Just like a CRM (customer relationship management) software helps businesses manage their contacts, a deal tracker is an essential tool to assist sales teams support customers from leads to closing. Deal tracking software typically gives sales reps a clear visualisation of the various stages of the pipeline. It can be an independent component of software or a part of a larger CRM system.
Ideal deal tracking software will allow you to modify your sales funnel, allowing you to create a unique process for each service or product that you offer. This is accomplished by creating a custom deal tracking screen for your different 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 process steps.
Another way in which a great deal tracking software makes the job easier for a sales team is by helping them stay focused and organized. This can be done through automated follow-up reminders and real-time metrics that automatically update according to sales data and workflows that move deals forward based on the agent or prospect activity.
A lot tracking software can also help your sales team collaborate better with each other and this is typically achieved through built-in tools that aid in communication, such as an actionable work-chat, HD video chatting with screen sharing, shared calendars and more. Utilizing these tools will allow your team to remain coordinated and focused on the job that are at hand, which will result in more efficient workflows and greater results.