Introduction
Tracking sales is an essential component of every successful business. It is no longer possible to rely entirely on manual processes in the modern world of technology. Enter the world of sales tracking apps, which promise to automate your entire sales process, increase productivity, and increase revenue.
This in-depth review will explore four must-have sales tracking apps, focusing on their features, benefits, limitations, and how they might help your sales force achieve more.
Table of Contents
The Need for a Sales Tracking App
Why Your Business Needs a Sales Tracking App?
In today’s extremely competitive business environment, sales tracking app is more important than ever. This latest technology has become an essential asset for businesses of all sizes and industries. It offers an inclusive solution for managing and tracking sales processes, allowing businesses to make informed choices, improve operations, and ultimately increase revenue.
Sales tracking apps have become the backbone of efficient sales management due to the rising complexity of customer interactions and the constant flow of sales data. These apps help in accessing and analyzing customer data instantly during sales calls, linking client addresses in a CRM module, and integrating with other tools for a unified view of customer data.
Businesses can use these apps to receive real-time insights into their sales performance, from lead creation to conversion. They allow sales teams to focus on what matters most by centralizing data and automating numerous procedures. Furthermore, because every action is recorded and analyzed, these apps boost accountability and transparency inside the business by identifying trends and areas for development. Sales tracking apps also assist in developing and adjusting sales strategy based on data insights, ensuring that the sales approach is always aligned with real-world results.
Companies who realize the need for sales tracking applications position themselves for greater success in a continuously changing industry by using data-driven tactics and staying ahead of the competition.
What is a Sales Tracking App?
A sales tracking app is a digital tool or software that allows businesses to monitor and manage their sales activities more efficiently. These apps include features that help sales teams with everyday tasks, leading to higher productivity and revenue.
Key Features:
Lead Management: Capture and handle leads efficiently, from initial contact to conversion.
Pipeline Tracking: Visualize the sales process to find challenges and opportunities.
Contact Management: Maintain a thorough database of customers’ information and interactions.
Task and Activity Tracking: Assign tasks, create reminders, and monitor the sales team’s activity.
Reporting and Analytics: Generate reports to get insights into sales performance.
Integration: Link to other software applications like CRMs and email platforms
Sales Reps Monitoring: Use GPS tracking to monitor sales reps’ activities, manage their performance, and improve their efficiency in terms of location tracking, time tracking, and mileage tracking.
How to Choose the Right Sales Tracking App?
Choosing the best sales tracking app for your company is essential. Here are some significant factors to consider when selecting a Sales tracking app for your business:
Business Size: Determine whether the app is appropriate for small, medium, or large businesses.
Features: Check the app’s features to suit your requirements.
User-Friendliness: User-friendliness is essential for ensuring your sales staff can adapt quickly.
Integration: Check whether the app integrates with your current tools and systems.
Customization: Can you adjust the app to your specific sales processes?
Popular Sales Tracking App
There are many sales tracking apps available on the market. You can look at the best options for your business. Here are some popular ones:
Salesforce: A comprehensive tracking and CRM software with robust sales tracking capabilities.
HubSpot Sales Hub: Provides a broad range of sales features, including sales tracking.
Pipedrive: Known for its easy-to-use interface and powerful sales tracking tools.
Zoho CRM: Offers a wide range of sales capabilities and customization choices.
Freshsales: Aims for sales teams’ simplicity and efficiency.
Sales Tracking App Detailed Review
In this thorough review, we’ll explore apps to review the features, pros, cons, and best use cases for each of the main sales tracking apps: Salesforce, HubSpot Sales Hub, Pipedrive, Zoho CRM, and Freshsales.
Tool Divers
Salesforce:
Salesforce provides several tracking apps and solutions to assist businesses in monitoring and analyzing data across several channels. Here are some of the most popular tracking programs and links to their websites.
Key Tools and Features:
Einstein Analytics: Einstein Analytics is a comprehensive analytics platform that allows businesses to collect, visualize, and analyze data from various sources, such as Salesforce CRM data, external data feeds, and social media metrics. It enables users to create insightful dashboards to track key performance indicators (KPIs) and detect trends by providing powerful data exploration and visualization features.
