Sales tracking

If you’re not using the best software to track sales metrics and activities in real time, you’re definitely not making the most of every sales opportunity.

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What is sales tracking, and why does it matter?

Sales tracking means keeping records and detailing all aspects of your sales process. 

And here’s the beauty of it; analyzing these records helps sales managers develop a sustainable strategy that keeps critical Sales KPIs performing. 

When done right, sales tracking provides crystal clear visibility into your sales process and the insights necessary to convert more prospects into customers – especially when you use a CRM with a visual sales pipeline.

Ask yourself:
  • What are the key stages of your sales pipeline?
  • Which actions, when taken at the right time, improve your chances of closing a deal?
  • What are you doing that has absolutely no discernible effect on the outcome of your deals?

Quality sales tracking will help you answer all of these questions – to refine your sales process.

Our visual sales pipeline helps you keep track of your sales stages, while the mandatory selection of follow-up actions, activity reminders, visual cues and notes ensure that all deals receive your attention when they need it.

Sales tracking software for small business

At Pipedrive, we recognize that small businesses have unique needs. They are inherently entrepreneurial in nature, so need to develop and define their sales process as they grow.

Pipedrive’s sales tracking software is designed by sales managers, for sales managers.

This allows small businesses to track sales efficiently and accurately. Pipedrive takes care of the grunt work; allowing sales managers to focus on supporting, growing, and scaling their sales teams.

Immediate access. No credit card required.

Sales tracking dashboard

Our statistics view is built on detailed data sets which help you analyze your sales process.

By understanding historical data you gain the ability to forecast with confidence. The beauty of this type of visibility lies in the fact that you control the actions needed to course-correct long before disaster strikes. Over time - you’ll know exactly how many deals need to go into stage one to ensure a deal is closed at the other end of the pipeline.

Selling is a science. And step one is gathering the data.

Sales process efficiency vs % of quotas hit

The upshot

Companies that do CRM right have an 18 percentage point higher chance of making — or even exceeding — their quotas. Put another way, those businesses increase their chance of making quotas by 33%.

It’s a huge leg up on the competition.

Did you know?
  • Top business schools, such as Wharton, teach entire courses on CRM.
  • Business sites like Harvard Business Review cover CRM from every possible angle.
  • The U.S. government’s Small Business Administration sponsors events on CRM.
  • Even the International Labour Organization studies and recommends CRM.

Your sales team

As a sales manager, you need to know the strengths and weaknesses of all your reports.

Pipedrive allows you to filter all sales data down to the most minute detail. With our customizable CRM, you can go from seeing your entire sales effort to looking at a single member’s efforts with the simple click of a button. The individual’s pipeline forms part of the company pipeline, so seeing how an individual’s performance is contributing to the overall business performance is easy.

Sales pipeline visibility

Our software is built around high pipeline visibility. This means your primary view is always an overview of your entire sales process, with visual representations to show you what is working and help you identify potential problem areas.

From the pipeline view - you can drill down into deals, contacts, organizations and statistics easily and logically, meaning you have access to tracking the information you need immediately.

Mobile friendliness

Pipedrive was built with mobility in mind. Supported flawlessly on both iOS & Android, your sales reps can register each move with a prospect without slowing down their workflow. Our software integrates naturally into their workday, and quickly becomes second nature.

Kickass teams all over the world choose Pipedrive

This ease of use means your team is creating a system or record that is complete and reliable.
In fact, 9 out of 10 users report that rather than using it out of duty, they actually enjoy using Pipedrive.

Having a powerful CRM tool such as Pipedrive in our arsenal has been essential to the success of our sales team. With its easy-to-use and well-designed interface, it definitely keeps us organized and on track!

Kristel KruustükFounder & Chief Testing Officer, Testlio
Kristel Kruustük

As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.

Ryan RobertsFounder & CEO, Bustld, LLC
Ryan Roberts

It has made our sales department more effective and efficient. It's easy to use and it's constantly updated.

Ana RinckOperations Manager, BAKERpedia
Ana Rinck

Immediate access. No credit card required.

Activity-based notifications

The activity-based notification system helps salespeople focus on the behaviors that are proven to give them their best shot at marking deals as Won. See The Ultimate Guide to Activity-Based Selling: What, Why, and How.

And Pipedrive automatically pulls together the information needed by sales managers. With clear, easy-to-follow graphics based on real-time data, you can track:

  • The number of deals in your pipeline
  • Drop-off rates at every stage
  • Sales conversion rates
  • Progress toward monthly, quarterly and annual goals
  • Strongest and weakest performers
  • Strengths and weaknesses of each team member
  • The movement of deals through your pipeline by date

Understanding your customers

Pipedrive’s unique sales tracking system also helps you pinpoint the needs of your customers.

  • Which prospects are most likely to become buyers?
  • What traits and behaviors do they have in common?
  • Which sales techniques do they respond to best?

Optimizing your sales cycle

In sales you cannot control the outcome of deals, only the actions required to close them. Pipedrive helps you ensure that you take the right actions at the right times, thereby maximizing the chances of successfully closing deals. This is your sales process, and only by tracking it down to the finest detail do you improve your chances of success.

The tool of choice for scaling companies

A light-touch sales CRM built for minimum input and maximum output. With our simple, intuitive software there’s no 200 page list of functions, and no two day training required. Just log in, fill up your pipeline and start selling with a product designed to make selling beautiful.