Posted on

Deal Tracking Software

Deal tracking software aids companies manage the process of turning potential customers into sales leads. It enhances results by ensuring transparency and accountability within teams.

It allows you to identify real opportunities earlier, progress deals more quickly and ultimately drive revenue growth. Machine learning and artificial intelligence help reps prioritize high-value prospects so they can nurture them appropriately. It also lets you automate playbooks, and enables you to monitor the key metrics and performance factors that are important to your business.

FreshSales allows you to build a custom sales funnel with various stages that will define your entire sales process from lead generation to closing. Keep track of events on a chronological timeline, allowing you to see the engagement levels of your customers in a single glance and easily pinpoint any areas that could be improved. With intelligent automations and integrations, it is easier to keep up with your client management even when you’re out and about.

You can manage your deal as easily as you manage clients, using a deal screen that appears just like whiteboards. You can add notes, appointments attachments, notes, and related contacts. Create custom deal screens that are based on the business type for each department like one that is for software and another one for mortgages. From the dashboard, you are able to quickly switch between deals with the click of the button. Zia the smart assistant can assist you in staying on track with your day-to-day tasks using voice commands and a quick search.