Explore 10 Sales Activity Tracker to Get Increased Team Productivity

Improving your team’s sales productivity starts with tracking the right and most important sales activities. Did you know that companies using sales activity trackers report up to a 20% increase in productivity?

These tools are essential for any sales rep or manager aiming to streamline their sales process and hit targets consistently.

What is a Sales Activity Tracker?

A sales activity tracker is a tool that helps you track everything your sales team does. It records key sales activities like phone calls, emails, and meetings. This sales tracker also helps you see the progress of your sales reps and sales managers at a glance.

10 Tools for Sales Rep and Sales Managers

1. Salesforce

Salesforce is a cloud-based platform designed to help sales teams manage their sales pipeline. It’s widely used by companies to track customer interactions, organize sales data, and follow leads.

Key Features:

• Easy-to-use dashboards
• Tracks sales activities like phone calls and emails
• Automation for repetitive tasks
• Built-in analytics to monitor sales performance

How to Use It: Salesforce allows you to create custom sales reports, set up reminders for follow-ups, and even automate tasks. You can see your entire sales process on one platform, making it easy to track progress.

Pricing: Salesforce offers a variety of pricing plans, starting from $25 per month for small teams. Larger companies may choose advanced plans with more features.

G2 Rating: Salesforce has a G2 rating of 4.3/5, based on thousands of user reviews.

Pros:

• Very customizable
• Strong reporting features
• Scalable for growing companies

Cons:

• Can be expensive for small teams
• Steep learning curve for beginners

2. HubSpot Sales Hub

HubSpot Sales Hub is a tool that helps sales professionals manage their deals and track customer interactions. It’s part of the larger HubSpot CRM suite.

Key Features:

• Tracks key sales activities such as emails and meetings
• Helps you follow up with cold leads
• Built-in tools for sales automation
• Real-time notifications when prospects engage with your content

How to Use It: With HubSpot Sales Hub, you can organize your leads, automate follow-up tasks, and even schedule meetings with potential customers. The interface is clean and user-friendly, making it simple for any sales leader or team to use.

Pricing: HubSpot Sales Hub offers a free version, but premium plans start at $50 per month for added features like automation and advanced reporting.

G2 Rating: HubSpot Sales Hub holds a G2 rating of 4.4/5, making it a favorite among small and medium-sized businesses.

Pros:

• Easy to use and set up
• Free version available
• Strong integration with other HubSpot tools

Cons:

• Limited features in the free plan
• Some advanced features can be expensive

3. Pipedrive

Pipedrive is a CRM (Customer Relationship Management) tool designed specifically for sales professionals to track their activities and manage their sales pipeline. It offers a visual interface that helps you track your sales leads and close deals faster.

Key Features:

• Visual sales pipeline for easy tracking
• Automates repetitive tasks like follow-ups
• Customizable dashboards to view key sales data
• Tracks emails, phone calls, and meetings

How to Use It: With Pipedrive, you can organize your sales pipeline by dragging and dropping deals into different stages.

The tool also allows you to schedule follow-up activities, track phone calls, and set reminders to keep deals moving forward. This helps your sales reps and team meetings stay on top of their tasks and ensure that no leads are forgotten.

Pricing: Pipedrive starts at $12.50 per user, per month for the Essential plan. Higher-tier plans, which include more advanced features like sales forecasting and automation, go up to $99 per user, per month.

G2 Rating: Pipedrive has a G2 rating of 4.2/5, based on over 2,000 reviews, making it a popular choice for small and medium-sized businesses.

Pros:

• Simple and intuitive interface
• Great for small sales teams
• Excellent deal tracking and visualization

Cons:

• Limited features in the basic plan
• Lacks some advanced automation features

4. Zoho CRM

Zoho CRM is a comprehensive tool that helps you manage customer relationships, track sales activities, and automate tasks. It is designed for businesses of all sizes and integrates with various other tools for enhanced functionality.

Key Features:

• Tracks all key sales activities, from phone calls to emails
• Offers powerful automation features to reduce manual work
• Customizable reporting tools to track team performance
• AI-powered assistant to provide insights on deals and sales goals

How to Use It: Zoho CRM is easy to set up and can be customized to fit your specific sales process. You can use it to track interactions with potential customers, schedule follow-up tasks, and even automate routine activities like sending emails.

It also has an AI assistant that can give you insights on sales world and how to improve your sales strategy.

Pricing: Zoho CRM starts at $14 per user, per month, with additional features like sales forecasting and advanced reporting available in higher-tier plans, which can go up to $52 per user, per month.

G2 Rating: Zoho CRM holds a G2 rating of 4.0/5, praised for its flexibility and extensive features.

