Deal Tracking Software

Deal tracking software aids companies to manage the process of turning potential customers into sales leads. It enhances results by ensuring transparency and accountability within teams.

It assists in identifying real opportunities earlier, advancing deals faster, and ultimately promoting 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 lets you automate your playbooks, and to www.digitalbloginfo.com/document-security-made-simple-with-virtual-data-room monitor the key metrics that matter to your business.

With FreshSales, you can build an individual sales pipeline that includes various stages to map your entire process from lead generation to closing and beyond. Keep track of events on a chronological timeline so you can see the engagement levels of your contacts in a single glance and easily pinpoint any areas that could be improved. Intelligent automations and integrations allow you to manage your clients even on the on the move.

With a deal screen that appears like a whiteboard and allows you to manage your deals just as easily as managing your clients. This includes the possibility of adding notes as well as appointments (calendar) attachments and related contacts. Create custom deal screens that correspond to the business types for each of your departments such as one that is for software and another one for mortgages. From the dashboard, you can swiftly switch between deals with the click of on a button. You can also use Zia, our smart assistant that can keep you on top of your day-today tasks by using a quick search and voice commands.