Keeping track of your sales is more important than ever to stay ahead of this highly competitive market. The right sales tracking software may help you with this and ensure you don’t miss any opportunities. This tool acts as a centralized platform to streamline your sales, track metrics, and gain data essential for a better decision.
If you are a business person looking for a tool, this article is for you. Let’s dive in.
Key Features of Sales Tracking Software
Do you have any ideas about tracking tools? They can be a game changer for your small business. So, let’s dive into the features that can make a real difference.
- Lead and Contact Management: Having the detailed profile of every potential customer at your fingertips is an advantage. You can expect that from CRM tools provided by companies like Kylas CRM, which is specifically designed to meet the exact needs of small and medium-sized businesses. With this feature, an organization can track interactions and build stronger relationships.
- See Your Sales Pipeline Clearly: Have problems with your sales? A sales pipeline gives you a clear picture of where every deal stands now. It’s like a visual roadmap that clarifies sales and their status. Small businesses can spot hurdles, prioritize hot leads, and forecast revenue. Knowing sales stages helps allocate resources and speed up sales.
- Activity and Task Tracking: It’s natural to forget something as you talk, write, and meet daily. Tracking conversations and activities helps your sales team stay organized. Your digital to-do list keeps you on track and ensures nothing gets missed. Having a clear picture of what your team is doing lets you see where they can improve and make them more productive.
- Performance Analytics: Performance analytics, part of sales tracking software, gives a clear picture of the present condition. A firm will determine the best-selling products and the sales cycle length through this. Tools like Kylas CRM, which offers detailed analytics and custom reports, give you a secret weapon that helps you make data-driven decisions to optimize your sales strategy.
- Collaboration and Communication: Collaboration tools like shared calendars, messaging, and document sharing help your team stay connected. Good sales tracking software is like having a war room where everyone knows what is happening. Working in a group with perfect coordination ensures everyone is in the same direction and increases the chances of closing deals.
- Predict the Future: Forecasting sales is not magic, but a business can do it with data and closely watching trends. You can create informed projections about future revenue by analyzing past performance and current deals. Sales forecasting helps you plan for the future, allocate budgets, and set realistic goals.
- Integration: Integrate it with your CRM and other tools to create a powerful ecosystem. This is like connecting all the puzzle pieces to get the complete picture and a unified view. Seamless integration streamlines your workflow, saves time, and eliminates the need for manual data entry.
- Mobile Accessibility: Mobile compatibility is essential when looking for a tool. Everyone expects convenience, and your sales team will be able to check in on deals, update information, and close sales from anywhere with this option. Coordinate with partners like Kylas CRM, who offer all these solutions to make things faster and more effective.
Don’t miss our previous posts on the related topic: Guide to the Best Free CRM Software in 2024.
Let’s focus on the tangible benefits of these powerful tools.
Benefits of Using Sales Tracking Software
The role of an effective tool is unavoidable in driving sales. Businesses can gain valuable insights, optimize processes, and improve profit. Let’s explore the key benefits of implementing this system.
- Increased Visibility: Tracking software provides your sales team’s performance status. An organization can now easily monitor individual and team metrics, identify the best performers, and identify areas for improvement. This visibility empowers small businesses to make adjustments and prioritize their sales strategy.
- Improved Efficiency: When you choose a CRM, it includes automation technology that can handle routine tasks and help human agents focus on building relationships and closing deals. Daily tasks grab your employees’ time, so automation will help them spend more time on high-impact activities.
- Data-Driven Insights: Unlock the power of your sales data. Sales tracking tools offer invaluable insights into your sales process. By analyzing performance metrics, you can identify bottlenecks, optimize your sales funnel, and make data-driven decisions to improve efficiency. These insights help you uncover hidden opportunities and allocate resources effectively.
- Accurate Reporting: Valuable data is essential for making better decisions. Sales tracking software, like those provided by Kylas CRM, allows you to set realistic goals, allocate resources effectively, and measure the return on investment of your sales efforts by providing accurate reporting. With correct data, companies can show how their sales efforts have helped and get support for plans.
You have seen how these tools benefit your business. Now, let’s consider what factors should guide your choice of tracking tools.
Before you finalize a tool for your sales team, it is important to consider many factors. What are they? Let’s examine them in the next section.
- Team Size and Requirements: The first step is understanding your team’s size and requirements. When evaluating different options, get a list of the number of users, the complexity of your sales process, and the desired level of automation. Connecting the tool’s capabilities with your team’s structure is essential for optimal utilization.
- Understand Priorities: What your team wants is a big question you must ask yourself. Your top priority must be features such as lead management, sales pipeline visualization, contact management, forecasting, reporting, and integration capabilities. Consider your sales process to determine which features directly impact productivity and revenue.
