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How to Build a Fully Functional Sales Tracker with Capsule

Make sales tracking easy with Capsule. Discover how to boost your sales potential and get a full view of your sales activity.

Rose McMillan · November 2, 2023
How to Build a Fully Functional Sales Tracker with Capsule

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Imagine getting live insights into your sales. Well, that's the power of sales trackers.

Have you ever wondered how sales tracking software can turn your sales into a repository of valuable data and metrics, ready to boost the sales funnel?

Whether you're hustling as a sales rep or steering the ship as a sales leader, this article is your backstage pass to boosting sales.

Let's chat about real-time wins, crushing your goals, and why building a sales tracker with Capsule is the secret to making every deal count.

What is a sales tracker?

A sales tracker is a tool or system designed to monitor and analyze various aspects of sales activities within an organization. It plays a crucial role in enhancing the efficiency and effectiveness of sales teams, sales managers, and the overall sales process. This tool is often implemented through sales tracking software to facilitate data-driven decision-making and improve overall sales performance.

Who are sales trackers for?

Sales trackers are invaluable for a broad spectrum of users within a sales department.

Each of those users can benefit in unique ways from the features and capabilities offered by these tools:

Sales reps

Sales reps find sales trackers crucial for managing their day-to-day activities. Such solutions provide a centralized hub for organizing leads, tracking customer interactions, and optimizing sales efforts. Sales reps can leverage sales trackers to enhance their efficiency, prioritize tasks, and tailor their approach based on historical data.

Sales leaders

Sales leaders rely on sales trackers to gain a comprehensive understanding of the team's performance. Trackers offer detailed sales reports and metrics that help leaders make informed decisions to refine the overarching sales strategy and identify areas for improvement. Sales leaders use this data-driven approach to guide and optimize the efforts of their teams.

Sales managers

Sales managers need sales trackers to monitor and guide their teams through the intricacies of the sales process. They are empowered to set targets, track progress, and intervene strategically when needed. Sales trackers help managers coach and support sales reps for improved performance.

Strategic planners

Individuals involved in crafting the overarching sales strategy find sales trackers instrumental. Sales tracker tools provide the knowledge needed to devise a strategic and custom plan. As such, they assist with aligning the organization's sales efforts with broader business objectives.

Revenue analysts

Professionals responsible for analyzing sales revenue find sales trackers essential. Thanks to utilizing their sales tracker's reporting capabilities, revenue analysts can look into trends, identify revenue drivers, and assess the impact of various factors on the organization's financial health.

Teams engaged in marketing strategies

Marketing teams engaged in marketing efforts benefit from the historical context provided by sales trackers. These tools offer insights into past customer behavior, enabling marketers to tailor, for example, email communications for maximum impact. Sales calls also become more strategic and customer-centric when informed by data from a sales tracker.

Customer-focused teams

Teams focused on enhancing the customer experience can also benefit from sale-tracking tools. That's because they get to capture and analyze data related to customer interactions, preferences, and feedback. Thanks to understanding the customer journey throughout the sales funnel, customer-focused teams can tailor their strategies for more personalized experiences.

Sales organizations

For the entire sales organization, a sales tracker serves as a unifying force. It aligns teams around common goals, ensures consistency in customer interactions, and provides visibility into the entire sales cycle. A sales tracker acts as a strategic tool for driving revenue growth and fostering a collaborative environment.

Benefits of using a sales tracker in sales teams

If you're interested in knowing more about how sales tracker software can benefit your sales team, we've got it covered.

Below are some key advantages.

Have real-time visibility

A sales activity tracker offers real-time visibility into the sales pipeline.

As a result, your sales teams can monitor progress at every stage of the sales process. This visibility enables quick responses to changing circumstances and timely interventions.

Get better at goal tracking and achievement

Sales teams can set specific sales goals and the tracker will help monitor progress toward these objectives.

This particular benefit fosters a goal-oriented culture within the team because it motivates members to achieve and exceed their targets.

Improve your performance evaluation

The tracker provides a comprehensive view of individual and team performance.

Sales managers can evaluate the effectiveness of each team member, identify top performers, and recognize areas that may require additional support or training.

Efficient time management

Time is money, especially in sales. Managing it during complex sales processes is challenging yet necessary. Thanks to tracking sales activities and identifying time-consuming tasks, it’s easier to optimize schedules and procedures across the entire sales team.

For example, if outreaching new clients takes long hours, you might want to think about delegating or hiring a person for a dedicated outreacher position in order to streamline the sales process to the max.

Improved sales process

Identifying bottlenecks through sales trackers can reveal that the lead qualification process is time consuming.

Thanks to recognizing this inefficiency, teams can streamline the process, perhaps by implementing automated lead scoring. This strategic adjustment ensures that sales representatives focus their efforts on leads with higher conversion potential. The result? Boosted sales efficiency.

Make strategic decisions

Suppose the analysis of sales tracker data highlights a significant uptick in customer engagement with a particular product feature.

This insight prompts the team to make strategic decisions such as allocating more resources to marketing a certain feature or enhancing its prominence in sales pitches. The result is a targeted and impactful approach that resonates with customer preferences.

