Discover the Anyleads suite | Find emails, verify emails, install a chatbot, grow your business and more!.
blog

What tools do you use to track sales?



What tools do you use to track sales?


You’ve probably heard about sales tracking apps that allow businesses to keep tabs on their sales performance. But what exactly does it mean to be tracked by your customers or potential clients? And how much should you really care if they know where you stand financially?

We asked some industry experts who have been working with sales people for years which tools they recommend and why. Here's everything we found out from them.

What sales tool is most effective?

According to Mike O'Neill, marketing expert at Salesforce, there isn't one single tool that will make all salespeople happier. However, he says that "there is one thing that every sales professional needs." That is, he said, an accurate view into his pipeline. It doesn't matter whether this information comes through a CRM (customer relationship management) platform like Microsoft Dynamics 365, Zoho Creator, HubSpot, Salesforce, Slack, Asana, Google Docs, etc., or something else—as long as it gives him insight into the state of his current prospects.

"The ideal situation would be to get a complete picture of everyone I'm dealing with," O'Neill told us. He added that having access to this kind of info means being able to see things such as when someone has expressed interest and when they've made a decision. This allows you to better prioritize your time so you're not spending too much energy chasing after dead leads or wasting precious opportunities on those who aren't interested anymore.

If you want to find out more about the various types of sales tracking software available, check out our guide here.

What is the best tool a salesperson can use?

When choosing the right sales tracking tool for your company, consider two factors: effectiveness and usability. A good sales manager knows that a robust and reliable solution is key to keeping up with the ever-changing world of digital selling. The same goes for any other person responsible for driving sales forward—like a team leader or even just a front-line employee. They need a simple way to understand what's happening across the entire organization.

That's why we love Quickenly's answer. Its intuitive interface makes it easy for anyone to quickly enter new contacts, add notes, and create custom dashboards. With its customizable filters, you'll always be able to focus only on relevant deals without getting lost among dozens of uninteresting ones. You also won't miss important details because it syncs automatically with your phone and desktop applications. Best of all, it works seamlessly with the rest of Quickenly's products. The end result is a streamlined workflow that helps you stay organized and productive.

And while Salesforce's tool offers many similar features, the fact remains that it requires much more work than Quickenly. In addition to making sure that you don't lose crucial information, you must constantly update your database with each new contact. If you don't follow these steps, your sales reps might never realize that they missed an opportunity to close a deal. On top of that, you'll have to spend extra time entering customer names manually instead of letting the tool auto-populate them based on your existing contacts.

Which is the most effective tools of increasing the sales?

As far as increasing revenue, what matters most is to find ways to connect with your target audience. After all, the purpose of sales is to turn strangers into friends. To achieve this goal, you need to build trust between yourself and your buyers. So, how do you go about doing that? One great method is to offer useful content on your website. By giving away valuable insights, tips, and tricks, you show prospective customers that you value their attention and that you're willing to share knowledge with them. All you have to do now is convince them to buy your product!

In light of this approach, we think that Salesforce's CRM is particularly helpful—not only because it provides the necessary analytics but also because it connects you directly with your sales rep community. Using the built-in messaging feature, you can easily send personalized emails to customers whose interests match yours. Plus, you can ask questions directly to your leads via text message. Finally, you can assign tasks, set reminders, and manage communication threads.

With all these options, you'll be well equipped to reach out to customers whenever you'd like. Of course, there are plenty of other tools that can serve the exact same function. For instance, ZoomInfo Pro lets you search for contact information, schedule meetings, and track conversations with your prospect. Plus, it integrates perfectly with third-party services including Dropbox, Gmail, Outlook, and others.

Another option worth mentioning is Leadpages. Once you sign up for a free account, you get access to a host of prebuilt templates designed specifically for different types of projects. These include landing pages, squeeze pages, sales letters, email campaigns, etc. But unlike other platforms, LeadPages also includes a wide range of drag & drop elements, allowing users to customize layouts as needed.

Finally, we'd be remiss if we didn't mention Zapier. While it may seem intimidating at first, once you learn how to use it effectively, you'll wonder how you ever managed to run your own business before. Basically, it's an online service that enables you to automate certain actions within your favorite apps. Think of it as a sort of virtual assistant that keeps your inbox clutter-free.

For example, let's say that you're running a subscription store. Every day, thousands of people visit your site looking for discounts. Now imagine if you could save time by automating the process. Instead of opening countless browser windows, filling out forms, and searching for coupons, simply link the subscriptions page to the Zapier feed of your Facebook ads. When visitors click on a coupon, you receive notification and immediately start sending targeted messages to the customer. Pretty soon, you'll be closing sales left and right!

What is the best sales system?

