Sales Tracking Software Tips For Choosing The Best Online Vendor For Your Company

Category: Questions & Answers

qnaJenna runs a small business, a pastry store, in Passaic, New Jersey. A pastry chef who just recently opened her own store, Jenna is still in the process of learning the ropes of manning her own enterprise. She also features her pasty products in a blog and Instagram and accepts orders online via Facebook and Twitter. Eager to establish her business as a premier pasty hub, Jenna is considering getting some cloud business management tools and applications, including a sales tracking software.  She asks, what should she look for in a sales tracking tool if she wants to get the best application for her enterprise.

“Hi! I hope you can help me out something. I am planning to get a sales tracking software to help me monitor my business sales and generate more sales in the future. I have the basics of running a business down but all these software stuff and web based business platforms got me confused. So I was wondering if you can share some insight on how to pick the best sales tracking software for a small business. I really need a hand on this and hope you could extend yours. Thanks!”

Hey Jenna. Before you scour the internet for the best sales tracking tool for your enterprise, it is best that you should know what a sales tracking software is for. Among its basic functions is to help you keep tabs with your sales transactions and logs all important sales-related activities. It also provides you with essential data such as information about your clients, your sales history, and information on your leads.

Many businesses still log their sales information manually using spreadsheets. But sales tracking software creates a shift in the said by automating the documentation and logging of all your business transactions, which leaves very little to no room for error. Truth be told, modern sales tracking solutions can really maximize the potential of your business from increasing your sales, management and handling of clients, to filtering leads and more.

Below are three expert tips from a long list of software selection advices that you will find useful when picking sales tracking system for your business.

#1 Go for SaaS (Software as a Service) or Software on Demand

This is a perfect solution for startup businesses whose finances are very limited and can’t cover the expenses of buying and installing an actual system. Purchasing a licensed software entails additional expenditures, such as hardware like drives, software installation, updates, system administration and maintenance. Going for the SaaS option means you do not have to spend money on all that and you do not need to worry about system security and accessibility.

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Almost all systems offered as SaaS can be accessed anytime and from anywhere using a wide range of Internet-capable devices. That equates to you being able to keep tabs on the sales and other aspects of your business even if you are on a 2-week holiday in the Alps.

#2 Pick a vendor that does not lock you to a long term contract

You certainly want a wide range and freedom when it comes to software, so choose a vendor that does not require you to sign a 1 year contract but rather pick a vendor that offers flexible plans and packages. If you are just starting, there is a definite need to switch software every now and then as you try to locate a system that works best for you and your business.

Your business requirements may also evolve as you go along, which means you may require features and functionalities that a current vendor does not offer. Imagine if you find yourself bound to a contract to your current vendor and yet you are not getting the most out of their product mainly because they can’t cater to your changing needs. Now that is a mess, isn’t it? A costly mess at that.

#3 Never overlook customer support options

Most business startups usually go for the basic packages that include all standard features required sales tracking and lead management. However, some vendors only provide limited customer support on their standard bundles and only provide full customer assistance for premium packages. When you go for a basic sales tracking solution, make sure that you also get total customer support.


These are just some of the many considerations that come into play when picking sales tracking system. You also need to consider your own budget, ease of operation, and integrations with third party applications among others. Take time to sift through your choices and gather all the information you can so that you end up making the most intelligent decision.

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.