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Sales Tracking Software: What Is It & Why Do You Need One?

Ajay Jay
May 7, 2024
5 min read

Imagine a system that meticulously monitors each sale, schedules follow-up activities, and provides comprehensive analytics—all automated for your convenience. While it may not offer personal commendations, the software serves as an invaluable tool for sales management.

The concern of missing out on lucrative opportunities is mitigated through the use of sales tracking software. From the initial interaction with a prospective lead to the successful closure of a deal, the software provides a structured framework for managing all sales activities. It acts as a safety net, ensuring that no opportunities are overlooked.



What is Sales Tracking?

Sales Tracking is the systematic process of recording, monitoring, and analyzing various key metrics and activities throughout the sales pipeline. This can include metrics like the number of leads generated, conversion rates, customer engagement levels, and revenue generated, among others.


Picture this: You're on a treasure hunt, and every sale or lead is a clue leading you to the ultimate prize - business success! Sales Tracking is your trusty map in this adventure, guiding you through every twist and turn. It's the art (and science!) of keeping tabs on every sale, every lead, and every opportunity. It's about knowing as a sales manager, where you've been, where you are, and where you're headed in your sales journey.


Why Do You Need Sales Tracking Software?

Imagine trying to navigate that treasure hunt without a map. Sounds chaotic, right? Without proper tracking, you're essentially sailing blindfolded in the vast ocean of sales. And we all know that's a recipe for missed opportunities and lost revenue!

But with Sales Tracking Software? It's like having a GPS for your business! From pinpointing potential leads to celebrating closed deals, this software ensures you're always on the right path. No more second-guessing or shooting in the dark. Every decision is informed, every move is strategic with the help of sales reports, activity reports, custom reports and sales tracking reports.

Still on the fence? Think of it this way: In the bustling marketplace, would you rather be the savvy navigator with a clear roadmap or the lost wanderer? The answer is a no-brainer!


Gain a comprehensive understanding and monitor every aspect of your sales cycle.

Having a holistic view of your entire sales cycle is crucial. It allows you to identify strengths, weaknesses, and areas for improvement. By monitoring each stage, you can ensure that leads and opportunities are progressing effectively towards conversion. All sales tasks are directed to improve sales efficiency with the help of sales tracking platforms increasing success rates like never before.


1. Improve prioritization with personalized lead scoring.

personalized lead scoring

Lead scoring is a systematic approach to rank leads based on their potential value to the organization. By assigning scores to leads based on specific criteria, you can prioritize high-value prospects and allocate resources more efficiently.

2. Gain insight into the status of your sales pipeline.

Status of sales pipeline

Understanding the status of your sales pipeline is essential for sales forecasting and strategic planning. It provides a clear picture of current opportunities, potential roadblocks, customer touchpoints, sales territory and the overall health of your sales process.

3. Streamline your sales process with automation.


Automation can significantly enhance efficiency by reducing manual tasks and potential errors. By automating repetitive processes, sales teams can focus on building customer relationships, nurturing sales leads, and closing deals.

4. Make sales while on the move.

In today's digital age, mobility is key. With the right tools and platforms, sales professionals can access critical information, engage with prospects, and close deals from anywhere, ensuring that opportunities are never missed.

5. Get Honest Real-Time Feedback from Your Enterprise Prospects and Affect Huge Deals.

Real-Time Feedback

Feedback is the cornerstone of improvement. By actively seeking and receiving real-time feedback from enterprise prospects, businesses can gain accurate insights into their needs, preferences, and potential concerns. 

This not only fosters trust and transparency but also provides an opportunity to make timely adjustments to proposals or offerings. Such proactive responsiveness can be the difference between securing a significant deal or missing out. In the enterprise sales landscape, where deals can have substantial implications, understanding and acting on immediate feedback is paramount to success.

 Navigate product feedback with PreSkale here -

What to look for in a Great Sales Tracking Software?


Great Sales Tracking Software

1. Conversion Rate Tracking: The heart of sales lies in conversions. A top-notch sales tracking software should provide actionable insights into your conversion rates and sales productivity. This means not just looking at the final numbers, but also understanding the journey. How many leads are moving from one stage of the sales funnel to the next? Where are the drop-offs? By analyzing these rates, businesses can pinpoint areas of improvement and strategize more effectively.

2. Sales by Lead Source: Understanding where your sales are coming from is crucial. Are they from cold sales calls, referrals, online marketing, or trade shows? A great sales tracking software will break down sales by their lead source, allowing businesses to allocate resources and budget more efficiently. This feature helps in determining which lead generation strategies are most effective and which ones might need re-evaluation.

