10 Best Sales Tracking Software Solutions for 2023 - The first knowledge sharing application in Vietnam

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Get vital sales insights using sales tracking software to help grow your business. The Ascent covers the top 10 sales tracking software tools to integrate into your sales process.

Imagine being the general manager of the New York Yankees and trying to put together a baseball team without using statistics. How would you even attempt to do it?

You’d probably try to put together a lineup of the biggest, most athletic players you could find — only to discover that they couldn’t make contact with a beach ball.

Statistics about how a team has performed in the past provide vital insights into what you can expect for future performance. And if your business isn’t using a sales tracking tool to monitor performance, you’re just crossing your fingers and hoping for the best.

That’s no way to run a business, whether you sell tickets and jerseys or are involved in B2B sales.

Fortunately, there are great sales tracking and CRM software options out there that can help you get started right away. And it’s something you need to do now in order to realize an increase in sales performance within the next quarter.

Mục lục bài viết

Here are the best sales tracking software option to use:

Pipedrive
Insightly
HubSpot CRM
Agile CRM
Bitrix24
Close CRM
Salesforce CRM
SugarCRM
Vtiger Sales CRM
Zoho CRM

What to look for in a great sales tracking software

Ideally, any sales team tracking software option you choose should track a large number of key metrics. The more data you can collect, the better. It results in better reports and analysis, giving you new insights and ways to improve the efficiency of your sales team.

While there are a host of metrics you should track, you should choose sales tracking software that does a good job of tracking the following three key metrics.

1. Conversion rate

This is the grand poobah of sales metrics to track, so make sure whichever software you select, it does a good job at tracking this.

The conversion rate is simply what percentage of prospects you end up turning into sales, which can help you determine a lot of things about your sales process, from whether you should be spending more time on lead management to whether you need to focus on your team’s sales pitch.

2. Sales by lead source

You’ve probably heard of the Pareto Principle, also known as the 80/20 rule, which essentially posits that 20 percent of your effort gets 80 percent of the results. Chances are, there are a few prospecting sources that drive the bulk of your sales.

The problem is most people don’t look closely enough to figure out what those lead sources are.

By tracking this metric, you can find out that, for example, a huge chunk of your sales come from leads generated through email marketing, so you should spend more time creating those leads and less time on others.

3. Revenue per sale

Your sales team could be absolutely crushing it when it comes to conversion rate, but you might still be struggling to make money if you aren’t generating enough revenue per sale.

By tracking this metric, you can spot potential problems in your sales process caused by, say, an upsell that is actually cutting into sales of the baseline product and resulting in lower revenue per sale.

Our top 10 picks for sales tracking software

The bottom line is, if you are using spreadsheets or, heaven forbid, pen and paper to track your sales, you are missing out on vital information needed to position your sales team for success.

A good salesperson needs a good sales tracking platform that can crunch all the key sales metrics and create actionable intel to boost efficiency.

Here are our top 10 picks for sales tracking software options, listed in alphabetical order.

1. Pipedrive

One great aspect about Pipedrive is its “deal rotting” feature, which helps the sales team spot missed meetings or opportunities, which is important for identifying opportunities to improve.

Pipedrive also offers a unique sales reporting dashboard that breaks down key performance indicators. It allows you to quickly spot your top performers and which sales team members need to up their game.

Pipedrive inbox screen showing messages to and from a customer as well as detailed customer information.

Pipedrive key feature: Pipedrive offers a “sales mentor” powered by artificial intelligence that offers personalized tips to improve your sales performance.

2. Insightly

Insightly’s custom dashboards are a big part of what makes it appealing to salespeople. These dashboards do a good job of breaking down the data you want to track and providing it in a visual format, making it easy to come to actionable conclusions about how the sales team is performing.

Insightly also has a business intelligence feature that can help you create your own data visualizations.

Insightly dashboard screen showing graphs for campaign performance, number of prospects, audience growth, open rate, and other key data points.

Insightly key feature: Insightly offers powerful data tools to provide a complete picture of your clients, including any personal details that can help you identify their needs and improve your sales conversion rate.

3. HubSpot CRM

HubSpot CRM has a powerful dashboard that shows sales statistics in real time, keeping your sales team abreast of the status of every lead in the sales pipeline. You can track deal flow based on performance so it is clear just how the team is performing in accordance with their quotas.

HubSpot also offers activity logging, so that you can track each action taken with respect to every lead in real time.

Hubspot CRM bar chart representing revenue by source

HubSpot CRM key feature: HubSpot stands out by going beyond sales with its marketing hub, which provides an all-in-one solution to run complete inbound marketing campaigns and improve the leads you provide your sales team.

