Deal Tracking Software

Deal tracking software can assist companies manage the conversion of potential customers into sales leads. It optimizes results by creating transparency and accountability in teams.

It helps to spot opportunities earlier, move deals faster and ultimately drive revenue growth. With artificial intelligence and machine learning helps to identify opportunities that are worth the money so that reps can take care of them in a way that is appropriate. It also allows you to automate playbooks and allows you to monitor the key metrics and performance that are crucial to your business.

FreshSales allows you to create an individual sales funnel, with various stages that will guide your entire sales process from lead generation to closing. Track events in an orderly timeline to view the engagement levels of your contacts in a single view and easily identify any areas for improvement. Intelligent automations and integrations allow you to manage your clients even on the on the move.

You can manage your deal as easily as you manage clients, with a deal screen that looks like whiteboards. You can add notes, appointments attachments, notes, and related contacts. Create a variety of custom deal screens to match the business types of each of your departments – say one for your software and one for mortgages. From the dashboard, you are able to quickly change between www.digitalbloginfo.com/best-cloud-storage-services deals by hitting an icon. You can also utilize Zia, our smart assistant that can help you stay on top of your day-to-day tasks with a quick Google search and voice commands.

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