A deal tracker, as CRM (customer relation management) software is a must-have tool for sales teams to help customers from lead to closing. Deal tracking software typically provides sales representatives an easily comprehensible visualization of the different deals and stages of a pipeline, and can be an independent piece of software, or a component of the larger CRM system.
An ideal deal tracking software allows you to modify your sales process by allowing users to develop a distinct sales process for each product or service that they 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 in which a great deal tracking software can make the work easier for a sales team is by aiding them in staying organized and focused. This can be done through automated follow-up reminders, real-time metrics that update automatically according to sales data and workflows that move deals along based on her latest blog prospects or agents’ activities.
The best deal tracking software will aid your team in working more effectively. This is accomplished through the built-in communication tools, such as HD video chatting, screen sharing calendars, shared calendars, and more. These tools will help you and your team stay focused on the task that is in front of you and remain organized. This will result in better results and more efficient workflows.