Best CRM software your business needs for better sales tracking

B2B Sales
B2b Sales
Published in
9 min readMay 20, 2019

Sales is considered as the most valuable functionality for every successful business. It contributes towards increasing the revenue, increasing the present count of your customers and makes your product a brand. Keeping your current customer base happy with world class post-sales service helps gain a better grasp on the market and helps develop a positive reputation too. A good customer service is the key to increasing the lead generation, referrals, and keeping your customers engaged with your brand for a long time.

Technology has made many advancements in recent times and is affecting the business world positively. Businesses, no matter what shape, size or industry are heavily looking for investing their time, money and resources in sales tracking software. The major requirement to implement sales tracking software rises from of streamlining lead generation and sales revenues.

These technologies also enable sales teams to use automation features that help in saving more selling time and boost productivity at an exponential rate. The sales tracking software allows businesses to create an ideal medium that helps in

  • monitoring sales activities
  • manage the pipelines
  • boost sales productivity
  • constant customer communication
  • generate and manage lead
  • sales forecast
  • tracking team activities & productivity

For managing the sales, time, and activities in a better manner, sales tracking software plays a better part. The task for business owners is to choose the best sales tracking software that suits your business model. We have created a list of top best sales tracking software that will help you track sales, manage your organizations various sales activities by tracking them and help you benefit from these activities.

List of best CRM software for better sales tracking:

  1. Salesmate CRM
  2. HubSpot CRM
  3. Freshsales
  4. bpm’online CRM
  5. Thryv
  6. Pipeliner CRM
  7. Agile CRM

Let’s find out more information about the CRM.

1. Salesmate CRM

About Salesmate CRM

Salesmate is a cloud-based customer relationship management (CRM) solution created for supporting small and midsize businesses across various industries in their quest to gain better revenue.

The key features of this smart sales CRM include

  • Contact management
  • Sales pipeline management
  • Email management
  • Built-in cloud telephony
  • Integration with third-party apps

Salesmate CRM provides utmost ease-of-use to its users. The pipeline view allows users to easily view, organize, prioritize and automate creation of follow-up tasks for every stage of an individual deal. The email tracking allows users to gain better insights on the outbound email campaigns. The module provide data of the number of times email(s) were opened, link clicked, or attachments downloaded. Be fully prepared with your personalised pitch based on the data this smart sales CRM collects for you.

If you are a small and mid-size business that is looking to end their sales pipeline management woe then do go for their 15-day free trial to get an immersive, hands-on experience of how the CRM works in real-time. Salesmate is available for users at monthly and yearly subscriptions per user.

Free Trial: https://accounts.salesmate.io/registration/?utm_source=Medium&utm_medium=b2b-sales#/

Salesmate is the ultimate choice as a sales tracking software for sales teams that have a great hunger for converting leads into revenue-generating clients. An intuitive dashboard with key insights into sales deals and contacts makes the software a better decision-making platform for business owners.

2. HubSpot CRM

About HubSpot CRM

This cloud-based CRM platform enables companies of various sizes track and nurture their leads. HubSpot allows businesses to smartly track their metrics. This CRM software is best suited for B2B or B2C business.

Businesses in a variety of segments can get the help of this CRM software to manage their contacts, leads and campaigns. The industry that are best fitted to gain advantage from this CRM software are

  • Accounting
  • Construction
  • Retail
  • Real estate and more

HubSpot offers a visual dashboard to its users that provides a real-time view of the entire sales funnel. Business owners, sales managers and reps can easily track their customer interactions automatically via

  • Emails
  • Social media
  • Phone calls

Users can store client interactions inside the system as a perfect timeline and segregate these interactions automatically and with utmost ease.

Free Trial: https://app.hubspot.com/signup-v2/crm/step/join-hubspot-account?utm_source=Medium&utm_medium=b2b-sales

HubSpot users can create and manage email templates inside the system. The CRM software also allows them to track how well the emails are performing. Users get real-time updates for events when a contact opens an email or downloads an attachment. Business owners that can keep up with their budget changes can go for this smart sales tracking software as the software demands extra bucks to avail add-on features.

3. Freshsales.io

About Freshsales

Freshsales is a cloud-based customer relationship management (CRM) solution. It helps businesses across industry in managing their interactions with customers and prospects.

Freshsales also tracks web pages website visitors are interacting with. The software then segments contacts based on their behaviour.

Freshsales has an intuitive lead scoring feature ranks lead based on the website visitors data. The system automatically ranks these leads and helps users prioritize the approach. The leads that have low scores can be handed over to the lead nurturing team to try and convert them into paying customers.

Freshsales allows the business owners to have a 360-customer view of the customers and prospects. The details include:

  • past and present client conversations,
  • all the customer touch points,
  • previous and current appointments and tasks.

The key features that this smart CRM solution boasts include

  • One-click phone
  • Sales lead tracking
  • Sales management
  • Event tracking and more

Business owners, managers and sales reps can send personalized bulk emails using Freshsales. The system also allows the user to track the activities done by the recipients on these emails. The built-in inbox automatically prioritizes emails from contacts and leads.