Pros:

• Affordable pricing with a wide range of features
• Great for teams of all sizes
• Strong automation and integration capabilities

Cons:

• Can be overwhelming for new users
• Limited customer support in lower-tier plans

5. Monday.com

Monday.com is a work operating system designed to help teams manage their work and track progress. It’s highly customizable and can be tailored to suit the needs of sales teams, allowing them to track their own sales processes and activities with ease.

Key Features:

• Visual dashboards to track sales activities and progress
• Automates repetitive tasks, freeing up time for your sales reps
• Centralized platform to manage projects, meetings, and communication
• Customizable templates for sales activity tracking

How to Use It: Monday.com is easy to set up. You can start by choosing a template designed for sales teams, and from there, customize it to match your sales workflow.

For sales management for example, you can set up boards to track deals, follow-ups, and client interactions. The platform allows you to track tasks in real-time, ensuring that all important sales activities, are updated and monitored without delay.

Pricing: Monday.com offers different pricing tiers. It starts at $10 per user, per month for the basic plan, and goes up to $20 per user, per month for the Pro plan, which includes advanced tracking and automation features.

G2 Rating: With a G2 rating of 4.7/5, Monday.com is praised for its flexibility and ease of use, especially for managing teams.

Pros:

• Highly customizable and easy to use
• Excellent for team collaboration
• Tracks a wide range of sales tasks and activities

Cons:

• More expensive than some basic sales tracking tools
• Some features may be too advanced for small sales teams

6. Outreach

Outreach is a sales engagement tool created to help sales teams handle their interactions with leads and current customers. It tracks emails, phone calls, and meetings, allowing sales teams to stay on top of all their activities in one place.

Key Features:

• Automates follow-ups and outreach to cold leads
• Tracks interactions like emails, phone calls, and meetings
• Helps improve sales performance with data-driven insights
• Integrates with other CRM platforms for seamless tracking

How to Use It: With Outreach, you can automate emails and follow-up reminders, saving your team time. It’s especially useful for managing multiple sales activities at once, such as sending automated sequences to leads.

The platform also offers insights into how well your team is engaging with leads, providing recommendations on how to improve.

Pricing: Outreach doesn’t list its pricing publicly, but it typically starts at around $100 per user, per month for small teams. For larger teams, the pricing can be customized based on the number of users and the features needed.

G2 Rating: Outreach has a G2 rating of 4.3/5. It’s highly regarded for its sales engagement capabilities and automation tools.

Pros:

• Excellent for automating sales outreach
• Provides valuable insights on sales activities
• Improves team efficiency by reducing manual tasks

Cons:

• Expensive for small businesses
• Can be complex to set up for beginners

7. SalesLoft

SalesLoft is a sales engagement tool built to assist teams with their outreach efforts. It tracks emails, phone calls, and meetings. Sales teams can use it to follow up with cold leads, manage their pipeline, and improve overall sales performance.

Key Features:

• Tracks and automates sales emails, phone calls, and follow-ups
• Provides insights into how well sales outreach is working
• Integration with CRMs like Salesforce to keep everything in one place
• Customizable reporting on sales activity and team performance

How to Use It: With SalesLoft, you can automate email outreach and follow-ups. The platform helps keep your sales reps on top of their daily tasks.

Sales managers can use its reporting features to monitor performance and adjust strategies. For sales calls for example, it can automatically follow up with qualified leads and track their conversion rates and engagement.

Pricing: SalesLoft offers customized pricing based on the size of your team. On average, plans start at around $75 per user, per month.

G2 Rating: SalesLoft holds a strong G2 rating of 4.4/5, praised for its automation and ease of use.

Pros:

• Great for automating repetitive sales tasks
• Easy to integrate with other sales tools like CRMs
• Helps track and improve sales team efficiency

Cons:

• Can be expensive for small teams
• Initial setup may take time

8. Close CRM

Close CRM is a tool built specifically for inside sales teams. It focuses on streamlining communication with leads and tracking sales efforts in a simple, easy-to-use platform.

Key Features:

• Built-in email and calling features for sales reps
• Automated follow-up sequences to improve response rates
• Real-time reporting on your sales pipeline
• Centralized dashboard to track key sales activities and manage existing customers

How to Use It: Close CRM is designed to help you communicate with leads directly from the platform.

You can make phone calls, send emails, and set up automated follow-ups without switching between tools. It also offers real-time reports, so you can track how your sales activities are impacting your deals.

Pricing: Close CRM’s pricing starts at $25 per user, per month. More advanced plans with automation and reporting features range from $65 to $145 per user, per month.

G2 Rating: Close CRM is rated 4.6/5 on G2, with users highlighting its simplicity and communication tools.

