Simple Deal Management
A systematic sales process of identifying, tracking, and closing business opportunities requires a reliable and shared solution. When focusing on accounts, it involves managing all interactions and activities related to a specific company or organization, ensuring that every touchpoint is recorded and accessible. This organizer encompasses every stage of the sales pipeline, from prospecting and lead qualification to negotiation, contract signing, and post-deal follow-up.
Here, you maintain a list of business opportunities, individual deals, and all related information throughout all stages of the sales cycle. You keep records of sales meetings, tasks, and attach all necessary documents for each deal. In the process of acquiring new customers or opportunities, you have all relevant information here, including the breakdown into the various stages of the sales cycle.
Centralized Deal Opportunities Data
- Comprehensive Storage: All information related to a deal, including customer details, communication history, and documents, is stored in one place. This centralization improves collaboration and ensures that all team members have access to up-to-date information.
- Key Components: Basic opportunity or demand description, RFP, RFQ
- Meeting minutes
- Tasks based on meetings
Pipeline Tracking:
- Deals move through various stages of a sales pipeline, such as qualification, negotiation, and closure.
- This provides a clear visual of where each opportunity stands and helps prioritize tasks.
How to Manage the Stages of Your Sales Deals
- Move individual sales deals and opportunities between sales stages, depending on how your negotiations with the customer are progressing.
- By default, you have 4 basic stages set up, which you can customize to suit your needs.
- Use the kanban board or table (coming soon) to manage stages.
How to Manage Deal-related documents and other attachments
- If you have important documents, such as an RFI, Request for Proposal, or your bid or other qualification documents, place them in the Attachments tab. This way, you'll always have an overview of important business case documents in one place.
How to keep Sales Meeting Minutes
- For each deal, you can also keep track of all interactions, such as meetings, negotiations, phone calls, or emails.
- For recording various business meetings and activities, use the Notes tab.
- They are automatically attached to the sales opportunity and won't get lost.
- You can see the entire history of meetings and contacts here.
How to Plan Activities of your Sales Team
- Use activity plans to assign a sequence of tasks that salespeople must go through and complete
- You create this checklist yourself, exactly as you need it.
- See how you can create your own list of sales activities
How to Manage Tasks for Sales Deals Clearly
- All tasks you assign to your colleagues or receive from them are neatly organized under the "Tasks" tab.
How to Collaborate in Your Sales Team
- Features like shared calendars, task assignments, and team communication tools enhance collaboration among sales teams1.
- This ensures that everyone is aligned and working towards the same goals
How to Grant Access to Deals to Sales Representatives
- By default, sales representatives can see all sales cases
- If you want to restrict their access, see how to do it here