Showing 1-20 of 479 products
Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various... Read more
Recent recommendations: 132 recommendations
Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The... Read more
Recent recommendations: 122 recommendations
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
Recent recommendations: 72 recommendations
Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamline... Read more
Recent recommendations: 66 recommendations
FreeAgent CRM is a customer relationship management platform with robust work management capabilities. It helps teams get everything on a unified platform, collaborate on various projects and track and improve operational performance. Designed... Read more
Recent recommendations: 33 recommendations
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize... Read more
Recent recommendations: 31 recommendations
SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact,... Read more
Recent recommendations: 24 recommendations
The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that include... Read more
Recent recommendations: 18 recommendations
Ontraport provides a customer relationship management (CRM) system for small and growing businesses looking to automate marketing and sales efforts. The solution includes tools for email marketing, lead scoring, lead nurturing, lead... Read more
Recent recommendations: 15 recommendations
Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features... Read more
Recent recommendations: 14 recommendations
Top Producer is a web-based CRM system suited for agents or brokerages in the Real Estate industry. The system helps agents personalize follow up and manage clients from initial contact, to long-term repeat and referrals. Build your... Read more
Recent recommendations: 13 recommendations
SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard"... Read more
Recent recommendations: 11 recommendations
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
Recent recommendations: 10 recommendations
Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just... Read more
Recent recommendations: 8 recommendations
BenchmarkONE (formerly 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. BenchmarkONE... Read more
Recent recommendations: 7 recommendations
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
Recent recommendations: 7 recommendations
Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and... Read more
Recent recommendations: 6 recommendations
BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includes an... Read more
Recent recommendations: 6 recommendations
CreamSoda is a CRM tool built for B2B sellers and buyers. This solution provides tracking and notification tools to streamline the shipping process for sellers. Product buyers can also use CreamSoda to identify the best prices, quantities,... Read more
Recent recommendations: 6 recommendations
Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market... Read more
Recent recommendations: 5 recommendations
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?
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.
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.
- 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.
- 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.
- 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?