Integration for B2B eCommerce Vs. Keap

SAP Integration for B2B eCommerce is a trending cloud-based eCommerce software, it is designed to support large size business. SAP Integration for B2B eCommerce received a rating of 4 from ITQlick team. The software cost is considered average (2.9/5) when compared to other solutions in their catego...


19. GoldMine

  • Best for: Start up, Small business, Medium business
  • Price: starts at $65 per user/month
  • Oct 10, 2022
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GoldMine is a cloud-based and on-premise customer-relationship management software that is designed for use in businesses of all sizes starting from small-sized businesses, medium-sized businesses and large enterprises.


20. SAP Cloud for Sales

  • Best for: Small, medium and large size businesses
  • Price: starts at $248 per 5 users/month
  • Apr 28, 2022
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SAP Cloud for Sales is a cloud based customer relationship management solution for businesses of all sizes. It offers such services as sales automation, ERP integration, collaboration, and others. The software was designed and launched by SAP SE headquartered in Germany.


21. Qgiv

  • Best for: Small, medium and large size businesses
  • Price: starts at $25 per month
  • Apr 27, 2022
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Qgiv exists to help nonprofit and faith-based organizations raise more money with a comprehensive suite of fundraising tools featuring customizable donation forms, event registration, peer-to-peer fundraising, text giving with outbound messaging, and app-based auctions. Unlimited users with unlimite...


22. SalesforceIQ

  • Best for: Small businesses and start ups
  • Price: starts at $25 per user/month
  • Jan 06, 2022
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SalesforceIQ (now Salesforce Essentials) is a cloud-based CRM (Customer Relationship Management) software that helps customer support representatives track information from a central point and understand organizational processes using reports and dashboards.


23. Diamond relations CRM

  • Best for: SMBs
  • Price: starts at $35 per user/month
  • May 18, 2022
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Diamond Relations CRM is a web-based software tool for customer relationship management (CRM) designed for jewelers and jewelry retailers. Its main modules include marketing automation, sales automation and collaboration module and customer self service portal. The additional features of the softwar...


24. Accolent ERP

  • Best for: Small businesses and start ups
  • Price: starts at $2,500 per license
  • May 25, 2022
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Accolent ERP is an enterprise resource planning solution for small and medium businesses. It offers assistance in wholesale distribution management along with inventory and purchasing management capabilities. The software was developed and launched by ADS Solutions Corporation headquarte...


25. REfindly CRM

  • Best for: Small businesses and start ups
  • Price: starts at $149 per year
  • May 26, 2022
Compare REfindly CRM Vs. Keap

REfindly CRM is a web based customer relationship management (CRM) solution for businesses of all sizes. It offers such capabilities as marketing and sales automation, productivity management, lead management, and others. The software was designed and launched by REfindly headquartered in Florida, U...


26. Openstream CRM

  • Best for: Small businesses and start ups
  • Price:
  • May 26, 2022
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Openstream CRM is a web based customer relationship management solution mainly designed for small and medium businesses. It offers such capabilities as sales force automation, marketing automation, customer service management, and others. The software was designed and launched by Openstream Inc head...


27. Snapforce CRM

  • Best for: Small, medium and large size businesses
  • Price: starts at $12.06 per month
  • May 26, 2022
Compare Snapforce CRM Vs. Keap

Snapforce CRM is a customer relationship management solution for businesses of all sizes. Its capabilities include lead management, call center management, customer support, and others. The software was designed and launched by SnapForce Technologies headquartered in New Jersey, United St...


28. ReferenceEdge

  • Best for: Small, medium and large size businesses
  • Price: starts at $4.50 per user/month
  • Jun 18, 2022
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ReferenceEdge is a sales force automation solution for businesses of all sizes. It offers such services as opportunity management, field sales management, reporting, membership management, and others. The software was designed and launched by Point of Reference Inc headquartered in Colo...


29. xTuple

  • Best for: Small, medium and large size businesses
  • Price: starts at $175 per feature/month
  • Jun 16, 2022
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xTuple software is a cloud-based open-source ERP (enterprise resource planning) & customer relationship management (CRM) platform that is built to serve businesses of any size. The software offers a suite of various functionalities including accounting, supplier management, sales management, distri...


30. BNTouch Mortgage CRM

  • Best for: Small, medium and large size businesses
  • Price: starts at $148 per user/month
  • Jun 18, 2022
Compare BNTouch Mortgage CRM Vs. Keap

BNTouch Mortgage CRM is customer relations management software that specially designed for mortgage providers.  This comprehensive CRM system offers mortgage brokers and financial institutions all the solutions and features that will be used in the entire mortgage process. Mortgage offices find all ...


