A deal tracker, as CRM (customer relation management) software, is an essential tool for sales teams in nurturing customers from lead to close. Deal tracking software provides sales reps an easy view of the various deals and stages of pipeline. It is a separate piece of software, or as a component of a CRM system.
The ideal deal tracking software allows you to tailor your sales funnel, allowing you to create a unique process for each service or product that you offer. This is achieved through the option to create a custom deal tracking screen for each of your sales pipelines, and it’s essential that you are able to connect these individual screens to leads at the central deal center in order to guide them through each step.
Another way that a good deal tracking software makes the task easier for a sales team is by aiding them in staying organized and focused. This can be accomplished with automated follow-up reminders and real-time metrics that update automatically in response to sales data, and workflows that move the deals forward based on the activity of the prospect or agent.
A good deal tracking software This Site can help your sales team communicate more effectively with each other and is usually accomplished through built-in tools that facilitate communication such as actionable work-chat, HD video chatting with screen sharing, shared calendars and more. These tools can assist you and your team stay focused on the task at hand and remain in sync. This will lead to better results and more efficient workflows.