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Best sales tracking software

7 Best Sales Tracking Software

Sales is a bit like fishing. There’s nothing stopping you from going out and casting your line into the open water. If you’re lucky, you might even catch a couple. But after enough time chasing nibbles and pulling up a few boots, you’ll come to realize this approach isn’t so effective because you can't see what's under the surface.

Sales is a lot more hands-on. Between finding leads, nurturing them, pitching, and following up, there are a lot of points of interaction between the initial bite and onboarding.

With each of those interactions comes a data point. These data points range from details like where the lead came from to what stage of the sales cycle they’re in, revealing insights about your sales process.

This information can help you determine when to set up meetings with leads, which sales enablement materials (like sell sheets) to send them, what questions to ask, and more. But in order to harness that data, you need a way to track your sales activities.

What you need is sales tracking software.

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Franchise proposal process

Top 5 Bottlenecks in Your B2B Franchisee Proposal Process and How to Overcome Them

Franchisees are on the frontline of your business.

They form the barrier between customers and your brand—and obviously, you want them to represent your tone of voice, values, and pricing the right way. When they do this, you make more money.

But the more franchisees you add to the mix, the more it can feel like herding cats. One franchisee might run full steam ahead in one direction, and another might go rogue down an entirely different road.

To get them back on the same path (and avoid diluting your brand), it’s human nature to try and take back the reins. You can do this by personally reviewing every single proposal or overseeing each step of the proposal process in minute detail… but do you want to spend your time micromanaging the people you’ve trusted to expand your business?

Sure, checking and approving every individual proposal might slap a band-aid over the immediate problem, but it’s not a long-term fix. It might feel like you’re creating some semblance of consistency and control. But, in reality, you’re just adding obstacles that can force the entire proposal process to grind to a halt.

Here are some of the most common bottlenecks we see in the B2B franchisee proposal process and how you can overcome them.

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The Future of B2B Franchising: 4 Tech Predictions That Could Change Your Business in 2024

The pace at which both B2B franchises and technology are changing can feel dizzying. But beyond the buzzwords, the franchises that embrace new technology to improve their business models are the ones who will surge ahead of their competition and future-proof their companies. Here’s a look at the ways we see how digital transformation will affect B2B franchises so you can start planning for your successful future.

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Sales Marketing Alignment blog header

Struggling with Sales & Marketing Alignment? Try These Must-Follow Tips

It takes four days for leads to hear back from sales….BDRs aren’t incentivized to engage with inbound leads….Marketing guides collect dust in Dropbox….

☝️All of these are examples of poor sales and marketing alignment. And that lack of alignment is killing your revenue potential.

Luckily, these major issues are completely fixable. In this guide, we take a peek at what true alignment looks like and offer you actionable ways to get your teams working together toward revenue-driving goals.

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25 Community Building Tips that Drive Real Business Results blog post

25 Community Building Tips That Drive Real Business Results

Community building has become very popular in the B2B space. Everywhere you look, there’s a new community to join—one that promises worthwhile interactions with business leaders just like you.

Your target audience is similarly inundated with invitations.

So how do you make your community stand out?

How do you ensure that it actually provides value to your target audience?

In this guide, we offer strategic community building tips that serve your target buyer and deliver meaningful business results.

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Graphic showing increased success when writing grant proposals

Step-By-Step Guide to Writing a Grant Proposal

Writing a grant proposal is incredibly time-consuming.

No joke. It's one of the most complicated documents you could write in your entire life.

There are different requirements, expectations, and formats—not to mention all the prep work you need to do, like market research and clarifying your project timeline.

Depending on the type of company or organization you represent and which grants you’re applying for, your grant could run anywhere from a dozen to a hundred pages. It’s a lot of work, and we’re here to help.

In this guide to grant proposals, we offer writing steps and examples, as well as resources and templates to help you start applying for funding right away.

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Graphic showing various sales related graphs and metrics

Guide to a Career Path in Sales [+ 6 Options for Growth]

Your career path in sales can follow a common trajectory…or take you on a wild adventure. It's all up to you.

Will you specialize in selling technical products? Train a team of 50 reps? Or maybe become a Chief Revenue Officer someday?

Starting your career in sales opens up a world of potential for new life experiences and high earnings. (And all of this potential makes the downsides of cold calling and cold emailing people totally worth it.)

But with so many different industries and roles at your fingertips, it can be hard to know which way to turn.

If you want to take your sales career into your own hands, then keep on reading.

We've got a list of common sales positions, the main options for career growth, and tips to help you advance your career at any stage.

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