Deal tracking software can assist companies convert potential customers into sales leads. By applying best practices, it helps ensure transparency and accountability across teams, and improves outcomes.
It helps in spotting opportunities earlier, moving deals faster, and ultimately promoting revenue growth. With machine learning and artificial intelligence can help prioritize high-value opportunities so reps can manage them accordingly. It allows you to automate your playbooks and monitor the most important metrics to your business.
FreshSales allows you to create an individual sales funnel that includes various stages that define your entire sales process from lead generation to closing. Track events in chronological order to see your contacts’ engagement levels in one location and pinpoint areas to improve. With intelligent automations and integrations, it is easier to keep track of your client management even when you’re traveling.
With a deal screen that looks like a whiteboard it is possible to manage your deals as easily as you manage your clients. You have the ability to add notes, appointments (calendar) attachments, appointments and related contacts. Create custom deal screens that match the business types of each department – say one for your software, and another for mortgages. You can then quickly switch between deals with the click of a button from the dashboard view. You can also utilize Zia our smart assistant, to help you stay in the loop with your day-to-day tasks by using a quick search and voice commands.