Deal tracking software helps companies to manage the process of turning potential customers into sales leads. It improves the results by making sure that transparency and accountability are maintained within teams.
It helps identify opportunities earlier, moving deals more quickly and ultimately driving revenue growth. Machine learning and artificial intelligence assist reps in identifying high-value prospects so they can cultivate them in the right way. It also lets you automate playbooks as well as allowing you to monitor the important metrics and performance that are most important to your business.
FreshSales allows you to create an individual sales funnel that includes different stages that define your entire sales process from lead generation to closing. You can track events in a chronological timeline, allowing you to see the engagement levels of your contacts in one place and easily spot areas for improvement. Intelligent automations and integrations help you to manage your clients, even on the moving.
You can manage your deals as easy as managing clients, using an interface that appears just like whiteboards. You can add notes, appointments attachments, notes and related contacts. Create different custom deal screens to match the business types of each of your departments – say one for your software and one for mortgages. You can quickly change between deals with the pressing of a button in the dashboard view. You can also make use of Zia our smart assistant that will keep you on top of your day-to-day tasks using a quick search and voice commands.
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