Deal tracking software can assist businesses manage the conversion of potential customers into sales leads. By implementing best practices, it helps ensure transparency and accountability across teams and optimizes the results.

It helps identify real opportunities sooner, progressing deals more quickly and ultimately driving revenue growth. With machine learning and artificial intelligence it helps reps to prioritize opportunities with high value so they can nurture them accordingly. It lets you automate your playbooks, and to monitor the key metrics that matter to your business.

FreshSales allows you to create a custom sales funnel with various stages that will map the entire sales process from lead generation to closing. Keep track of events in chronological order to see your contacts engagement levels all in one location and pinpoint areas for improvement. With intelligent automations and integrations, it’s easier to keep up with your client management, even when you’re on the move.

You can manage your deals just as easy as managing clients, with the deal screen which looks similar to a whiteboard. You can add notes, appointments attachments, notes and related contacts. Create different custom deal screens that reflect the business needs of each of your departments such as one for your software, and another for mortgages. You can quickly switch between deals at the press of a button on the dashboard view. You can also make use of Zia, our smart https://digitalbloginfo.com/easy-internet-access-with-touch-vpn assistant to help you stay in the loop with your day-to-day tasks with a quick search and voice commands.