31. TrackerRMS CRM

  • Best for: Small businesses and start ups
  • Price: starts at $75 per user/month
  • Jun 18, 2022
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TrackerRMS CRM is a relationships management system with sales tracking, support tracking and other required CRM features. The solution can automate most of the processes and help users to track almost every aspect of the sales part. The sales team will be able to focus more on making customers happ...


32. SoftVu

  • Best for: Small, medium and large size businesses
  • Price:
  • Jun 17, 2022
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SoftVu provides a marketing solution for mortgage companies. The solution includes marketing strategy, creative services, automated workflows, and campaign management as well as performance analytics. SoftVu was founded in 1999 to provide solutions that increase revenue & customer loyalty through...


33. Active Campaign

  • Best for: SMBs
  • Price: starts at $39 per month
  • Jan 03, 2023
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ActiveCampaign is an email marketing and CRM software built for all business sizes and types. It has A/B testing, campaign analysis, content management, customizable branding, reporting and statistics, and tagging features to help companies reach and expand their audience.


34. SalesWarp

  • Best for: SMBs
  • Price:
  • Jun 23, 2022
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SalesWarp is a web-based distribution software that allows retailers to collate and fulfill sale channel and fulfillment location orders.


35. Hatchbuck

  • Best for: Small businesses and start ups
  • Price: starts at $29 per month
  • Jun 24, 2022
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Hatchbuck is a cloud-based sales and marketing solution that offers an integrated suite of sales automation, email marketing, and marketing automation tools.


36. Allbound

  • Best for: Small, medium and large size businesses
  • Price: starts at $985 per user/month
  • Jun 26, 2022
Compare Allbound Vs. Keap

Allbound is a growing cloud-based CRM software, it is designed to support small, medium and large size business. Allbound received a rating of 4.9 from ITQlick team. The software cost is considered affordable (1.5/5) when compared to alternative solutions.


37. SalesOutlook CRM

  • Best for: SMBs
  • Price: starts at $25 per user/month
  • Jun 24, 2022
Compare SalesOutlook CRM Vs. Keap

SalesOutlook CRM is a Microsoft Outlook based customer relationship management system built upon the Microsoft Office System that can extend the features of MS Outlook without damaging the original functionality of Outlook. The CRM system can be installed as just a plug-in of MS Outlook and it takes...


38. Cosential

  • Best for: Small, medium and large size businesses
  • Price: starts at $50 per user/month
  • Jun 23, 2022
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Cosential Enterprise is a customer relationship management and proposal automation system designed specifically for construction firms. The CRM system can help users to make all the members of a team more productive and effective with its construction firm focused features. The software comes with t...


39. Lead411

  • Best for: Small, medium and large size businesses
  • Price: starts at $900 per user/year
  • Jul 05, 2022
Compare Lead411 Vs. Keap

Lead411 is a trending cloud-based Social Media Management software, it is designed to support small, medium and large size business. Lead411 received a rating of 3.8 from ITQlick team. The software cost is considered affordable (2.2/5) when compared to alternative solutions.


40. Propertybase

  • Best for: Small, medium and large size businesses
  • Price: starts at $59 per user/month
  • Jul 04, 2022
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Propertybase is a customer relationship management solution for businesses of all sizes. It offers the management of data and deals along with forecasting of business plans. The software was designed and launched by Propertybase GmbH headquartered in California, United States.


41. REthink

  • Best for: Small, medium and large size businesses
  • Price: starts at $120 per user/month
  • Jul 18, 2022
Compare REthink Vs. Keap

Rethink software is cloud-hosted customer relationship management solution tailored for commercial real estate. The software solution is designed to cover real estate brokers and agents, as well as real estate professionals.


42. Blitz

  • Best for: Small businesses and start ups
  • Price: starts at $35 per feature/month
  • Jul 23, 2022
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Blitz Sales Software is a sale forecasting software designed to help automate business pipeline. With the software, users can automate conventionally manual work and utilize the modern-day techniques offered on the software to engage more prospects.


43. SalesExec

  • Best for: Small, medium and large size businesses
  • Price: starts at $65 per user/month
  • Jul 25, 2022
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SalesExec Management Software is an online marketing program that primarily deals with email autoresponding with a personal touch. It is also designed to increase the amount of extra time your company has, and allocates it to even more lead generation.   ClickPoint Software, the developers of Sale...


44. Salesboom Cloud CRM

  • Best for: Small, medium and large size businesses
  • Price: starts at $14 per user/month
  • Jul 26, 2022
Compare Salesboom Cloud CRM Vs. Keap

Salesboom Cloud CRM is cloud-based customer relationship management (CRM) designed for businesses of all sizes. The solution comes in three levels including Team, Professional and Enterprise levels.


