5 Best Field Sales Software: Features, Pros, and Cons

Raz Popescu
Raz Popescu
LAST UPDATED
September 5, 2024
TL;DR

Here are the 5 best field sales software to boost productivity.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're in sales, you might love Bardeen's Agent for sales. It helps with prospecting, lead generation, and email outreach. Use it to save time and focus on high-value leads.

Are you looking for the best field sales software to streamline your sales processes and boost productivity? With so many options on the market, it can be challenging to know which tools are worth investing in. That's why we've done the research for you and curated a list of the top 5 field AI sales prospecting software solutions, complete with key features, pros, cons, and real user reviews.

Whether you're a small business owner or managing a large sales team, this comprehensive guide will help you find the perfect fit for your needs. From AI-powered automation to streamline sales prospecting to robust CRM integrations, these tools have everything you need to take your field sales game to the next level. So let's dive in and explore the best of the best in field sales software.

1. Bardeen

Bardeen is a no-code automation tool that helps sales teams automate repetitive tasks and improve productivity. With its AI-powered features and integrations with popular apps, Bardeen is a standout choice for field sales automation. So why not sign up for free and see how it can help your team work smarter?

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Key Features

Bardeen's features are designed to help sales teams work more efficiently:

Popular Use Cases

Pros

Cons

  • Steeper learning curve compared to some other sales automation tools
  • Higher pricing for premium features and credits
  • Limited mobile app functionality

Reviews

G2 reviewers give Bardeen 4.9 out of 5 stars, praising its time-saving benefits and powerful automation features. One user noted, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users highlighting its ease of use and practical automations. A reviewer shared, "One of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

Pricing

  • Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
  • Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
  • Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, team-wide automations, onboarding & training
  • Enterprise plan: Custom pricing for larger teams with more specific needs

Ready to automate your sales workflows? Download the Bardeen Chrome extension and start your 14-day free trial of premium features today!

2. LeadSquared

LeadSquared is an all-inclusive CRM and marketing automation solution that allows businesses to effectively acquire, nurture, manage, and track their leads. It is tailored for both large enterprises and small to medium-sized businesses, offering features for lead capture, lead nurturing, sales management, and marketing analytics.

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Key Features

LeadSquared offers a range of features to optimize your sales process:

  • Automated sales workflows to move leads through the pipeline with zero leakage
  • Notifications for salespeople about tasks and workday plans to boost productivity
  • Customizable mobile CRM for inside sales and field teams
  • Accurate sales forecasting and complete visibility into team performance

Popular Use Cases

  • Streamlining the complete sales process from lead to revenue
  • Enabling field sales teams with a mobile CRM app
  • Generating accurate sales forecasts and tracking sales targets

Pros

  • Comprehensive solution for end-to-end sales management
  • Improves sales productivity with automated workflows and notifications
  • Customizable to fit the needs of various sales teams

Cons

  • User interface can feel monotonous with limited customization options
  • Automation features may cause slight system lag if overused
  • Browser must remain open for automation to run

Reviews

On Capterra, LeadSquared has an overall rating of 4.0 out of 5. Users praise its depth of features for lead management and the time-saving benefits of automation. Some noted a learning curve and occasional performance issues.

G2 reviews show an average rating of 4.4 out of 5 stars from 225 users. Positive feedback highlights how LeadSquared solves lead management challenges and boosts productivity. A few users found the interface complex.

Discussions on Reddit suggest LeadSquared is a solid CRM option, especially for real estate businesses. While most consider it feature-rich and cost-effective, some users experienced slowness and felt it was expensive for the value.

Pricing

  • Basic plan starts at $400/month for 10,000 contacts (about ₹33,000/month)
  • Standard plan at $1200/month for 50,000 contacts
  • Enterprise plan at $2500/month for 200,000 contacts
  • All plans are billed annually

3. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation platform that helps businesses attract, engage, and delight customers. Its powerful features and seamless integration with HubSpot's CRM make it a top choice for field sales teams looking to align their marketing and sales efforts.

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Key Features

  • AI-powered lead generation and lead management tools
  • Omni-channel marketing automation for email, social media, ads, and more
  • Robust analytics and reporting to measure ROI and optimize campaigns
  • Seamless integration with HubSpot CRM for full-funnel visibility

These features enable field sales teams to identify high-quality leads, nurture them with targeted campaigns, and seamlessly hand them off to sales for closing.

Popular Use Cases

  • Building targeted prospect lists and automating personalized outreach
  • Tracking lead interactions across channels to score and prioritize them
  • Aligning marketing and sales with shared data and hand-off workflows

Pros

  • All-in-one platform eliminates data silos and streamlines workflows
  • Intuitive interface and strong customer support make adoption easy
  • Robust app marketplace extends functionality

Cons

  • Can get expensive as contact database and features scale
  • Initial setup and onboarding requires time investment
  • Some advanced features have a learning curve

Pricing

  • Starts at $45/month for Starter plan with 1,000 marketing contacts
  • Professional plan starts at $800/month for 2,000 contacts
  • Enterprise plan starts at $3,200/month for 10,000 contacts
  • Free tools and a demo available

Reviews

G2 users rate HubSpot Marketing Hub 4.3 out of 5 stars, praising its ease of use, range of features, and impact on lead generation. One marketer notes it "revolutionized our marketing efforts" and is a "game-changer for any business looking to elevate their marketing."

On Capterra, HubSpot Marketing Hub earns an overall rating of 4.5 out of 5. Reviewers laud the platform's automation and reporting capabilities, though some note the learning curve and cost at scale.

