And when your business scales up, it is impractical to try and track everything manually. Many sales-led organizations still use an Excel-based sales tracker, which needs to be manually updated and is therefore highly prone to human error or more commonly to just be left unfilled by the salespeople. the sales tracking extends beyond the first-closure to include cross-sell and upsell signals. In the case of repeat-sales businesses, like insurance, banking, lending, travel, real estate, education, healthcare etc. So, What is a Sales Tracker?Ī sales tracker is a tool which gives you complete visibility into your sales process. It tracks all the important activities involved in closing a deal – right from the incoming inquiries, conversations that happen between your team and the prospect (calls, text messages, emails and more), to face-to-face meetings (using mobile tracking), to operational activities, like document collection etc. Every every lead source, every touchpoint and every activity of your salespeople is important, and an automated sales tracker would not just track them, but would also help you identify the sub-optimal parts of the process and improve them. That is what an automated, ubiquitous sales tracker can help you do. If the targets are missed, are you aware of the reasons why, and can you provide your rep the solutions to make sure it doesn’t happen again?.If the targets are being met, are you quantitatively sure that this was the best that your reps could have done?.But, almost always in the sales meetings, talks of targets and quota take precedence – w hich is understandable, but it also takes you away from the ground-reality of sales – and the pain-points, bottlenecks, effectiveness, and improvements in these processes are not discussed, because they are not being tracked end-to-end, and no one has real clarity on it. There can be tens to hundreds of touchpoints, conversations and back & forths (depending upon the nature of your business).Īnd at any given point, a salesman is tackling not one, but several such prospects. In an ideal world, the sales cycle would look like this:īut in the real world, this graph is far from straight. Security Bank-grade security and complete data encryption.Careers Interested in working with us? See open positions.Partners Explore and register for our partnership programs.Our Story About our team, product and journey so far.Contact Us We’re here to answer any questions you may have about LeadSquared.Developer Platform Build your custom processes easily with APIs and LAPPS.Support Answers to any support questions you might have.API Detailed documentation for LeadSquared’s APIs.Integrations Integrate seamlessly with all your essential business tools.
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