- Budget: Look at your budget and compare costs across various platforms. When you go with providers like Kylas CRM, you get many benefits like unlimited users and more, especially if you are a small business. It is known for its affordability and robust feature set, making it a good option for small businesses. Consider additional features or add-ons that might need extra charges.
- User-Friendley Tool: User-friendliness is a must-consider factor when selecting sales tracking software. Look for software that is easy to use, has clear screens, and has short learning curves. The tool should be easy for your sales team to learn quickly, so they don’t need a lot of training.
- Customer support: Customers are the final people who benefit from any business. When choosing a tool, you must consider customer support and ongoing assistance. Check for options such as phone, email, or live chat. Consider the responsiveness and expertise of the support team.
Knowing these factors will help you streamline your decision-making process. But what specific tools should you consider?
Picking the right sales tracking software can make a big difference for small businesses that want to run their sales processes more smoothly. Here are some of the best choices that may help the way you work:
1. Kylas CRM
Kylas CRM is an easy-to-use tool that helps growing businesses streamline their sales processes. Its many features can improve productivity, increase sales, and improve total sales performance.
Features:
- Intuitive Interface: The interface is easier to use, so you can enjoy a smooth experience. A user-friendly interface can reduce the learning curve and help users explore the CRM efficiently.
- Pipeline management: It allows you to see and track how deals move through the sales process, ensuring no opportunity is missed. If you have effective pipeline management, it will help sales teams stay organized and focused on closing deals.
- Sales Automation: Sometimes, your staff becomes overwhelmed with repeating tasks, but they can be managed here. Use automation to do daily tasks like data entry and follow-ups, freeing your time for more important sales activities.
- Customizable Workflows: You can customize the CRM to fit your sales processes and your business’s needs. This flexibility ensures the CRM aligns with the business’s operations, making it more effective and relevant.
- Performance Analytics: With detailed reports and dashboards, gain actionable insights into sales performance. These tools help make data-driven choices, monitor progress, and optimize sales activities.
- Mobile Accessibility: Managing the activities and staying updated on deals from mobile devices help your users work efficiently from anywhere, improving flexibility and responsiveness.
- Unlimited Users: Getting unlimited users is a significant benefit, especially for growing businesses. You can add as many users as you want to your CRM, so as your team grows, you don’t have to pay extra.
2. Zoho CRM
Zoho CRM is a comprehensive platform for managing customer interactions and sales processes. It gives you many tools to help businesses increase sales, improve customer satisfaction, and drive overall growth.
Features:
- Contact Management: Organize and keep detailed customer information for personalized interactions. Detailed records help better track customer preferences and history, facilitating more effective communication and service.
- Workflow Automation: Streamline repetitive tasks like lead assignments and follow-ups to improve efficiency. Automating these processes reduces manual effort, minimizes errors, and may help reduce costs.
- Analytics and Reporting: Gain valuable insights into sales success with customizable reports and dashboards. This feature helps monitor performance and make data-driven decisions.
- Email Marketing: Execute targeted email programs to nurture leads and drive sales. This function is vital for offering personalized campaigns that engage potential customers.
- Mobile Accessibility: Access CRM data and handle sales activities on the go, ensuring you stay connected with customers. Mobile accessibility is important for sales teams to remain productive outside the office.
- Cost: Zoho may challenge you with the price when considering expansion. Per-user licensing costs can grow significantly as the team grows, which may be a burden for small businesses.
3. LeadSquared
It is a sales acceleration platform created to help businesses capture and convert leads effectively. It offers robust tools to optimize sales funnels and improve revenue.
Features:
- Lead Capture: This tool gathers leads from multiple sources, expanding your possible customer base. Collecting leads from various channels increases the chances of reaching more customers and growing your business.
- Sales Automation: Streamline sales processes with automated jobs, allowing team relationship-building time. It can also help them work more efficiently and spend more time on high-value activities.
- Performance Analytics: Gain actionable insights into sales performance to find areas for improvement. It provides data to help you see what’s working and what isn’t for a better decision.
- Integration: Connect with other business tools for an easy workflow and efficiency. Integration ensures data flows easily between systems, saving time, reducing errors, and providing a unified experience.
- Customizable Workflows: Here, you can tailor the platform to fit specific sales processes, aligning it with your unique sales approach. This customization helps adapt the platform to your specific sales processes and improves efficiency.
- Mobile App: Manage leads and sales activities on the go, keeping your team and customers connected. It helps the team stay productive and connected even when not at desks.
- Advanced Features: Some users find specific advanced features less accessible on mobile. This may affect your team’s productivity, especially when they are out of the office.
4. Pipedrive
With this tool, a company can focus on simplifying the sales process for better deal closure. It offers a visual and intuitive platform to help sales teams manage their pipeline successfully.
Features:
- Pipeline Management: Visualize and manage sales possibilities with a clear and intuitive pipeline view. It gives companies a clear view of where each deal stands in the sales process.
