Deal Tracking Software

Deal tracking software can help companies to convert potential customers into sales leads. By using best practices, it guarantees transparency and accountability among teams and enhances results.

It helps to identify real opportunities sooner, progressing deals more quickly and ultimately driving revenue growth. With machine learning and artificial intelligence can help reps to prioritize opportunities with high value so they can take care of them in a way that is appropriate. It also lets you automate playbooks as well as allowing you to track the most important metrics and performance that are crucial to your business.

FreshSales lets you create an individual sales funnel that includes different stages that track your entire sales process, from lead generation to closing. Keep track of events on an orderly timeline to view the engagement levels of your customers in one place 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 on the go.

You can manage your deals just as easily as you manage clients, by using a deal screen that appears similar to a whiteboard. You can add appointments, notes attachments, notes, and related contacts. Create custom deal screens that are based on the business models for each department, such as one for software and another for mortgages. From the dashboard, you can quickly change between deals by hitting a button. You can also utilize Zia our intelligent assistant that can assist you in staying in the loop with your day-to-day tasks with a quick Google search and voice commands.

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