Deal Management
Shorten your sales cycle
Keeping track of your opportunities and engaging with them regularly is the surefire way to crack Deals.
Close More Deals with 99sales CRM
- Manage deals, their value and forecasted closure date.
- Focus on the deals that have higher chances of closure.
- Stay updated on critical information about your deals, any time, anywhere.
- Use kylas for account based marketing with multiple contacts on a deal.
- Use smart filters for sharper of your team’s performance.
- Analyze your deals by pipeline stages to understand where you stand versus targets.
- Monitor your sales team’s performance.
- Get History Feed to track activities and work done on a deal
Includes
Custom Fields
Multiple Products & Services
Smart Filters
Forecasted Deal Value
Identify The Right Sales Opportunities
99 Lead Management provides you with a 360º view of all your deals. It enables you to determine how a deal is performing, helps you identify the next best action, and monitors deals that need attention.
Track Where Your Business Is Heading
Using 99 Lead Management see all your deals in one place to gain perspective on your business health. With the help of smart lists get a snapshot of the number of deals at each stage and their worth.
Create Different Pipelines For Different Sales Products
A single pipeline doesn’t suffice for growing businesses dealing with multiple products and services or sales processes based on geography. With 99 Lead Management, you can create multiple customized pipelines, and activate and deactivate to suit your sales process.
Share Deal Information With Other Users
Collaborate on the same deal and increase its odds of closing. With 99 Lead Management you can share deals with a user or a team in your account.
Benefits of Deal Management
Helps manage and maintain strong sales pipelines
Helps in prioritizing deals that are more likely to convert
Helps in maintaining consistent and contextual messaging
Helps create accurate sales forecasts
Improve sales team collaboration and communication
Automates repetitive tasks
Frequently Asked Questions
Efficient deal management offers several key benefits, especially when using a CRM like 99Sales CRM:
- Streamlined Sales Process: By organizing deals efficiently, sales teams can prioritize leads, manage follow-ups, and move prospects through the sales funnel more effectively.
- Improved Productivity: Automation of routine tasks, such as updating deal stages or setting reminders, allows sales reps to focus on closing deals rather than administrative work.
- Better Forecasting: With clear visibility into the status of each deal, businesses can predict future revenue more accurately and make data-driven decisions.
- Increased Customer Satisfaction: Efficient deal management ensures that no customer is overlooked. Prompt responses and follow-ups lead to better customer experiences and stronger relationships.
- Enhanced Collaboration: Team members can easily access deal information, improving communication and collaboration across departments, which leads to more cohesive efforts and quicker deal closures.
- Data-Driven Insights: By tracking deal performance, businesses can identify trends, understand what works, and refine their strategies for continuous improvement.
99Sales CRM simplifies deal management by providing an intuitive platform that organizes, tracks, and streamlines every aspect of the sales process. Key features include:
- Visual Deal Pipelines: The CRM offers customizable visual pipelines, allowing sales teams to track the progress of each deal from start to finish. This makes it easier to identify bottlenecks and take timely actions.
- Automated Deal Progression: With automated workflows, deals can be moved between stages without manual intervention, saving time and reducing the chances of errors.
- Real-Time Updates: Sales reps receive real-time notifications about deal updates, ensuring they never miss important developments and can act swiftly to close opportunities.
- Deal Prioritization: The system helps prioritize deals based on value, probability of closing, and stage in the pipeline, allowing teams to focus on the most promising opportunities.
- Collaboration Tools: Team members can share notes, files, and updates on specific deals, promoting better collaboration and communication within the sales team.
- Performance Tracking: The CRM provides detailed reports on deal performance, enabling managers to assess team productivity and make data-driven decisions to improve results.
