Sales tracking apps play a major role in keeping the track of each and every employee without causing a lot of chaos. 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.
Therefore, sales tracking software helps the performance to turn more efficient and effective without any major setbacks. Through sales tracking software no necessary document would be unseen and no important meetings will be unviewed.
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.
Let’s dive into the common features of sales tracking apps
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.
- 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.
This section plays a major role in organizing and managing different skills based employee in various skill based groups which can ease out the tension of trusting the fulfillment of the task. Through this management the, tasks can be completed with easy and efficient ways.
- 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.
As the name suggests it helps in assigning the employees, the pipelines which suite them according to various segments, different products or different sales team etc., It helps in editing or assigning the right kind of pipelines to the right kind of employee without any interruptions.
- 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.
It helps in managing sales of the organization and keeping a track of it. For organizations that are subscription based this section proves really helpful for the management of the organization.
- 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.
It helps the higher level management to come up with ways of on how to engage the customer more into their products and the organization as a whole. Some software also uses the analytics and suggests the next best action to be taken by the organization as a whole.
- 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.
It basically shows a lot of sections and a lot of various different features like location of an employee during working hours etc.
- 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.
In other words it helps in creating teams and even collaboration of various teams for a particular task or so. These collaborations can even let the higher management to identify the skills produced or gained in a particular collaboration of teams or of individuals.
So these are the main features which helps maintain obedience amongst the employees of an organization which can be easily done by these sales tracking software apps.
