A business relies on a variety of data to keep it successful and profitable.
Without data and tracking, companies may be missing out on understanding the full picture of their expectations, processes and results.
That is why tracking sales metrics within your SaaS sales platform should be an essential part of your business and marketing strategy.
After all, managing sales metrics leads to a broader reach, greater prosperity and growth, and the quantifiable information to lead to strategic decisions.
Ready to learn which metrics you should be focusing on?
The Best Software Tools for SaaS Sales
While the aforementioned metrics offer powerful information on your business’s performance, tracking all this data is a whirlwind of a process.
Fortunately, there are software products built to categorize and analyze your data, bringing the metric values front and center so you don’t have to sift through the numbers.
Salesforce
There are many sales management options out there for your needs. Arguably the most successful and well-known is Salesforce.
It is a simple platform that easily unifies team members and collects and compiles data.
If you’re just getting started, the sheer number of features in something like Salesforce can feel a bit overwhelming at first. Sometimes you have to poke around for a while, digging through menus and experimenting with test data, just to see what’s really useful for your day-to-day. It’s not exactly plug-and-play, but most people seem to find the learning curve worth it—especially once they start seeing all the scattered spreadsheets finally coming together.
With an intuitive design, flexible pricing options and comprehensive offerings — from lead management to sales forecasting to reports and e-mail integration — it’s no wonder Salesforce has been a SaaS software juggernaut.
Freshworks
Another popular sales management software provider is Freshworks, which emphasizes communication by integrating with phone and e-mail.
Some of its focal features are:
- One-click calling.
- Personalized emails.
- Automatic inbox prioritization.
- Email tracking.
On the flip side, it’s not just about the endless integrations or automation bells and whistles. What ends up mattering is how these tools fit with your team’s actual workflow. If your salespeople end up ignoring notifications or manual updates become a chore, it doesn’t matter how fancy the dashboard is. Picking a tool really comes down to how it impacts the human side—does it actually reduce friction and spark better sales conversations, or just add another layer of noise?
HubSpot
HubSpot is a particularly popular option, as it offers many free sales tools for salespersons, in addition to paid plans for businesses.
There are many other robust software options out there, including TradeGecko, Pipedrive, Brightpearl, Sales Cookie and Groove.
Many offer a similar array of features designed to help organize and accelerate your company’s performance, but each has its pros and cons.
Your best bet is perusing a few and seeing which products most effectively address your needs.
Wrap Up: SaaS Sales Metrics are Invaluable Tools
By tracking these SaaS sales metrics, you’ll have the information to assess the health of your company.
You’ll also have insight into overcoming hurdles, pinpointing growth areas and increasing your customer base and revenue.
Before you leave, here’s a tip.
Diego Gomes, CEO of Rock Content, wrote an incredible blog post to explain why your SaaS needs interactive content.
If you never thought about this, now it’s your chance!
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