Sales and Marketing Tracking Tools
a minefield of questions:
Where are the details of the last sales?
Why did we lose that last deal?
The budget is approved but damn! I forget
what we quoted.
VIP customer list, pending deals, active
to the world of being self-employed. But it would be pretty easy to
navigate this minefield if you have a sales and marketing tracking
program in place. While some people like to stick with hard-copy
maintenance of all documents over e-storage, maintaining a mix has
become a norm in business. You too should combine and develop a sales
and marketing tracking process. Choose options that suit you
personally and those that require least effort on your part and on
that of your staff.
go for an elaborate software or system just because it is advertised
as being the best around or the most popular. Figure out what your
individual business needs are. You could also seek professional
advice at the time of setting up your business. It would surely help
in the long run.
are the best tools to help keep track of sales and marketing?
now, here are some of the tools available for super sales and
marketing tracking for a business of just any size.
ACT! - Whether you're working alone or with
a team, this tool is great as a comprehensive sales and marketing
management tool. Use it to stay organized with task reminders,
appointment schedules, recent emails, notes jotted down during meetings
and even social media profiles – all in one place. The ACT! tool comes
in a Premium version for a team but takes the effort out of your sales
and marketing documentation and process. It works fine with Microsoft
Zoho CRM – Is another tool for the entire
business sales and marketing lifecycle. It includes host of features
like inventory management, analytics to keep track of where your
business profitability is headed, workflow management, role-based
security levels, plug-ins for mail and Microsoft Outlook, etc. Some
people find Zoho annual costs cheaper than Salesforce but again, it
depends upon what your individual business needs are.
don't just jump at buying a CRM solution just because you find its
advertisement impressive. The essential value of a CRM tool lies in
how much it could help you and your staff bring ease to making
business decisions, maintaining and tracking sales and getting ahead
of the competition in marketing. You also have to be clear about how
intensive is your requirement. Do you need a system for sales and
marketing for daily use or a program that helps with a weekly use
would suffice? Consider the annual subscription costs versus a
one-time purchase of a software program. Also check out some online
forums to see what others are using and only then decide which CRM
tool would suit your business needs.