45. Auric Prospector

  • Best for: SMBs
  • Price: starts at $18 per feature/month
  • Aug 04, 2022
Compare Auric Prospector Vs. Keap

Auric Prospector is a customer relationship management solution for small and medium businesses. It offers such capabilities as lead management, interaction tracking, lead scoring, and others. The software was designed and launched by Auric Technology LLC headquartered in Texas, United States.


46. 1CRM

  • Best for: SMBs
  • Price: starts at $13 per user/month
  • Sep 19, 2022
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1CRM System 7 blends a best-of-breed Customer Relationship Management system with comprehensive order management, project, resource, service & HR management, a free Self-Service Portal with eStore, and optional QuickBooks integration. Affordable by businesses of any size, accessible in English, Fren...


47. Creatio

  • Best for: Medium and large size businesses
  • Price: starts at $30 per user/month
  • Jan 06, 2023
Compare Creatio Vs. Keap

Creatio is a process-based cloud CRM software for marketing, sales and service automation. A comprehensive suite of seamlessly integrated products, the solution delivers end-to-end processes to manage the entire customer journey – from lead generation to sales, and to continuous customer support. Al...


48. Qvidian Sales Playbooks & Analytics

  • Best for: Medium business, Large business, Private use
  • Price:
  • Sep 13, 2022
Compare Qvidian Sales Playbooks & Analytics Vs. Keap

Qvidian Sales Playbooks & Analytics is a sales and marketing automation solution for businesses of all sizes. It supervises the sales cycle and also offers various useful analytical services. The software was designed and launched by Qvidian which is headquartered in Massachusetts, United States.


49. Contractors Cloud

  • Best for: SMBs
  • Price: starts at $50 per user/month
  • Sep 19, 2022
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Contractors Cloud provides a construction management solution for general contractors. The software provides workflow management, project estimation, sales lead management, scheduling & ordering as well as full support for the entire contracting cycle.


50. VanillaSoft

  • Best for: Small businesses and start ups
  • Price: starts at $80 per month
  • Sep 19, 2022
Compare VanillaSoft Vs. Keap

VanillaSoft is customer relationship management software and lead management built for small businesses. Its key features include inbound web lead capture, email marketing, call recording, live monitoring and eavesdrop, Salesforce integration, team-based selling and more.


51. Sales Force Automation

  • Best for: SMBs
  • Price: starts at $25 per user/month
  • Dec 29, 2022
Compare Sales Force Automation Vs. Keap

EBSuite Sales Force Automation is a workflow based sales automation solution that can increase your sales by combining your work flow methodologies and your best practices. Managers can quickly identify the changes in their sales pipeline performance and react to changes accordingly using th...


52. CXM Recording and Quality Monitoring

  • Best for: Small, medium and large size businesses
  • Price: starts at $9,600 per year
  • Sep 24, 2022
Compare CXM Recording and Quality Monitoring Vs. Keap

CXM Recording and Quality Monitoring is a growing cloud-based Call Center software, it is designed to support small, medium and large size call centers. CXM Recording and Quality Monitoring received a rating of 3.7 from ITQlick team. The software cost is considered affordable (1.7/5) when compared ...


53. SmartCompany CRM

  • Best for: Small businesses and start ups
  • Price: starts at $30 per user/month
  • Oct 07, 2022
Compare SmartCompany CRM Vs. Keap

SmartCompany CRM is a web based customer relationship management solution for businesses of all sizes. It offers such capabilities as calendar management, contact management, email marketing, and others. The software was designed and launched by SmartCompany Inc headquartered in Colorado, United Sta...


54. Mothernode CRM

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per user/month
  • Feb 01, 2023
Compare Mothernode CRM Vs. Keap

Mothernode CRM is a customer management solution offered as SaaS for small and medium businesses. This comprehensive tool combines both CRM and ERP features that increase business efficiency. Mothernode CRM mainly focuses on sales and consumer management, and is designed to increase business efficie...



A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
 
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
 
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
 
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from ITQlick.com that could certainly help you in doing that strategically.
 
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
 
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
 
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
 
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
 
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
 
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
 
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
 
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
 
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
 
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
 
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
 
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
 
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
 
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
 
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
 
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
 
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
 
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, ITQlick.com wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

Finding the right business software for your business
Proper business software selections are the precursor to successful deployment and business growth. Finding the right solutions doesnít have to be complicated, and it doesnít have to take days or weeks of your time.

After researching over 5,000 systems, we can identify the best solution for companies of all shapes and sizes. ITQlick.com is 100% free for software buyers.



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Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.