Deal Tracking Software

Deal tracking software aids companies manage the process of converting potential customers into sales leads. It improves the results by making sure that transparency and accountability are maintained within teams.

It helps to identify real opportunities earlier, advancing deals quicker and ultimately boosting revenue growth. Artificial Intelligence and Machine-Learning aid reps in identifying prospects with high value 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 factors that are important to your business.

FreshSales allows you to build an individual sales funnel that includes different stages that guide your entire sales process from lead generation to closing. Record events on a chronological timeline to see the engagement levels of your contacts in a single view and easily spot areas that could be improved. Intelligent automations and integrations make it easy to manage your clients even while on the moving.

With the help of a deal screen, which looks like a whiteboard it is possible to manage your deals just like you manage your clients with the ability to add notes as well as appointments (calendar) attachments, and other contacts. Create custom deal screens to be able to match the business styles of each department such as one for your software and one for mortgages. From the dashboard, you can swiftly switch between deals by clicking an icon. Zia The smart assistant can assist you in staying on track with your daily tasks by using voice commands and the ability to search quickly.

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