Deal tracking software helps companies to manage the process of turning potential customers into sales leads. By using best practices, it guarantees transparency and accountability across teams and optimizes outcomes.

It assists in identifying real opportunities sooner, progressing deals faster and ultimately driving revenue growth. Artificial intelligence and machine learning assist reps in identifying high-value prospects so they can nurture them appropriately. It lets you automate your playbooks and monitor the most important metrics to your business.

With FreshSales, you can build a customized sales pipeline with various stages to map your entire process from lead-generation to closure and beyond. Keep track of events in chronological order to assess your customers engagement levels in www.digitalbloginfo.com/avg-review one place and identify areas for improvement. Intelligent automations and integrations allow you to manage your clients even while on the move.

You can manage your deal as simply as you manage clients, with an interface that appears just like whiteboards. You can add notes, appointments attachments, notes and related contacts. Create a variety of custom deal screens that reflect the business needs of each department such as one for your software, and another for mortgages. From the dashboard, you can quickly change between deals by hitting an icon. You can also utilize Zia our intelligent assistant to help you stay in the loop with your day-to-day tasks with a quick Google search and voice commands.