How do you choose the best sales employee tracking app?
What features should you look at?
What benefits will you get from it?
Let us find answers to these.
Keeping track of sales is important for your business growth. You need to know where your people are, dispatch the right team members and get the work done. Tracking sales will also help you understand challenges, bottlenecks, markets, and streams of revenues in real-time.
If you look at a day in your sales rep’s life, they handle several complicated tasks every day. Typically, they send pitches, write emails, prospect and research leads, schedule calls, and attend internal meetings. Managing all these tasks with spreadsheets can be tedious and error prone.
On the other hand, managers need to know the performance of their team members. Knowing this will aid transparency in incentive calculations, appraisals, and project assignments. But managers cannot go on skimming through spreadsheets to measure individual performances.
That is why you need apps that can help managers and sales employees. But again, separate apps will make work more chaotic. What you need is a one-stop solution for both – managers to track their employees and salespeople to manage their tasks.
Salespeople can easily carry a mobile app to the field and update their activities on the go and managers can get real-time visibility of the field activities and automated reports. We will discuss the benefits of using such apps, but first, a quick look at the basics.
What is a sales employee tracking app?
A sales employee tracking app allows tracking of all sales-related activities. People also call it a field employee tracking app, mostly when the use case is for field employees.
When your sales representatives are out there on the field, you cannot track their work using regular online reporting tools. Even field reps cannot update their work log from a distant location.
That is why you need a specialized app for salespeople. It can help managers and salesmen in the following ways:
Employee tracking app for managers:
- Tracks call and messages that salespeople receive on their mobile device and analyze their overall productivity.
- Records meeting history
- Geo-fences their tasks to reduce falsified meeting logs.
- Gives complete geo reporting (reports tasks completed by the sales reps based on location history)
Mobile app for salespeople:
- Creates automated day plans for field agents.
- Gives meetings recommendations.
- Gives intelligent upsell and cross-sell signals in real-time (while the rep is on the field and interacting with a client).
Thus, a sales employee tracking app resolves the challenges of both – managers and sales reps.
Some of the popular apps for sales employee tracking are LeadSquared Mobile CRM, Bitrix24, and SalesRabbit. If only employee GPS tracking is your concern, Hubstaff, Timesheet Mobile, and Labor Sync can also serve the purpose.
Your salesperson tracking app can also provide you end-to-end visibility of customer relationships. Mobile CRMs, such as LeadSquared, gives you that enormous power. It combines all the essential features of a salesman tracking software and CRM tools.
Features to look out for when choosing the salesman tracking software.
Your goals and industry will determine the right sales employee tracking app. Every business requires specific features in their sales app. Yet, some are a must-have to ensure you achieve the best returns on investment. Let us look at those features.
1. GPS Tracking & Geo-fencing
GPS tracking is a great feature that offers a real-time view of your employee’s location, whether they are out in the field or in a stationary space. This feature also ensures that time-zone differences do not hinder their progress. Your team can start, pause, finish their working time around the clock.
It should also allow you to see where your teams are and how much time they spend in one destination. It also prevents your team from logging tasks or meetings from the incorrect location. That way, you can prevent false meeting logs.
2. Intuitive Dashboard
The tool should make it easy for your sales team to get back on track without distractions. Your ideal software must have an easy-to-use visual interface that works for everyone. That way, your sales staff, management, and executives can assess key performance metrics accurately. Such KPIs include open and closed deals, pipeline stages, and more. Overall, it should provide you all the relevant information in a few clicks.
3. Collaboration Tools
Your salesman tracking software should allow multiple team members to work on the same deals. It should cut down redundant steps and streamline routine tasks.
It should also have features like chats, access to contact details, direct contact with team lead/manager, cloud calling, to name some. That way, it will help organize responsibilities and empower your sales representatives.
4. Lead Management
Acquiring, managing, and converting new leads is vital to your business growth. Your salesman tracking app should give a snapshot of prospects, their source of origin, and their stage in the sales pipeline.
So, it allows you to assign the right salesperson to the lead at the right time. This feature drives higher response time and win-rates.
5. CRM Capabilities
Customers are integral to sales processes. That is why you need a sales rep software that provides CRM capabilities at the same time.
It helps your sales reps understand the interactions with prospects and customers and builds stronger relationships with them.
6. On-site Personnel Security Features
In this connected world, data security has become crucial for businesses. Your salesman tracking software should have features like role-based permission, single sign-on, access control, etc.
Such features help your sales rep manage confidential customer data. It allows your security team to watch and act fast before the data is compromised.
7. Extensive Integration
It should also enable integration with other essential apps. For instance, it should support payroll or bookkeeping integration.
Other essential integrations include email, chat, and telephony/dialer integration. It should also work with other existing software that your company uses. It will help get rid of silos and ensure seamless workflows.
8. Real-Time Alerts
Nearly 35 – 50% of sales go to the vendor that responds first. So, your sales team must reply fast to customer queries. Your ideal sales rep software should have real-time alerts on new orders, support tickets, cancellations, etc.
That way, your sales team can leverage upsell and cross-sell opportunities and act on time.
Benefits of salesperson tracking apps
1. Sales Performance
According to Invesp, 60% of customers say no about four times before taking the positive step. Still, over 48% of salespeople never make a single follow-up attempt.
