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Join nowDon't leave your sales to chance. Learn how the right sales software can help you see trends in your data and increase your revenue.
Tamara Franklin, Writer, Salesforce
June 13, 2025
Sales Cloud can sometimes feel like a game of trial and error, especially when you're just starting out. But you may be surprised to know that you already have the answers you need — in your sales data.
Information — data — from your Sales Cloud lets you uncover trends and opportunities in your business. This can help you improve your process and increase your revenue, from pipeline to paycheck. And with the right Sales Cloud tracking software, you can easily tap into the insights you need to improve Sales Cloud performance across the entire funnel — and see more success.
Let's discuss why you should be using Sales Cloud tracking software, its key benefits, and features to look for when choosing the best solution.
Sales Cloud tracking software is a tool that helps businesses capture, monitor, and analyze Sales Cloud activity and performance throughout the Sales Cloud process. This kind of software enables you to see your business holistically — with hard data — so you can understand where you are and develop strategies for improvement.
Using data, Sales Cloud tracking software lets you see how effective your Sales Cloud strategies and processes are, spot potential challenges, and make adjustments.
Sales Cloud leaders must consistently set and meet goals.
Sales tracking helps you stay on top of progress, hold your team accountable, and make refinements. Sales Cloud tracking software gives you a full picture of what's happening in real time with your business. It can also identify trends and help you improve efficiencies before you run into real problems — like failing to meet your targets.
For example, a Sales Cloud manager can see that their pipeline is low. While they're on track to meet second-quarter goals, their third-quarter goals may be in jeopardy. Seeing this, they decide to provide coaching for all Sales Cloud reps on prospecting techniques and put more money into the budget for prospecting. Without analytics, the manager wouldn't have known until after the quarter was over and the budget was set.
This could have ended up losing them more money in the long term.
You want your new Sales Cloud representatives to be productive as quickly as possible. But it can take years to develop the right knowledge and experience that it takes to be successful in Sales Cloud. And this can be disheartening for new reps experiencing setbacks. Sales Cloud tracking can help them gain more confidence, see better results, and experience higher job satisfaction.
There are countless software platforms available designed to help increase Sales Cloud. Deciding which platform is best for your business depends on your teams' unique needs. Consider the size of your business, your Sales Cloud process complexity, your integration capabilities, and your budget to choose the right Sales Cloud software.
This list is curated with information from G2 and Capterra . These sites score sales software based on user feedback, features available, and overall satisfaction. They rate products based on a five-star system focused on usability, customer satisfaction, and market presence. Capterra incorporates user ratings across categories like ease of use, customer support, and value. Each of the tools listed here has a minimum rating of four stars, ensuring they are top contenders for streamlining your sales process, improving collaboration, and helping your team work smarter.
Salesforce Sales Cloud is a cloud-based, AI-powered Sales Cloud management platform that offers core CRM functionality like lead tracking and contact management, as well as critical reporting tools. Other features include Sales Cloud process automation, forecasting, and dashboards that help users visualize key sales metrics. Salesforce Sales Cloud helps businesses boost Sales Cloud productivity, improve customer relationships, and drive revenue growth.
Reviewers say that Sales Cloud is user-friendly and integrates easily into third-party applications. They also highlight that Sales Cloud has all of its features in one place, making it easier to multitask.
How it helps Sales Cloud teams:
A web-based Sales Cloud CRM designed to help Sales Cloud teams track pipelines, Pipedrive offers real-time insights and assistive AI features. Pipedrive automates the entire Sales Cloud process with a simple, intuitive interface and customizable tools. A highly visual Sales Cloud pipeline management tool, it assists reps with tracking pipelines, optimizing leads, managing deals, and automating the Sales Cloud process.
Reviewers report that the platform is flexible and straightforward, and helps to make day-to-day operations more streamlined.
How it helps Sales Cloud teams:
HubSpot Sales Hub offers AI-powered sales engagement tools, price quoting functionality, and Sales Cloud analytics. It unites Sales Cloud data, tools, and teams in a single customer platform. HubSpot Sales Cloud Hub also features AI-powered deal management and advanced reporting tools.
