Sales tracking software is a tool that allows you to see how your sales process is going and to make informed decisions about how to optimize it. There are a lot of sales tracking tools to choose from, but here are a few key features to look for when choosing one:
New lead generation is the first step in your sales process, and sales tracking software can help you calculate conversion rates automatically. This will save you time and provide a clear forecast of potential revenue. A good sales tracker should also be able to track customer interactions so that you can assess upsell or cross-sell opportunities.
Close CRM is a sales tracker that can help you win more deals by providing detailed reporting on your sales rep performance, giving high-level pipeline overviews, analyzing call, email and text success rates, and more. It can even measure won and lost opportunities and generate revenue metrics so that you can be sure that your sales team isn’t missing any important steps in the sale. It’s also a great way to motivate your sales team by showing them how much progress they have made in reaching their goals.
A sales tracker that can track all of your sales conversations is a huge bonus. This includes calls, emails, text messages, online chats and any other type of contact your salespeople have with their prospects. The best sales trackers can also incorporate a CRM, meaning that all of this data can be stored in one place for easier access by your entire sales team.
The ability to track the full lifecycle of a sales opportunity is a crucial feature for any sales tracking tool. This is because it can give you a more complete picture of the customer’s needs and concerns, so you can tailor your product or service to meet those specific requirements. In turn, this will improve customer satisfaction and boost your brand reputation.
It’s also useful to know the average duration of each stage in your sales process, so that you can determine whether or not your processes are effective and can be improved. Sales tracking software can do this for you by displaying the average number of days from a lead’s initial interaction with your business until they are ready to buy.
Creatio is a powerful sales tracking tool that provides a wide range of integrations and offers a low-code customization capability to allow you to fine-tune each module to fit your exact sales process. This allows you to add weights to specific parts of the sales cycle, define custom metrics and trigger certain sequences based on customer interactions. It’s a great choice for small and medium-sized businesses looking for a comprehensive sales tracker.
While you can use Excel to create a basic sales spreadsheet, it’s not as powerful or as easy to use as a dedicated sales tracking tool. Luckily, there are many different options available that will suit your needs, and most of them offer free trials or flexible pricing plans. Choosing the right sales tracking tool can have a huge impact on your company’s bottom line, so don’t hesitate to research the best options and start implementing them in your business today!