This article is for sales managers, sales representatives, and others who need to manage sales activities separately from customers, especially if you have multiple sales opportunities with one customer. Using sales opportunity tracking is beneficial and recommended if:
- You track customers and sales opportunities separately
- You have regular customers with repeat orders and need to track each order separately (unique deadlines, documents, tasks)
How to do it in Aptien CRM:
- For customer information, use customer records
- Also use the sales opportunity organizer (you can also use the Projects organizer, it works similarly and is often used to manage execution as well)
- Link each sales opportunity to a customer using connections
Managing All Your Customer Deals
A systematic sales process for identifying, tracking, and closing deals requires a reliable and shared solution. Here you can manage a list of sales opportunities, individual deals, and all related information at every stage of the sales cycle. Keep records of sales meetings, tasks, and attach all necessary documents. Whether you're acquiring new customers or pursuing opportunities, you have all relevant information here, organized into different stages of the sales cycle.
Central Overview of Deals and Customers
- Use this central and shared directory of deals and customers as part of your sales activities.
- All information related to the deal, including contact details, communication history, and documents.
- Basic description of the opportunity or requirement, RFP, RFQ
- Meeting notes from customer interactions
- Tasks based on meetings
- Pipeline tracking
- Deal stage
- Specific contact persons are managed separately in the Contacts section.
How to Manage Your Deal Stages
- You move individual deals between sales stages as your negotiations with the customer progress.
- By default, you have 4 basic stages set up, which you can customize to your needs.
- We recommend using a Kanban board or table to manage your stages.
- Check out our guide on how to manage and customize deal stages
How to Attach Requests, Quotes, Contracts or Other Attachments
- You can add any documents and attachments you need to each deal
- Use the Attachments tab for this
- See how to manage sales documentation
How to Track Business Activities and Customer Communication
- You can also keep track of all interactions related to each deal, such as meetings, negotiations, phone calls, or emails.
- For recording notes from various business meetings and activities, use the Minutes tab.
- They are automatically linked to the deal and won't get lost.
- You can see the entire history of meetings and contacts here.
- Check out this guide on how to take sales meeting minutes
Jak plánovat obchodníkům aktivity
- Pomocí plánů aktivit zadáte sekvenci úkolů, který musí obchodníci projít a vykonat
- Tento seznam - Checklist - si vytváříte sami, přesně podle toho jak potřebujete
- Podívejte jak můžete vytvořit vlastní seznam obchodních aktivit
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