Tools for opportunity tracking
Tracking opportunities manually can be inefficient and prone to error. It is highly recommended to use a software to track the ongoing pipeline. We recommend using Freshsales because of its all-in-one offering, ease of use, affordable plans, customisation, and strong workflows and automation.
Some features of the CRM:
- Pipeline Management: This feature enables you to track and manage deals through each stage of the sales pipeline. You can view deal progress, assign tasks, set reminders, and collaborate with team members to close deals faster.
- Sales Analytics and Reporting: Freshsales offers comprehensive analytics and reporting capabilities to gain insights into your sales performance. You can track key metrics, create custom reports, and visualize data through charts and graphs to identify trends, evaluate team performance, and make data-driven decisions.
- Email Tracking and Engagement: Freshsales provides email integration, allowing you to send and receive emails within the CRM. It includes features like email tracking, which notifies you when a recipient opens your email, and email scheduling, which enables you to send emails at a later time.
- Contact and Lead Management: Freshsales allows you to organize and manage your contacts and leads effectively. You can capture leads from various sources, track their interactions, and segment them based on criteria like industry, behavior, or geography.
- Workflow Automation: With Freshsales, you can automate repetitive tasks and streamline your sales processes. The platform allows you to create workflows and set up triggers, actions, and conditions to automate actions like assigning leads, sending follow-up emails, or updating records
- Lead Scoring: includes AI-enabled lead scoring capabilities that help prioritize leads based on their behavior, engagement, and other criteria. This allows your sales team to focus on the most promising leads and increase conversion rates.
Tools for opportunity tracking
Tracking opportunities manually can be inefficient and prone to error. It is recommended to use a software to track the ongoing pipeline.
Some examples:
Having these tools will make it easier to monitor the pipeline. Almost all services will offer a sales dashboard which will give you a easy-to-read overview of how the pipeline is looking at any given time.