On TrustRadius, users give HubSpot Marketing Hub an average rating of 8.3 out of 10. Positive themes include its all-in-one functionality, integrations, and support. Critics mention the time needed to learn the system and pricing for larger contact databases.

4. Salesforce

Salesforce is a comprehensive customer relationship management (CRM) platform that offers a wide range of features to support sales teams. It is included in this list of field sales software due to its robust AI-powered capabilities, such as predictive lead scoring, personalized engagement, and intelligent insights. Salesforce's extensive feature set, scalability, and integration capabilities make it a powerful tool for managing sophisticated sales operations.

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Key Features

Salesforce offers a comprehensive set of features that are essential for field sales teams, including:

  • Lead, account, contact, and opportunity management
  • Sales forecasting and analytics
  • Mobile access for on-the-go sales tracking
  • Advanced automation and AI features for predictive insights

Popular Use Cases

  • Managing complex sales cycles and large deal volumes
  • Collaborating across sales teams and departments
  • Gaining actionable insights to optimize sales strategies

Pros

  • Extensive customization options to fit specific business needs
  • Seamless integration with a wide range of third-party tools
  • Powerful AI capabilities for predictive analytics and personalized engagement

Cons

  • Steeper learning curve compared to simpler CRM solutions
  • Higher cost, especially for small businesses
  • Complexity may require significant training for full utilization

Pricing

  • Starter Suite: $25 per user, per month, billed annually
  • Professional: $80 per user, per month, billed annually
  • Enterprise: $165 per user, per month, billed annually
  • Unlimited: $330 per user, per month, billed annually

Reviews

On Capterra, a user praised Salesforce's customization capabilities, stating, "Our onboarding team relies on Salesforce for ushering in new customers. It helps us monitor communications, activities, and task completion statuses, while also facilitating the creation of reports and dashboards to visualize account progress during onboarding. Salesforce stands out as the top-notch choice for customization and trackability."

G2 reviewers highlight Salesforce's comprehensive feature set, with one user noting, "Salesforce Sales Cloud is a powerful and versatile tool for sales tracking and management. Its comprehensive feature set, coupled with advanced analytics and AI, makes it an invaluable asset for sales teams aiming to increase efficiency and drive growth."

On Reddit, users discuss the value of Salesforce, with one commenting, "Salesforce's value depends on proper implementation and integration. It's highly beneficial for managing sales activities, follow-ups, and data continuity but can be costly and complex." Another user adds, "Salesforce prioritises their security and compliance which provides robust security features to encrypt the data to protect sensitive data and ensure regulatory compliance."

5. Zoho

Zoho is an all-in-one cloud software suite that offers a comprehensive set of tools for businesses, including a powerful AI-driven sales assistant called Zoho Zia. With its ability to predict sales outcomes, generate insights, and automate tasks, Zoho Zia has earned its place in this list of top field sales software.

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Key Features

Zoho Zia's key features make it an excellent tool for field sales teams:

  • AI-powered insights to identify high-potential leads and deals
  • Predictive analytics to forecast sales outcomes and optimize strategies
  • Automated tasks like lead scoring and email campaigns to save time
  • Seamless integration with Zoho CRM and other Zoho apps for a unified workflow

Popular Use Cases

  • Prioritizing leads based on AI-driven scoring and insights
  • Automating follow-up emails and personalized outreach to prospects
  • Analyzing sales data to identify trends, patterns, and areas for improvement

Pros

  • Comprehensive feature set that covers various aspects of field sales
  • Real-time detection of anomalies in sales trends and activities
  • Seamless integration with the Zoho ecosystem for a cohesive user experience

Cons

  • Initial learning curve due to the wide range of features and capabilities
  • Some users may find the level of customization options limited compared to other tools

Pricing

  • Free plan available for small businesses
  • Standard plan starts at $18 per user/month (billed monthly) or $12 per user/month (billed annually)
  • Professional plan starts at $30 per user/month (billed monthly) or $20 per user/month (billed annually)
  • Enterprise plan starts at $45 per user/month (billed monthly) or $35 per user/month (billed annually)

Reviews

On Capterra, users praise Zoho CRM's customization options, user-friendly interface, and integration capabilities. One reviewer notes, "Zoho CRM offers a lot of customization options allowing business to tailor it based on needs." However, some users mention that advanced features may require technical expertise to configure fully.

G2 reviews highlight Zoho Zia's ease of use, customer support, and frequent usage as key benefits. A user states, "Zoho CRM excels in usability, support, and integration, making it a powerful tool for managing customer relationships." Some reviewers note an initial learning curve due to the wide range of features.

Conclusions

In conclusion, selecting the best field sales software for your business depends on factors such as team size, budget, required features, and ease of use. Among the top tools mentioned, Bardeen, LeadSquared, and HubSpot Marketing Hub stand out for their comprehensive features and positive user reviews.

Bardeen, in particular, offers a powerful no-code automation solution with AI-powered features and integrations. To experience its benefits firsthand, consider downloading and installing the Bardeen Chrome extension and starting your 14-day free trial of premium features. With Bardeen, you can streamline your sales workflows, save time, and boost productivity.

Ultimately, the right field sales software will depend on your unique needs and goals. By evaluating your options and taking advantage of free trials, you can find the perfect tool to help your sales team succeed. Don't hesitate to explore these top-rated solutions and see how they can transform your field sales operations.

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