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Choosing Sales Tracking Software

Posted on 2014-02-24
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Last Modified: 2014-02-25
I have been looking online for a good sales tracking program but have not found one that suits our needs.

I am looking for:
 - The ability to enter sales that happened up to 8 years ago
 - Track the customers who purchased product from us (and break it down by the product, date, and $ spent)
 - See visual data analytics for each year (starting in 2006).

A little more detail:

We sell Buses (School, Commercial, Parts, Etc.) - I am looking for a way to enter all of our bus sales (starting in 06) based on customer and for a program to break down the data to show how much a customer (school district) buys from us (and how often, because most schools replace a small % of their fleet every year). I am willing to enter each sale we have had since 2006 (including price, type of bus, and customer) if I can get a good program to give me valuable feedback from that data. (i.e. which customers have purchased every year, which customers have not purchased from us in many years, etc.)


I have looked into Zoho, Salesforce, etc. and it seems like they are catering to ACTIVE salesman to be a daily "to do" list based on their opportunities to make sales.

I am looking for a program to look at a year(s) worth of data and give me specific breakdowns based on that data.

Any suggestions?
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Question by:Nicholas_BlueStar
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Joe Winograd, EE MVE 2015&2016 earned 2000 total points
ID: 39883634
Hi Nicholas,

Two comments for you:

(1) Although you're right that Zoho CRM focuses on active sales, Zoho Reports can almost surely do what you're looking for:
https://www.zoho.com/reports/

Zoho Reports has some very nice visual data analytics, with a good selection of chart types and customization features:
https://reports.wiki.zoho.com/Charts.html

(2) Your needs sound relatively simple and I'm thinking that you may even be able to do what you want in Excel, including charts/visuals.

Regards, Joe
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Author Comment

by:Nicholas_BlueStar
ID: 39884250
Thanks Joe!

unfortunately their sign-up is not currently working (go figure) - I will check it out as soon as their site comes back on.

As for excel - I was thinking the same thing. However, I am not very knowledgeable about excel and am worried I would not be able to "design" it correctly to really utilize the data...any pointers if I decide to go that route? Examples? Templates? Websites?
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LVL 55

Expert Comment

by:Joe Winograd, EE MVE 2015&2016
ID: 39886241
Hi Nicholas,
I hope Zoho sign-up is working and that you've had a chance to take a look. I am by no means an Excel expert, but based on my somewhat limited knowledge, I'm pretty sure it's doable. There are some real experts on Excel here at EE. One of them is teylyn, who is an EE MVE and also an MS MVP in Excel for 2012, 2013, and 2014. I'm sure a question in the Excel topic here at EE will reach her, but she also has her own website.

I think Zoho Reports (with Charts) will do what you want, but I also think Excel will work for you...with some help from the experts. :)  Regards, Joe
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