A deal tracker, as CRM (customer relation management) software, is an essential tool for sales teams to nurture customers from lead to close. Deal tracking software provides sales reps a clear view of the various deals and different stages of a pipeline. It can be an independent piece of software, or part of the CRM system.
Ideal deal tracking software allows you to personalize your sales pipeline, allowing you to create a distinct process for each product or service that you provide. This is achieved by constructing an individual deal tracking screen for the various sales pipelines. It’s also important to be able to connect all 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 work easier for a sales team is by aiding them in staying focused and organized. This is accomplished by automated reminders to follow-up and real-time deal metrics that automatically update according to sales data, and workflows that help move deals forward in response to prospect or agent activity.
A good deal tracking software can assist your sales team in collaborating more effectively This is typically achieved through built-in tools that facilitate communication such as actionable work-chat, HD video chatting with screens sharing, shared calendars, and many more. The use of these tools will assist your team to remain coordinated and concentrated on the tasks at hand, which can result in more efficient workflows and better results.