While there are several benefits to using a dedicated sales tracking tool, we still believe that a solid CRM is the best overall choice. Not only will it provide you with detailed reports regarding your sales activities, but it will also give you direct access to your contact list—something you can't accomplish otherwise. Furthermore, a CRM will boost productivity since it collects all relevant information in one place and then processes it accordingly.

One last point to note is that sales tracking apps often come with additional perks that you wouldn't expect. Most of the major players offer 24/7 support, live chat, and video calls to ensure maximum convenience for both parties. Another benefit is that they typically integrate smoothly with other solutions, meaning that you don't have to pay anything extra to take advantage of those advanced features.

So, in conclusion, we suggest taking a look at the following four companies: Salesforce, ZoomInfo, LeadPages, and Quickenly. Each one brings unique advantages to the table, and together they form a powerful combination that will enable you to increase your revenues faster than ever.

Mike O'Neil, Marketing Expert at Salesforce

I am very happy for the future of sales tracking technology. There are lots of tools available today that are helping sales professionals to track and analyze their pipeline. Some of my favorites are Quickenly, SalesForce, and ZoomInfo. Their simplicity combined with amazing functionality will help me keep up with my daily workload.

You can't make a sale without first making contact with your prospect. When it comes time to close that deal, having accurate information about what's happening during each step will be critical. Sales managers need to know how much they're spending on marketing efforts, which leads have been generated by different channels, and where their prospects live so they don't waste money sending out emails or calling people who won't accept the offer.

A good sales management tool should provide all this information as well as insights into where the company stands in terms of its pipeline (how many deals are currently active) and revenue growth over the past year. But even if you've got everything set up properly, you still might not get very far unless you're able to analyze the numbers from previous months. After all, no one wants to buy something just because they happened to see an ad online. They want to make sure they'll benefit from the purchase before committing resources toward getting it done.

The same goes for companies that rely heavily on referrals. If you want to grow rapidly, then you must develop trust between customer service representatives and customers. That means you need to understand whether your sales team is closing deals at a higher rate than expected. You also need to monitor the effectiveness of advertising campaigns, since these often involve large sums of money. All too often, though, companies only look at short-term results when analyzing performance. What happens after six weeks doesn't matter nearly as much as what happens right now.

Fortunately, new technologies allow businesses to gather vast amounts of data quickly and easily. Here are some of the most popular ways to track sales activities today.

What is the best way to track sales?

There's no single method that works for everyone. The ideal solution depends largely on how fast you need to respond to changes in demand and how much work you already put into managing sales. For example, larger firms may prefer solutions like HubSpot CRM, while smaller ones may find they can manage with less sophisticated apps such as Salesforce.com. Whatever you choose, however, make sure you take advantage of any integrations available. These can automate tasks like scheduling appointments or updating contacts' calendars so that you never miss an important meeting again.

If you need to keep things simple but still maintain control of every aspect of the process, try creating spreadsheets manually instead of relying on cloud storage services. This gives you complete flexibility while offering easy access whenever you need to check on progress. On top of that, you can download them to your phone or tablet for quick reference while traveling.

What is the best way to keep track of sales?

While it's always possible to spend hours pouring through spreadsheets trying to figure out exactly how many sales were made throughout the month, there are plenty of other options available.

For starters, consider looking into automated reports that pull together relevant figures based on specific criteria. One example would be a report that shows how many times someone visited a website, clicked a link, filled out a form, or performed another action that indicates interest in buying a product. Other examples include data pulled directly from social media profiles or search engine queries. A few clicks later, you'll receive a breakdown of those metrics by day, week, month, quarter, etc.

Another option involves setting up alerts to notify you via email or text message whenever certain conditions change. An alert could be triggered by a specific keyword appearing anywhere within a document, or by a particular number being entered into a spreadsheet. In either case, you'd typically have several days worth of historical data prior to receiving the notification. Depending on the type of business you run, you might also want to add additional filters to narrow down the list of potential buyers. Maybe you only care about individuals living in Southern California, for instance. Or maybe you want to target high school students who are interested in STEM careers.

Finally, you can always hire outside assistance to crunch the numbers for you. While it might cost extra, this approach offers peace of mind knowing that your data isn't going to disappear behind a firewall somewhere along the line.

How do we track sales activity?

Some businesses simply focus on maintaining detailed records regarding orders placed and payments received. Others go further by generating graphs showing trends over time and comparing various segments of the population against one another. Still others combine both approaches. Regardless of which methods you decide upon, though, you should strive to capture every detail imaginable.

This includes details related to individual products sold, locations visited, and dates associated with events. It also encompasses actions taken by employees, including the names of anyone involved in discussions leading up to a sale. At the end of the day, the goal is to create a comprehensive record of every interaction, transaction, and conversation. Then, rather than wasting time searching for lost documents, you can turn around and apply analytics to determine why certain factors influence success rates.

