The 6 Best Sales Tracking Software for Transforming Your Pipeline
Do you know how well your sales team performed last quarter? Or are you more of a “keep dialing until you hit your quota” sort of sales leader? If you want to make sure your business keeps growing, you might need to start looking into sales tracking software.
Let’s dive into these platforms, what they do, and why you should be using them instead of that busy spreadsheet.
What is sales tracking software?
Sales tracking software is a bit like if the venerable Rolodex, a receptionist, and a sales manager were all combined into a single piece of software. At their core, these platforms help sales teams and leaders maximize their sales pipeline, optimize customer interactions, and close more deals. Sales teams can consult their sales tracking software to get a prospect’s contact information, access training materials, check up on best practices, and report on their performance.
For sales leaders, these tools are a great way to check in on how their team is doing, get the data they need to tweak their strategy, and answer questions from other stakeholders.
Why not use a spreadsheet instead of sales tracking software?
Spreadsheets are reliable, widespread, and pretty easy to get your head around. Anyone who’s in a sales role probably has a lot of experience working with a spreadsheet, making tools like Excel or Google Sheets some of the most common examples of “sales tracking software” in all sorts of organizations. But while they’re popular, they’re not necessarily the best way to manage your sales pipeline.
Think about it this way. If you’re doing a simple home improvement job — like setting up shelves or fixing a loose chair leg — you’ll probably be fine with whatever’s already in your toolbox. But if you were paying professional contractors to come in and remodel your kitchen, how would you react if they just asked to borrow the tools you have?
Just like contractors, salespeople are professionals, and they need the right tools to get the job done. While it might be tempting to save some budget by making them use a spreadsheet, you’ll be doing them a disservice.
The 6 best examples of sales tracking software
Salesforce
From the name, you’ll have guessed that Salesforce is dedicated to sales teams and helping them perform at their best. And it’s great at that. It’s one of the most well-known platforms for sales tracking, customer relationship management, and more. But it does a whole lot more, too, like handling marketing efforts, enabling ecommerce, and streamlining customer service.
Zoho CRM
While it might not be the titan of the sales software category that Salesforce is, Zoho CRM is still a strong alternative. One of Zoho CRM’s key features lies in its suite of automations, which can streamline workflows, processes, campaigns, and more.
Pipedrive
Pipedrive is an example CRM and pipeline management software, making it a great option for sales tracking. One of the things people love about Pipedrive is that it’s an all-purpose CRM, built both for large organizations and smaller businesses, which isn’t true of all sales tracking software. If you want a platform that’s easy to set up, you might want to go with Pipedrive.
Zendesk Sell
At its core, Zendesk is a CRM platform built for customer support teams, but Zendesk Sell is purpose-built for sales professionals. It integrates with your email inbox, allows you to build targeted prospect lists, streamlines routine sales tasks, and more. And because it’s part of the Zendesk suite of products, it’ll work seamlessly with the customer support features Zendesk offers, making it a great option if you’re already using Zendesk.
HubSpot Sales
HubSpot Sales is another example of an offshoot product from a core CRM platform, but it’s still a great option for sales tracking software. You can manage your entire pipeline from HubSpot Sales, as well as building quotes, reporting on the sales team’s performance, as well as integrating your sales workflows with more than 1,250 tools.
Close
While Salesforce is almost the default choice for large organizations, Close bills itself as the sales tracking software of choice for teams under 100 people. While it handles much of what other sales tracking software can do, Close also has features that set it apart from the pack, like built-in calling and SMS sender. But it still has the reporting and pipeline management features you need from this kind of software.
Track this
No matter what kind of business you work in, investing in the right sales tracking software can make a huge difference. Salesforce, Zoho CRM, Pipedrive, Zendesk Sell, HubSpot Sales, and Close are all examples of CRM platforms that have powerful sales tracking features. This gives sales leaders the ability to keep an eye on how their sales team is performing, adjust their strategy, and steer the business in the right direction. With the right platform, your team will be unstoppable.