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Just like a CRM (customer relationship management) software, which helps businesses manage their contacts deal trackers are an essential tool to help sales teams nurture customers from leads to closing. Deal tracking software typically provides sales reps an easy-to-understand visual representation of the various stages of the pipeline. It can be an independent best cloud storage services piece of software or a part of a larger CRM system.
A great deal tracking software allows you to customize your pipeline by allowing users to create a distinct sales process for each service or product they offer. This is achieved through the option of creating a custom deal tracking screen for each of your sales pipelines, and it’s essential to connect these individual screens to leads in the central deal center in order to guide them through each procedure step.
Another way that a good deal tracking software makes the job easier for sales team is by helping them stay organized and focused. This can be accomplished with automated reminders to follow-up, real-time deal metrics that automatically update according to sales data and workflows that make deals move in response to agent or prospect activity.
The most effective deal tracking software will help your team to collaborate more efficiently. This is done through the built-in communication tools, such as HD video chat screen sharing calendars, shared calendars, and more. These tools can help your team to remain coordinated and concentrated on the tasks at hand, which will lead to more efficient workflows and more effective results.