22 Oct Deal Tracking Software
Deal tracking software can assist companies convert potential customers into sales leads. It improves the results by making sure that transparency and accountability are maintained within teams.
It helps in spotting opportunities earlier, moving deals quicker and ultimately boosting revenue growth. With machine learning and artificial intelligence can help identify opportunities that are worth the money so that reps can take care of them in a way that is appropriate. It also lets you automate playbooks and allows you to track the most important metrics and performance that are crucial to your business.
FreshSales lets you build a custom sales funnel with various stages that map your entire sales process from lead generation to closing. Track events in a chronological timeline, allowing you to see the engagement levels of your customers in a single view and easily pinpoint any areas that could be improved. Intelligent automations and integrations make it easy to manage your clients, even on the move.
With an offer screen that appears like a whiteboard it is possible to manage your deals just as easily as you manage your clients. You have the possibility of adding notes, appointments (calendar) attachments, and contacts. Create custom deal screens that match the business types for each department, such as one for software and another for mortgages. From the dashboard, you are able to quickly switch between deals by pressing on a button. Zia the smart assistant will help you stay on track with your daily tasks by using voice commands and the ability to search quickly.
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