If you’re selling B2B as a small or medium-sized business, the main reason you need sales software is to better track your sales leads.
Even a small sales team (3 people) I recently spoke to reported making $1 million more per year (!) after implementing proper sales tracking software.
However, with all the sales tracking platforms out there, it can be difficult to figure out exactly what you need to increase your win rate and productivity. So I’ll start by giving you a list of useful switzerland whatsapp number data features to look for.
Next, I’ll use that same list of features along with G2’s reviews to compare 7 different sales tracking software platforms in detail, including pricing .
Let’s go!
Key Features of Sales Tracking Software
Here are 10 essential features that sales tracking software can offer to help you better track your sales:
- Track your sales across multiple pipelines with drag and drop
- Send automated email sequences until prospects respond
- Automatically enrich prospect data from publicly available information and email signatures.
- Track the source (and reason for loss) of your sales leads and analyze it.
- Get reminded to follow up automatically when leads become inactive
- Track sales leads with an integrated email and website tracking system
- Get a live overview of what your prospects are doing in an in-app notification center.
- Digitize new business contacts with a built-in business card scanner
- Use email templates in your Gmail inbox to manage your leads more productively.
- Track your sales progress from your inbox with a convenient sidebar.
There’s a lot of useful features with a focus on people-centric content in there that you won’t be able to get just from an Excel sheet I’ll detail below which of these features come with each sales tracking software.
Sales Tracking Software Ranking: Methodology
If you are looking for a good software to track your sales, all of the above features can significantly increase your success rate and productivity .
To create this ranking, I reviewed rich data a list of about 600 sales tracking software to make a shortlist. Then, I tested each of the 7 selected platforms and looked at which of them offered which features, which I have detailed below.
Additionally, it’s important to keep the big picture in mind when comparing software because you need to make sure your team will actually use the system. Getting sales tracking software that no one uses is pretty useless .
That’s why I’ve included each software’s current score on G2 so you can get a better idea of where it stands. The breakdown is as follows:
- Ease of use
- Ease of installation
- Meets the requirements
- Quality of support
- Ease of doing business with
- Ease of administration
I then took the average of the G2 review score and combined it with the sales tracking feature score to calculate… the final score !