Deal tracking software can assist companies to convert potential customers into sales leads. It optimizes results by making sure that transparency and accountability are maintained within teams.
It helps identify opportunities earlier, move deals faster and ultimately drive revenue growth. With artificial intelligence and machine learning it helps reps prioritize opportunities of high value so they can nurture them accordingly. It also allows you to automate playbooks and allows you to monitor the important metrics and performance that are crucial to your business.
FreshSales allows you to build a custom sales funnel with different stages that track the 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 glance and quickly identify areas that could be improved. With intelligent automations and integrations, it’s easier to keep up with the management of your clients, even when you’re out and about.
With a deal screen that appears like a whiteboard and allows you to manage your deals just like you manage your clients. It gives you the possibility of adding notes, appointments (calendar) attachments and contacts. Create custom deal screens to match the business types of each of your departments like one for your software and one for mortgages. From the dashboard, you are able to quickly switch between deals by clicking an icon. You can also make use of Zia, our smart assistant to help you stay on top of your day-to-day tasks with a quick Google search and voice commands.
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