Sales Tracking: Optimize and Monitor Your Sales Performance with NetHunt CRM

Your sales tracking journey starts here. Find out how NetHunt CRM helps you track deals and close them faster.

We know that sales tracking is important. But we also know that sometimes, tracking sales can feel like a never-ending maze of numbers and data. You can’t avoid the process BUT you can avoid the chaos. How? With a sales tracking system that standardizes and automates your processes and keeps your data organized and clean.

Let’s find out how a simple sales tracking CRM can save your day as a sales rep or manager.

Why sales tracking matters in a long-term business success

Sales tracking or sales monitoring is the process of gathering and analyzing sales data to gain valuable insights into your sales pipeline performance.

The sales data often includes sales team performance, deal progression, conversion rates, customer interactions, and revenue trends.

Your sales metrics and KPIs might differ depending on the industry you’re operating in, the size of your business, and your ultimate sales goals. Don’t worry, we’ll focus more on this aspect later in the article 😉

So, why is tracking sales vital when it comes to long-term business success?

• Easily spot sales gaps and opportunities. To put it short, you know what’s working and what isn’t. You know where (and even why) a deal gets stuck and can identify the top sales strategies that bring you the biggest number of clients. But most importantly, you know where your business strategy needs change to drive better results.
• Higher sales team performance. Once you’ve assessed your sales strategy, you can definitely improve team efficiency, set realistic goals, and track whether the team achieves those goals.
• Happier customers. Closing deals is great, but do your customers trust you? With a proper sales monitoring system in place, you can create detailed customer records, organize all customer interaction data neatly in a Timeline section, and nurture your leads with follow-ups and personalized email sequences. When you address customer needs promptly and offer tailored solutions, you make your customers feel valued and understood, hence build trust and foster long-term relationships.
• Accurate sales forecasting. You no longer have to wonder which deal deserves your attention firsthand and which one can wait a little bit. From now on, you can prioritize efforts on high-value opportunities, allocate resources effectively, and predict future revenue. You can also analyze all the deals previously closed by the team and build realistic forecasts.

But for all these amazing things to happen, you need a sales monitoring tool — even if it’s a simple software for small businesses that helps you monitor sales (yes, there are such tools for businesses of all sizes — ehhhmm… NetHunt CRM, for instance 😉). Now let’s find out which features to pay attention to when choosing such software.

Key features of a sales tracking system to maximize ROI

Remember that a sales monitoring system doesn’t only track sales but has a functionality that adds to your lead generation and nurturing efforts and shows you the overall health of your sales pipeline.

Automated sales tracking

That’s a no-brainer for sure! You need a system that automatically records and updates every sales activity — whether it’s a customer interaction, a follow-up, or a deal progression.

Automatically tracking sales leads saves you time (and money in the long run as there are no forgotten deals) and reduces human error. Plus, your team is always updated about deal changes and customer actions, such as a new follow-up task being assigned, a lead moving to a new pipeline stage, or customer actions like opening an email or clicking a link.

Dynamic lead segmentation

Leads come with different needs and problems that your business can potentially fulfill or solve. So, the right thing to do is to have a tool that segments your leads based on criteria like behavior, demographics, or deal stage.

Here, the segmentation of audience helps you classify your leads and approach them with unique strategies that increase conversion chances.

Multiple native integrations

You need a system that integrates with apps and software you already use, whether it’s Google Workspace (a crm with Google integration, for instance), social media platforms, LinkedIn, messengers, or VoIP services.

Why do we place so much value on integrations? Because sales activity tracking goes hand in hand with consistent lead nurturing. Plus, a tool that natively integrates with apps you’re already using helps you create a unified workspace with functionality that optimizes all your business processes and ensures data consistency across all platforms.

Robust reports and analytics

Knowing how to track sales is great, but that’s all futile if you don’t LITERALLY see the results. That’s where reports and analytics come in. Those interactive dashboards and reports help you turn raw data into actionable insights and build a sales strategy that closes more deals in the long run.

Tracking sales performance, conversion rates, and forecasting future sales helps you gain clarity and drive your sales forward. In a CRM, you can track various sales data, such as:

• Time spent by a deal in a specific sales stage
• Expected deal closure date
• Number of emails sent and received
• Date of the last interaction with a lead
• Forecasted deal value
• Win/loss ratio for deals
• Total deal value in the pipeline, etc.

Now let’s move to our favorite part of the article where we tell why NetHunt CRM is the best sales tracking CRM that you should add to your tech stack.

6 reasons to use NetHunt CRM for sales tracking

NetHunt CRM is a simple yet powerful sales monitoring solution packed with robust features. It's intuitive, feature-rich, and designed to scale with your business in the long run.

The best part? You don’t need to spend time learning a new system — NetHunt is a CRM natively integrated with Gmail, which means you're already working within your familiar environment and using the tools you know and love.

Let’s take a quick look at how NetHunt CRM helps you stay on top of every lead and opportunity whether you track sales online or manage them through offline channels.

#1: Automated lead capture and segmentation

With NetHunt CRM, you can automatically capture and track sales leads through multiple channels, such as email, social media platforms, messengers, and LinkedIn.

