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Sales Tracking Software


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Salesforce.com logo
 
The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
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The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
 
Infusionsoft logo
 
Infusionsoft is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries deliver... Read More
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Infusionsoft is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries deliver... Read More
 
amoCRM logo
 
AmoCRM is a cloud-based customer relationship management solution that helps users manage the sales pipeline. Users can receive feedback and reports about the performance of salespersons. The solution offers lead scoring and nurturing,... Read More
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AmoCRM is a cloud-based customer relationship management solution that helps users manage the sales pipeline. Users can receive feedback and reports about the performance of salespersons. The solution offers lead scoring and nurturing,... Read More
 
HubSpot CRM logo
 
With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read More
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With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read More
 
Copper (formerly ProsperWorks) logo
 
Copper is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The Copper solution... Read More
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Copper is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The Copper solution... Read More

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FreeAgent CRM logo
 
FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The system works automatically by pairing with the user's email to create and classify... Read More
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FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The system works automatically by pairing with the user's email to create and classify... Read More
 
NetSuite logo
 
NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More
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NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More
 
Base logo
 
Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
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Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
 
Chime logo
 
Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
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Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
 
Shape logo
 
Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses... Read More
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Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses... Read More

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Claritysoft logo
 
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within... Read More
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Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within... Read More
 
FunnelMaker Sales logo
 
FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read More
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FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read More
 
Apptivo logo
 
Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications... Read More
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Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications... Read More
 
LeadMaster logo
 
LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management,... Read More
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LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management,... Read More
 
Firepoint logo
 
Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. Firepoint... Read More
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Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. Firepoint... Read More

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BNTouch Mortgage CRM logo
 
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read More
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BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read More
 
Pipeliner CRM logo
 
Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read More
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Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read More
 
ResultsCRM logo
 
ResultsCRM is a software solution designed for small and midsize enterprise customers. It offers sales automation, project management, service orders and billing management within the suite. It is available for both Web-based and on-premise... Read More
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ResultsCRM is a software solution designed for small and midsize enterprise customers. It offers sales automation, project management, service orders and billing management within the suite. It is available for both Web-based and on-premise... Read More
 
Hatchbuck logo
 
Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read More
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Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read More
 
OnContact CRM logo
 
OnContact CRM is a mid-market customer relationship management (CRM) solution that can be deployed on-premise or in the cloud. OnContact includes complete sales automation, marketing automation, customer service and contact center... Read More
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OnContact CRM is a mid-market customer relationship management (CRM) solution that can be deployed on-premise or in the cloud. OnContact includes complete sales automation, marketing automation, customer service and contact center... Read More
 

Buyer's Guide

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Sales tracking software fits into the larger family of sales force enablement and sales force automation software and has many applications in common with traditional sales software and general purpose customer relationship management (CRM) software.

On the whole, the sales force enablement and automation software market is expanding quickly—it grew 12.8 percent to $5.6 billion in 2016. Today, most of the new growth is coming from the successes of Software-as-a-Service (SaaS) vendors entering the market with specialized, focused tools like lead management and, the topic of this guide, sales tracking software. Companies are flocking to these SaaS solutions for three main reasons: To provide better customer experiences and improve customer relationships To streamline sales staff workflows and improve process efficiencies To improve outcomes, close more deals and sell more per deal Sales tracking software can help your company work towards all three of these goals, but it must be chosen correctly and aligned well with your business goals. Those caveats can be especially challenging, especially given the the vast number of solutions available in this quickly growing, rapidly changing software market. This Buyer's Guide will help you make the right choice. In it we explain:

What Is Sales Tracking Software?
Common Features of Sales Tracking Software
Market Trends to Understand

What Is Sales Tracking Software?

Believe it or not, a large percentage of companies still track their sales processes manually: in spreadsheets, on whiteboards and even on paper. Manual tracking can work in small offices with very low sales volume, but it's never ideal. It leads to poor performance on the three points listed above: poorer customer experiences, inefficient use of sales staff time and fewer closed deals and lower per-deal revenue.

Sales tracking software helps manage, track and guide all aspects of the sales process. It usually provides set process workflows so salespeople know where each prospect stands at any given point in time and which steps need to be taken next. These days, with better machine learning integrations, some sales tracking software platforms are even able to recommend the single best out of a set number of possible follow-up actions.

Dashboard overview showing lead origin and deal status in Pipedrive
Dashboard overview showing lead origin and deal status in Pipedrive

Salespeople make the most direct use of sales tracking software, but it's also used by team and department managers and executives. For the latter group, it provides insight into the health and status of the sales department's overall operations. It can help also help with sales forecasting, help optimize workforce scheduling and even help determine the best pricing plans and strategies.

Common Features of Sales Tracking Software

Clearly, sales tracking software can accomplish a lot. But how well it helps you achieve your specific goals comes down to the specific applications and features and how well they're aligned with your organization's workflows and goals. Here's a list of common features to look out for in the sales tracking solution you select:

Pipeline management Manage individual sales prospects from fresh lead and first contact through to deal closure, which lets staff and management parse and prioritize different groups by a variety of internal or external variables.
Pipeline editor Define and deploy individual pipelines specific to segmented lead groups, specific products or product lines or different sales teams, providing each with step-by-step workflows.
Cycle management Customer-focused process management tool that helps manage sales and buying cycles, which is especially useful for organizations that sell subscription-based products or benefit from post-sales follow ups.
Next best actions Helps identify the next best actions to take during multiple stages of the sales processes, increasing buyer engagement and improving sales outcomes. Some platforms make use of predictive analytics to improve suggestions over time.
Dashboard Metric tracking visual interfaces for sales staff, management and executives, showing key performance numbers including open and closed deals, volume at various pipeline stages and custom KPIs and values.
Web-to-lead Integrates with company's website (or social media channels) to help automatically convert online prospects into trackable leads and prospects, usually with basic segmentation tools.
Social media integrations Tools that integrate a company or individual salesperson's social media accounts with backend sales tracking software, saving time, reducing errors, missed opportunities and improving response times.
Collaboration Collaboration tools help organize responsibilities in sales environments that have multiple team members working together on the same deals, helping with hand-offs and preventing redundant steps.
Content management Provides basic content management functions, either directly or through integrations with a content management system (CMS) to save time looking for sales materials.

Market Trends to Understand

Since sales force automation and enablement tools play such critical roles in the business world's profitability, they receive tons of attention from software developers. They're some of the first applications to receive updates and integrations of newer technologies like predictive analytics and machine learning.

Current and up-and-coming trends in the sales tracking software industry include:

  • Better user experience: Gone are the days when updating a lead required a dozen mouse clicks and switching back and forth between multiple screens. Today's sales tracking tools are designed with user experience in mind, streamlining processes on the front end and featuring clearer, more intuitive user interfaces.
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  • Curated account intelligence: Account information and client data both help close deals, but it's easy to have too much of either. What salespeople really need is the right information at the right time, so they know what they need to know exactly when they need it. Curated intelligence tools help manage CRM and sales data and present it only when it's needed.
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  • Just-in-time training: The average sales department is no stranger to turnover and new staff onboarding is a part of operations. Sales tracking apps can speed up onboarding with the better interfaces (mentioned above) as well as with tooltips, automated cues and set workflows that help train new staff as they work.
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  • Predictive analytics: Sales tracking tools have traditionally been systems of record: they'd simply record relevant account and process information. With better predictive analytics tools, they're increasingly answering valuable forward-looking questions, such as: How likely am I to close this deal? What should I do next with this deal?
 

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