Deal Tracking Software
Deal tracking software can assist companies convert potential customers into sales leads. By applying best practices, it provides transparency and accountability across teams and maximizes results.
It assists in identifying opportunities earlier, move deals faster and ultimately lead to revenue growth. Artificial Intelligence and Machine-Learning can help reps identify high-value prospects so they can cultivate them in the right way. It also lets you automate playbooks, and enables you to monitor the important metrics and performance that are crucial to your business.
FreshSales lets you create an individual sales funnel that includes various stages that will define the entire sales process from lead generation to closing. Track events in a chronological timeline to see the engagement levels of your customers in a single view and easily spot areas for improvement. With intelligent automations and integrations, it is easier to keep track of your client management, even when you’re traveling.
You can manage your deals as easy as managing clients, using a deal screen that appears similar to a whiteboard. You can add appointments, notes attachments, notes, and related contacts. Create different deal screens that match the business types of your different departments – say one for your software and another for mortgages. From the dashboard, you are able to quickly switch between deals by clicking a button. Zia The smart assistant, can help you stay on track with your daily tasks with voice commands and an easy search.