Deal tracking software can help businesses manage the conversion of potential customers into sales leads. It optimizes results by providing transparency and accountability within teams.
It helps to identify real opportunities earlier, advancing deals more quickly and ultimately driving revenue growth. With machine learning and artificial intelligence, it helps identify opportunities that are worth the money so that reps can cultivate them according to. It also lets you automate playbooks as well avg review as allowing you to keep track of the key metrics and performance that are crucial to your business.
FreshSales lets you build a custom sales funnel with different stages that guide your entire sales cycle, from lead generation to closing. Keep track of events in chronological order to assess your customers engagement levels in one place and identify areas to improve. With intelligent automations and integrations, it is easier to keep up with your client management, even when you’re on the move.
With an offer screen that appears like a whiteboard, you can manage your deals as easy as managing your clients. This includes the ability to add notes, appointments (calendar), attachments and other contacts. Create custom deal screens that match the business type for each of your departments, such as one that is for software and another one for mortgages. You can switch between deals at the press of a button from the dashboard view. Zia the smart assistant, can assist you in staying on track with your daily tasks with voice commands and a quick search.