Reviewers say that HubSpot Sales Cloud Hub is user-friendly with its visual reporting, and appreciate the platform's comprehensive core tools and functionality.
How it helps Sales Cloud teams:
Zoho CRM aggregates Sales Cloud, marketing and customer support activities. It acts as a single repository, allowing users to streamline their Sales Cloud process in one platform. Zoho CRM offers lead tracking, contact management, pipeline management, Sales Cloud forecasting, onboarding, and customer support. The platform is customizable, and is designed to meet the needs of various businesses, including startups, large enterprises, and nonprofits.
Reviewers appreciate its efficient Sales Cloud management, granular customer tracking, and organized lead management features.
How it helps Sales Cloud teams:
An all-in-one solution for creating and automating personalized customer experiences, ActiveCampaign integrates email marketing, automation, and some CRM tools. ActiveCampaign allows users to build personalized, targeted campaigns for each customer based on segmentation data and customer insights. It offers reporting and analytic tools to track the performance of campaigns and enable users to make data-driven decisions.
Reviewers say that ActiveCampaign's email automation features are powerful, customizable, and intuitive. Reviewers also appreciate the platform's online support.
How it helps Sales Cloud teams:
A cloud-based Work OS, monday.com is a work management platform that allows teams to visually collaborate on projects, tasks, and workflows in a virtual, centralized space. Within the platform, teams can also plan, organize, and track their work. The monday.com platform is customizable with a drag-and-drop interface, allowing users to structure projects and workflows. It offers several products within its platform, including an AI-powered CRM, development tools, and AI service agents.
Reviewers appreciate monday.com's organized productivity features, its visual aids like timelines and boards, and its customization flexibility.
How it helps Sales Cloud teams:
By using Sales Cloud tracking software, your company can see significant benefits. Common advantages include:
The success of business depends on the quality of your data. But Sales Cloud reps are human — and they're very busy. Each time someone enters data incorrectly or doesn't log an interaction, your data quality goes down. Even more important, analytics may give you incorrect insights if it's only using a portion of your data. For example, if only some of your representatives always remember to log their actions, your data won't provide a full picture of the organization and won't be as useful.
Sales Cloud tracking software that's integrated with your CRM automatically logs interactions and collects data. This means that your Sales Cloud analytics are more accurate and can provide the right insights. With a solid data foundation, organizations are better set up for the future. Remember, your AI is only as good as your data.
Becoming an effective closer is an important skill for Sales Cloud reps to develop. But because it depends on so many things — the customer type, product, market, etc. — it's almost impossible to know the recipe for the secret sauce. However, Sales Cloud tracking digs into the numbers to show you what's working best, where gaps might be, and even where opportunities are.
For example, you may see that a Sales Cloud rep struggles with cold calling but leads the Sales Cloud team in lead generation. Digging deeper, you see that they focus on social media prospecting and look for customers actively searching for information on solving specific business challenges. You share this with your team, and others decide to test out the same technique. Their success increases productivity and efficiency across the team.
Your sales pipeline — a visual representation of where each prospect is in the sales process — is the key to your success. Analyzing it can help you identify what steps to take with each prospect and when. It can also help you actively remove roadblocks to improve your closing rate. But sometimes you can't accurately see what's going on in your pipeline because the data isn't updating in real time or is stored in different places.
Sales forecasting is also important to your success. By knowing what is likely to happen based on your current pipeline and leads, you can make changes as needed. For example, if it's looking unlikely that you'll meet your targets based on where your current opportunities are in the pipeline, you can make changes to increase the likelihood of higher Sales Cloud before it's too late.
Sales Cloud tracking software lets you see key pipeline metrics and forecast related key performance indicators (KPIs) all in one place. By analyzing these insights, Sales Cloud reps and leaders can identify trends, measure current Sales Cloud against KPIs, and make data-driven decisions instead of relying on intuition.
