The best sales reporting tools

by James Ker-Reid - April 12, 2022

Stats. It’s all about the stats. Regardless of your industry, statistical analysis gives you an insight into how everything works, what’s performing and what isn’t. A sales reporting tool is essential for sales teams to get the best results. Without one, you’re essentially tying one hand behind your back. But what are the best sales reporting tools? That’s what we’re here to find out with this guide. 

Best sales reporting tools in a snapshot

  • Pipedrive
  • Salesforce
  • NoCRM
  • Copper
  • Tableau
  • Zoho

Pipedrive

Sales teams have used Pipedrive for years now to get a better understanding of the funnel. It offers a unique sales reporting dashboard that helps break down key performance indicators and lets you identify top performers as well as which team members can improve. The ‘deal rotting’ feature is also handy, as it helps sales teams identify missed opportunities, allowing for course correction for future leads.

Salesforce

Arguably the most popular CRM software, Salesforce offers reporting software that sales leaders can use to dive deeper into the data. Sales teams have vast swathes of information at their fingertips on customer needs, pipeline efficiency, goal progression and more. Key features include interactive dashboards and customisable sales forecasting reports.  

NoCRM

Sometimes sales leaders want to cut out the noise and focus on one primary aspect: lead progression. NoCRM is lead management software that strips away many of the complications of customer relationship management systems. Sales leaders use it to progress leads through the pipeline and get a dynamic view of the sales funnel. The goal of NoCRM is to turn prospects into customers and is the ideal tool for smaller businesses with between 10 and 100 people, thanks to its simplicity.  

Tableau

With Tableau, you can quickly understand complex data. It allows teams to analyse, visualise, and share information in an easy to understand and accessible way. Identify opportunities and make data-guided decisions to improve your sales setup. While Tableau wasn’t built as a sales tool, it offers smart insights that savvy salespeople can use to their advantage. 

Copper

Copper is a popular CRM that can be used as a sales reporting tool. It was designed with G Suite users in mind, meaning you can take real advantage if Google acts as the backbone of your setups. Sales reps can manage contacts, deals, emails and files all from locations and monitor each new lead through the funnel stages. You can also automate entire sales processes, increasing the productivity of your sales team in the process. 

Zoho

Zoho is used by more than 150,000 businesses thanks to its rich set of features. You can use it for everything from sales tracking to measuring performance. Automated workflows take the pain away from manual processes, while the ‘sales trends’ feature lets teams create in-depth reports to pinpoint the latest trends. There’s an element of customisation too, meaning reps have greater control over their sales setups.

Reporting for success

These sales tools allow you to lead with data and get better insights into how your sales teams perform and their deal progressions. As a result, you can improve setups, create a smoother sales process and increase revenue using innovative analytical insights to take your startup to the next level. 



Further Reading

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