Deal Tracking Software

Deal tracking software can help companies manage the conversion of potential customers into sales leads. By implementing best practices, it guarantees transparency and accountability across teams and maximizes outcomes.

It allows you to identify real opportunities earlier, make deals faster, and ultimately boost revenue growth. With artificial intelligence and machine learning helps to reps prioritize opportunities of high value so they can take care of them in a way that is appropriate. It also lets you automate playbooks, and enables you to track the most important metrics and performance that are crucial to your business.

FreshSales lets you build an individual sales funnel that includes different stages that will guide your entire sales process from lead generation to closing. Keep track of events on a chronological timeline, allowing you to see the engagement levels of your customers in a single view and quickly identify areas for improvement. 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 just the same way managing your clients. This includes the ability to add notes as well as appointments (calendar) attachments, appointments and contacts. Create custom deal screens to be able to match the business styles of your different departments – say one for your software, and another for mortgages. From the dashboard, you can easily switch between deals by pressing an icon. You can also use Zia our intelligent assistant, to keep you on top of your day-to-day tasks with a quick search and voice commands.

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