Deal click tracking software allows you to track your sales leads. It also assists you in analyzing the performance of your team and pinpoint areas for improvement. It also enables you to organize and prioritize each lead so that you can close more deals faster.
If you walk into the office of a salesperson, you will likely see them working on a white board. As the deal moves forward or backwards, they’ll add new columns. It is time-consuming and difficult to keep track of.
A deal tracking software can help you move away from this outdated method of recording and recording deals. With it, you can design and manage pipelines and workflows that assist you in tracking the stages of deals and milestones. This solution allows you to customize and automate workflows, assign tasks, and give reminders. It can also be used to focus on transactions that are high-priority, screen investments in minutes instead hours, and provide a clear view on pipeline forecasts using in-line estimates.
Another advantage of using a deal management system is that it offers you central storage to store and connect all of your information. The data includes information on the investment that is being considered as well as details of other stakeholders. It is also shared with experts outside of the company for due diligence purposes. Some features include a data room virtual, customized reporting as well as collaboration and access security.