Tracking Software for Sales
Keep track of leads, prospects and sales is a huge challenge for any sales professional today. Many will develop complex mechanisms using files and spreadsheets and databases and dozens of other tools. When it comes down to it, one of the best ways to keep your leads and sales organized effectively is to look for tracking software specifically designed for sales. With a well designed sales tracking software, you can track leads and prospects and review and report on your sales. There are hundreds of options for this available, so doing a bit of research on your choices is a great first step.
What you need in Sales Tracking Software
Finding software to effectively track your sales can be a bit of a challenge. There are literally hundreds of options on the market ranging from very simple programs to extremely complex ones. As simple as it sounds, one of the best first steps in your selection process is to determine what you need from a tracking software program. There are programs that can do just about everything under the sun, but you will probably pay a premium for them and likely won’t use half of the features. Focus on what you do and what you need to know. As a sales professional the focus is on the information that will make you money.
The Keys in Sales Tracking Software
You could go wild with features and functions in your tracking software, and many of those features would get used only rarely. As a sales professional, focus on the features that you will use on a daily basis. For most salespeople the following are typically the primary areas of use:
* Contact Management: An easy and efficient way to manage prospects and accounts.
* Sales Management: A simple way to track sales leads and opportunities.
* Sales History: An effective method for keep notes and tracking communication.
* Organization: A simple mechanism for centrally organizing appointments, tasks, opportunities and all related sales records.
Keep these primary areas in mind as you begin your review of tracking software. To go one better, take time before you start your search and make a list of the primary features you need and want. Focus on the top items and you are likely to find your list is similar to the one above.
Sales Tracking Software in Outlook
If you are using Outlook for email and scheduling in your sales efforts, then selecting tracking software that integrates with it will make your choice much easier. Prophet is sales tracking software built right inside Outlook. This means you can immediately begin using your Outlook contacts and other information in Prophet. Learning Prophet takes less time than other programs since it looks and feels like Outlook. When considering software for tracking sales, consider what you are comfortable with and what is easy to use. Prophet takes advantage of the power and utility of Outlook and makes it better by giving you sales tracking abilities right inside.
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I am the Marketing Manager for a Medical Device manufacturer and distributor in Scottsdale, AZ. I have used some other data management programs in the past, but none compare to By The Numbers. BTN is very easy to use and above all, very effective tool to track what type of promotional ad works, how long it takes & how much it costs to our sales team to close their deals, and goes without saying that you can pull up information from your customers within seconds. BTN is a great & essential tool!
ACT is a good program. I was an insurance salesman for about 5 years and I had to track several of the things that you listed. It has fully customizable fields where if you don't have a field that you want you can input it. You can also download that information to excel for graphs and easy input.
I own a home improvent company and in using By The Numbers to actually KNOW which advertising works, and which does not work, which sales people are doing their jobs, and which are not it has enabled my company to THRIVE in this… YES IN THIS ECONOMY!
I love this software. I would not want to be in sales without this software. Now I can post my job notes and not misplace them anymore. Also sales tracking and reviewing history helps me. How about checking your open leads. What’s in pipeline etc. This must be absolute dynamite for the people who are running businesses. Trust me.If you don’t have it yet, do your self a favor of life time and go check them out.
You need accounting software like Quickbooks. I'm not sure if it will interact with Access. Talk to a Quicken rep.
How is this a tax question?
I would use ASP. Here's a link to get you started:
http://www.learnasp.com/freebook/asp/