Deal tracking software can assist companies convert potential customers into sales leads. By adopting best practices, it ensures transparency and accountability across teams, and improves results.
It helps to spot real opportunities earlier, progress deals faster and ultimately drive revenue growth. With artificial intelligence and machine learning can help prioritize high-value opportunities so reps can cultivate them according to. It lets you automate your playbooks, and to monitor the most important metrics that are important to your business.
With FreshSales it is possible to create a custom sales pipeline using various stages to map your entire process from lead generation to closure and beyond. Keep track of events chronologically to assess your customers engagement levels in one location and pinpoint areas for improvement. Intelligent automations and integrations make it easier to manage your clients even when you are on the move.
With a deal screen that looks like a whiteboard and allows you to manage your deals as easily as you manage your clients. You have the possibility of adding notes, appointments (calendar) attachments and other contacts. Create different custom deal screens that reflect the business needs of each of your departments – say one for your software and another for mortgages. From the dashboard, you can easily change between deals by hitting a button. Zia The smart assistant, can assist you in staying on track with your daily tasks using voice commands and an easy search.
