5 Best Apps to Track Sales Calls [Features & Integration]

If you're a business owner or entrepreneur, it's important to stay on top of your sales activities and ensure that they are tracking accurately. Keeping an eye on your profits and losses can be seamless, but keeping track of the sales process isn't always easy-especially when dealing with multiple projects in different locations.

Fortunately, an app to track sales can help streamline your sales monitoring efforts. Hence, this lets you know that all aspects of your business are running smoothly.

In this post, we'll explore some of the most popular sales tracking apps available today-from their key features to pricing plans-so read on to learn more.

Why Is Tracking Sales Call Important for Businesses?

Tracking sales calls is essential for businesses of all sizes. It helps to monitor customer interactions, manage performance, and identify areas where improvement is needed.

A track sales app can provide real-time insights into the success of campaigns and how they affect the bottom line.

This can provide decisions on marketing strategies, staffing levels, pricing structures, and other critical aspects of the business. You can also use these apps to track sales calls and improve customer relationships.

Managers can easily spot customers' dissatisfaction or disinterest and intervene with targeted actions to maintain relationships and encourage repeat business. By understanding what works and what doesn't, businesses can build better customer loyalty over the long term.

Tracking sales calls offers an array of benefits for businesses of all sizes. A good sales tracking app allows managers to access real-time information to assess performance and make informed decisions about their future strategies.

This data can help businesses to drive growth, improve customer relations, and maximize their chances of success.

Why Should Businesses Use Apps to Track Sales?

By leveraging the power of technology, sales tracking apps provide businesses with insightful analytics that can help boost productivity and efficiency. Not only can you track customer purchase data in real-time, but you can also use the data to improve your customer service experience.

Some benefits of using apps to track sales include:

• Accessibility: With sales tracking apps, businesses can access important customer purchase data quickly and easily. This allows them to be more responsive in ensuring customer satisfaction.
• Improved Visibility: Sales tracking apps provide a clear view of customer data, allowing businesses to gain insights into consumer behavior that they wouldn't have otherwise had. As a result, it helps improve marketing strategies and target potential customers better.
• Reduced Costs: Businesses can use sales tracking apps to reduce manual tracking costs involved in collecting customer data.
• Enhanced Productivity: Sales tracking apps allow businesses to track progress on projects and goals quickly and accurately, providing greater visibility on sales performance metrics.

How to Utilize an App to Track Sales Calls?

When it comes to tracking sales calls and managing customer relationships, using a dedicated app can result in positive gains. With the help of an application specifically designed for keeping track of sales calls, you'll be able to increase efficiency and keep better tabs on your customers.

Here are a few tips on best utilizing such an app:

• Streamline your customer contacts by setting up the app with all their information. That way, you can easily pull up any details as needed during a call and ensure that both parties stay on the same page. Plus, it makes accessing past conversations simple whenever necessary!
• Ensure that your team is well-versed in this system and how to utilize it for maximum efficiency. This way, everyone will be up-to-speed on sales tracking procedures.
• Leverage the app to monitor all your customer interactions effortlessly. This encompasses notes from calls and emails as well as any contracts made. By having everything in one place, you can access it for quick reference whenever needed.
• Use features like reminders so you remember to follow up with a customer or miss an important deadline.
• Make sure to set up metrics that the app can track. Doing this will allow you to measure and compare your team's performance so that you can identify areas of improvement or reward outstanding work.

How to Integrate Sales Calling Software into a CRM?

Integrating sales calling software into a CRM system can be an invaluable way to streamline customer communications and track the progress of your sales reps.

When done correctly, sales calling software allows you to monitor their activities, such as calls made and emails sent, so you can keep an eye on how well they perform.

Here are 8 ways to integrate sales calling into a CRM for the best results.

1. Use Automatic Dialing to Reach More Prospects and Reduce Call Time

One of the most significant advantages of using a sales calling system is its ability to automate dialing. You can streamline your team's sales process by integrating this feature into your CRM.

Setting up an API to link the two systems will enable reps to reach more prospects in a shorter period without wasting minutes dialing manually.

Investing a bit of time upfront is also worth it and pays off with increased efficiency down the road!

