Tracking your customer’s journey allows businesses to find excellent selling opportunities. However, doing so with multiple customers can be difficult without the right tools. While there are free and truly excellent subscription-based sales funnel monitoring software, the best ones listed here were selected using the following criteria:
Intuitiveness: The product’s features are partially useless if navigation makes it difficult. In this light, the software product’s ease of use is as important as its powerful capabilities.
Price Point Based on Quality: A good deal is one where you get your money’s worth. This criteria is partly based on the Iron Triangle principle. Quality is affected by two factors: features and budgets.
Business Operation: The products in this list can do more than just log customer calls or their point of entry in their customer journey. These software products give small and medium enterprises a detailed and comprehensive account of each client. Businesses with this software can identify sales opportunities quickly by having actionable information.
Five Excellent Marketing Funnel Management Software
Salesforce
This customer relations management (CRM) software works efficiently for all levels of business. Although this allows it to cater for almost every client, it also makes its price point the highest in this list. However, Salesforce is convenient. Its navigation is easy with tabs leading you to different areas of your business data. You can have it greet you with customizable report widgets that show business performance and specific customers reaching their crucial marketing funnel stages.
You can have quick access to your contacts list, accounts, leads, campaigns, opportunities, forecasts, and other important business data. Most impressive was the software’s organizational social network that allows it to function like Facebook. You can post status updates and tag individuals about specific reports you wish to view from other users.
Pipedrive
It is similar to Salesforce, but differs in price and a few features. Pipedrive’s welcome page widgets can be customized. It also allows you to set custom milestones and alerts for certain customer journey events. Pipedrive also has a mobile app that allows business owners and employees to monitor their activities through their smartphone.
You can view all available information regarding a consumer through a Facebook-like approach to their data. Given the software’s efficiency, it can also organize your customers along an illustrated path with labels that show their level in the marketing funnel.
Smartsheet
This CRM is accessible in almost any device. However, it can also run in any browser (including your smartphones). Smartsheet is one of the best-priced products around given its capability to synchronize with famous cloud applications such as Google’s browser software ecosystem, Box, and even another CRM, Salesforce.
Smartsheet handles more than just customer detail. For the price, you get full email integration, project templates, and project hierarchy. It also gives you charts showing comprehensive budget reports and resource management. You can also set milestones and save your web forms, too.
The CRM also has a Trello-style card view that allows you to see each customer’s journey, interaction, pending or rectified reports, and more. You can also see the alerts and milestones each employee has achieved for each client who has interacted with your business.
Oppohound
Pipeline management tools exist to simplify and manage your data accordingly. Oppohound’s concentration on minimal data input saves everyone’s time in nitpicking information. What’s more, it provides excellent visual representations of your existing business data. In this light, you can have predictive charts for sales. You can also create graphs to illustrate your customer’s journey with your brand.
Oppohound also tracks your employees’ activities. Therefore, it can ensure your business’ maximum productivity. It can also act as a performance review tool because it can measure the employee’s aptitude in responding to certain issues. The CRM allows you to set milestones, client values (by end of their marketing funnel journey), and the status of their queries with your business.
Zoho CRM
This CRM focuses on analytics and reports on almost everything happening in your business. Given its intuitiveness, it is quick to retrieve the data you need. You can set up sales processes, automate and minimize actions per stage, organize macro-workflows for certain aspects, and customize your alerts. Automation is truly an important factor for any successful digital marketing campaign..
However, it costs a bit less than Salesforce. It’s social and email integration helps you generate leads with email and status-update ready templates to improve the first two levels of your sales funnel. It even has an integrated survey feature, a metric called SalesIQ that shows your business’ overall sales performance, and more.