Pros:

• Simple and easy to use for small to medium sales teams
• Combines communication and CRM in one tool
• Great for tracking follow-ups and sales performance

Cons:

• Lacks some advanced features needed by larger teams
• Higher-tier plans can get pricey

9. Freshsales

Freshsales is a customer relationship management (CRM) tool designed to help sales teams manage their leads and customer interactions. It’s easy to use and comes with built-in features to help sales reps track deals, follow-ups, and customer communications.

Key Features:

• AI-powered insights to help you understand which leads are most likely to convert
• Built-in phone, email, and chat for easy customer communication
• Tracks the full sales process from lead generation to deal closure
• Integrates with other tools to manage your entire sales pipeline in one place

How to Use It: Freshsales allows you to easily track your daily sales activities like phone calls, emails, and follow-ups. You can view all interactions with a potential customer in one place, helping you stay organized.

It also offers AI-powered recommendations on which leads to prioritize, making your sales strategy more effective.

Pricing: Freshsales offers a free plan, but its paid plans start at $15 per user, per month. For advanced features, higher-tier plans go up to $69 per user, per month.

G2 Rating: Freshsales has a strong G2 rating of 4.6/5, with users praising its ease of use and helpful customer support.

Pros:

• AI-powered insights help prioritize leads
• Simple and intuitive interface
• Great for small and medium-sized sales teams

Cons:

• Limited customization options for advanced users
• Free version has fewer features

10. Microsoft Dynamics 365

Microsoft Dynamics 365 is a comprehensive CRM and ERP solution. It’s designed to help large and growing businesses manage their sales, marketing, and customer service in one place. It also offers tools to improve sales tracking and automate daily tasks.

Key Features:

• Tracks sales activities like phone calls, meetings, and emails
• Built-in AI tools that provide data-driven insights to improve sales performance
• Integrates with Microsoft Office and other third-party apps
• Provides customizable reports to track key metrics and progress

How to Use It: Microsoft Dynamics 365 is perfect for sales managers who need to track multiple aspects of their sales operations.

You can monitor your sales pipeline, keep track of customer interactions, and use its reporting tools to measure the success of your sales efforts. The integration with Microsoft Office makes it easy to manage data between apps.

Pricing: Microsoft Dynamics 365’s pricing starts at $65 per user, per month. For larger teams with more complex needs, plans can go up to $162 per user, per month.

G2 Rating: Microsoft Dynamics 365 has a G2 rating of 4.2/5, with users highlighting its powerful features but noting a steep learning curve for beginners.

Pros:

• Highly customizable and feature-rich
• Great integration with Microsoft products
• Offers detailed insights for sales professionals

Cons:

• Can be complex to set up and use
• Higher cost compared to simpler CRMs

How to Build a Solid Sales Strategy for Tracking

1. Focus on Key Sales Activities

Key sales activities are the daily actions that directly lead to closing deals. These include: cold calls, follow-up calls, prospect meetings, and keeping yourself up to date with customer communication. Prioritizing these ensures that your sales team stays productive.

How to do it:

• Track Sales Activity: Use a sales activity tracker to monitor how much time your team spends on key tasks.
• Prioritize Tasks: Focus on activities like calling existing customers, following up on cold leads, and nurturing qualified leads. Tracking these tasks can improve sales performance and increase your team's effectiveness.
• Set Measurable Goals: Define daily, weekly, and monthly targets for each activity. For example, aim for 10 phone calls a day or two follow-up emails per lead.

2. Align Sales and Marketing Efforts

Sales and marketing should work together to ensure both sales metrics and teams are focused on the same sales goals. Marketing generates leads, while sales turns those leads into customers driving revenue.

How to do it:

• Regular Meetings: Schedule monthly or weekly syncs between sales managers and marketing to share progress and adjust tactics.
• Use a CRM for Alignment: Tools like sales tracking software can help both teams follow the customer journey from lead to deal.
• Data-Driven Insights: Track data from both teams, such as how many leads are generated versus how many deals are closed. This can highlight gaps or areas for improvement.

3. Integrate Sales Automation

Sales automation helps your team save time by handling repetitive tasks, such as sending follow-up emails, tracking calls, or making cold calls and scheduling meetings.

How to do it:

• Automate Repetitive Tasks: Use tools like Microsoft Dynamics 365 or Freshsales to automatically send follow-up emails and log customer interactions.
• Track Sales Progress: Automation tools help you monitor key metrics such as sales cycle length or the number of calls made daily, which provides deeper insight into sales performance.
• Improved Productivity: By automating routine tasks, your sales reps can focus on more critical activities like closing deals.

4. Set Up a Consistent Reporting System

A consistent reporting system keeps your sales team informed about sales rep activities and their progress. Regular reports help you track sales activities and make sure you’re moving toward your goals.