Enhance you collaboration

In the realm of collaborative challenges, sales teams may find that a lack of visibility into ongoing projects hinders effective teamwork.

Sales trackers address this by providing a centralized platform through which team members can easily share updates, discuss strategies, and coordinate efforts. This streamlined collaboration keeps everyone on the same page and fosters a more cohesive, productive sales unit.

Manage your customer relationships better

Imagine that integrating a sales tracker with a CRM system can reveal that follow ups with high-value customers are inconsistent.

Armed with this information, teams can implement automated reminders for follow-up activities or assign dedicated representatives to nurture these key relationships. This optimized approach to customer relationship management ensures that valuable connections receive the attention they deserve, leading to enhanced customer satisfaction and loyalty.

Adapt to change easily

In a dynamic business environment, sales teams must be able to adapt quickly to constantly changing situations.

Sales trackers provide the agility needed to respond to market changes, competitor actions, and customer demands. All as a result of real-time data and analytics.

Stay motivated and accountable for your actions

As an outcome of tracking individual and team performance against goals, sales trackers foster a sense of accountability.

Knowing that their activities are being monitored and measured can motivate team members to consistently perform at their best.

In essence, a sales tracker empowers sales teams by providing the required tools to navigate the complexities of the sales process successfully. This tool enhances teamwork, optimizes strategies, and supports a customer-centric approach. Ultimately, it contributes to increased sales and revenue.

How to build your own sales tracker with Capsule

Now you know how useful sales trackers are, would you like to build your own?

You can do so using Capsule.

Next you’ll find the steps to create a robust sales tracking system that:

  • provides valuable information
  • enhances customer relationships
  • boosts your team's performance over time

Step 1: understanding sales tracking with Capsule

Get started by exploring Capsule's sales tracking platform. Understand the key metrics it offers, including sales trends, potential customer insights, and real-time sales tracking.

Step 2: setting up your sales pipeline

Learn how to customize Capsule's sales pipeline to match your unique sales process. Define stages that align with the customer journey and identify the essential steps needed to convert leads into loyal customers.

Step 3: using visual sales pipeline

Explore the heart of Capsule – the visual sales pipeline. Discover how this intuitive kanban-style interface provides a simple yet powerful overview of all your sales opportunities. Identify areas that need attention and drill down into individual opportunities for more information.

Step 4: tracking sales activities

Empower your sales team by centralizing all sales activities within Capsule. From emails and contracts to daily tasks, keep everything organized in one place. Enhance efficiency and success rates for closed sales as you maintain a comprehensive history of every sales opportunity.

Step 5: harnessing sales reports and analytics

Leverage Capsule's robust reporting features to gain valuable insights into your sales performance. Access data on key metrics, track performance over time, and identify your top sales performers. Understand the reasons behind lost opportunities and optimize your strategy accordingly.

Step 6: ensuring mobile access

Discover the flexibility of Capsule with its mobile app, available on both Android and iOS. Make sure your sales team can track leads, manage opportunities, and update the pipeline on the go. Seamless transitions between desktop and mobile guarantee you never miss a beat with your prospects.

Step 7: building for success

Capsule is designed to be an essential tool for busy teams. With its user-friendly interface, you can start tracking sales in minutes. No intensive training is required. Import your contacts, set up your pipeline, and begin building success for your business.

Step 8: continuous improvement

Cap off your journey by emphasizing the importance of continuous improvement. Capsule's sales tracking tools provide the foundation for ongoing optimization. Monitor sales trends, adapt to customer needs, and refine your strategy based on real-time analytics.

Congratulations! You've now successfully built a fully functional sales tracker with Capsule. It's time to empower your team to achieve new heights in sales – sign up for Capsule today.

Explore Capsule's key features for sales tracking

  • Contact management – keep detailed records of all your business relationships.
  • Sales opportunity management – monitor your sales deals from lead to close using our intuitive sales pipeline.
  • Visual sales pipeline – customize and visualize your sales pipeline stages. Easily drag and drop opportunities for efficient tracking.
  • Sales opportunity reports – analyze past sales performance, identify winning strategies, and understand common reasons for lost sales.
  • Sales dashboard – get a quick overview of critical pipeline data, including forecasts and your conversion rate.
  • Sales forecasting – project your revenue based on open opportunities and expected close dates.
  • Sales pipeline reports – understand your sales pipeline at each stage, pinpoint areas of potential loss, and optimize strategies.
  • Activity reports – track sales activities such as calls, notes, emails, and customize as needed.
  • Sales tracking via the Capsule mobile app – stay connected on the go by viewing and updating sales opportunities seamlessly with the mobile app.

Final thoughts

Equipped with valuable knowledge, we hope you now have a perfect understanding of the power of sales trackers for your business.

It's no question that sales tracking tools are extremely helpful. However, it's worth keeping in mind that a lot depends on the exact software of your choice.

Try Capsule CRM free for 14 days and discover how it can help track your sales.

We can't wait to show you all the amazing things about tracking your sales. Sign up today.

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