Deal tracking software can assist businesses manage the conversion of potential customers into sales leads. It maximizes the effectiveness of sales by making sure that transparency and accountability are maintained within teams.
It helps to identify real opportunities earlier, advancing deals faster and ultimately driving revenue growth. With machine learning and artificial intelligence can help identify opportunities that are worth the money so that reps can manage them accordingly. It lets you automate your playbooks and monitor the most important metrics that are important to your business.
FreshSales lets you create an individual sales funnel, with different stages that will map the entire sales process from lead generation to closing. You can track events in a chronological timeline, allowing you to see the engagement levels of your contacts in a single view and easily pinpoint any areas for improvement. Intelligent automations and integrations help you to manage your clients, even while on the move.
With a deal screen that looks like a whiteboard, you can manage your deals as easily as managing your clients. This includes the possibility of adding notes, appointments (calendar), attachments and other contacts. Create custom deal screens that are based on the business type for every department such as one for software and another for mortgages. From the dashboard, you can easily switch between deals by pressing a button. You can also utilize Zia our intelligent assistant that will help you stay on top of your day-today tasks with a quick Google search and voice commands.
