Deal tracking software can assist businesses manage the conversion of potential customers into sales leads. By implementing best practices, it provides transparency and accountability across teams and optimizes outcomes.
It helps to identify real opportunities sooner, progressing deals faster, and ultimately promoting revenue growth. With machine learning and artificial intelligence, it helps reps to prioritize opportunities with high value so they can manage them accordingly. It also lets you automate playbooks as well as allowing you to monitor the important metrics and performance that are crucial to your business.
FreshSales lets you create a customized sales funnel with various stages that track the entire sales process from lead generation to closing. Record events on a chronological timeline so you can see the engagement levels of your customers in a virtual data room single glance and easily pinpoint any areas for improvement. With intelligent automations and integrations, it’s easier to keep up with the management of your clients, even when you’re out and about.
You can manage your deals as effortlessly as you manage your clients, with the deal screen which looks similar to whiteboards. You can add notes, appointments attachments, notes, and related contacts. Create a variety of custom deal screens to reflect the business needs of each department – say one for your software and one for mortgages. You can switch between deals with a click of a button from the dashboard view. You can also use Zia, our smart assistant, to keep you in the loop with your day-to-day tasks by using a quick search and voice commands.