Tracking sales and customers is a must for any business, but not every sales tracking and customer relationship management (CRM) system is the right fit for your business.
What’s more, as much as 70 percent of CRM implementations result in either a net loss or a net neutral effect on organizational performance, writes Anne Guethoff, managing partner at n’fuse.solutions. That’s why the process of choosing and implementing a sales tracking app is so important.
Salesflare is a popular sales tracking app, but there are other options as well. We’ll cover several of the best Salesflare alternatives out there and what they do well.
The sales tracking app template from Jotform Apps gives sales teams the freedom to work on the go by tracking their sales from any device. You can easily customize the app template to suit your needs (without any coding knowledge), sync it to your existing CRM system, and share it with your team through a link to download on their computer, tablet, or phone.
You can customize the app to allow sales staff to collect just the essential information they need — no wasting time and resources collecting extraneous data. Your sales professionals can then focus on building relationships with new and existing customers.
You can also add other Jotform offerings, like task- and time-tracking form templates to the app and track all form submissions in Jotform Tables for a more comprehensive view of your team’s efforts and progress.
monday.com is a workflow management system that can be used for everything from HR and recruitment to marketing, sales, and CRM. The platform has over 200 workflow templates, which you can customize and shape to fit your business needs.
If your team is out in the field cultivating new relationships and needs a streamlined tool that eliminates unnecessary distractions, monday.com might be the right choice. You can also combine the platform’s other functions with the sales tracking feature in order to fine-tune data collection and analysis.
Saleshandy puts a suite of sales apps at the user’s fingertips, primarily focused on email tools. Saleshandy’s offerings include email tracking, scheduling, and marketing, as well as auto follow-up features so sales staff don’t miss a chance to reach out.
Saleshandy may be a good choice if your team specifically needs to boost its email outreach and follow-up performance.
HubSpot is another well-known CRM option that can serve as a Salesflare alternative. HubSpot focuses heavily on automation, integrating data into a single platform, and providing analytics and insights.
For example, HubSpot’s CRM automates manual tasks like sending follow-up emails and syncs all interactions on customer accounts, so everyone on the team can see exactly which tasks have been completed and when. Users praise its interface as easy to use, although it may prove redundant for teams that already have a good CRM system in place and only want to boost their ability to track sales.
Using technology to enable sales teams to engage more effectively with customers is a high priority for businesses. In one Gartner study, 90 percent of sales leaders said they’re looking to new technologies to help sales teams connect with customers, writes Craig Rosenberg, distinguished vice president and analyst at Gartner.
To choose the best Salesflare alternative for your team, consider your team’s goals and the best tool for meeting those goals. When you implement them effectively, these tools can help you and your team work more efficiently.