A deal tracker, like CRM (customer relation management) software, is an essential tool for sales teams to manage customers from lead to close. Deal tracking software generally gives sales reps a clear visualisation of all the stages of a pipeline, and can be an independent component of software or part of a larger CRM system.
The best deal tracking software will allow you to customize your pipeline, allowing you to create a unique process for each service or product that you offer. This is achieved by creating an individual deal tracking screen for the 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 a good deal tracking software can make the work easier for a sales team is by helping them stay organized and focused. This can be accomplished through automated reminders to follow up and real-time deal metrics that automatically update according to sales data and workflows that allow deals to move in response to agent or prospect activity.
The most effective deal tracking software can also assist your team to collaborate more effectively. This is accomplished through the built-in communication tools such as HD video chat, screen sharing calendars, shared calendars, and more. These tools will aid you and your team remain focused on the task at hand and remain coordinated. This will result in better results and more efficient workflows.