The system automatically captures the publicly available lead data and organizes it into a neat CRM record. Meanwhile, the Timeline section is the place where you can check all your interactions with a customer, whether it’s a call, event, or message. You can also see attached documents to the customer, manager’s notes, etc.

You can use filters and views to segment your contacts for targeted outreach, which also helps you to immediately focus on leads that are most likely to convert.

#2: Ultra-customizable sales pipelines

How to keep track of sales without sales pipelines? Having ultra-customizable sales pipelines that reflect the nature of your sales processes precisely is a must if you want to stay organized and know what’s working and what isn’t in your sales strategy. For example, you might create separate pipelines for different sales regions, to manage various products or services, or even to distinguish between outbound and inbound sales processes. Plus, multiple pipelines allow you to track unique workflows, like post-sales processes or performance across distinct sales channels.

With NetHunt CRM, you can create multiple pipelines (yeap, as many as you want 😉) with ultra-customizable elements. Unlike other tools on the market, NetHunt CRM ensures you can change the pipeline stages and elements however you want — no need to be stuck in a pre-defined structure that doesn’t work (like in HubSpot, for instance 😏).

You can add deals, their value, probability of closing, and expected close date. Plus, the system would automatically update the deal’s progress and inform your team if any changes happen.

#3: Multi-channel outreach and lead nurturing

How are you supposed to keep that pipeline running if you have no tools for inbound and outbound reach? Here at NetHunt, we treat inbound and outbound sales equally. So, you don’t need to buy separate tools for managing both.

NetHunt allows you to capture leads across multiple channels, store the data in one secure place, and communicate with them right within the system. Yeap, no need to waste your time on switching tabs.

Another great thing — you can manage your LinkedIn inbox right within NetHunt CRM too! 👏 And add new Contacts and Companies in a few clicks — no hassle.

Want to nurture your leads with multi-channel sequences and drip campaigns? NetHunt CRM makes it simple. Automate multi-step email sequences, personalize messages with custom fields, and track campaign performance effortlessly. But it doesn’t stop there — our automation goes beyond emails. Assign follow-up tasks, update deal stages, send notifications, and much more, all within one system.

#4: Task and activity tracking

Knowing how to keep track of sales leads is not enough if your sales team doesn’t have proper collaboration tools. With NetHunt CRM, you can manage tasks and collaborate with your team inside the Google Workspace ecosystem.

With seamless syncing to Google Drive, Calendar, and Gmail, your team can collaborate effortlessly by sharing files, scheduling meetings, and accessing critical customer information in real time.

Also, you can assign deals and tasks automatically with a round-robin algorithm or based on specific criteria to match tasks with the right team members based on their expertise or workload.  Plus, you can set sales performance tracking with customizable reports that we’re going to talk about later in the article.

#5: Multiple native integrations

Integrations are at the heart of CRM sales tracking. Why? Because you need your CRM to natively integrate with your top communication channels in order to catch leads plus other tools aka Google Workspace to manage those leads. And those all should create one unified ecosystem.

But you’re the lucky one! Because NetHunt already natively integrates with multiple tools like LinkedIn, social media platforms (Instagram, Facebook, etc.), messengers, VoIP services, and others.

#6: Robust and accurate reporting

And guess what, you can perform tons of different reports with NetHunt CRM! Among them are:

• Sales pipeline reports
• Total sales reports
• Sales forecast
• Lost reason
• Lead source
• Sales by Customer, Owner, and Source reports, and more

But let’s focus on the top NetHunt CRM reports that customers value and use most often.

Pipeline and activity reports

These help you measure sales performance as they track key metrics such as emails sent, meetings held, calls made, and deals closed. You can easily customize them based on periods, users, and folders. For instance, if you’ve added a discount as a part of your sales campaign and now need to find out the net gain, you can customize the Deal’s value and check the results.

Team’s goal report

Did you know that you can build a Goals dashboard for your team? 😯 Yep, it will help you and your team see how much has been achieved, how much remains, and even compare performance across weeks or months. You can also set weekly or monthly goals and see time left & deals closed so far.

Team performance report

Track essential activities such as email campaigns, calendar events, comments, and call logs to assess your team’s productivity. Plus, you can compare different periods and measure the success of your sales members' activities as a percentage, whether on an individual or team level. This report helps you identify top performers as well as team members who may need additional guidance and training.

Time in stage report

This type helps you identify how long it takes your sales team on average to close a deal. You can customize the report by choosing the stages you want to track (sometimes, there is no need to track the entire pipeline, right?) and users who moved records down the pipeline. Plus, you can sort the items by stage, average time, and number of deals moved.

Want even more reports? We’ve got you! NetHunt CRM comes with a native Looker Studio integration (no need for Zapier), allowing you to create custom visualizations, analyze complex data, and share live reports with your stakeholders for real-time decision-making. This is perfect if you need even more advanced reporting or need to handle large datasets.

