Deal tracking software aids companies to manage read this post here the process of turning potential customers into sales leads. It maximizes the effectiveness of sales by providing transparency and accountability within teams.
It allows you to identify real opportunities earlier, make deals faster and ultimately lead to revenue growth. Artificial intelligence and machine-learning help reps prioritize high-value prospects to cultivate them in the right way. It lets you automate your playbooks as well as monitor the most important metrics to your business.
FreshSales lets you create an individual sales funnel that includes different stages that map your entire sales cycle, from lead generation to closing. Track events in a chronological timeline to see the engagement levels of your contacts in one glance and quickly identify areas that could be improved. Intelligent automations and integrations make it easy to manage your clients, even when you are on the move.
With a deal screen that looks like a whiteboard and allows you to manage your deals the same way managing your clients. This includes the possibility of adding notes or appointments (calendar) attachments, appointments and contacts. Create different custom deal screens that be able to match the business styles of each of your departments such as one for your software and another for mortgages. It is then easy to change between deals with the press of a button from the dashboard view. Zia The smart assistant can assist you in staying on track with your daily tasks by using voice commands and an easy search.