Deal tracking software can help businesses manage the conversion of potential customers into sales leads. By adopting best practices, it guarantees transparency and accountability among teams and enhances results.
It helps to spot real opportunities earlier, make deals faster and ultimately lead to revenue growth. With artificial intelligence and machine learning, it helps identify opportunities that are worth the money so that reps can cultivate them according to. It allows you to automate your playbooks as well as monitor the key metrics that matter to your business.
FreshSales lets you create a custom sales funnel with different stages that define your entire sales process from lead generation to closing. Record events on a chronological timeline, allowing you to see the engagement levels of your customers in one place and quickly identify areas that could be improved. Intelligent automations and integrations make it easy to manage your clients even while on the on the move.
You can manage your deal as simply as you manage clients, by using a deal screen that appears similar to a whiteboard. You can add notes, appointments, attachments, and related contacts. Create different custom deal screens that correspond to the business requirements of your different departments like one for your software, and another for mortgages. From the dashboard, you can quickly switch between deals by clicking on a button. Zia The smart assistant will help you stay on top of your daily tasks with voice commands and the ability to search quickly.