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UncategorizedDeal Tracking Software

Deal Tracking Software

Deal tracking software can help companies to manage the process of converting potential customers into sales leads. It improves the results by making sure that transparency and accountability are maintained within teams.

It allows you to identify real opportunities earlier, make deals faster and ultimately drive revenue growth. With https://digitalbloginfo.com/mcafee-review machine learning and artificial intelligence, it helps identify opportunities that are worth the money so that reps can cultivate them according to. It allows you to automate your playbooks and track the most important metrics that are important to your business.

With FreshSales you can create your own sales pipeline, which is customized with different stages to map your entire process from lead-generation to closing and beyond. Track events chronologically to track your contacts’ engagement levels in one location and pinpoint areas for improvement. With intelligent automations and integrations, it is 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, by using the deal screen which looks similar to whiteboards. You can add notes, appointments attachments, notes, and other contacts. Create custom deal screens that match the business models for each department like one that is for software and another one for mortgages. You can then quickly switch between deals at the press of a button on the dashboard view. You can also utilize Zia, our smart assistant that will keep you on top of your day-to-day tasks by using a quick search and voice commands.

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