How to track sales and optimize your sales process like a pro

You probably know the answer to 'What is sales tracking?' but have struggled to ensure it’s truly efficient. Here is a quick guide on how to keep track of sales without the hassle.

Define your sales process stages

Keeping track of sales starts with one simple question, ‘What is my sales process?’ Define the stages that your process involves. These are typically Lead generation, Qualification, Proposal or Demo, Negotiation, and Deal closed. Anyway, your process might differ from what we’ve just suggested. That’s why it’s so important to choose a sales tracking system that is ultra-customizable and scales along with your business.

Choose a sales tracking system that suits your business needs

A good tool, whether it’s a sales tracking software for small business or enterprises, adapts to your sales stages. Whether your process includes standard stages or something more specific, like 'Pre-qualification' or 'Contract Review,' the system should allow full customization of your pipeline. And as you’ve already guessed — NetHunt CRM’s ultra-customizable pipelines allow you to do all those things 😉

Plus, your new sales monitoring tool should provide you with actionable insights (say hi to reports and smart analytics) and be intuitive and easy to use, especially if you’ve never used such software before.

And don’t forget about native integrations with social media, messengers, and LinkedIn if you’re looking for a successful inbound and outbound reach.

Set and monitor vital sales tracking KPIs and metrics

Closing deals faster with the right automation for sales is great, but the key to a successful sales strategy in the long run is understanding the journey aka what works and what should be improved. And for that to happen, you need to use the right metrics for your data.

Sales performance metrics

You know how to track leads, but do you know anything about sales team tracking? Here are the metrics you need to set in order to understand your sales team performance.

• Win rate — the percentage of deals closed vs deals pursued
• Sales cycle length — track how long it takes to close a deal and find ways to shorten it
• Average revenue per deal — monitor revenue per deal to assess profitability trends over time
• Sales activity tracking — the number of emails, calls, and meetings per rep
• Time spent selling — time your team spends on actual sales activities versus other tasks

Now let’s move to the next essential metric on our list.

Sales lead metrics

This is the metric to pay attention to if you want to fine-tune your outreach.

• Lead source ROI — helps you find out lead sources that drive the highest conversion rates
• Lead-to-opportunity rates — the percentage of leads successfully nurtured into opportunities
• Lead engagement metrics — measures how leads interact with your content, such as email opens, clicks, and website visits

Sales goal metrics

This metric shows you how close your team is to achieving the targets.

• Quota attainment rate — track how much of your sales target is achieved over a set period
• Forecast accuracy — projected sales vs actual revenue (helps you fine-tune your future planning)
• Sales funnel conversion rates — the percentage of leads that move successfully through each stage of your funnel

Customer retention metrics

With customer retention metrics, you can measure how well your business retains customers and maximizes their lifetime value.

• Repeat customer rate — the percentage of customers who return for additional purchases
• Customer lifetime value — the long-term profitability of each customer
• Churn rate — the percentage of customers who’ve decided to leave you 😞

Well, we’ve given you the top metrics to help you with keeping track of sales leads, but you can add more metrics depending on your business specifics. Now let us remind you how you’ll benefit from adding NetHunt CRM as a sales tracking system to your company’s tech stack.

Let’s recap why NetHunt CRM is your ultimate sales tracking solution

• Intuitive, quick to set up, and easy to use. You can start reaping benefits from literally the first hour of using the system. Plus, you’re already working in your familiar Gmail environment so there is no need to hire a tech team or spend months getting used to your new sales tracking system (we’re talking about HubSpot here… again 👀).
• Great for businesses of all sizes. NetHunt CRM is the simple answer to ‘How to keep track of sales for small business?’ if that’s the question that has bothered you. We’re often asked, ‘How does a sales tracking software for small business differ from other tools?’ Honestly, it doesn’t differ that much. It just has to be simple (but robust!), intuitive, and highly customizable so it can scale along with your business, especially if you’re a startup. Well, NetHunt CRM is all these things and more 😊
• Multiple native integrations. By ‘native’ we mean there is no need to look for third-party connectors aka Zapier. NetHunt CRM natively integrates with multiple tools such as social media platforms, messengers, LinkedIn, VoIP services, and others so you can build efficient inbound and outbound reach strategies. If there's specific software you love using, you can still connect it through Zapier.
• Transparent pricing. We won’t bombard you with expensive add-ons or ask you to pay for third-party tools. To put it short, what you see is what you get.

We could’ve shared even more about NetHunt’s capabilities in this article, but it would have turned into a book — so, we’ve focused on the top core things that make NetHunt awesome 😊 If you’re curious about how else NetHunt CRM can help or have any other questions, don’t hesitate to reach out to our support team or book a demo!

Final thoughts

As we’ve explored, the right sales tracking tool offers much more than just metrics — it brings insights that can reshape your strategy and fuel growth.

Here, a good sales monitoring CRM comes with sales automation, native integrations, and real-time performance analytics to help you make data-driven decisions quickly.

And NetHunt CRM is a great example of a sales monitoring tool that brings value to your business from day one. It’s intuitive and quick to set up, without compromising its rich functionality.

Anyway, see for yourself with a 14-day free trial — no credit card required.

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