How to do it:

• Use Sales Tracking Tools: Tools like sales activity trackers or sales tracking software can automatically generate reports on daily tasks.
• Set Reporting Schedules: Have your sales reps submit daily, weekly, or monthly reports to keep the data fresh and actionable.
• Monitor Key Metrics: Track important data like the number of phone calls, meetings, or follow-up emails sent to potential customers.

5. Monitor Cold Leads and Qualified Leads

Keeping track of both cold leads and qualified leads is critical. Cold leads are potential customers who haven’t shown interest yet, while qualified leads are more likely to convert.

How to do it:

• Segment Leads: Use your CRM to organize leads based on their engagement levels. This helps your sales team focus on the right group.
• Track Lead Progress: Use a sales activity tracker to log all interactions with leads, whether it’s an email, phone call, or meeting.
• Adjust Strategies: If you notice a drop in engagement from qualified leads, it may be time to tweak your approach.

6. Incorporate Feedback from Sales Reps

Listening to feedback from your sales reps is important for improving your strategy. They are on the front lines of sales organization and can provide insights about the challenges they face.

How to do it:

• Conduct Regular Check-ins: Meet with your sales team to get feedback on what’s working and what needs improvement.
• Implement Changes: Take action based on their suggestions, whether it’s improving lead qualification or refining your sales process.
• Create a Feedback Loop: Use a consistent feedback system to ensure that the team’s input is always part of your strategy adjustments.

7. Monitor and Adjust Sales Goals

Sales goals should be monitored regularly to ensure they’re realistic and achievable. If your sales game or team isn’t hitting their targets, you may need to make adjustments.

How to do it:

• Use Data-Driven Insights: Rely on data from your sales activity tracker to understand how your team is progressing. Look at the number of deals closed, phone calls made, and cold leads converted.
• Adjust Goals as Needed: If certain goals aren’t being met, consider adjusting them based on what your data shows.
• Stay Flexible: Be open to changing your sales goals as new data comes in.

How to Streamline Sales Process with Sales Activity Tracking

1. Identify Bottlenecks in the Sales Pipeline

A sales pipeline is the path that your leads follow from the first contact to sales goal of closing a deal. Bottlenecks slow down this process.

How to do it:

• Track Sales Activity: Use a sales activity tracker to see where deals are getting stuck.
• Analyze Lead Progress: Look at the sales data to find areas where leads aren’t moving forward, such as too many deals stalled in the qualification stage.
• Make Adjustments: Once you spot the bottlenecks, adjust your sales process to smooth out these issues. This might involve better training or refining your lead nurturing efforts.

2. Enhance Accountability Across the Sales Team

Accountability means ensuring that everyone on your sales team is responsible for their part in the process. It helps keep your team focused on their goals.

How to do it:

• Set Clear Expectations: Define the key sales activities each member should focus on, like making phone calls or following up with cold leads.
• Monitor Progress: Use tools like sales tracking software to monitor the daily performance of your sales reps and ensure they’re meeting their targets.
• Regular Check-ins: Have weekly or monthly meetings with your sales managers to discuss the team's performance and address any issues.

3. Shorten the Sales Cycle with Targeted Data

The sales cycle is the time it takes to turn a lead into a customer. Shortening this time means more sales and you can close more deals faster.

How to do it:

• Focus on Hot Leads: Prioritize qualified leads that are more likely to convert. Use your sales activity tracker to see which leads are the most active.
• Automate Follow-Ups: Consider using sales automation tools to send timely follow-up emails and reminders, which can keep leads moving through the pipeline faster.

4. Improve Follow-up Strategies

Following up with leads is crucial for closing deals. Without proper follow-up, leads can lose interest or go cold.

How to do it:

• Segment Your Leads: Prioritize your leads. For example, focus more on qualified leads while still keeping tabs on cold leads to warm them up over time.
• Automate Follow-ups: Use sales automation tools to automatically send reminders or follow-up emails to ensure no lead is left behind. This saves time and increases efficiency.

5. Optimize Resource Allocation

Optimizing your resources means making sure your sales team is focused on the right tasks, key activities such as handling high-priority sales deals, leads or closing deals.

How to do it:

• Use Data: Analyze sales data to see where your team’s time and effort is best spent. This helps in understanding which leads or tasks generate the most revenue.
• Track Sales Activity: By using a sales activity tracker, you can see which team members are excelling and which areas need more attention. This way, you can allocate tasks effectively.

Conclusion

Using a full sales activity management tracker helps your team stay organized and focused. It ensures that you track key sales activities and make better decisions based on data. Implementing this will enhance your team’s performance.

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