Of course, keeping tabs on every single piece of paper isn't practical for everyone. Some organizations handle thousands of transactions per day. To accommodate this level of volume, they tend to employ automation wherever possible. Instead of writing letters by hand, staff members submit addresses electronically. Rather than printing invoices and receipts, they enter payment information straight onto credit cards. And instead of mailing physical checks, they send electronic copies. As a result, the entire cycle takes place digitally. Everything gets tracked automatically, and it all happens almost instantaneously.

When you move away from paper processes, though, you lose the ability to track things like inventory levels or shipping estimates. Fortunately, companies that operate online can implement digital versions of these functions as part of their overall infrastructure. They might require users to log in once every 24 hours, for instance, or they might ask clients to confirm receipt of shipments before allowing refunds to be issued. Either way, these measures prevent issues from arising.

Is there an app to keep track of sales?

In addition to desktop applications, you can also opt for mobile platforms. Most modern smartphones support touchscreens, meaning you can view sales charts, browse contact lists, and perform basic calculations with ease. Apps designed specifically for tablets come with similar features, plus advanced capabilities like GPS integration. Plus, thanks to the popularity of Apple products, iOS devices enjoy widespread acceptance among consumers. Android phones, meanwhile, are used primarily by enterprises that value security above all else.

As long as your needs aren't particularly complex, you shouldn't encounter any major issues installing a dedicated sales tracking app. However, bear in mind that the majority of these programs are geared towards professionals working within brick-and-mortar stores. Unless you plan to specialize in selling items that are difficult to transport, you probably won't need anything beyond a smartphone.

Still, if you'd prefer to avoid carrying around multiple gadgets, you can install one on a computer and connect it to your network. Once installed, you can sync it with Google Drive or Dropbox and share files with colleagues. Alternatively, you might upload the necessary data to a third party provider such as Zoho Books or QuickBooks Online. Both of these alternatives let you generate reports that summarize key statistics across a range of categories. From there, you can export them in Excel format for analysis offline.

Whether you rely solely on desktop technology or mix things up with a combination of hardware and software, it's clear that there are plenty of viable options available. Before choosing one, though, consider consulting with a professional sales manager who has experience dealing with similar projects. By doing so, you gain valuable insight into current practices and discover opportunities for improvement. Furthermore, you'll likely learn a lot about how to effectively integrate your existing system into a broader framework. Finally, you'll also save yourself a great deal of hassle in the future by avoiding costly mistakes.

All information in this article is provided exclusively for educational and informational purposes, and is intended solely to serve as a guide. Individual situations will vary greatly depending on industry, geography, competition, clientele, and other variables. We therefore encourage you to consult with legal counsel and other experts familiar with local laws before implementing any strategy discussed here. Nothing contained herein constitutes investment advice.

In today’s digital world, it can be difficult to keep up with all of your clients' orders without having access to their order history. Sales trackers and tracking apps allow you to see exactly what products or services customers bought so that you can better understand where they came from and how much money has been made by each individual client.

A sales tracker will also tell you which customer accounts have sold well over time as well as which ones need extra attention. This information helps you identify new opportunities while improving overall performance. Many people don't realize just how important this tool is until they've tried one out. Here's everything you should know about sales trackers and why they're essential if you want to grow your company.

What is a sales tracking software?

Tracking the success of any product or service means knowing when someone buys something. It doesn't matter whether you work at an online shop or run a brick-and-mortar store. You need to know who wants your product, when they buy it, and how much they spend on it. If you aren't doing these things already, then getting started with a good sales tracker could make a massive difference for your business.

It sounds simple enough, but there are actually quite a few different types of applications available to choose from. Some of them are designed specifically for businesses and some are meant to help freelancers manage multiple projects. The main thing here is finding one that works for you. A lot depends on the type of industry you operate in. For example, if you own a restaurant, a retail outlet, or even a car dealership, you'll probably find yourself needing a specific sales tracking program depending on what you sell.

The most common types include desktop programs (like Excel) and mobile apps (for both Android and iPhone). These days, many companies offer cloud-based solutions too, meaning that you can install anything anywhere. And because of security concerns, not everyone is happy about storing sensitive financial records in the cloud either. So check what kind of solution your organization prefers before diving into a particular option.

What is the best software for sales?

There are several options for anyone looking to get started with a sales tracker. Depending on your budget, your needs, and your preferred method of working, you might end up settling on one of these three popular choices:

1. Microsoft Excel

Microsoft Excel is often considered the go-to spreadsheet program for those looking for a quick way to create and organize basic documents. While it isn't ideal for selling specific items like clothing or electronics, it still comes equipped with plenty of customization features that can handle almost every type of sale imaginable. Plus, its ability to import data directly from websites makes it easy to stay updated with inventory changes and other key details.

