Goal Tracking Software to Increase Productivity

July 26, 2024
Tom Jose

Some may consider 2020 to be the official year of remote work. Workplaces worldwide have to react rapidly to an ever-changing and ever-evolving working environment. As we approach the new year, many of us are still adjusting to our new normal and preparing for further developments. We're developing new methods to operate and collaborate with our teams and remaining alert if we need to shift direction. That is why examining and discussing how you and your business will keep up with goals and maintain productivity in a changing working environment is critical.

To stay on track when your team's status changes, you must identify the best digital tools for increasing productivity and keeping you and your team on the same page. Fortunately, there are many affordable solutions on the market today! Unfortunately, there are so many alternatives that it might be challenging to know where to begin. The ideas highlighted below enable you to automate goal monitoring and achievement, allowing you to focus on your development, efficiency, and group monitoring. 

Goal tracking is often a part of many different software packages, so depending on which aspects are most important to you, it may seem different.

Tools for Sales Tracking to Keep Sales Closing

A target-driven sales environment is a frequent success motivator for current sales cultures. This setting keeps everyone focused—or, as the name implies, on target. When everyone in the business is working toward shared goals and KPIs, it is easier for employees to stay on track with personal duties that contribute to meeting target objectives. Establishing and monitoring sales goals is critical in developing a target-driven sales atmosphere.

Setting up a cause-and-effect link between activity, objectives, and outcomes is the first stage in developing a target-driven sales environment. This is where goal-tracking capabilities come in handy. Sales monitoring software makes tracking individual, team, and organizational goals simple. For example, you may quantify and see each rep's contribution to overall team goals by using accountability tactics that keep your team engaged, inspired, and productive. When you can view individual rep success through scorecards and leaderboards, you can use fun elements and competitive methods to keep sales exciting and representatives engaged daily.

You can automate the tracking of each rep's progress toward unique targets with goal-tracking tools, so you can view everything in actual time without needing to run a new analysis or refresh an old one. Everyone in the company can see what's succeeding and where there's an opportunity for improvement when activities and objectives are apparent. And you'll know right away whether there's scope for further improvement, so you and your employees can make proactive adjustments, keep the work moving, and the sale closing.

Goal Tracking Tools that are Fully Integrated

Utilize technologies that eventually connect with your existing data tracking and workflow solutions to consolidate data in one area for greater clarity throughout your company. These solutions currently interact with your dialer and conversational intelligence technologies. Still, you can also interface it with your CRM to use that data in statistics and identify who is generating calls into sales. With such a system, sales executives have better visibility into productivity and may further influence outcomes by selecting customizable scorecard objectives, broadcasting leaderboard data, and viewing percent-to-target accurate results in real time.

This interfaces with your sales tech stack and integrates with other everyday work-related applications, enabling you to orchestrate notifications like huge sales or individual rep successes to promote competitive drive, creativity, and sales! Moreover, it is not confined to well-known or popular tools. Its flexible API enables enterprises to transmit data programmatically to be analyzed and presented across database systems, proprietary systems, and various third-party applications.

You can gain even more from these tools by integrating their sales engagement system, training programs, scorecard tools, and other resources throughout your business. With these comprehensive sales solutions, you'll have all you need to fulfill targets, increase sales, and remain on track and beyond. But, of course, staying on track becomes even more straightforward with explicit imagery, continual training, and a good dose of competitiveness.

Mentoring Your Team to Achieve Their Objectives and Yours

Having comprehensive insight into the achievements you and your team are making helps you to identify problems and make quick adjustments to stay on target. Mentoring is one item that may have a significant influence on your trajectory toward specific target goals and constant production. Knowing when to intervene with mentoring can differentiate individual and team progress. Using learning tools allows sales managers to intervene precisely to ensure that groups and individuals stay on pace to meet—and even exceed—goals.

Managers may use a mentoring approach to perform one-on-one or group workshops, create action plans, take notes, and much more. In addition, managers may use the solution to view a chronology of the actions and link programs to important indicators to observe how mentoring affects overall performance over time. 

