Put that paper and pen away. It’s time to streamline your business and bring your sales processes into the automated ping-ping-ping of twenty-first-century sales tracking software.
When choosing sales tracking software, you need to know what features will be vital for your business. So we’ve assembled this guide to help.
Here, we’ll reveal the top five factors to consider before investing in a state-of-the-art sales tracking system for your business.
It’s not only the upfront price you need to consider for sales tracking.
When comparing software costs, you’ll find that many platforms price on a monthly subscription basis. On top of that, you might also find some structure their prices per user.
To start, think about your maximum budget regarding what you can afford to pay upfront. Once you’ve established an upper limit, think about what you can afford to pay annually too.
- Your Sales Targets
Not all sales tracking platforms provide the same information. And depending on what your business goals are, you might find that some offer data and reporting that’s a better fit for your business.
For example, maybe your business is trying to increase average customer revenue. In that case, you’ll want reporting that will help you track and monitor this over time.
In contrast, if your priority is growing your business, you’ll want something that will help your team set sales targets before tracking monthly sales. You might also benefit from one that allows you to monitor their performance.
- Easy to Use
Your sales team is busy, and you don’t want to burden them with complex software. Nor do you want to spend weeks training up your team.
Fortunately, many sales tracking platforms have worked hard to make their software more intuitive. Some platforms even offer access via mobile, such as this sales tracking app.
Ask for a demo from the sales tracking software provider, and take the time to read customer reviews. Reviewers will often mention how easy it was to navigate their way around the platform.
As your business grows, you’ll probably invest in more software for different departments.
That might be accounting software, HR, or marketing. And you’ll discover a need to connect the data between each platform to help your business run smoothly.
With that in mind, it makes sense to plan. Even if you don’t need integration between platforms right now, always consider this a top factor in your decision. Your needs might change in the future.
Few platforms are perfect right out of the box. Your ability to customize your sales tracker will be essential. You might need specific reporting, or perhaps your team wants to customize their sales dashboard.
So when making a decision, look beyond the ability to customize a platform and ask yourself what specific modifications you will need both now and in the future.
Choosing Sales Tracking Software The Smart Way
You might feel tempted to sign up for a new platform based on an impressive marketing ad. But the best approach when choosing sales tracking software is to know what factors to prioritize before drawing up a shortlist.
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