Why do you need a sales tracking app?
Sales tracking is the process of collecting and storing every detail of all the interactions a lead or a client has had with a company from the very point of entry. This includes emails, phone calls, meetings and chats; as well as the customer path down the funnel. Overall, this process helps understand how effective your sales efforts are and access the details on how a leads is conversing with your company.
Some other advantages of sales tracking apps are getting more detailed insights into your sales funnel, understanding what brings maximum revenue and why; identifying when something goes not as planned and avoiding risks; monitoring behavior and preferences of your leads and improving communication with them.
To pick up the right sales tracking app, consider the following must-have features:
- Easy-to-use interface.
The sales tracking tool should be a time saver — simple and intuitive, not requiring a lot of time time implement and learn.
- Extensive customization capabilities.
To tailor the tool to your processes and workflows, you should be able to add your own fields, folders, and stages, etc.
- Multiple pipelines.
Sales tracking app should allow you to visualize your sales and marketing pipelines, as well as build selections of leads based on their stages and activities.
- Detailed reports.
Since reports are the key element showing you how effective your team’s sales efforts were, it is critical to have a set of details analytics and custom reports in a sales tracking software.