Free Trial: https://www.freshworks.com/freshsales-crm/signup/?utm_source=Medium&utm_medium=b2b-sales

Freshsales is a neat sales tracking software for teams that are looking for higher growth velocity. The sales automation software has features that can help businesses optimize their sales processes, verify genuine leads and drive pipeline opportunities. FreshSales’ intuitive dashboard helps users get better insights into their current and past deals. It also allows them to have a better view of their contacts and enables the user to make better decisions for the businesses’ growth.

4. bpm’online CRM

About bpm’online CRM

bpm’online is a process-driven customer relationship management (CRM) solution. The CRM software enables users to use marketing, sales and service automation. It also helps businesses manage their customer lifecycle from lead to sales and customer service.

The smart sales CRM provides its users with the ability to view marketing, sales and service activities through a single dashboard. Bpm’online has three integrated products that the business owners can choose to use separately or in a single CRM bundle.

  • The marketing module is a multi channel marketing application. It enables marketing professionals in creating and supporting their ongoing customer or prospect communication.
  • The sales module offers a sales force automation (SFA) tool that can be used by sales professionals for managing their entire sales cycle; from lead generation to repeat customers.
  • The service module helps businesses handle their customer queries and enhance their customers post sales service. This module enables the service professionals to mage their post sales customer engagement.

Free Trial: https://www.bpmonline.com/trial/bpmonline?utm_source=Medium&utm_medium=b2b-sales

This multi-purpose CRM can be deployed as a cloud-based solution or on-site. The data is hosted in-house on the company’s servers. The CRM is Windows and iOS compatible.

5. Thryv

About Thryv

Thryv is a cloud-based customer relationship management (CRM) solution that has been designed for small businesses.

Key features that come within this smart CRM tool include

  • Appointment scheduling
  • Billing and invoicing
  • Contact management
  • Reputation management
  • Lead management
  • Social media management and more

Thryv helps businesses manage their customer and prospect interactions, marketing campaigns and activities on various social media platforms.

The appointment booking module assists businesses owners and managers in

  • Managing team schedules
  • Synchronize calendars
  • Book appointments

Thryv features payments module that allows businesses owners

  • Send customized quotes to prospects
  • Estimates and invoices to clients and
  • Accept payments via credit card

Free Trial: You need to take the demo

Thryv allows businesses to integrate their favourite third-party apps to be more productive and for increasing user friendliness. Businesses can easily integrate with QuickBooks, Gmail, Slack, MailChimp and more.

The sales tracking software is available for businesses on iOS and Android.

6. Pipeliner CRM

About Pipeliner CRM

Pipeliner CRM is a dependable CRM software that enables businesses to track their sales intuitively. The AI engine “Voyager” of the CRM provides insights and alerts the sales professionals for keeping them focused on their revenue target and every other high-priority sales activities.

With a dynamic visualization of the sales pipeline, sales process and sales activities, businesses are easily able to gain a comprehensive view of their customers and prospects. Such an insight is really needed for mapping out how successful sales strategies can influence the prospects to make purchases.

Free Trial: https://www.pipelinersales.com/crm/free-trial/?utm_source=Medium&utm_medium=b2b-sales

Pipeliner CRM provides seamless integration with third party apps for enhanced productivity. It also allows the users to gain better insights into the team performance with intuitive reporting feature. Pipeliner provides its CRM features on mobile platform too.

7. Agile CRM

About Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution. The software has been keenly designed to meet the requirements of various small and mid-sized businesses.

The software offers

  • Contact management
  • Telephony tools
  • Appointment scheduling
  • Marketing automation
  • Project management
  • Landing-page builder and
  • Knowledge base functionalities

Contact management module lets users record and access customer data.

Users can easily view various records such as

  • Contact information
  • Interaction records
  • Social-media accounts and
  • Lead scores

Agile CRM offers email integration. Users can easily synchronise their data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP. With Agile CRM, businesses easily track website visitors by analysing customer behaviour. The marketing automation tools help businesses in creating workflows with a drag-and-drop interface. Managers or the owners can send automatic reminders based on time and contact options.

Free Trial: https://www.agilecrm.com/?utm_source=Medium&utm_medium=b2b-sales

Agile CRM offers task management functionality using which the users can

  • drag-and-drop tasks in lists,
  • sort tasks,
  • add notes and
  • update task status.

With the social media integration, businesses can publish and respond to social media posts on their social pages.

Concluding words

Be it the sales professionals or the solopreneurs, or entrepreneurs, everyone is looking for a perfect sales tracking software.

The need of an intuitive sales tracking software arises with the increase in the pace businesses function in his modern market. Businesses today require software and tools that can help enhance the productivity. 24 hours is lesser time for hungry sales teams and businesses that want to make a mark in their industry segment.

The constant drive to keep the revenue cycle alive, managing contacts, deals, customer service and customer relationship pushes businesses towards different directions in search of different tools. Our article highlights the fact that running around, researching the tools available in the market is okay, as long as you, as a business know what you are truly looking for.

We are hopeful that this list is going to help you out decide the best suited sales tracking software. Please be careful in choosing the best CRM software and judge its feature and use based on your business requirements.

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B2B Sales
B2b Sales

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