Deal tracking software aids companies to manage the process of converting potential customers into sales leads. By adopting More Bonuses best practices, it ensures transparency and accountability across teams and optimizes results.
It assists in identifying opportunities earlier, moving deals faster and ultimately driving revenue growth. With artificial intelligence and machine learning can help identify opportunities that are worth the money so that reps can take care of them in a way that is appropriate. It lets you automate your playbooks and track the most important metrics to your business.
FreshSales lets you create a customized sales funnel with different stages that will define your entire sales cycle, from lead generation to closing. Track events in a chronological timeline, allowing you to see the engagement levels of your contacts in a single glance and easily spot areas that could be improved. With intelligent automations and integrations, it’s easier to keep track of your client management even when you’re traveling.
You can manage your deals as simply as you manage clients, with the deal screen which looks similar to a whiteboard. You can add appointments, notes attachments, notes and related contacts. Create custom deal screens that match the business types of every department like one that is for software and another one for mortgages. From the dashboard, you can easily change between deals by hitting the button. Zia The smart assistant will assist you in staying on top of your daily tasks using voice commands and an easy search.