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A deal tracker, just like CRM (customer relation management) software is a must-have tool for sales teams in nurturing customers from lead to close. Deal tracking software typically provides sales reps an easily understood visualisation of all the deals and stages of the pipeline. It can be an independent component of software or an integral part of the larger CRM system.
A good deal tracking program lets you customize your sales process by allowing users to develop a distinct sales procedure for each service or product they provide. This is accomplished by the option to create an individual deal tracking page for each of your various sales pipelines, and it's also important that you're able to connect these screens to leads at the central deal center in order to guide them through each procedure step.
A good deal tracking tool can also make the job of sales teams easier by helping them stay organized and focused. This is accomplished by automated reminders to follow up real-time deal metrics, which automatically update in response to sales data and workflows that move deals along in response to prospect or agent activity.
The most effective deal tracking software can also help your team to collaborate more efficiently. This is achieved by the built-in communication tools, such as HD video chat, screen sharing calendars, shared calendars, and more. Using these tools will help your team stay organized and focused on the work that are at hand, which will improve workflows and greater results.
