Deal tracking software aids companies to manage the process of converting potential customers into sales leads. By adopting best practices, it guarantees transparency and accountability across teams, and improves results.

It helps in spotting opportunities earlier, moving deals more quickly and ultimately driving revenue growth. Machine learning and artificial intelligence assist reps in https://digitalbloginfo.com/things-you-must-know-about-scanguard-antivirus identifying high-value prospects so they can cultivate them in the right way. It also allows you to automate playbooks and allows you to monitor the important metrics and performance that matter most to your business.

With FreshSales you can create an individual sales pipeline that includes different stages to map your entire process from lead generation to closing and beyond. Keep track of events in chronological order to view your contacts’ engagement levels in one place and identify areas for improvement. Intelligent automations and integrations make it easier to manage your clients, even when you are on the on the move.

With a deal screen that looks like a whiteboard it is possible to manage your deals as easily as you manage your clients. You have the ability to add notes as well as appointments (calendar) attachments, and other contacts. Create customized deal screens that align with the business types of each department, such as one for software and one for mortgages. From the dashboard, you can swiftly switch between deals by clicking the button. Zia The smart assistant can assist you in staying on top of your day-to-day tasks using voice commands and a quick search.