Like a CRM (customer relationship management) software helps businesses manage their contacts Deal trackers are an essential tool to help sales teams to nurture customers from leads to closing. Deal tracking software gives sales representatives a clear visual of the various deals and phases of the pipeline. It can be an independent piece of software or an element of a CRM system.
The ideal deal tracking software will allow you to modify your sales funnel, allowing you to design a unique process for each service or product that you offer. This is achieved through the option of creating a custom deal tracking screen for each of your different sales pipelines. It’s crucial that you’re able to connect these individual screens to leads at the central deal center to guide them through each step.
Another way in which a great deal tracking software makes the job easier for a sales team is by aiding them in staying organized and focused. This can be accomplished with automated follow-up reminders, live metrics that update automatically according to sales data and workflows that move deals forward based on the prospect or agent activity.
The most effective deal tracking software can help your team to collaborate more efficiently. This is accomplished through the built-in communication tools such More Bonuses as HD video chat screen sharing and shared calendars. The use of these tools will assist your team stay organized and concentrated on the tasks in front of them, which will improve workflows and greater results.