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By Use Case
Track your entire sales process with Freshsales CRM
Measuring data such as lead generation, quarterly revenue, and sign-ups at the end of the sales cycle is a regular practice for business leaders. But not many know that tracking and analyzing your sales cycle data consistently from start to finish will help you assess cash flows and improve the productivity of your sales teams.
Tracking sales helps forecast revenue better, thereby helping you make crucial business decisions, accelerate revenue growth, increase employee retention, and improve cash flow
Identify reps who are unable to meet targets by viewing lead generation or deal pipeline reports and discuss areas of improvement and train them to improve efficiency
Pinpoint hindrances in sales funnel to ensure leads don’t slip through the cracks, increase efficiency and speed up the sales cycle
Most sales managers track sales using an excel sheet that reps update weekly or daily. This is not only a rudimentary way of tracking sales but also inefficient as the reps may not be updating it regularly or maybe filling incorrect information. There is also a lot of manual work involved in collating files from different regions and departments, and the danger of missing out on important information.
In order to track your entire sales process, you need to monitor:
Software that promise to track separate components of sales such as leads, calls, deals, etc., fail to provide a holistic picture of your sales operations. A comprehensive CRM software will help you track all of the above sales metrics that are crucial to monitor your business, in addition to managing your customer relationships.
The Freshsales sales tracking tool simplifies event tracking by providing a chronological timeline view into every customer's engagement with your business to understand their interest before making further decisions.
Learn more about activity timeline
Deal pipelines give complete visibility into the various stages your deals are in. Freshsales offers a visual deal pipeline soyou can track the number of deals at each stage, the value of the deals, and likelihood of closing them. This will help you forecast your sales/revenue better.
Learn how you can create a visual deals pipeline
When your sales teams send out cold emails to customers, you need to get insights into their behavior to gauge their interest. Freshsales is a free sales tracking software that offers real-time email metrics and tracks metrics such as how many emails were sent, the percentage of customers who responded to the email, bounce rates, etc.
Track and analyze email metrics
KPIs of sales teams need to be tracked to see if they are on their way to achieving their targets. These could include average deal size, close rates, churn rates, time spent prospecting, etc. Freshsales provides customizable sales reports to analyze sales performance by analysing calls made, emails sent, and deals closed, and help promote higher results across your sales teams.
Get a free report template here
With a dashboard, you can analyze all the data from your entire sales cycle. A real-time dashboard displays data in multiple formats on a single screen. Freshsales allows you to create, schedule or share a custom dashboard withall the reports that you want to track on a regular basis.
Set up a real-time dashboard
“We initially had Salesforce CRM but didn’t really use it. The instance was incredibly complicated because it allows for so much customization that you end up doing nothing.When we explored Freshsales CRM, the first thing I remember saying is, okay, the interface is clean and simple.”
“Over time, Insightly seemed like a basic contact management system, and it didn’t offer much to improve our sales practice. After a while, we practically used it as nothing more than a database. We didn’t really know all the features we needed until we discovered Freshsales. So many new and beneficial features, like email tracking and lead scoring (which was entirely new and fascinating). The bulk editing within the application is a huge time-saver for our campaigns.”
“Prior to using Freshsales, our processes were largely manual. There was a huge risk of deals falling through the cracks. The amount of time we took from analysis to installation was a mess, and we honestly faced a lot of customer-related issues. Today, I can’t tell you how often I hear employees from different departments telling me-Wow! You save me hours every week!”
“For a business like ours with an anticipated high-velocity sales, you only want to make a sales CRM decision once. We explored multiple CRMs before choosing Freshsales. Pipedrive had limited capabilities; we weren’t able to easily track our customer journey end-to-end and spot our best leads. Salesforce was way too complex in addition to being expensive. With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one hassle-free package.”
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