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Deal Tracking Software

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Deal tracking software helps companies manage the process of turning potential customers into sales leads. By applying best practices, it guarantees transparency and accountability among teams and enhances the results.

It helps identify opportunities earlier, moving deals more quickly and ultimately driving revenue growth. With machine learning and artificial intelligence helps to identify opportunities that are worth the money so that reps can manage them accordingly. It also allows you to read this post here automate playbooks and allows you to track the most important metrics and performance that are crucial to your business.

FreshSales allows you to build a custom sales funnel with different stages that will guide your entire sales process, from lead generation to closing. Track events in chronological order to track your contacts engagement levels all in one place and pinpoint areas for improvement. With intelligent automations and integrations, it’s easier to keep track of your client management when you’re traveling.

You can manage your deal as easily as you manage clients, by using an interface that appears just like whiteboards. You can add notes, appointments attachments, notes, and other contacts. Create different deal screens to correspond to the business requirements of each department like one for your software and one for mortgages. You can quickly switch between deals with a press of a button from the dashboard view. Additionally, you can use Zia our smart assistant that will help you stay on top of your daily tasks by using a quick search and voice commands.

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