Deal tracking software can assist businesses manage the conversion of potential customers into sales leads. By applying best practices, it helps ensure transparency and accountability among teams and enhances the results.
It allows you to identify real opportunities earlier, make deals faster, and ultimately boost revenue growth. With machine learning and artificial intelligence it helps reps prioritize opportunities of high value so they can cultivate them according to. It lets you automate your playbooks, and to monitor the most important metrics to your business.
With FreshSales you can create your own sales pipeline, which is customized with various stages to map your entire process from lead-generation to closure and beyond. Track events in chronological order to see your contacts engagement levels all in one place and pinpoint areas to improve. With intelligent automations and integrations, it’s easier to keep up with your client management, even when you’re traveling.
You can manage your deals just as easily as you manage clients, with the deal screen which looks similar to whiteboards. You can add notes, appointments attachments, notes, and other contacts. Create custom deal screens that are based on the business type for every department, such as one for software and one for mortgages. From the dashboard, you are able to quickly switch between deals with the click of an icon. Additionally, you can use Zia our intelligent assistant, to keep you on top of your day-to-day tasks with a quick search and voice commands.