Deal tracking software can help companies manage the conversion of potential customers into sales leads. It improves the results by making sure that transparency and accountability are maintained within teams.
It assists in identifying real opportunities earlier, making deals faster, and ultimately promoting revenue growth. Artificial intelligence and machine-learning can help reps identify high-value prospects so they can cultivate them in the right way. It allows you to automate your playbooks and monitor the most important metrics that are important to your business.
FreshSales allows you to create an individual sales funnel that includes different stages that define your entire sales cycle, from lead generation to closing. Track events chronologically to assess your customers engagement levels in one place, and identify areas for improvement. With intelligent automations and integrations, it’s easier to keep up with the management of your clients, even when you’re traveling.
With an offer screen that appears like a whiteboard, you can manage your deals as easily as you manage your clients. You have the ability to add notes and appointments (calendar) attachments, appointments and other contacts. Create different deal screens that correspond to the business requirements of each of your departments such as one for your software and another for mortgages. You can then quickly switch between deals with a click of a button from the dashboard view. Zia is the smart assistant can assist you in staying on top of your daily tasks using voice commands and an easy search.