Salesforce Marketing Cloud: Salesforce Marketing Cloud is a marketing automation tool that assists businesses in creating, managing, and executing marketing campaigns across many channels, such as email, social media, and mobile. It offers comprehensive email marketing tools, such as tracking email openings, clicks, conversions, and unsubscribe rates.
Salesforce Sales Cloud: Salesforce Sales Cloud is a CRM platform that assists companies in managing customer relationships, tracking sales activity, and estimating income. It offers extensive sales pipeline management tools that allow businesses to track lead generation, opportunities, and conversions.
Salesforce Einstein Attribution: Salesforce Einstein Attribution is a marketing attribution platform driven by AI that assists businesses in measuring the effectiveness of their advertising campaigns across numerous channels. It analyzes customer interactions and connects income to individual marketing interactions, delivering insights into the most effective marketing investments.
Salesforce Link Tracking: Salesforce Link Tracking is a solution that allows businesses to track link clicks in emails. It gives detailed information on link clicks, including click-through rates (CTR), regional distribution of clicks, and device usage, assisting companies in optimizing email campaigns for increased engagement.
Salesforce Website Analytics: Website tracking is a tool that assists organizations in tracking website traffic, identifying traffic sources, and analyzing visitor behavior. It gives businesses insight into website page views, visitor demographics, and conversion rates, allowing them to optimize their websites for better user experience and lead creation.
Salesforce Pricing Plans:
Salesforces offers five pricing plans: Starter, Professional, Enterprise, Unlimited, and Unlimited+. The starter plan starts from $25 per month. Salesforce’s plans billing cycles follow annual billing periods. Please check the picture below for pricing plans’ details.
Pros and Cons:
Like other sales tracking apps, Salesforce has its benefits and limitations. Please check the bullet points below:
Pros:
Extensive customizability
Effective reporting
Free 30-day trial
Lead management and scoring
The setup process is simple for even beginners
Integrations with over 1,000 additional platforms
Cons:
No free plan is available
Expensive than top competitors
Maintenance is time-consuming
Usage:
Salesforce is best suited for medium to large businesses with complex sales processes requiring a fully integrated CRM solution. It shines in sectors that need advanced lead management and analytics. Salesforce’s notable features include sales management and communication capabilities, lead scoring, and standout integrations.
HubSpot Sales Hub
This powerful sales software is to help teams close more deals, deepen relationships, and manage their pipeline more effectively. HubSpot Sales Hub includes bundles of Sales Software best suited for Small to Enterprise Businesses as follows:
Sales Tracking Software: Create new deals, assign tasks, and track sales as they advance through the funnel.
Task Management Software: Use this software to save, track, manage, and report on tasks and activities to improve client connections.
Forecasting Software: Examine deals to ensure your team is on track with a comprehensive view of your pipeline.
Business Insights: Use automatically supplied corporate details from our database to gain important insights for your sales force.
Email Integration: Integrate your email to send sequences, log responses, and update contact records.
Call Logging App: Log calls and data into your HubSpot CRM to save time and take better notes.
Payments: Transform your consumers’ purchasing experiences with CRM-powered payments that are natively developed.
Free Meeting Scheduler: Include a meeting scheduler link in your emails and on your website to help you schedule further appointments.
Sales Reports and Performance Management: Use sales reports to monitor activity, anticipate opportunities, and obtain insight into your funnel.
Sales Automation Tools Sequences: Use workflows and sequences to automate lead rotation, follow-ups, and more.
Free Email Tracking Software: Receive notifications when leads open your emails, allowing you to close more deals through timely follow-ups.
Key Features:
Lead Management and Prospecting: Manage your leads and planned sales activities on a single customizable prospecting workspace and close more transactions.
Email Templates: Create templates of your finest sales emails that you can personalize, optimize, and share with your team.
Email Tracking: Know when a lead reads an email so you can follow up at the precise moment and close sales faster than ever before.
Sales Automation: Create a sequence of automatic, tailored emails and follow-up tasks to keep you at the front of your prospects’ minds throughout the sales process.
Call Tracking: Prioritize your sales calls for the day. Make, record, and automatically track calls in your CRM for optimal efficiency.
HubSpot AI: Use HubSpot’s AI technologies to write attractive prospecting emails or CTAs.
Meeting Scheduler: Schedule meetings more quickly and eliminate the need for back-and-forth emails. Your schedule remains filled, and you stay productive.
