Just like a CRM (customer relationship management) software, which helps businesses manage their contacts, a deal tracker is an essential tool to help sales teams nurture customers from lead generation to closing. Deal tracking software provides sales reps a clear view of the various deals and phases of the pipeline. It can be a stand-alone piece of software or an element of an existing CRM system.
A reputable deal tracking application lets you customize your pipeline by allowing users the ability to create a distinct sales procedure for each service or product they provide. This is done by creating an individual deal tracking screen to track your various sales pipelines. It’s also crucial to be able connect each of these screens to leads in the central deal center to guide them through the procedure steps.
Another way that good deal tracking software makes the task easier for a sales team is by aiding them in staying organized and focused. This Clicking Here can be accomplished through automated reminders to follow-up and real-time deal metrics that automatically update in response to sales data and workflows that make deals move in response to prospect or agent activity.
A variety of deal tracking software can also help your sales team collaborate better with each other, and this is often accomplished through built-in tools that facilitate communication such as an actionable work-chat, HD video chatting with screens sharing, shared calendars and more. Using these tools will help your team stay organized and focused on the task that are at hand, which will result in more efficient workflows and greater results.