A deal tracker, as CRM (customer relation management) software, is an essential tool for sales teams to help customers from lead to closing. Deal tracking software provides sales reps a clear picture of the various deals and phases of pipeline. It can be an independent piece of software or an element of a CRM system.

A good deal tracking program allows you to personalize your pipeline by allowing users to create a unique sales process for each product or service that they offer. This is accomplished by creating a custom deal tracking screen for each of your 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.

A good deal tracking software can make the job of a sales team easier by assisting them to remain focused and organized. This can be achieved through automated reminders to follow up and real-time deal metrics that automatically update based on sales data, and workflows that allow deals to move in response to prospect or agent activity.

A variety of deal tracking software can aid your sales team to collaborate more effectively with each other, and this is often accomplished through built-in tools that facilitate communication such as working-chat that is actionable, HD video chatting with screen sharing, shared calendars, and many more. These tools will assist you and your team remain focused on the task at hand and remain coordinated. This will result in better results and more efficient workflows.

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