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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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B2B Sales Funnel

Build a B2B Sales Funnel to Land More Customers

One of the most challenging parts of leading business to business (B2B) sales team is, of course, winning new customers. Lots of them. You know your products and services are of high quality. You know what you can accomplish for prospects. You and your team just have to get them in the door, so to speak.

And even when you do, the sales process takes time. Much more time than the business to consumer (B2C) process, which is pretty straightforward. Your leads must go through several more stages than a consumer would, and you have to meet them where they are, every step of the way.

The answer?

Build a B2B sales funnel.

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Brand image

Are Franchisee Proposals Killing Your Brand?

You already know how a compelling and cohesive brand is critical to the success of your B2B franchise and you ensure it’s consistent across all touch points of your business. Or, almost all touch points…what about the proposals your franchisees are sending out to prospective customers?

Often neglected, proposals act as the Chief Closing Officer for your franchise’s services — they represent you, your business, your services, and your reputation. Rogue franchisee proposals are everywhere, potentially damaging your brand right under your nose. Meanwhile, a fragmented or inconsistent sales experience dilutes customer confidence—lowering sales and leaving franchise owners wondering what happened.

When you take control of your franchisees’ proposals and ensure they’re always on brand, you can build up trust, boost closing rates, and keep customers coming back for more.

In this guide, we dive into common proposal mistakes that may be killing your brand. Plus we cover the strategies and software you need to take control once and for all.

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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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Graphic depicting two people figuring out the 'puzzle' of sales objection handling

How to Handle Any Sales Objection [+20 Common Objections]

Objections. They’re everywhere.

If you’re in sales, you hear them every day.

Some objections are easy to handle (you just answer a question).

And some of them feel insurmountable—those hard no’s, hang ups, and don’t contact me agains.

There’s a lot at stake with how you choose to respond to these challenges. Your attitude to handling sales objections can mean the difference between overshooting your quota…and falling very short.

Whether you’re new to sales or are experienced but looking for a fresh perspective, we’ve got you covered.

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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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Smart Sales Discovery Questions

30 Smart Sales Discovery Questions [+ The Ideal Call Structure]

The goal of a discovery call isn't to get the person on the other end of the line to say “yes” to working with you.

The goal is to accurately diagnose their problem and present the next best step for them to take.

To do that, you need to ask the right sales discovery questions.

But what do you ask? And when?

We’ve got all of the questions you need, plus tips on how to structure your discovery sessions.

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Tom Slocum's expert cold calling advice

Cold Calling Advice From a 16-Year Sales Vet

Talking to people on the phone is easy, right?

In a world enamored by text, phone calls aren't as common as they used to be, making it all the more awkward when you have to run outbound calls as part of your job. Add in prospect resistance, and you've got a recipe for a very difficult day.

But cold calling still offers an amazing opportunity to drive leads, which is why most B2B businesses still practice it regularly.

So, how do you succeed?

To get expert cold calling advice, our VP of marketing Nadia Milani sat down with Tom Slocum, a 16-year sales veteran and GTM consultant at The SD Lab. He shared some smart tips to guide you no matter your experience or comfort level.

Keep reading for the top highlights from our recent installment of The Closing Show Live or watch the full video.


(Or, skip to minute 24:02 to hear playbacks and reviews of real cold calls.)

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how to make a sell sheet

How to Create a Killer Sell Sheet [+ 5 Great Examples]

Sell sheets are a great way to ace that first impression. Short, sweet, and designed to promote the best of your business in a concise one-page package, a killer sell sheet goes a long way in nailing those all-important early interactions with a prospective customer.

The days of six-panel brochures are long gone; here’s how to create and send winning sell sheets using Proposify.

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