2. Integrate CRM Data into Sales Calls

By seamlessly connecting your sales calling software and CRM, your reps can access customer data instantly during a call. No more wasted time switching between systems or hunting for the right information to address their customers' needs!

3. Track Call Metrics in Real-Time

When you integrate sales calling software with your CRM, you can accurately track essential metrics such as the number of calls made, average call duration, outcomes of each call, and much more. This gives you up-to-date insight into the performance of your sales reps at all times.

4. Create Custom Reports and Automate Analysis

When you have the proper integration of sales calling software to CRM, it will be easier for you to accomplish much more.

You can create reports and analyze automated data regarding customer churn rate or lead conversion rate - this means that by recognizing trends in client behavior, making smarter decisions is achievable.

5. Integrate Sales Team Chat

Many sales teams use Slack to communicate and coordinate activities. By integrating these applications with your CRM, you'll be able to track conversations, assign tasks, and manage customer inquiries in one place.

6. Optimize Scheduling with Automated Follow-Ups

Integrating your sales calling software and CRM can also help you optimize scheduling by automating follow-ups.

When you do this, your reps won't have to manually schedule calls or keep track of who they need to follow up with - the system will do it for them.

7. Set Up Performance Alerts

Integrating your call-tracking software and CRM can equip you with performance alerts so that you're consistently cognizant of what your sales reps are doing.

Because of this, potential issues will become immediately evident to you, allowing for swift corrective action when necessary.

8. Allow the Dialer to Feed the CRM

A stand-alone power dialer is invaluable for sales teams, while businesses of all sizes find a stand-alone CRM to be an absolute necessity. Combining a dialer and CRM produces the best of both worlds.

Sales calls become an invaluable data source that can be mined, analyzed, and stored in the system to give both components added power.

Requiring sales representatives to document calls across several systems can take time and effort, eating away at valuable minutes during the day. Together, the CRM and apps to track sales amplify each other's capabilities.

Essential Features of Sales Tracking Apps

With a plethora of sales tracking apps out there, choosing the right one for your needs can seem overwhelming. Fortunately, we are here to discuss some key features you must ensure an app has before adding it to your list.

1. Ease of Use

Usability is one of the critical components of a good sales tracking app. In fact, according to Zippia, a whopping 85% of time spent on smartphones is devoted to apps.

Therefore, it's essential to ensure that the sales app you choose has a friendly user interface, which will help you avoid too much hassle when using it.

An ideal way to test the usability of an app is to test how many clicks it takes to perform a specific task.

Avoid an app that requires too many clicks with endless menus. The usability process should be well streamlined to make it easier for you to perform tasks faster and more efficiently.

2. Security

Data security is critical for your business's well-being. Hence, choosing an app that offers top-notch security is essential.

When looking for a good sales tracking app, check whether it has adequate security measures such as encrypted data storage and secure authentication, MFA protection, and access control.

Also, consider whether an independent security firm regularly audits the app to ensure it meets all the latest industry standards and security protocols.

To test the security of an app, you can review past performance or feedback from existing clients. You can also check any security certifications of the company. This will give you a good idea of the kind of security the app offers and whether you should use it.

3. Efficiency

Having software that can track employees' performances and client responses is also critical. Such a sales tracking app can help you set reasonable and scalable goals and provide the best incentive for excellent performance.

You can easily track the best-performing sales employee or team members and have statistical sales growth records to help you plan accordingly.

Therefore, it's important to have software that comprehensively provides you with all these details.

4. Integration

When it comes to additional perks, the more you have, the better. An app with multiple integration options takes its value to a new level.

This is because having even more integrations makes your app an all-inclusive platform that helps you achieve several tasks efficiently without requiring any extra applications or tools.

A good example is using software that has MS Excel integration. Such an app can help you transfer the data to spreadsheets without entering the data manually.

Other integration features include Google Workspace and MS Office to help create charts, tables, and even social media tracking.

5. Predictive Features

The best sales tracking app should have predictive capabilities. This is because such abilities enable you to forecast sales, customer trends, and customer responses accurately.

By using predictive features within the program, you'll be able to stay ahead of your competitors and ensure your team is on track with the envisioned goals.

With the advanced predictive analytics feature, businesses can stay one step ahead of the competition and gain valuable insights into market trends.

