Monitoring and tracking tools to master your sales strategy

To take your sales strategy to the next level, these are the monitoring and tracking tools you NEED in your tech stack.

Rory Sadler
April 5, 2024
May 14, 2024
To take your sales strategy to the next level, these are the monitoring and tracking tools you NEED in your tech stack.
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In today's fast-paced and evolving business landscape, data reigns supreme. By 2026, 65% of B2B sales firms will use data-driven decisions with integrated technology. Sales metrics help companies reach and exceed targets in a tech-driven world. 

However, the volume of available sales metrics is overwhelming, making it crucial to discern the ones that truly matter. This post discusses using sales monitoring tools in B2B sales to understand what's working. Keep reading as we uncover the keys to informed decision-making and sales success.

The importance of sales monitoring tools

Think about the last time you drove a car at night. Imagine that experience without headlights, and you'll have a good, albeit extreme, understanding of running a sales process without a monitoring system. A monitoring system is a headlight that helps you better anticipate potential challenges. 

SaaS sales rely on customer satisfaction for long-term profitability. Happy customers stay longer and contribute to profits, while unhappy customers churn quickly. Here's a closer look at the pivotal role of sales monitoring tools:

  • Early problem identification and resolution: Sales monitoring tools allow quick corrective actions, preventing minor problems from becoming major obstacles.
  • Accurate sales forecasting and enhanced decision-making: Real-time tracking enables accurate sales forecasting and keeps businesses one step ahead.
  • In-depth business insights: Sales monitoring tools analyse sales data, enabling businesses to refine and align sales strategies with customer expectations.

Key features of sales tracking tools

Sales tracking tools matter as much as the metrics you’re tracking. For this, businesses need updated technology. Without it, they rely on obsolete forecasting methods and will fail to meet their goals. A survey in the US and UK revealed that 81% of the companies missed their sales forecasts for at least one quarter between 2021 and 2023. 

Your sales team can avoid this scenario by selecting a sales tracker that grows with your business and simplifies sales tracking. With sales monitoring and tracking tools, certain features are "must-haves:"

  • Integration with other reporting tools: Connectivity with CRM software, analytics, and marketing automations minimises manual work, provides more accuracy, and allows for comprehensive reporting.
  • Lead management system: This feature tracks leads, prioritises sales efforts, maximises conversion rates, and allows sales teams to focus on the warmest prospects.
  • Sales automation: Sales automation handles repetitive actions, increasing efficiency and reducing manual errors so sales teams can build relationships and close deals.
  • Business insights: Access to detailed reports provide a clear view of business operations, aiding in strategic decision-making and performance improvement.

How these tools improve sales insights

Sales tools allow sales professionals to focus on core activities. Instead, automations can automatically log customer interactions or send buyer notifications to sales teams. Those who utilise automations say it saves approximately 3.6 hours per week or 23 working days annually. 

Here's how they ensure a more efficient, data-driven approach:

  • Target audience and revenue influence: Analysing historical sales results provides invaluable insights into target audiences and the direct impact of marketing efforts on revenue.
  • Optimisation pathways: They help sales teams focus on optimisation paths, offering accurate insights that lead to customisation and track sales activities.
  • Overcoming tracking challenges: Sales tracking tools create a unified source of truth, remove data errors, and help sales teams draw actionable insights.

Comparing top monitoring and tracking tools

When comparing the best sales tools, focus on their unique features, integration capabilities, and the specific challenges they address.

Nutshell CRM

  • Unique features: Offers CRM add-ons like AppConnect and CompetitorIQ.
  • Integration: Seamlessly integrates with Google Suite, Microsoft 365, and more.
  • Challenges addressed: Provides solutions for digital marketing and programmatic advertising.


  • Unique features: Email tracking and drag-and-drop functionality.
  • Integration: Offers effortless integration with popular marketing and sales tools.
  • Challenges addressed: Limited reporting capabilities and lead interaction tracking.


Digital sales rooms offer efficient lead management, automation capabilities, and improved business insights for SaaS teams. Trumpet integrates with CRM systems, providing a means to gather stakeholder data and multithread effectively. It notifies users when stakeholders engage with their sales content and personalises Pod engagement using CRM contact info.

Trumpet outperforms competitors with detailed buyer actions, like views, duration, interactions, and shares of each digital sales room. The granularity in sales metrics gives sales teams a deeper understanding of their deals. Trumpet's buyer signals prioritise buyer satisfaction for long-term sales profitability. 

DSRs impact customer satisfaction through:

  • User experiences: A central hub allows buyers easy access to materials and internal/external chat functions. Self-service functionality enhances user experience and flexibility, increasing customer satisfaction and loyalty.
  • Data security: Through a customer-facing digital portal, reps can securely share marketing content, chat with clients, and create custom proposals. This approach builds customer trust for long-term relationships.
  • Impacting customer retention: Access powerful frameworks for personalised demos and a buyer-friendly journey to retain customers and boost the profitability of SaaS businesses.

Integrating these tools into your sales strategy

Integrating sales monitoring and tracking tools into your sales strategy is a multifaceted approach that involves understanding the complexity of the buyer's journey, managing collaborations, and leveraging digital innovations for enhanced productivity. With pertinent data, digital tools can produce valuable customer insights, optimise the allocation of sales resources, streamline channel interactions, and enhance brand value.

Here's a breakdown of how to effectively implement these tools into your sales strategy:

  • Understanding the buyer's journey: Recognise that buying isn’t linear and involves multiple channels.
  • Collaboration with partners: Sales monitoring tools help sales teams and third-party partners coordinate and manage an ecosystem of collaborators. 
  • Leveraging digital innovations: Adopt a hybrid approach that combines human expertise with AI-driven analytics. Segment and map the target market, analyse current sales behaviour and identify supportive digital tools.

Trumpet provides a complete solution for sales professionals to uncover valuable insights, refine their strategies, and ultimately attain greater success. You can schedule a quick demo to witness the benefits firsthand or start using trumpet for free. Seize the opportunity to differentiate your sales process and take decisive action today.