- Activity Tracking: Monitor sales activities and interactions to ensure timely follow-ups and better customer engagement. It keeps track of all your interactions with leads and customer details.
- Email Integration: Integrating email contact within the CRM for efficient management and tracking is easy here. This integration helps manage and track emails directly within the CRM, streamlining your communication process.
- Sales Forecasting: Predict sales trends and set realistic goals based on historical data and the current pipeline. You can make more accurate forecasts and set achievable sales targets using past data and current information.
- Mobile Access: It is useful for staying connected to your sales pipeline and customer details from anywhere. When a salesperson is out of the office, they can effectively manage their sales with their mobile application.
- Analytics: This tool offers limited performance analytics compared to other tools. It may not offer as many detailed insights as other options, making it difficult for your business to make accurate decisions.
5. Freshsales
This CRM can improve sales productivity and efficiency. It offers a user-friendly interface and a range of features to help sales teams make deals faster.
Features:
- Lead Scoring: It prioritizes leads based on their potential value, focusing sales efforts on the most promising possibilities. This helps your sales teams concentrate on leads more likely to convert.
- Email Tracking: This tool allows businesses to monitor email open and click rates to optimize email campaigns and follow-up tactics. It also helps companies understand how clients interact with emails.
- Built-in Phone: Make and log calls within the CRM for efficient communication and tracking. Connecting phone communication with your CRM system makes tracking interactions and follow-up easier.
- Automation: Streamline daily tasks like data entry and email sending to increase sales rep productivity. A sales team can spend more time building relationships by reducing manual work.
- Integration: Connect with other business tools to build a unified sales and marketing ecosystem. Now, you can ensure that all your software is effective in a single tool.
- Customization: There are limited customization options for advanced workflows here. This limitation can restrict your ability to tailor your needs to fit highly specific workflow requirements.
6. Microsoft Dynamics 365
Microsoft Dynamics 365 is an all-in-one CRM solution built for enterprise-level sales management. It has a platform for managing customer relationships, driving sales growth, and improving overall business performance.
Features:
- Sales Insights: Use data-driven insights to spot sales trends, optimize strategies, and improve accuracy. A company can make informed decisions based on real data and adjust its strategy accordingly.
- Customer Engagement: Build strong customer connections through personalized interactions and exceptional service. Personalized interactions improve customer satisfaction and loyalty and make your business stand out.
- Customization: Tailor the platform to fit unique business needs and processes, ensuring alignment with your sales operations. Customization supports your unique workflows, making them more effective and relevant.
- Integration: Connect with other Microsoft tools for a seamless workflow across departments. An effective integration smoothens coordination between different tools and teams.
- Mobile Connectivity: You can stay connected to your sales team and customers, accessing important information on the go. When the team is away from the office, this accessibility is more useful for interacting with clients.
- Cost: High costs can be a barrier for small—to mid-sized businesses. This prize issue can make it difficult for smaller businesses to compare other tools.
7. Bigin
It is a simple CRM built for small businesses to manage sales efficiently. It offers a basic set of tools to help small businesses get started with CRM without much complexity.
Features:
- Pipeline Management: A firm can visualize and track sales possibilities with a simple and intuitive pipeline view. An effective pipeline view ensures that progress can be easily monitored and efforts prioritized.
- Automation: Automate your simple jobs like data entry and follow-ups, allowing sales reps to focus on building relationships. With this option, your sales reps can dedicate more time engaging with leads and closing deals.
- Email Integration: Manage email interactions within the CRM for better organization and tracking. Integration simplifies tracking and managing email interactions, making it easier to follow up and maintain organized records.
- Data Analytics: Gain insights into sales success with easy-to-understand reports and visualizations. Clear reports and predictions are vital for quickly assessing performance and making informed decisions to improve sales efforts.
- Custom Fields: Tailor the CRM to specific business needs and capture important information for your sales process. The customization allows you to add more options that are relevant to your business.
- User Friendliness: The user interface may be a problem for some team members. It may not be as easy to use as some competitors. It may slow your users down and affect their productivity.
8. Bitrix24
This tool offers options like project management and communication tools for small and medium-sized businesses. It acts as a centralized hub for managing various business operations, but it might not be the best fit for organizations with highly specialized CRM needs.
Features:
- Contact Management: This tool allows a firm to effectively organize and manage customer information for efficient sales and support. Proper organization improves communication, manages relationships, and effectively follows up.
- Project Management: Plan, execute, and track projects using tools such as task management, Gantt charts, and Kanban boards. This option helps you oversee projects from start to finish.
- Sales Automation: Streamline sales processes with options like lead management, deal tracking, and sales pipeline management. Automation is essential to improve efficiency and consistency.
- Collaboration Tools: Improve teamwork with features like document sharing, internal communication, and task assignment. Effective tools ensure team members can work together and stay updated on project and sales activities.