This cutting-edge technology will help enhance your business's development like never before by smartly capitalizing on data-driven decision-making and limiting risks.

Hence, before investing in sales tracking software, always ensure it has the ability to deliver predictive analytics.

6. Data Analytics & Reporting

It is essential to have an app that can provide real-time data analysis and reporting. Why? Because this helps you get a snapshot of the performance of your sales process.

With such information, you'll be able to make informed decisions about your team's performance and overall marketing strategy.

An effective sales tracking app should also give insights into customers' preferences and feedback and easily generate customized reports based on these data points.

5 Best Sales Call Tracking Apps

If you want to keep track of your sales calls, several apps are available. Here is a roundup of the best sales call-tracking apps to help you manage and track all your customer interactions.

1. Ringy (Track communications effortlessly!)

Ringy is an effective sales call tracking and management app. It helps you keep track of all your customer interactions with ease.

These include:

• Calls
• Emails
• SMS messages, and more.

You can easily track the progress of each sales call and set follow-up reminders as well.

Additionally, Ringy provides detailed insights into your customer's activities and behaviors. Therefore, this helps you make better decisions about how to approach them in the future.

When it comes to customer support, Ringy provides live 24/7 customer support so you can get help whenever needed. To better understand what our CRM offers, the table below should help you.

2. CallRail

Source

CallRail is an all-in-one call tracking and analytics platform. It helps you track, analyze and optimize your sales calls. The app allows you to easily set up call tracking numbers for each of your campaigns so that you can measure their effectiveness.

In addition, it features a built-in analytics dashboard that provides insights into customer behaviors and activities.

This helps you make more informed decisions about how to approach them in the future. Moreover, it offers advanced features such as automated workflows for lead qualification and marketing follow-up tasks.

3. Zadarma

Source

Zadarma offers a cloud-based VoIP system that anticipates website visitors' needs and quickly responds to queries, all at a cost that can be 90% lower than a traditional phone system. The app enables users to manage their sales calls in one place.

It offers call recording and tracking features, toll-free numbers, detailed analytics, advanced caller ID, SMS notifications, and more.

Plus, it allows them to make outbound calls directly from the app with a single click - perfect for sales reps constantly moving.

4. Novocall

Source

Novocall is the ideal VoIP business phone system tailored specifically for small businesses and startups. It allows you to monitor incoming calls, track sales performance, and gain valuable insights with analytics capabilities.

Novocall stands out from the competition by providing features like automated call routing, caller ID identification, call recording options, custom greetings setup...and much more!

You can also use Novocall to create customized voicemail messages for each customer. This allows you to tailor the message for that person so they know precisely why you are calling them.

Additionally, with its advanced analytics feature, you can easily track sales calls to get valuable insights such as average call duration and conversion rates.

5. Placetel

Source

Placetel is a virtual cloud phone system that helps small businesses track and manage sales calls. This app enables users to monitor inbound and outbound calls, access detailed call logs, and quickly generate reports.

Placetel also offers other features, such as recording conversations and storing them efficiently for later reference.

It also allows users to customize their unique greeting messages and personalize their numbers. These features make it easy to keep track of conversations and efficiently connect with customers.

The app is designed to be user-friendly, allowing users to access all the information they need with a few taps. It also integrates with various other apps, making it easier for businesses to stay on top of their sales calls.

FAQs

People ask plenty of questions regarding tracking sales calls with applications. Here are some of the most common ones and their answers.

What Does KPI Mean in Sales?

KPI stands for Key Performance Indicator. It is used to measure the success of sales activities and goals. KPIs can be several metrics, including call duration, lead conversion rates, and new customer acquisition.

What Are the 5 Key Performance Indicators of Sales?

The 5 key performance indicators for sales are:

1. Number of calls made
2. Average call duration
3. Lead conversion rate
4. Number of new customers acquired
5. Revenue generated from sales

Conclusion

Sales tracking apps can benefit businesses of all sizes. They help streamline the process of keeping track of customer interactions and data, make monitoring performance easier, and ensure that each customer receives the best possible service.

Companies can save time and money by using one of these apps while providing customers with a better overall experience.

If you're interested in an ideal app to track sales for your business, Ringy can help you achieve those and many more objectives.

Try Ringy today and start your journey to building the best customer relationships!