Deal tracking software aids companies manage the process of converting potential customers into sales leads. By using best practices, it ensures transparency and accountability across teams, and improves results.
It assists in identifying opportunities earlier, move deals more quickly and ultimately drive revenue growth. Artificial Intelligence and Machine-Learning help reps prioritize high-value prospects so they can nurture them appropriately. It also allows you to automate playbooks as well as allowing you to monitor the important metrics and performance that are most important to your business.
With FreshSales, you can build a customized sales pipeline with different stages to map your entire process from lead-generation to closing and beyond. Record events on a chronological timeline, allowing you to see the engagement levels of your customers in a single glance and quickly identify areas for improvement. With intelligent automations and integrations, it is easier to keep track of your client management when you’re on the go.
You can manage your deals just as easily as you manage clients, using an interface that appears just like a whiteboard. You can add notes, appointments attachments, notes and related contacts. Create custom deal screens to reflect the business needs of each of your departments like one for your software and another for mortgages. From the dashboard, you can swiftly switch between deals by pressing an icon. Zia, the smart assistant will assist you in staying on track with your daily tasks using voice commands and an easy search.