Deal tracking software can help businesses manage the conversion of potential customers into sales leads. By applying best practices, it helps ensure transparency and accountability across teams and maximizes the results.
It assists in identifying real opportunities earlier, make deals faster, and ultimately boost revenue growth. Artificial Intelligence and Machine-Learning can help reps identify high-value prospects so that they can develop them in the best way. It lets you automate your playbooks, and to monitor the most important metrics to your business.
FreshSales lets you build a custom sales funnel with different stages that will guide your entire sales process from lead generation to closing. Keep track of events in chronological order to track your contacts engagement levels in one place, and identify areas to improve. With intelligent automations and integrations, it’s easier to keep track of your client management, even when you’re out and about.
With a deal screen that appears like a whiteboard, you can manage your deals the same way you manage your clients with the ability to add notes or appointments (calendar) attachments, and other contacts. Create different custom deal screens that match the business types of each of your departments like one for your software and one for mortgages. You can quickly change between deals with the press of a button from the dashboard view. You can also use Zia our intelligent assistant that can keep you on top of your day-to-day tasks by using a quick search and voice commands.