Document Tracking: Create a sales material library for your team to share and track which docs close transactions.
Playbooks: Provide your sales team with scripts, competition battle cards, positioning recommendations, and more – all from the same place they manage deals.
Transaction Pipelines: Add deals, assign tasks, and track your most profitable prospects in one spot to ensure your deal pipeline never runs dry.
Payments: Accept payments, manage subscriptions, and put payment links in quotes, forms, and meeting invitations, among other things.
Quote Software: From the same spot where you manage your negotiations, you can create and send sales quotes, collect electronic signatures, and accept payments.
Sales Analytics & Reporting: Gain complete visibility into your process to forecast and achieve extraordinary results.
Conversation Intelligence: Using insights from customer calls, bring the voice of the customer right into your CRM and give better coaching to your staff.
Forecasting: To align your team, get a full pipeline perspective and evaluate your quarter’s success versus objective.
Field Sales Teams: HubSpot Sales Hub provides specific features for field sales teams, such as real-time GPS tracking, lead generation, and pipeline management to track sales virtually everywhere.
Pricing Plans:
HubSpot Sales Hub includes free and premium plans. Editions starting at:
$0 per month (Free)
$18 per month (Starter)
$450/month (Professional)
$1,500 per month (Enterprise)
Pros and Cons:
Please review some advantages and disadvantages of the HubSpot Sales Hub:
Pros:
Integration: Works seamlessly with over 1400 third-party apps and tools.
User-Friendly: Excellent for individuals searching for a simple and easy-to-use sales monitoring program.
Automation: Offers extensive automation options to save time and increase efficiency.
Pricing: Provides a free version as well as economical payment options.
Customer Service: Provides 24-hour customer service via phone, chat, and email.
Cons:
Limited Customization: This choice may not be as configurable as others.
Scalability: This option is best suited for small to medium-sized organizations.
Usage:
HubSpot Sales Hub is a good option for small to medium-sized enterprises seeking a simple sales tracking app. It is especially useful for businesses using HubSpot’s marketing and customer care solutions.
Pipedrive CRM
Pipedrive is a leading sales CRM software that assists businesses of all kinds in automating their sales activities, increasing sales effectiveness, and increasing revenue.
Pipedrive makes it simple for sales teams to track leads, manage customer relationships, and close more transactions with its user-friendly interface, visual sales pipeline, and strong automation tools. Pipedrive CRM can assist you in meeting your sales objectives, whether you are a startup or a big company.
Through the Pipedrive Marketplace, Pipedrive interacts with hundreds of tools and apps. Its CRM Marketplace integrations include Xero, WhatsApp, Trello, Zoom, and others, in addition to Facebook and Zapier. Pipedrive integrates with email marketing software, video calling apps, phone systems, and analytics platforms.
Key Features:
Pipedrive has many features, including:
Visualize your sales progress: Pipedrive CRM offers a visual sales pipeline that shows your deal statuses. Customize your pipeline using the Customization Pipeline feature to align with your sales cycle.
Teamwork Collaboration: You can collaborate with colleagues on transactions and activities. Also, provide reports on sales activities and successes.
Manage leads effectively: Organize and filter leads for personalized outreach. For each deal and contact, access a complete history of interactions, including calls, emails, meetings, and notes.
Activity reminders and Web Forms: Set up reminders for sales tasks, ensuring you never miss follow-ups and stay on top of deals. Attract leads through customizable web forms on your website.
Dashboards and reporting: Get detailed sales and key activity reporting. Use your dashboard to track progress toward targets.
Automated revenue forecasting: Predict sales volume and revenue by continuously updating your pipeline providing automatic calculations.
Pricing Plans:
This pricing table shows the Pipedrive CRM’s plans for each user per month with an annual billing cycle:
Essential: $9.90
Advanced: $19.90
Professional: $39.90
Power: $49.90
Enterprise: $59.90
Pros:
Affordably priced plans
Fully customizable sales pipelines
API access for complete customization
High-tier plans have an autofill contact information option
Built-in telephone for most plans
Cons:
No free plan
Most plans include limited custom fields and reports.
Phone support is only offered on the most expensive tier.