- Reporting: Gain insights into sales performance, project progress, and team productivity through customizable reports. It gives valuable information on various aspects of your business.
- User-friendliness: The CRM’s user interface is less intuitive than other CRMs. This can make it harder for users to adapt and fully utilize the CRM’s features, impacting overall efficiency and satisfaction.
9. Salesforce
Salesforce is a leading CRM platform that fits the complex needs of large enterprises. A business gets highly customizable and scalable solutions with sophisticated sales processes.
Features:
- Lead Management: Efficiently capture, nurture, and convert leads into customers. By managing leads, an organization can increase the chances of converting them into paying customers and growing your business.
- Sales Analytics: Get deep insights into sales performance through advanced reporting and forecasting methods. Here, you get detailed information on how your sales are performing.
- Customization: Tailor the platform to match specific business processes and workflows. Customization ensures the CRM supports your specific processes, making it more relevant and effective for your company.
- App Integration: Connect with various applications to create a unified view so you do not want to jump into different apps. Integrating is essential to streamline your workflow by linking multiple tools.
- Mobile CRM: Mobile access ensures that you can handle sales tasks and review customer information no matter where you are, keeping your business running smoothly.
- Feature Implementation: The platform’s depth of features can require significant implementation time and costs. This may be a barrier for some businesses, as the investment of time and resources may be substantial.
10. Agile CRM
It is a cloud-based CRM solution that is affordable and easy to use for small—to medium-sized businesses. You get a good balance of features and cost-effectiveness for businesses looking to start with CRM.
Features:
- Contact Management: Organize and manage customer information for effective sales and marketing efforts. Effective management increases communication and ensures well-coordinated and personalized customer interactions.
- Marketing Automation: Automate repetitive marketing works to nurture leads and improve conversion rates. Automation aids with leads, increasing the chances of conversions and freeing up time for strategic tasks.
- Sales Tracking: Monitor sales performance and pipeline progress to optimize sales efforts. Tracking sales helps identify improvement areas and ensures efforts are focused on the most promising opportunities.
- Helpdesk: Provide efficient customer support and improve customer satisfaction. A good helpdesk focuses on resolving customer problems, leading to higher satisfaction and loyalty.
- Web Engagement: Engage website visitors through live chat and pop-ups to capture leads. This helps interact with potential customers in real-time and improves user experience.
- Scalability: While suitable for many businesses, it might not scale effectively for large organizations with complex needs. The tool may struggle to handle the demands of bigger companies.
Top Sales Management Software
| Pipeline Management | Sales Automation | Unlimited User Licenses | Extra Feature Costs | 24/7 Customer Support |
| Kylas CRM | Yes | Yes | Yes | No | Yes |
| Zoho CRM | Yes | Yes | No | Yes | No |
| LeadSquared | Yes | Yes | No | Yes | No |
| Pipedrive | Yes | Yes | No | Yes | No |
| Freshsales | Yes | Yes | No | Yes | No |
| Microsoft Dynamics | Yes | Yes | No | Yes | Yes |
| Bigin | Yes | Yes | No | Yes | No |
| Bitrix24 | Yes | Yes | No | Yes | No |
| Salesforce | Yes | Yes | No | Yes | Yes |
| Agile CRM | Yes | Yes | No | Yes | No |
Want to see how Kylas CRM measures up? Check out the comparison between Kylas CRM and other competitors.
Have you picked a tool? Great! But using it effectively is key to getting the most out of it.
Best Practices for Using Sales Tracking Software
Following best practices is necessary to reap the full benefits of a tool. Here are some methods to follow.
- Use Tools: Consistency in using the tool is unavoidable across your sales team as it is vital for ensuring data accuracy. So, make it mandatory for all representatives to input data correctly and regularly. A culture like this develops data reliability.
- Data Accuracy: Educate the sales team on the importance of data accuracy and provide necessary training when necessary. Assess the data regularly generated by your sales tracking tool. By setting key performance indicators (KPIs) and tracking progress, businesses can analyze trends, identify patterns, and measure performance against key metrics.
- Focus on Actionable Data: Extract actionable insights from the data and identify areas for improvement, such as sales cycle length, conversion rates, or deal sizes. Use these to refine your sales process and improve overall performance. Explore different sales strategies and see how they work for continuous improvement.
Before wrapping up, let’s make final suggestions for implementing sales tracking software in your small business.
Wrapping Up
A firm can increase its sales performance with the right sales tracking software and best practices. If you are looking for a tool, look for a comprehensive tool that comes within your budget with maximum features. Kylas CRM is such a software solution that you can tailor to the needs of small and medium-sized enterprises. With its user-friendly interface and powerful features, Kylas CRM helps your sales team and drives growth.
Ready to elevate your sales operations? Contact Kylas CRM today to see how our solutions can help your business.
