SalesBabu is a sales tracking app and CRM for businesses and startups. The document discusses how sales tracking is important for identifying the right opportunities at the right time. It provides steps to set up a sales tracking process, including defining audiences, lead sources, stages, and metrics. Key benefits of the SalesBabu app are transparency, visibility into the sales process, and real-time updates and reports. The conclusion is that SalesBabu CRM provides a clear view of sales pipelines, leads, and prospects.
Sales have never been easy without sales tracking app
1. Sales Have Never Been Easy Without Sales
Tracking App
SalesBabu
CRM For Enterprise Business
& Startups
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2. Sales Have Never Been
Easy Without Sales
Tracking App
The sale is a process of continuous efforts in the
right direction, but when we have to generate the
lead and nurture the need to have sales;
salespeople generally focus on generating more
and more leads. This action creates a bundle of
non-processed leads on the table; which could be
processed to have the business. Have you ever
identified the Actual reason why your sales team
struggles so hard to close the Opportunity? What is
going so wrong your sales funnel is choking with
sales hold or dead account at the end-stage. And
how a Sales Tracking Process can help to sort this
issue?
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3. Most of the common mistakes in Sales Tracking
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Wrong Start – As inquiry received, without analysis, the sales initial process of setting meeting, sharing
details starts. It’s the wrong way of approach. Always remember Start Should Be Correct. First, analyze
what the customer is really looking for? List the requirement and match your product/services. Many times
product names may match but the client may be looking for something else. The client may not know the
correct name or not have clear knowledge about the product. Make a questionnaire to understand the need.
Wrong Timing- After identifying correct Lead, what to do now? Start rigorous follow-ups, set a meeting, run
–follow- run. “NO” a Big No.
In fact, without wasting time check at what stage this Opportunity Stands? Is it at Initial, Mid or ready to
Ripe?
If it is at the Initial stage, it means the stage of just gathering knowledge. It can’t be considered an
Opportunity. If it is at Mid-stage that’s the Client knows what they want then but still, no processes are
defined like who will make a decision, when to buy, at what price bracket, etc then this Opportunity is also
not Urgent Requirement. It is also not an opportunity to be taken up rigorously. So, don’t put much time and
no regular follows required, till the right time comes.
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Right Opportunity: When you make sure the client knows what to buy and have made up mind to buy &
need it to implement. Then it is the right stage to grab this Opportunity by rigorous follow-up. Right
opportunity at the right time always gives you business and by using Sales CRM, you can get various
opportunities to make good-faith relationships with your prospects. You get to know about their doubts and
questions, you know their needs and understand why they are going to choose you. This information
enables you to take one step ahead to communicate with your prospects and satisfy their expectations in
the Sales Process.
Questionnaire Technique is very useful to identify Right Opportunity Right Time to direct Efforts to Right
Direction.
Well, let us discuss the importance of Sales Tracking in any business – Process of documenting all the
conversation-starting from the entry of prospect in conversation till sales funnel like email, phone call,
minutes of the meeting, quotations, etc.is called Sales Tracking. Here you know how many prospects will
be entering into a final funnel.
5. How you can set up a Sales Tracking process?
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Step 1: Identify your audience: You need to know who could be your customer to take any action to grab a
sale. For any sales and marketing plan, you need to know the kind of customer would be interested to use
your service/products. Before you can define your target audience, you must do research of interest,
requirements and needs in the current time with competitor analysis.
Step2. Identify your lead sources: The second most important thing which needs attention is your lead
sources. Where your target audience is discussing their needs, requirements, and expectations. The possible
way customer can reach you for their needs. Direct Search, Emails, Contact Forms, Promotions what will be
the best referral source of having opportunities. You need to figure out what social media platform is used and
what keywords your prospects used to find out your products and services.
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Step3. Define lead stages – to nurture the opportunities finally meeting the sales target. They are like
steps to be achieved in the process of lead nurturing so that each lead opportunity can be converted to a
sale. The stages can vary from business to business; but it could be like cold lead, prospect, warm lead,
hot lead, and customer. These labels will help you to check the status of your lead in the Sales Funnel.
Step4. Define the various ways your lead can engage with you: It is important to define and analyze
what strategy, what media or what marketing effort is getting more leads or business for your company. To
understand – this could be email, webinar, cold calling and personal meeting. Basically, list all points of
communication.
Step5. Setup measurable metrics: What exactly you like to measure with the Sales Tracking System? –
Amount of traffic? Visitor’s time spent on your website? Or the average time visitors take to be your
customer? You need to set up the metrics to measure your sales effort.
7. Your Sales Tracking App must have the following features
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1. Detailed web Tracking
2. Easy to use interface
3. Easy customization
4. Clear Sales Pipelines
5. Detailed reports
Benefits of Sales Tracking can be counted as more detailed reports and deeper insights into your sales
funnels, with team performance monitoring that enables you to perform quality checks from time to time.
Sales tracking lets you know which product or service is getting more revenue by demographic or by
salesperson and why? You also learn when things are not going your way. You have better communication
with your prospects; you monitor their behavior and increase their satisfaction by addressing your customer
queries on time.
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Sales Tracking App is the best way to keep a close eye on your sales funnel and run the nurturing
process, with metrics. It is easy to use the application, which can be installed on any phone connected to
the internet.
We are all aware of the love and hate relationship of CRM with salespersons. Though CRM helps
salespersons to achieve their target in a structured way; salespeople see CRM as an extra non-paid job
for them. Sales CRM Software is a complete sales tracking tool which not only enters the complete data
of your prospects from marketing sources, it also facilitates the opportunity management and sales
tracking for qualified leads.
SalesBabu CRM is the best sales CRM tool helps you to have sales forecasting. It helps you automate and
streamline your sales process and monitor new sales and business opportunities. It has capacity to store
customer interaction summary, set reminders and collect contact information. Managers will have access to
all the information and strategic reports. Maintain different users, according to their job roles.
9. Benefits of using SalesBabu Sales Tracking App
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SalesBabu Sales Tracking App gives you transparency of the sales process and you can have
complete visibility of each stage of the sales process. You get free from daily paperwork and it is easy
to record information in the structured format which can be understood by all. Managers get real-time
updates and also can have several reports with a single click for making calculative decisions. It will
make Sales Forecasting easy. Sales Tracking App is capable of handling inventory level information
situated on multiple warehouses. CRM Software provides you the ability to measure sales profit and
losses. Since it is a mobile app, it provides access to important data 24 X 7 days from anywhere.
10. Conclusion
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SalesBabu CRM is one of the most trusted Sales Tracking CRM Software that facilitates you to have a
clear vision of Sales Pipeline, Nurtured Leads and Qualified Prospects. You can have information on
fingertips to use anywhere anytime about what is going on in your Sales Processes. Managers can keep a
sharp eye on the field representative’s performance and also give timely input to increase their efficiency,
thereby increasing sales.
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Many Businesses trust
Salesbabu, including