Usage:
Pipedrive is a good solution for businesses looking for an easy-to-use sales tracking app, especially those focused on pipeline management and contact relationships.
Zoho CRM
Zoho’s Customer Relationship Management (CRM) tool assists all businesses in managing their customer interactions and sales pipeline.
Zoho CRM integrates with your preferred apps of over 800, or you may find the ideal app for your needs at Zoho Marketplace.
Key Features
Zoho CRM has a variety of features, including:
Zoho CRM Process Management: A collection of solutions that help businesses automate and streamline customer-facing activities.
Sales Force Automation: Automate sales, marketing, and support tasks to save time and focus on your customers
Omnichannel: Omnichannel is a feature that enables businesses to provide consistent customer support across numerous channels, including phone, email, live chat, social media, and more.
Analytics: Analytics is a business intelligence (BI) solution that enables businesses to analyze CRM data to get insights into sales performance, customer behavior, and marketing efforts.
Marketing Automation: With the Google Ads connection, companies can streamline and automate their marketing processes, generate new leads, perform targeted email marketing campaigns, and compare ad spending to sales income.
Pricing Plan:
Zoho CRM offers a 15-day free trial that needs no credit card. This pricing table shows its yearly plans per user with an annual billing cycle:
Standard: $14
Professional: $23
Enterprise: $40 (Most Popular)
Ultimate: $52
Pros and Cons
You may review the pros and cons of the Zoho CRM:
Pros:
15-days free trial
All plans automation
Reasonable pricing plans
Multiple integrations
Easy to use
Mobile app
Cons:
Custom fields limitations
No integrations for the free plan
Usage:
Zoho CRM is ideal for all-sized businesses looking for an affordable and versatile sales tracking app. It integrates with your preferred apps of over 800, or you may find the perfect app for your needs at Zoho Marketplace.
Real-World Applications for Businesses
How Does a Sales Tracking App Help Businesses? These apps are extremely flexible and may benefit businesses of all sizes. Here’s how it’s done:
For Small Businesses
Small businesses can easily handle leads and opportunities, ensuring no potential sales fall through the gaps.
Contact management capabilities allow them to keep good client relationships, resulting in repeat business.
For Mid-Sized Companies
Pipeline tracking can help mid-sized businesses discover and address bottlenecks in the sales process.
Task and activity tracking keeps sales teams organized and productive.
For Enterprises
Large companies can use reporting and analytics to obtain insights into sales performance and make data-driven choices.
Integration with other applications allows a streamlined workflow across departments.
Conclusion
Sales tracking apps are no longer an option in a world where effective data management and client interactions are essential. They are now a requirement for organizations of all sizes. They let sales teams manage leads, pipelines, and client databases and make informed decisions.
Choosing the correct sales tracking app is a key decision that can greatly impact your company’s success. Business size, functionality, ease of use, integration possibilities, and customization choices must all be considered while deciding on a tracking app.
A sales tracking app is a tool that can enhance your sales process and eventually boost revenue, whether you’re a small business owner, a sales manager, or part of an enterprise. A solid sales tracking app lets you decide informally and optimize your sales operations.
Popular ones, including Salesforce, HubSpot Sales Hub, Pipedrive, Zoho CRM, and Freshsales, provide various capabilities to meet multiple business needs.
FAQs – Everything You Need to Know
Q1: What is the primary purpose of the sales tracking app?
A1: A sales tracking app primarily aims to monitor and manage sales activity, maintain client connections, and increase income.
Q2: Are sales tracking apps appropriate for small businesses?
A2: Yes, sales tracking tools are really valuable to small businesses. They help in efficient lead management, ensuring no possible sales are missed and maintaining solid client connections.
Q3: How might a sales tracking app help medium-sized businesses?
A3: The sales tracking app helps mid-sized businesses by providing pipeline tracking to identify bottlenecks in the sales process and task and activity tracking to keep sales teams organized and productive.
Q4: Are sales tracking apps suitable for enterprises?
A4: Yes, sales tracking devices are really valuable to businesses. They include different reporting and analytics features, allowing for data-driven decision-making and seamless integration with other applications for a more efficient workflow.
Q5: What are the most popular sales tracking apps?
A5: Salesforce, HubSpot Sales Hub, Pipedrive, Zoho CRM, and Freshsales are prominent sales tracking tools.