3. Revenue per Sale: While the number of sales is important, the quality or value of those sales can't be overlooked. The software should give a clear picture of the average revenue generated from each sale. This metric is vital for understanding profitability,  forecasting future revenue, future sales and setting sales targets. It can also help sales teams focus on leads that have a higher potential value.

4. User-Friendly Interface: Time is of the essence in sales. A complicated, clunky interface can slow down a sales team and potential customer to missed sales opportunities. The ideal sales tracking software should be intuitive, with a clean design that makes it easy for users to find what they're looking for. Features should be easily accessible, and the learning curve should be minimal. After all, the software is there to aid the sales process, not complicate it.

5. Integration Capabilities: In today's interconnected digital landscape, sales don't operate in isolation. Whether it's integrating with a CRM system, an email marketing platform, or financial software, the best sales tracking tools should play well with others. Seamless integration ensures that data flows smoothly across platforms, reducing manual entry, minimizing errors, and providing a holistic view of the sales process.


Choose a sales tracking software that helps you collect Enterprise Feedback: Preskale

The importance of data-driven decision-making cannot be overstated. While there are various tools designed to assist in sales tracking, not all are created equal. This is where Preskale comes into play, a sales tracking software uniquely positioned to help you collect Enterprise Feedback.

Why is Enterprise Feedback so crucial? It provides valuable insights into customer behavior, preferences, and pain points, allowing you to tailor your sales strategies accordingly. With Preskale, you can seamlessly integrate feedback collection into your sales tracking process, thereby achieving a holistic view of your sales pipeline and customer interactions.

Preskale's robust features offer more than just sales tracking; they provide a comprehensive solution for managing your entire sales ecosystem. From lead generation to deal closure, and even post-sale engagement, Preskale ensures that you're equipped with the data you need to make informed decisions.

Schedule a Demo to experience the full capabilities of Preskale and understand how it can revolutionize your sales tracking efforts. For more in-depth information on the importance of Enterprise Feedback in sales tracking, please visit our Enterprise Feedback Management Page.


Our top 5 picks for sales tracking software


1. Pipedrive

Why It's a Winner: Pipedrive is designed with simplicity in mind, making it incredibly user-friendly. It offers a visual sales pipeline that allows you to easily manage leads and deals, track communication, and automate repetitive tasks.

Key Features:

  • Visual Sales Pipeline
  • Email Integration
  • Customizable Fields

Who Should Use It: If you're a small to medium-sized business looking for a straightforward, easy-to-use solution, Pipedrive is for you!

2. Preskale

Why It's a Winner: PreSkale is a rising star in the sales tech world, renowned for its real-time tracking and insightful analytics. It's the ultimate tool for sales reps who thrive on data!

Key Features:

Real-Time Tracking: Stay updated on your sales activities as they happen. No more waiting for end-of-day reports!

Product Gap Identification: Use customer data to identify missing features or services, making your offerings irresistible.

Automated Meeting Logs: Free up your time from admin tasks and focus on closing deals.

Pipeline Visualization: Get a clear, visual snapshot of your sales pipeline at a glance.

Performance Analytics: Track KPIs like close rates and revenue in real-time, enabling data-driven strategies.

Who Should Use It: If you're a business that leans heavily on data analytics for decision-making, PreSkale is a no-brainer. It's especially useful for sales teams that want to be agile, informed, and ahead of the curve.

3. HubSpot CRM

Why It's a Winner: HubSpot CRM is a powerhouse when it comes to inbound marketing and sales. It offers a plethora of features, from email tracking to lead management, all under one roof.

Key Features:

  • Inbound Sales and Marketing Tools
  • Free Version Available
  • Extensive App Integrations

Who Should Use It: Companies looking for an all-in-one solution that integrates sales with other business functions should definitely consider HubSpot CRM software.

4. Agile CRM

Why It's a Winner: Agile CRM is all about flexibility and, well, agility. It offers a range of features that can be customized to fit the unique needs of your business.

Key Features:

  • Customizable dashboard
  • Marketing Automation
  • Customer Support Tools

Who Should Use It: If you're a business that needs a highly customizable solution, Agile CRM is your go-to!

5. Bitrix24

Why It's a Winner: Bitrix24 is more than just a CRM; it's a complete business tool suite. It offers project management, time tracking, and even HR tools, in addition to its robust CRM capabilities.

Key Features:

  • Comprehensive Business Tools
  • Social Media Integration
  • Collaboration Features

Who Should Use It: Businesses looking for a comprehensive tool that goes beyond just sales tracking will find Bitrix24 extremely useful.


There you have it! These are the top 5 sales tracking software picks that can elevate your sales game to the next level. Each has its own unique set of features and benefits, so the best choice ultimately depends on your specific needs and sales goals.
Isn't it exciting to think about how the right software can transform your sales process? Choose wisely and watch your sales team's performance soar.

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