Your Sales Cloud success depends on customer relationships. But just like personal relationships, they won't flourish if you don't nurture them. With Sales Cloud tracking software, you can be sure that you're taking timely and meaningful steps to build strong customer relationships — such as reaching out to them at the right time using the right channels.
Sales Cloud tracking software can analyze what actions led to specific results in the past to help you choose the most effective next step for your current Sales Cloud interactions. For example, if a prospect seems engaged with your nurturing efforts but is failing to take the next step and book a demo, you can look at successful past interactions and replicate what worked then.
Additionally, Sales Cloud tracking tools help reps identify and engage with customers they can upsell or cross-sell. These are important opportunities to strengthen relationships and grow revenue for your company.
Sales Cloud tracking software can support busy managers by identifying reps who need extra attention — and even pinpoint specific areas of the Sales Cloud process where they're struggling. This helps managers understand exactly what resources and coaching to provide — saving them time while setting their team up for success.
For example, a rep has a full pipeline and is meeting their goals for booking client meetings. However, Sales Cloud tracking identifies that they get customers to the negotiation phase, but have a poor closing rate. This tells you that price negotiation may be a weakness for this rep. To help, you could provide personalized coaching on negotiation techniques or have them shadow a more experienced team member with a great closing rate to learn some tips.
Because most communication is now virtual, Sales Cloud teams have a ton of data to analyze. By choosing software with AI and automation capabilities, teams can analyze data quickly on a much larger scale. For example, AI-powered analytics tools can review all your Sales Cloud data (emails, call transcripts, social media interactions, etc.) and surface trends that may lead to new Sales Cloud opportunities or a pivot in your go to market strategy— such as identifying when a new competitor enters the market. From there, you can adjust your Sales Cloud techniques and pricing strategies as needed.
When you begin Sales Cloud tracking, you must first determine which sales metrics (KPIs) you want to focus on. To make the most of your data, you should focus on what's most important — and this will depend on your overall business goals.
For example, if your organization is focused on building loyal, repeat customers, customer lifetime value (CLV) is an important data point to track. This KPI shows when reps are building strong relationships that promote customer loyalty.
Sales Cloud tracking software also makes it possible to track specific KPIs for each of your reps — including metrics based on their position. For example, a more junior representative may be monitored on all their activity metrics, while an experienced rep may be tracked on more specific metrics, such as pipeline and meetings booked. When evaluating Sales Cloud managers, you can also analyze the performance of their entire team, which typically determines commissions and goals.
All Sales Cloud tracking software is not created equal. By making sure that your new tool has the features your company needs, your team will see more success — and an easier transition. Features to look for include:
Using Sales Cloud tracking software, your Sales Cloud team can gain the insights needed to improve efficiencies and increase revenue. And when you choose software that meets your needs, the process becomes more seamless and productive.
However, purchasing the software doesn't solve the challenges by itself. You must create the right workflow that uses the data to take the actions needed to level up your sales tactics. When you create the right processes around your software, your organization will quickly see benefits — from increased revenue to improved job satisfaction and stronger customer relationships.
This article is for informational purposes only. This article features products from Salesforce, which we own. We have a financial interest in their success, but all recommendations are based on our genuine belief in their value.
Sales Cloud teams, managers, and company owners all benefit from sales tracking software. Following leads, monitoring deals, and assessing performance is essential if you want to grow your business — and sales tracking software makes those tasks much easier.
Like many things in life — you get what you pay for. Some platforms are free, but they offer very limited features. Other platforms are loaded with every imaginable configuration. They provide seamless integrations and can scale along with your business. These platforms can start at $25 per user per month — and with added AI and data features, can cost as much as $500 per user per month.
It depends on the platform. Very basic tools can be set up in minutes, but advanced CRMs may take a few weeks of training.
Whether you're a solo Sales Cloud rep or work for a multinational enterprise team, Sales Cloud tracking software fuels your ability to close more Sales Cloud, faster.
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