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What do you do if the top-rated sales tracking software is not affordable?

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If you are a sales coach, you know how important it is to track the performance and progress of your sales team. Sales tracking software can help you monitor key metrics, identify strengths and weaknesses, and provide feedback and guidance. But what if the top-rated sales tracking software is not affordable for your budget? How can you still achieve your sales coaching goals without breaking the bank? Here are some tips to help you find the best alternative solution for your needs.

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Paul Atherton

Brain Based Sales Architect | 21st Century Entrepreneurs - Follow Me For Daily Brain Hacks That Get Others Buying What…
Leandro Dos Santos

Executivo de Vendas, Crescimento & Canais Indiretos | Mentor e Especialista em Vendas Complexas | Fundador da Sales…

1 Assess your needs

Before you start looking for a cheaper option, you need to assess your needs and priorities. What are the main features and functions that you need from a sales tracking software? How many users and data points do you need to support? What are the integration and compatibility requirements with your existing systems and tools? How much training and support do you need to implement and use the software effectively? By answering these questions, you can narrow down your search and focus on the essential criteria.

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Paul Atherton

Brain Based Sales Architect | 21st Century Entrepreneurs - Follow Me For Daily Brain Hacks That Get Others Buying What You're Selling | Neuroclose? - Make 2025 Your Best Year Yet With Your Own New NeuroSelling Process
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Use a whiteboard, your phone, zoom and a pen and paper... Before software took over our sales souls... We used to track sales hour by hour, day by day... By speaking to our team / clients after every sales call... Write their numbers on the board, ring the bell... Text the team to celebrate every new sale & make people feel good... We'd call customers and get their feedback... Do call debriefs with sellers after they pitched a d missed... Conduct face to face pipeline reviews... Talk to each other and look each other in the eye! So if your software is replacing any of this... Get rid of it! And If you're already doing all of this... Then you'll be making enough sales to afford any software you wish! Need help? DM me??Paul

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Leandro Dos Santos

Executivo de Vendas, Crescimento & Canais Indiretos | Mentor e Especialista em Vendas Complexas | Fundador da Sales Sciences | Especializado em Lideran?a, Estratégias Comerciais e Desenvolvimento de Equipe de Vendas
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Concordo plenamente. Primeiramente, é necessário avaliar os processos e metodologias que ser?o refletidos no CRM, bem como o tipo de automa??es desejadas. Particularmente, tenho o hábito de analisar os relatórios disponíveis, o nível de automa??o e prefiro os CRMs baseados em Cards. Replico a metodologia, seja ela o Spin Selling ou outra, e ent?o baseio minha decis?o no or?amento disponível e no nível de profissionalismo que a empresa pretende alcan?ar. Já implementei dois CRM - PipeDrive e PipeRun

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Steve Britsky
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Find something you can use to track your sales. Worst case scenario, there is always pen/pencil and paper. Practically everyone uses MS Office, and you have Excel to provide a columnar record of sales and dates. If you can't afford what you want, use what you have!

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2 Compare alternatives

Once you have a clear idea of what you need, you can compare different alternatives that meet your requirements. You can use online platforms, reviews, and testimonials to find and evaluate sales tracking software options. You can also ask for recommendations from other sales coaches, peers, or experts in your network. Some factors to consider when comparing alternatives are: price, features, functionality, user-friendliness, security, reliability, scalability, and customer service.

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Leandro Dos Santos

Executivo de Vendas, Crescimento & Canais Indiretos | Mentor e Especialista em Vendas Complexas | Fundador da Sales Sciences | Especializado em Lideran?a, Estratégias Comerciais e Desenvolvimento de Equipe de Vendas
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Minha dica aqui e avaliar o suporte da solu??o e facilidade de uso. Utilizei o PipeDrive e posso afirmar que o suporte é sensacional. Ja usei outras que o suporte era muito burocrático ou nulo. Ent?o vale muito a pena considerar esse tema na avalia??o. Geralmente você encontrará essas recomenda??es em grupos de vendas.

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3 Try before you buy

Another tip to find the best sales tracking software for your budget is to try before you buy. Many software providers offer free trials, demos, or samples that allow you to test their products and see how they work for your specific needs. This way, you can avoid wasting money on software that does not suit your expectations or needs. You can also use this opportunity to ask questions, request feedback, and negotiate discounts or deals with the software providers.

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4 Use free or low-cost tools

If none of the sales tracking software options fit your budget, you can still use free or low-cost tools to track your sales team's performance and progress. For example, you can use spreadsheets, forms, surveys, calendars, or email to collect and organize data, set goals, assign tasks, and communicate with your sales team. You can also use online platforms, blogs, podcasts, videos, or webinars to access and share sales coaching resources, tips, and best practices. However, you need to be aware of the limitations and challenges of using these tools, such as data accuracy, security, collaboration, and analysis.

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Mariel Quirós

Co-Fundadora @Hands on Sales | Ayudamos a empresas de servicios a cerrar más y mejores clientes ??
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En mi experiencia siempre le digo a los clientes que trabajen con los recursos que tienen hoy, no se enfoquen lo que no pueden tener, mejor pongamos focos en conseguir las metas deseadas para que cada vez podamos tener mejor herramientas que nos sigan ayudando a lograr el éxito.

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5 Invest in your skills

Finally, the best way to ensure that you can deliver effective sales coaching regardless of the software you use is to invest in your skills. You can improve your sales coaching skills by taking courses, reading books, attending events, or joining communities related to sales coaching. You can also seek feedback, mentoring, or coaching from other sales coaches or experts who can help you grow and learn. By investing in your skills, you can increase your confidence, credibility, and value as a sales coach.

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Leandro Dos Santos

Executivo de Vendas, Crescimento & Canais Indiretos | Mentor e Especialista em Vendas Complexas | Fundador da Sales Sciences | Especializado em Lideran?a, Estratégias Comerciais e Desenvolvimento de Equipe de Vendas
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Certamente, vou aprimorar o texto para um tom mais profissional:"Estou convencido de que as vendas s?o uma ciência. Mantenho uma página dedicada a vendas complexas no LinkedIn, chamada @SalesSciences, onde defendo fervorosamente que o conhecimento é o único tesouro que nenhum ladr?o pode roubar. Sou entusiasta dos estudos por meio de todas as fontes mencionadas e considero crucial garantir que continuaremos aprendendo incessantemente."

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Noah Ansari

Helping MENA Investors Expand into North America | Supporting Canadian Funds in Scaling AUM | Cross-Border Investment & Wealth Strategies | Smarter Deals, Bigger AUM
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That's not something to stop a firm from competing in the market! Surprisingly, some of the bank asset management firms in Canada still do not use Salesforce and rely on Excel for tracking their leads. Remember, sales software and platforms are helping you to be a better player in the market, not to define the game for you!

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What do you do if the top-rated sales tracking software is not affordable?

1

2

3

4

5

6

1 Assess your needs

2 Compare alternatives

3 Try before you buy

4 Use free or low-cost tools

5 Invest in your skills

6 Here’s what else to consider

Sales Coaching

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What do you do if the top-rated sales tracking software is not affordable?

1

2

3

4

5

6

1 Assess your needs

2 Compare alternatives

3 Try before you buy

4 Use free or low-cost tools

5 Invest in your skills

6 Here’s what else to consider

Sales Coaching

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