Solved

Choosing Sales Tracking Software

Posted on 2014-02-24
3
333 Views
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?
0
Comment
Question by:Nicholas_BlueStar
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 53

Accepted Solution

by:
Joe Winograd, EE MVE earned 500 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
0
 

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?
0
 
LVL 53

Expert Comment

by:Joe Winograd, EE MVE
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
0

Featured Post

Instantly Create Instructional Tutorials

Contextual Guidance at the moment of need helps your employees adopt to new software or processes instantly. Boost knowledge retention and employee engagement step-by-step with one easy solution.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Let’s list some of the technologies that enable smooth teleworking. 
The advancement in technology has been a great source of betterment and empowerment for the human race, Nevertheless, this is not to say that technology doesn’t have any problems. We are bombarded with constant distractions, whether as an overload o…
The viewer will learn how to simulate a series of sales calls dependent on a single skill level and learn how to simulate a series of sales calls dependent on two skill levels. Simulating Independent Sales Calls: Enter .75 into cell C2 – “skill leve…
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…

730 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question