4. Agile CRM

Agile CRM closely tracks customer support metrics such as tickets closed and average time to resolve issues, and you can configure the sales dashboard to show important metrics.

You can use this data to create a strategy to improve response times, increasing customer satisfaction and therefore retention. This can lead to upselling opportunities and even new customers.

Agile CRM's dashboard with navigation on the lefthand side and tiles to represent data for contacts, deals, revenue, events, and tasks.

Agile CRM key feature: Agile CRM’s contact management feature puts all of your contacts in one place, and all actionable data is updated in real time so you can see where you stand with all your potential clients at any time.

5. Bitrix24

This CRM does a good job of tracking marketing expenditures so you can see which campaigns are working and which should be closed down. It will also track keywords and channels to lower the amount of money you spend on marketing.

Bitrix24 also offers a number of sales tracking tools aimed at helping users boost conversion rates, as well as see how the team is doing in terms of conversion rates and quotas.

Bitrix24's deal reports screen showing a sales funnel graph as well as a bar graph illustrating deals in progress by employee

Bitrix24 key feature: Bitrix24 excels with collaboration, offering an activity stream, a group chat, shared calendars and workgroups, and other tools to keep everyone on the same page.

6. Close CRM

Close has powerful reporting tools that let you track key performance indicators. A single dashboard provides a visual snapshot of those metrics to your sales team, helping them stay on track and hit their objectives.

It also breaks down how each member of the team is performing based on whichever metrics you choose to track. You have full customization power over the dashboard so that it functions in a way that makes the most sense for your business.

Close CRM key feature: Close CRM makes contacting potential clients easier with one-click calling and call automation, making your team much more efficient in making enough touches to get as many customers through the sales funnel as possible.

7. Salesforce CRM

Salesforce has strong analytics features so you can set return-on-investment (ROI) goals and track every aspect of your marketing campaign to lower your cost-per-acquisition numbers.

Its sales tracking features allow you to predict outcomes and come up with recommendations on how your sales team can improve.

Their analytics platform is powered by artificial intelligence, which is capable of connecting data from multiple sources.

Salesforce CRM executive dashboard showing graphs and pie charts to illustrate sales, closed deals, and other relevant sales information.

Salesforce CRM key feature: Salesforce attempts to go beyond sales and create happy customers with powerful customer support software, ensuring repeat customers and boosting your brand’s reputation.

8. SugarCRM

SugarCRM does a great job of creating detailed profiles of customers so you can track everything about that potential customer.

You can map out their journey, from their first conversation, to a customer satisfaction survey after they choose to buy.

SugarCRM also summarizes your performance and provides datasheets and reports that will help you with sales forecasting and identify areas for improvement.

SugarCRM dashboard showing a pipeline graph, pie chart representing opportunities by source, and tiles to represent contacts, sales, and calls.

SugarCRM key feature: SugarCRM is capable of crunching a huge volume of data on your customers to create trends and predictions you can use to boost your bottom line.

9. Vtiger Sales CRM

Vtiger offers a simple and easy way to crunch data, allowing you to fill out a quick form and create a monthly sales report, for example.

You can also share these reports with the team and schedule future reports to populate automatically. The platform allows you to track many different metrics and apply filters to get even more details.

Vtiger contact creation screen with form fields to add details about the customer.

Vtiger Sales CRM key feature: Vtiger has tools that allow you to automatically assign leads to certain members of your sales team based on attributes like availability, location, and deal size.

10. Zoho CRM

Zoho CRM offers advanced analytics to help you monitor the entire sales cycle, from lead generation to closing the deal.

You can create customized dashboards with all sorts of widgets for producing charts, funnels, and target meters.

This software blends CRM data and creates detailed reports showing a variety of trends that can help you boost your sales team’s efficiency. And you can share and export these dashboards with the team or anyone else who needs to know.

Zoho CRM line graph showing the potential revenue in each stage of the pipeline.

Zoho CRM key feature: Zoho CRM automates your workflow, so every time an action is taken on a lead, you don’t need to go in and punch in the information — it’s done for you, leaving more time for more sales calls.

Choose a sales tracking software option that fits you

All of these are great solutions for tracking key sales metrics, but that doesn’t mean they’re all right for your business. Some do a great job of tracking analytics, but get way more detailed than you need and cost too much to make sense for your business.

You might also need those detailed reports and are willing to pay for them, and therefore a simple, low-cost option isn’t for you.

The best option is for you to take a look at a few CRM examples and give them a try.

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