Do you keep a close eye on your sales? Then you should definitely learn about these free sales tracking software for small business owners. The right software can help boost your sales through a variety of features and make your life a lot easier.
As we all know, the primary purpose for a sales tracker software is to help you track and monitor your sales at all times. Since every business has different needs and preferences in terms of sales tracking, there is no such thing as “one size fits all” in this case. Let’s discuss some popular small business sales tracker tools in this article so you can choose the one that suits your needs best at the moment.
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 can help visualize overperforming — and underperforming — team members. Source: Pipedrive software.
Pipedrive key feature: Pipedrive offers a “sales mentor” powered by artificial intelligence that offers personalized tips to improve your sales performance.
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 has custom dashboards for breaking down statistics. Source: Insightly software.
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.
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’s dashboard shows stats in real time. Source: HubSpot CRM software.
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.
Nutshell
We may be biased, but Nutshell really is an amazing sales tracking software platform! It’s both easy to use and incredibly powerful, which means you’ll be able to quickly view your leads and their current place in your pipeline, assess important metrics like conversion rate and revenue per sale, and analyze your sales activities without needing a degree in rocket science.
Nutshell is loaded with high-end sales reporting features like:
- Sales Report: Instantly know how your current efforts stack up against quota. You can even drill down by product, rep, and lead source to see what’s moving the needle.
- Forecast Report: Easily see team and individual revenue numbers for each product and/or service you sell by day, week, month, quarter, or year.
- Loss Report: View every deal you and your team have lost over any given timeframe to learn which factors or competitors are taking away your business and improve your sales strategy.
- Sales Funnel: Get a view of your company’s sales funnel to determine where deals get stuck and how you can boost conversion rates.
- Activity Report: See how your team is spending their time, and which efforts correlate with won leads.
- Downloadable Charts: Creating sales charts from scratch wastes time. Nutshell lets you easily generate reports to share with the C-suite and present in board meetings.
These sales reporting features are in addition to the other sales tools Nutshell gives users access to, such as sales process automation, intuitive contact management, and in-app email capability complete with automated sales email sequences.
Salesflare
If you want to track your sales and don’t want to spend your time keeping track of it all manually, then you should definitely have a look at Salesflare.
Salesflare is a sales CRM that is built to keep track of your sales leads and customers automatically by gathering all the data about them from your emails, calendar, phone, social media, company databases, email, and web tracking.
Based on that, Salesflare can nudge you automatically to follow up, plus provide you with all of the handy metrics, dashboards, and overviews covering everything we mentioned above.
There are three features that will especially come in handy:
1. Integrated web tracking: Salesflare doesn’t only track when people open your emails and click on them. It also shows you which pages these people visit on your site, when and for how long.
2. Automated email sequences: Want to reach out to people with a series of emails until they reply? Or just trigger an email when something happens? All of this is possible with Salesflare’s “Workflows” feature.
3. Email signature sync: Find yourself manually inputting phone numbers and addresses? Salesflare detects this information in email signatures and automatically adds it to the CRM database.
In addition, Salesflare offers visual drag-and-drop pipelines with customizable stages as well as custom fields, and it integrates neatly with Gmail, Office 365, and 3000+ other software tools.
EngageBay
EngageBay comes packed with a lot of cool features designed with small business owners in mind. This tool offers a smart, intuitive UI which makes it easy to give your sales strategy a shot in the arm.
EngageBay can integrate easily with Gmail or Office365 for two-way sync, and also with other sales tools you may be trying. The software lets you automate your sales funnel easily, create and track multiple deal pipelines, assign and track specific sales tasks, score your leads based on customer action triggers, and manage all your revenue updates from one simple dashboard.
EngageBay also offers in-built telephony, SMS broadcasts, email autoresponders, automated email sequences for lead nurturing, auto-dialing, call scripts, business proposal analytics, and a raft of awesome features.
You can also integrate this tool with your other calendar apps and schedule all appointments from one place, with auto-reminders for the user and the customer.
What EngageBay stands out for is the feature-rich package that’s free for 15 users per account, forever! Of course, if you need to scale beyond the 1,000-contact limit of the free version, you’ll need to pay up, but it’s a great platform to try out for no cost at first.
Conclusion:
Maintaining a detailed log of all the details involved in a business sale process is not only important but also imperative. Sales tracking is an important segment for businesses that wish to maintain their productivity and profitability by maintaining a clear perspective of their present and future sales activities. Excelling at sales tracking is the only way to know whether your efforts are worth it or not. If you want to make your sales tracking process more effective and efficient, we suggest you use one of these free sales tracking tools to get started.