Deal tracking software helps companies to manage the process of converting potential customers into sales leads. By implementing best practices, it guarantees transparency and accountability across teams and optimizes the results.
It allows you to identify real opportunities earlier, and move deals faster, and ultimately boost revenue growth. Artificial intelligence and machine learning can help reps identify high-value prospects to nurture them appropriately. It also allows you to automate playbooks and enables you to track the most important metrics and performance factors that are important to your business.
With FreshSales, you can build a custom sales pipeline using different stages to map your entire process from lead-generation to closing and beyond. Keep track of events on a chronological timeline to see the engagement levels of your contacts in one glance and easily spot areas that could be improved. Intelligent automations and integrations make it easier to manage your clients, even while on the on the move.
You can manage your deal as effortlessly as you manage your clients, with a deal screen that appears similar to a whiteboard. You can add appointments, notes attachments, notes, and other contacts. Create custom deal screens to be able to match the business styles of your different departments – say one for your software and another for mortgages. You can switch between deals at the pressing of a button in the dashboard view. You can also utilize Zia our smart assistant that can assist you in staying on top of your daily tasks with a quick search and voice commands.