Sales Intelligence & Automation Blog

Best Sales Tracking Apps for Performance | Cirrus Insight

Written by Ryan O'Connor | May 2, 2024 8:16:57 PM

In sales, you can only improve what you keep a pulse on. Whether it’s how you landed a new opportunity or closed a deal, tracking end–to–end sales activity reveals exactly how much work is involved. The data gathered is then used to improve sales performance, processes, and strategies at every stage of the sales pipeline.

However, without the right tools, sales activity tracking can be overwhelming for even the most organized sales teams, given the abundance of qualitative and quantitative data to analyze. 

In this article, we’ve curated five of the best apps for sales activity tracking and their business benefits. 

Top 5 Apps for Sales Activity Tracking

Cirrus Insight

Price: $14/seat per month

Best for: Sales activity tracking and sales automation with Salesforce, Outlook and Gmail.

Cirrus Insight is a valuable software for interacting with your Salesforce records, right from your inbox sidebar. Key sales activity tracking features include real-time visibility into sales data by auto-syncing team and customer interactions from calendars, emails, and tasks with Salesforce — taking the effort out of tracking sales rep behavior.

Integrations: Salesforce, Gmail, Microsoft Outlook

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Zoho CRM

Price: $12/seat per month

Best for: Inventory tracking, client relationship management, and sales analytics. 

Zoho CRM is a marketing and sales monitoring software.

Key sales activity tracking features include:

  • Sales automation,
  • Lead management, and
  • Analytics and reporting.

Zoho CRM pools sales activity from integrated tools like Salesforce to create charts, trends, and forecasts under one central dashboard, streamlining sales engagement measurement and customer behavior prediction.

Integrations: Salesforce, Zapier, Asana, Shopify.

Visit Zoho CRM’s website here

Outreach

Price: Per user pricing undisclosed

Best for: sAI-powered sales engagement and deal management.

Outreach is a performance analytics tool with granular insights into sales activity. from lead to deal. 

Key sales activity tracking features include:

  • Deal insights,
  • Sales forecasting, and
  • Pipeline management.

Outreach integrates with Salesforce to automate sales activity logging, helping teams streamline their workflows and focus more on selling and less on manual data entry.

Integrations: Salesforce, HubSpot, Gmail, Microsoft Outlook.

Visit Outreach's website here

Yesware

Price: $15/seat per month

Best for: At-scale email outreach and performance tracking.

Yesware may help sales professionals automate, track, and measure email outreach activity and sales engagement.

Key sales activity tracking features include: 

  • Email outreach tracking, 
  • Sales engagement analysis, and
  • Auto-syncing sales data. 

With some limitations, activity can be seamlessly synced to Lead, Contact, Account, and Opportunity records in Salesforce.

Integrations: Salesforce, Gmail, Microsoft Outlook, LinkedIn 

Visit Yesware's website here

HubSpot Sales

Price: $90/seat per month

Best for: Closing data loops between B2B marketing and sales teams and performance reporting.

HubSpot is a reporting software for ad-hoc sales insight and analysis.

Key sales activity tracking features include:

  • Call tracking, 
  • Pipeline management, and
  • Sales engagement reporting.

HubSpot facilitates smooth data transfer between marketing and sales teams, eliminating complex handovers and data gaps. It also integrates seamlessly with Salesforce, helping sales reps automatically log emails, calls, and meetings while providing valuable insights into sales performance.

Integrations: Salesforce, Gmail, Microsoft Outlook, Zapier, Slack.

Visit HubSpot's website here

Benefits of Using Sales Activity Tracking Apps

Improved Accountability

Sales activity tracking apps log sales performance to identify wins and missed sales opportunities. But when you use them to track key metrics—such as contact attempts, calls made, emails sent, appointments scheduled and deals closed—per sales rep, you lay hold on concrete evidence of how much is getting done by each person.

At every stage of the pipeline, you can easily identify who's performing the most, the least, and the best. This transparency fosters accountability among team members and motivates them to meet their sales quotas.

Enhanced Communication

Sales activity tracking improves team-wide communication by providing a central platform for recording and sharing progress. They also help highlight:

  • Areas where sales teams may need extra coaching or training to improve their sales, reporting, or communication skills.
  • Inefficiencies, trends, or patterns that impact sales performance and require attention.

Additionally, with sales tracking app features like shared dashboards, forecasts, and reports, team members can monitor each other's activities and collaborate better in real-time. With tools like Cirrus Insight Salesforce Sync, sales leaders can leverage the power of Salesforce reporting along with complete records from emails, calendars, and tasks.

Data-Driven Decision Making

It's one thing to track sales data and it's another to iterate on it. Instead of relying on guesswork, use the insights from tracking sales activity to plan your sales strategy and set SMART goals to sell better.

By monitoring granular details, sales activity trackers help teams make data-driven decisions that grow their revenue margin.

Increased Productivity

Low-value, redundant tasks such as administrative tasks and manual data entry don't contribute to revenue generation as much as high-value ones like following up on prospects, lead scoring, or closing deals do.

Unfortunately, research shows that sales reps dedicate merely 36% of their time to sales-focused tasks. This equates to only about 14.4 hours out of a 40-hour workweek, leaving a whooping 25.6 hours underutilized. 

Sales activity trackers automate repetitive sales tasks, freeing up valuable time for sales professionals to focus on what they do best: selling. 

Streamlined Sales Processes

Sales activity tracking apps optimize the sales pipeline by providing a centralized platform for managing leads, deals, and quotas. This ensures all relevant information is readily accessible at a glance.

With features like customizable pipelines and automated workflows, these apps ensure that sales processes are streamlined—reducing redundancies and ensuring high standards in strategy execution.

Final Thoughts: Best Apps for Tracking Sales Activity

When you know what's working and what's not, you can stop throwing spaghetti at the wall with your sales tactics. A sales activity tracker keeps track of all the moving parts of your sales process and reveals what activities have the most impact on your organization’s bottom line.

With Cirrus Insight, your sales team can track productivity, strategies, and overall performance, all while accessing the data needed to make better sales decisions and fine-tune your game plans.