Setting goals provides focus to your work, and you can apply them to any area of your business. The most obvious goals to set are your overall business KPIs. This could be as simple as reaching your first 1000 contacts, or reaching your first one million dollars in sales.
But you’re not just limited to company-wide or department-wide targets. Almost all sales teams have individual targets for each of their agents which are adjusted on a quarterly or annual basis. Whatever your objectives, you need powerful software to both set your goals and to provide reports on your progress. All organizations, from multinationals and consultancies to charities and tech startups, need to identify realistic goals around which they create their business strategy. But it’s no good just having a vague idea or a catchy motto. To have a serious chance of achieving your goals, you need to create a solid structure to measure your tasks, and there’s no better place to do that than on Bitrix24.
With Bitrix24, you can customize your business goal tracking software depending on your overall company objectives. A simple but effective method is to define your targets as a number of closed deals or total revenue generated over a specific period.
For example, in a standard sales team, you can track monthly sales and adjust targets on a monthly basis. However, in an educational establishment, you might find it better to track recruitment on a yearly basis. Of course, it would be unfair to set the same targets for your top sales person and your new hires, so you can assign a lower sales goal for your recently onboarded team members.
Forget about complex Excel sheets where you have to meticulously scroll through cells to draw out insights. With Bitrix24, your goal achievement software is shown in a user-friendly dashboard. Head to the Sales Plan inside your CRM Analytics and you can see the deals or revenue completed, what is left to be done, and the target progress as a percentage. You can see how well each sales agent is doing, or review your success as a department.
The best news is that you don’t have to input any manual data. Bitrix24’s goal tracking software does all of the boring admin tasks for you and automatically updates when sales are completed.
With the individual performance feature, you can get into the raw details of each person’s achievements and adapt your approach accordingly. For example, by filtering by pipeline, you can see who is best at selling individual items and focus each team member on their strengths.
Your sales team will surely deserve credit for their hard work, so you can use your goal tracking software as the basis for a rewards system. Check how well everybody has done over the past month and give your top seller recognition for their efforts.
It’s great to be able to see if a target was reached or not, but what if you need to find out where the sticky points are? As part of your employee goal tracking software, Bitrix24’s sales funnel function lets you segment the sales process into stages that you can measure individually.
For example, if you can get over 90% of your leads to the point of purchase where you see them all drop off, you might have to take a look at your pricing. Similarly, if you have trouble moving leads from their first engagement to a sales qualified lead, you might need to look at your email marketing strategy.
Unlike most tech tools on the market, Bitrix24 doesn’t just focus on one area of your company. You get an all-in-one business platform that offers a 360-degree set of features so you can cover all bases.
Bitrix24 takes the best goal tracking software and makes it part of a broader CRM where you can store contacts, communicate with your leads, and keep records of all your deals. As your team moves towards their targets, you can see each member’s efficiency in your intranet and draw out reports easily. You can also link up your deadlines to calendars and send automatic reminders to keep everybody on track.
Many companies already use goal setting software in external tools such as Google Analytics and Facebook Pixel. With Bitrix24, you don’t need to keep flicking between tabs, merging spreadsheets and losing track of numbers.
With plugins, you can synchronize your analytics systems with the rest of your business tools in Bitrix24 and start working towards your advertising goals. You’ll reduce your ad setup time and work more efficiently with your ads. The plugin improves ad performance and reduces ad setup and run times using a pay per conversion or conversion optimization strategy.
What could be worse than finding the perfect product for your business only to discover it’s not compatible with your hardware? Luckily for you, the desktop version of Bitrix24 works perfectly on both Windows and Mac, and anyway, you can always access it through your browser.
Not only that, but you can install the app version of your employee performance goal tracking software on both Android and iOS, so travelling sales teams can always keep an eye on their targets. By watching their progress towards their goals, your agents will get little boosts of motivation without having to wait until the end of the quarter.
You don’t have to wait until next quarter to start planning your goals for the future, so sign up for Bitrix24 and get started today! Over 9,000,000 companies have already started streamlining their goal tracking software as well as communications, project management, and HR processes.
Getting started is super easy and you get a suite of tools for your entire business. You’ll have access to an enormous bank of manuals and tips as well as blog posts that help you make the most of your new platform. Once it’s time to scale up, you can easily upgrade and even receive a self-hosted open-source version that you can adapt to your specific needs.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.