You need to track your sales team’s performance. What tools can help you do it?

For small to established businesses, a CRM like HubSpot is effective and affordable. Depending on what you need to track, consider leveraging a tech stack of tools that integrates well with the CRM. For example: Google Workspace for emails, Openphone or Dialpad for telephony, DocuSign/Dropbox Sign for e-signatures and more. For managing pipeline and sales activities, the basic CRM plans can be sufficient.

Should primarily be a CRM tool but it depends on what KPI's we are trying to track. for example if it is number of leads, no of deals closed, number of sales calls made... it will be sales automation.

Right now I work for a small organization. They do not have phone numbers, data or CRM at all. We use our own data. I have worked for larger organizations that have data and crm's and they can prospect faster than I can now. Many small company's are like this. Good updated crm, phone, rank, email data is a key to success.

In our company we use mainly Salesforce to streamline our sales process and pipeline management. It is highly customizable and you can tailor it accordingly to your Sales cycle and your business need. Very user friendly and so far my favorite CRM tool to manage sales opportunities and monitor Team KPIs.

We use Salesforce to track or Customer Relationships. However, the best way to track your relationships is to build a in-person relationship with them.

Microsoft Power BI is a good tool to prepare and publish the Sales Key performance indicators and Business Operations Dashboard. it gives insights of the business and delivery Operations to improve and drive or monitor the growth of an organization.

Microsoft Power BI since it amplifies our insights and the value of our data. It provides an in-depth analysis of sales performance. It allows us to monitor crucial metrics, discover trends, and make data-driven decisions to improve our business.

Una herramienta como Microsoft Power BI amplia nuestro horizonte y ayuda en la mejor toma de decisiones con nuestros datos; mostrando escenarios en tiempo real para hacer la decisión asertiva , no perceptiva.

With analytics dash board it show individual sales executive performance and also it shows SKU progression which include region wise and customer wise performance. Dashboard make every have a quick view of the product progression in the market and it will help the management to know where they lacking or rather need to improve more on. I use dashboard for analyzing my data aside pivoting because it has a broader view of all scope.

Most ERP systems such as SAP, SAGE, Oracle have sales performance tracking systems. However, Salesforce and Tarrow Works also have this feature. It pays to set and communicate clear lead and lag KPIs to your team so that everyone is on the same page regarding the performance metrics required of them

Platforms like zoom, slack and Microsoft teams are great ways to keep groups on the same page outside of email. Often emails get lost in the pile of an inbox but using communication platforms gets you directly to the contact and gives you visibility to know when people are available and if they have seen your message. You can integrate these tools to salesforce to automate workflows from deals in groups and file shares to sync all the data seamlessly. Don’t get stuck using email, push on your connections through other platforms to ensure things get done in a timely manner.

Vidyo, Inc. provides software-based collaboration technology and product-based visual communication products is being used. Supports centralized Interaction such as Unify messaging, video calls, voice calls, and emails in one platform for seamless communication

Asana is a cloud-based project management tool. Provides oversight into team workflows to align dispersed groups. Features like task management, timelines and adding structure to visualize progress. Large initiatives broken into smaller assignments so stakeholders can update deliverable status to surface potential delays early and often to keep efforts on track.

It’s good to have a baseline of activity you strive to hit each week so that you maintain a healthy sales funnel. Set aside blocks of time to ensure you make hit your goal for cold calls or cold emails each week to ensure you’re always reaching out to new prospects. It’s easy to get caught up in day to day processes but it’s imperative to always build a solid pipeline for future projects after current sales come to a close. There are many great tools like sales loft to help automate prospecting activities to ensure you easily hit your activity goals each week and hit your kpis.

SurveyMonkey is being used that is best for creating customizable and detailed surveys. It provides a systematic way of understanding opinions and receiving suggestions and support to enhance product development, improve customer service and finally foster customer loyalty.

Desde mi experiencia todas las herramientas que sean personalizables, y medibles en tiempo real nos ayudan a mejora nuestro performance de cara al cliente . Buscando lo mas importante su fidelidad , pero sobre todo su lealtad .