Deal tracking software can help companies to manage the process of converting potential customers into sales leads. By implementing best practices, it ensures transparency and accountability across teams and maximizes outcomes.
It assists in identifying real opportunities earlier, and move deals more quickly and ultimately drive revenue growth. Artificial intelligence and machine-learning aid reps in identifying prospects with high value so that they can nurture them appropriately. It also lets you automate playbooks as well as allowing you to monitor the important metrics and performance that are most important to your business.
FreshSales allows you to build a customized sales funnel with different stages that will map your entire sales process, from lead generation to closing. You can track events in a chronological timeline to see the engagement levels of your customers in one glance and easily spot areas that could be improved. Intelligent automations and integrations make it easier to manage your clients, even on the mobile.
You can manage your deals as easy as managing clients, using a deal screen that looks similar to whiteboards. You can add appointments, notes, attachments, and related contacts. Create different deal screens to reflect the business needs of your different departments – say one for your software and another for mortgages. From the dashboard, you are able to quickly switch between deals by clicking a button. Zia The smart assistant, can assist you in staying on track with your daily tasks using voice commands and an easy search.