A reason for this lag could be – salespeople receive a lot of inquiries every day. So, it is common to miss the following-up old leads.
The sales employee tracking app that incorporates CRM features keeps a tab on leads and their stages. It prevents them from getting cold by sending follow-up reminders to sales reps.
On the management side, salesman tracking software can make it easy to monitor salespeople at all times. You can assess lead response time, opportunity win rate, sales productivity, and even automate sales performance report generation.
Plus, you can cross-check their location and work documentation. It will eliminate the chances of mistakes and falsified entries.
2. Transparency
Your salesperson tracking app makes it easier to assign the right task to the right person. It prevents chaos and chances of work overload. Moreover, you can always track whether the salesperson is completing the assigned tasks on time.
Such practices lead to better transparency within your organization. On the part of your team, it can ensure that they get fair pay and incentives for their work.
3. Attendance Tracking
No matter where your salespeople are, you must not overlook attendance management. Offline and paper-based records make tracking extremely difficult for field teams.
Your employee tracking app allows your team to clock-in attendance from anywhere. That way, attendance tracking will not limit their ability to handle their duties.
4. Sales Automation
Sales apps allow your team to collect and verify many documents on-the-go. Such automated workflows ensure that reps follow your process all the time. That said, automation reduces the chances of human error to a great extent.
Learn more about sales automation.
5. Higher Productivity
How much time does your sales team spend on routine administrative work?
According to Gabe Larsen, VP Marketing, Kustomer, sales reps spend only 35% of their time on direct sales activities. They spend the remaining 65% on non-sales activities.
The right sales tracking software can help you automate routine tasks. It provides meeting recommendations, route guidance, day plan, and more to make them more productive. So, your sales team will spend less time chasing after information and orders and focus more on their core responsibilities.
Even so, your sales manager will be able to assign the right salespeople the right task. The app can quickly show which team members are available and more likely to deliver great work in specific circumstances.
6. Crystal Clear Visibility
While working with remote workers, minor issues become paramount. Time zone differences, communication, and making sure your sales employee prioritizes the most critical tasks becomes hard with subpar tools.
Tools such as Mobile CRM gives you a clear picture of what is going on with everyone in real-time. That way, you can make sure they are out there doing the good work, which is vital for your sales targets.
7. Ensures Data Security
While data security is one of the prime concerns for most organizations, cloud-based software can ensure top-notch data security.
A cloud-based sales app lets you monitor your team and addresses security concerns in real-time. If something happens, it sends a warning to the user and the IT department to take corrective measures before it is too late.
8. Daily Sales Reporting
Your sales tracking software can quickly monitor and track sales performance in real-time. However, it also enables teams to put together detailed reports on their workday.
They can also analyze their daily outputs, track their daily targets, and progress. All these encourage them to work harder to meet their goals.
9. Robust Sales Analytics
Sales analytics are crucial because they illustrate the performance based on data. It also helps you understand how well your products or services performed.
You can also learn more about your customers and how they react to current sales strategies. That way, it becomes easier to improve your products/services. It also helps you improve the perceived value of your products and sales options.
10. Customer Satisfaction
Your salesperson tracking app empowers your teams to cut down manual tasks like tracking customer bills and payments. So, they have more time to focus on nurturing your customers. It will help them improve response time and achieve higher win rates. Furthermore, your customers will love immediate response. It increases the chances of them returning in the future. So, your sales software solution can boost customer experience, repeat sales, and retention.
Concluding thoughts
Getting a sales employee tracking app is now a necessity for every business – whether big or small. It empowers the reps for better sales performance.
First, it allows your sales reps to manage their obligations, prospects, and customers. Secondly, it helps you better organize your sales team and their activities. Tasks include assigning leads, tracking sales activity, providing sales training, and assessing sales performance.
Nevertheless, the right tracking app depends on your core needs. Try Leadsquared mobile CRM and discover what makes our product the right fit for your company.
FAQs
Successful implementation requires careful planning:
1. Clear Communication: Explain the purpose and benefits of the app to your team. Address any privacy concerns and emphasize its role in supporting their success.
2. Comprehensive Training: Provide thorough training on using the app’s features effectively. This ensures data accuracy and maximizes its potential benefits.
3. Set Realistic Goals: Work with your team to define achievable sales goals and utilize tracking data to monitor progress and celebrate achievements.
4. Focus on Coaching and Development: Use tracking data to identify areas for improvement and provide targeted coaching to help employees excel.
5. Gather Feedback: Continuously gather feedback from your team and adjust your approach based on their experience and needs.
Data security is crucial. Choose an app that prioritizes the following:
1. Data Encryption: Ensure data is encrypted both at rest and in transit to protect sensitive information.
2. Access Controls: Implement access controls to restrict unauthorized access to employee data within the app.
3. Compliance with Regulations: Choose an app that complies with relevant data privacy regulations in your region.
Sales tracking apps can indirectly benefit customer relationships:
1. Identify Customer Needs: Analyze call recordings and activity data to understand customer pain points and tailor sales strategies accordingly.
2. Improved Sales Pitch: Coaching based on tracked data can help refine the sales pitch, leading to more effective communication with customers.
3. Enhanced Lead Nurturing: Track lead interactions and engagement to better understand customer needs and personalize lead nurturing efforts.