Using Scorecards To Break Down Goals

A sales scorecard provides your sales personnel with a clear roadmap to achieve their objectives. By breaking down targets into daily or weekly actions and smaller targets, your salespeople will know which duties are most important in meeting their targets. The configurable, automatic sales scorecards keep your salespeople focused on the specific sales actions that will propel them to the target. When the steps to staying on track are spelled out, it's simple for your reps to execute the plan—and simple for you to see what's being completed and where you may step in.

Using scorecards to assess rep progress toward targets, you may intervene with strength and conditioning as needed or enhance competition to promote incentives. How could these technologies collaborate to assist your team's success? For example, your sales productivity products, team data, and goal tracking create a single point of reference for your team's activities and objectives, ensuring everyone is on the same page in a shifting landscape.

Using Leaderboards to Motivate Your Team

Leaderboards boost sales teams' enthusiasm, incentive, and accountability. Leaderboard software makes it straightforward to display digital sales leaderboards in a web browser or directly within a sales team. Tracking leaderboard data like as outgoing dialing, scheduled appointments, and pipelines produced pushes representatives to boost production and stay busy so that their rank may continue to rise! In addition, with sales leaderboards, you can measure conversion ratio data, bottom-to-top metrics, or anything in between.

Personalized leaderboards allow unique branding, anthems, and gifs to keep things exciting and entertaining. And making performance apparent throughout the business keeps your salespeople feeling appreciated. In addition, because these computerized leaderboards are available from various perspectives, everyone can celebrate victories together and participate in the competitive nature to keep on track with individual and corporate goals.

Dynamic Sales Dashboards Increase Clarity

Shifting away from stationary monitoring systems and toward a dynamic sales dashboard operating system that automates goal tracking, powers competitions, and showcases on sales leaderboards for clear visibility across your institution. As a result, everyone is on the sales team simultaneously or spread out across the country, which improves sales performance. In addition, with endless connection possibilities, the sales dashboard centralizes your sales data for simple automatic notifications, quick access to leaderboards, and clear views of CRM data.

Having a platform that allows you to sort, rank quickly, and alter your data will enable you to go far beyond the statistics and dive down into the individual contributors that comprise the data, allowing you to guide to the correct metrics for the right individuals. Sales managers already use sales dashboard software all around the globe to automate competitions, mentoring, goal-setting, tracking, and other tasks. In addition, you'll be able to monitor how your rep's efforts are progressing through the sales funnel, allowing you to link actions to outcomes and boost sales quickly.

Take a Proactive, Team-Based Approach to Goal Setting

Integrating the software creates a proactive and comprehensive solution for sales performance management, elevating it to new heights. The technique of actively maintaining a framework of sales activities and objectives that translate to desired sales outcomes is known as sales performance management. It is carried out using various sales tools that allow managers to apply gaming methods, leaderboards, and coaching components to boost performance and productivity.

This enables sales managers to concentrate on controllable aspects, such as sales activity output while keeping representatives focused on precise, attainable objectives. You may then focus on quality targets obtained from sales activities. This empowers you to immediately influence measurements, giving you power over how objectives are fulfilled, challenges are handled, and how you move ahead in the future.

Account for the three crucial indicators that enable successful performance review: activity metrics, objective metrics, and outcomes metrics. Activity metrics demonstrate how salespeople are performing in their everyday sales activity. Objective indicators indicate the quality of the sales operations. Outcomes metrics show how everything works together to produce clearly defined success measures. Scorecards may be used to track and compare these indicators, to identify when victories should be recognized, and to enhance competitiveness. You may establish benchmarks for your team based on different measures for these Key metrics. You may also rank each measure in terms of significance.

Guidance may then be used proactively to accelerate rep development and focus their attention on particular areas for growth, giving them a clear purpose and drive. Automatic alerts and celebrations give attention to salespeople who make large sales or generate significant leads, bringing enthusiasm, encouragement, and enjoyment to the daily workflow, irrespective of where everyone is situated.

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