Workflow Automation
Our sales tracking software utilizes automation so salespeople can streamline their day-to-day.
Trigger notifications and schedule reminders help team members stay on top of sales opportunities. Focus on priority business needs by automating basic tasks. Or take advantage of cadence tools to seamlessly move every prospect through the sales pipeline—all through one platform!
Real-time Sales Forecasting
By selecting the right sales tracking tool, sales teams can exceed quotas and deliver forecasts in real-time.
To keep you on track, use Forecast by Salesloft to triangulate your call with sales metrics including your team performance and forecast, weighted pipeline, and AI forecast. With Forecast as part of a comprehensive platform, you can immediately take action on deal gaps and opportunities to improve conversion rates and surpass projections.
Messaging
Sales tracking software makes it possible to personalize your messages and close more deals.
To help simplify follow-up, Salesloft automatically logs every digital interaction. Use Conversation Intelligence Intelligence to create transcriptions or playback video calls to review later. Use this call data to sharpen your skills and glean insight into the deal cycle as a whole.
CRM Functionality
Say goodbye to clunky spreadsheets and hours of data entry: Our sales tracking software syncs with your favorite sales CRM platforms!
Stay on top of customer relationship management and integrate with Salesforce, Hubspot, Microsoft Dynamics, and other popular CRMs. Sync all interactions with your CRM to eliminate inaccurate sales data and increase visibility into the sales funnel.
Sales Process Reporting
Quality sales tracking software provides in-depth insights into your sales process and sales strategies.
To build more comprehensive sales reports, combine Salesloft Deals with our sales reporting software.
Sales managers can follow their reps’ pipelines, coach more diligently, and maintain project management. Sales leaders also benefit: By forming more accurate intelligence, they can replicate their team’s best sales plays and close more deals, faster.