Deal tracking software can help businesses manage the conversion of potential customers into sales leads. By adopting best practices, it helps ensure transparency and accountability across teams and optimizes outcomes.
It allows you to identify real opportunities earlier, progress deals faster, and ultimately boost revenue growth. With artificial intelligence and machine learning, it helps prioritize high-value opportunities so reps can nurture them accordingly. It also allows you to automate playbooks as well as allowing you to monitor the important metrics and performance factors that are important to your business.
FreshSales allows you to build an individual sales funnel that includes different stages that track your entire sales process from lead generation to closing. Track events in an orderly timeline to find more view the engagement levels of your customers in a single view and easily spot areas that could be improved. With intelligent automations and integrations, it is easier to keep track of your client management when you’re on the move.
With the help of a deal screen, which looks like a whiteboard you can manage your deals as easily as you manage your clients. You have the possibility of adding notes as well as appointments (calendar) attachments, appointments and other contacts. Create custom deal screens to match the business types of your different departments like one for your software and another for mortgages. You can quickly change between deals with the click of a button from the dashboard view. Zia is the smart assistant, can help you stay on top of your daily tasks by using voice commands and an easy search.