2. Google Sheets

Google Sheets offers a similar set of capabilities to Excel, including importing data from external sources. But instead of being limited to spreadsheets, users can turn their sheets into interactive dashboards with widgets. They can also build complex formulas to analyze data across tables. In addition, Sheets can connect to third party APIs to automate certain tasks and add real-time reporting.

3. TrackApp

TrackApp is another great choice for those wanting to track sales. Its web interface allows you to create custom reports based on your unique requirements. Once you sign up, you can start creating forms and uploading files instantly. Afterward, you can easily view results on graphs and charts. In short, TrackApp provides all the functionality and flexibility needed to effectively monitor sales progress.

Of course, no single platform can fit every situation perfectly. So, you may decide to try out a mix of platforms over time to accommodate your evolving needs. Whatever route you take, the bottom line is that sales trackers provide valuable insight into your business that you won't get elsewhere. Keep reading below to learn more about the best sales trackers available right now.

Which software is used to track sales?

As mentioned above, there are numerous ways to track sales through various platforms. However, most of them fall under two categories: desktop and mobile apps. Each category has pros and cons, so it pays to consider what matters most to your company when making a decision.

Desktop applications are usually easier to navigate than mobile apps, though they tend to require more technical skills. Desktop software tends to cost less, but it requires installation and maintenance. On top of that, many desktop options limit the amount of information you can pull together, forcing you to manually enter all of your transactions. Mobile apps, on the other hand, tend to be cheaper upfront but require additional training to maintain properly.

Regardless of which type of software is chosen, sales trackers must be able to communicate with accounting software and/or CRM platforms. That said, some vendors offer dedicated integrations that enable salespeople to seamlessly input and report on sales activity.

While many organizations prefer desktop versions due to familiarity issues, others opt for mobile apps to increase employee engagement and reduce paperwork. Whichever approach you choose, you should always look for a system that lets you customize the number of fields required per transaction. Otherwise, you risk losing valuable insights regarding sales trends and revenue generation.

One final note worth mentioning is that some of the best sales tracking software for small businesses focus exclusively on automating repetitive processes. Since sales follow predictable patterns, this feature ensures that you never miss a beat. To put it simply, automating processes saves you time and energy, allowing you to dedicate more resources toward growing your business rather than managing logistics.

To sum things up, here are five tips to remember when selecting a good sales tracker:

Make sure sales tracking software is compatible with your existing accounting package.

Look for a fully customizable dashboard, especially if you plan on building reports and generating customized reports from within the system itself.

Keep in mind that the best sales tracking software for small business is flexible enough to adapt to changing needs.

Don't hesitate to ask questions during setup and implementation phases. Doing so can save you a lot of headaches later down the road.

Consider adding automation features to prevent manual errors from occurring.

Which application is used for track sales?

If you haven't already guessed, we recommend installing a dedicated sales tracking app for your team. Not only does this ensure consistency of data collection, it also enables employees to collaborate more efficiently. With a standalone sales tracking app, you can share relevant analytics among colleagues and quickly update sales figures whenever necessary.

Mobile sales tracking apps are particularly useful for busy professionals who frequently travel. Whether you're running between meetings, catching rides home, or waiting around airports, you can keep tabs on sales activity wherever you go. When combined with GPS technology, this capability becomes even more powerful since it gives you detailed location info.

Finally, desktop sales tracking apps are perfect for office workers who enjoy staying plugged in throughout the day. Even if you typically leave work early, you can log in remotely and catch up on missed leads anytime you feel the urge.

What is the best software for sales?

So far, our review of the best sales tracking software has revealed that desktop apps are generally superior to mobile apps. We recommend checking out the following list of the best sales tracking apps available today.

Gumroad - Gumroad is a global marketplace for independent artists, designers, photographers, and musicians. By integrating a full suite of payment processing tools, it aims to streamline the entire process of shopping online.

Zoho Creator - Zoho Creator integrates a variety of marketing tools to help small businesses generate more clicks, conversions, and ultimately, profits.

Tally.ERP9 - Tally ERP 9 is a robust enterprise resource management platform that focuses primarily on providing visibility into finances and operations.

Handy - Handy connects with your bank account and automatically tracks payments for you. Additionally, it keeps track of expenses related to your home repairs.

Sellbrite - Sellbrite is a mobile app that uses AI algorithms to match buyers with sellers.


Author

Anyleads

San Francisco

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

Join Anyleads to generate leads

Error! Impossible to register please verify the fields or the account already exists.. Error, domain not allowed. Error, use a business email. Welcome to the Anyleads experience!
More than +200 features to generate leads
Register to start generating leads

Create your account and start your 7 day free trial!

Error! Impossible to register please verify the fields or the account already exists.. Error, domain not allowed. Error, use a business email. Welcome to the Anyleads experience! By registering you agree to the Terms and conditions agreement.
More than +200 features to generate leads

We offer multiple products for your lead generation, discover them below!

>> Unlimited access to all products with one single licensecheck our pricing.