Deal tracking software can help companies manage the conversion of potential customers into sales leads. By adopting best practices, it ensures transparency and accountability across teams and maximizes the results.
It helps identify opportunities earlier, move deals faster and ultimately drive revenue growth. With machine learning and artificial intelligence helps to reps to prioritize opportunities with high value so they can take care of them in a way that is appropriate. It lets you automate your playbooks, and to monitor the key metrics that matter to your business.
FreshSales lets you create an individual sales funnel that includes different stages that track the entire sales process from lead generation to closing. Track events chronologically to see your contacts’ engagement levels in one place and pinpoint areas for improvement. Intelligent automations and integrations make it easy to here manage your clients even on the move.
With a deal screen that looks like a whiteboard you can manage your deals just as easy as you manage your clients with the ability to add notes and appointments (calendar), attachments and other contacts. Create customized deal screens that align with the business models for each of your departments such as one to manage software and one for mortgages. From the dashboard, you can swiftly switch between deals with the click of a button. You can also utilize Zia our smart assistant to keep you on top of your day-to-day tasks by using a quick search and voice commands.