Deal tracking software can assist companies to convert potential customers into sales leads. By using best practices, it guarantees transparency and accountability across teams and optimizes outcomes.

It helps to spot real opportunities earlier, make deals faster and ultimately lead to revenue growth. With machine learning and artificial intelligence, it helps reps to prioritize opportunities with high value so they can take care of them in a way that is appropriate. It also allows you to automate playbooks as well as allowing you to monitor the key metrics and performance factors that are important to your business.

FreshSales lets you build a custom sales funnel with various stages that will track the entire sales process from lead generation to closing. Keep track of events on a chronological timeline so you can see the engagement levels of your contacts in a single glance and easily spot areas for improvement. Intelligent automations and integrations make it easier to manage your clients, even while on the on the move.

You can manage your deals as effortlessly as you manage your clients, with a deal screen that appears just like a whiteboard. You can add notes, appointments, attachments, and related contacts. Create different deal screens to match the business types of each department – say one www.digitalbloginfo.com/ for your software, and another for mortgages. It is then easy to switch between deals with a pressing of a button in the dashboard view. You can also make use of Zia, our smart assistant that can assist you in staying in the loop with your day-to-day tasks by using a quick search and voice commands.