Deal tracking software assists companies manage the process of turning potential customers into sales leads. It optimizes results by ensuring transparency and accountability within teams.
It assists in identifying real opportunities earlier, progress deals faster and ultimately lead to revenue growth. With artificial intelligence and machine learning helps to reps to prioritize opportunities with high value so they can nurture them accordingly. It also allows you to automate playbooks and enables you to monitor the key metrics and performance factors that are important to your business.
FreshSales lets you build a custom sales funnel with various stages that will map your entire sales process from lead generation to closing. Keep track of events in chronological order to see your contacts’ engagement levels in one place and pinpoint areas for improvement. With intelligent automations and integrations, it is easier to keep track of the management of your clients, even when you’re on the go.
You can manage your deal as simply as you manage clients, using an interface that appears just like whiteboards. You can add notes, appointments attachments, notes and related contacts. Create different deal screens that be able to match the business styles of your different departments – say one for your software and another for mortgages. You can quickly switch between deals with a click of a button from the dashboard view. Zia, the smart assistant, can assist you in staying on track with your daily tasks by using voice commands and an easy search.