Sales Pipeline Management

When you enter the deals module, the column view welcomes you. Here you can manage your company’s sales pipeline.
an example for sales pipeline management

You may be thinking about how to increase sales. For this, effective sales pipeline management is essential. We can say that the sales pipeline consists of the stages that your company has to go through while transforming the deals captured into the sales. The sales pipeline is a series of stages that must be gone through in order to achieve a goal (closing the sales).

The sales pipeline management in Minimum CRM consists of 4 stages. The first stage is Meeting where the first contact with the customer is made, it is followed by the Needs Analysis where customer’s requests are analyzed after that comes the Proposal stage, where sales offer is submitted to the customer and the final stage is Negotiation where the customer examines the proposal. The pipeline is completed with the conclusion of whether the deal created is Won or Lost.

visual sales pipeline to better organize your sales

With the drag and drop method, you can easily move your deal cards across stages and follow the total number of deals and total value in each stage by checking the stage headers.

Besides, while you are viewing the sales pipeline, you can manage your sales more effectively thanks to the information and icons on the deal cards.

  • The target customer of the deal
  • Time remaining until the estimated closing date of the deal
  • The priority of the deal
  • Owner of the deal

Minimum CRM presents various information on the deal cards with a simple design. This helps your sales pipeline management. You can easily track the deals you need to prioritize, how many deals are available for which teammate, how many deals are available for which companies, and deals with approaching estimated closing date on a single page.

Moreover, you can easily detail your sales pipeline by applying filters and you can take actions to increase your sales by producing effective analysis. You can also track your sales performance from the sales dashboard located in the top section.

Click the Add Deal button to open the new record creation screen.

The fields marked with * in the next screen are mandatory fields;

  • Deal Name: This is the name by which you will define the deal and easily distinguish it while tracking. A short deal name will be sufficient.
  • Company Name: The name of the company to which you offer the deal.
  • Contact: It is the decision-maker or the person you are in contact with that works in the company to which you have offered the deal.
Add deals to be seen on the sales pipeline

In addition, when we examine the screen in general, we notice other items and areas listed below.

  • Sales Pipeline: It is the item that includes the Meeting, Needs Analysis, Proposal and Negotiation stages. You can select the sales stage of the deal record in the sales pipeline from here. In addition, you can also move the deal through the sales pipeline to the desired sales stage thanks to the drag and drop feature.
  • Associate with Product: You can associate the product records you have created in the products module to the deal. You can type the name or the code of the product that you would like to add to the sales deal to the field. Then select the product you would like to add as they appear in the list below. Consequently, you can define the quantities and discounts for each product.
  • You can see the registered prices of your products on the table, enter their quantities, determine the discount rates and get the relevant total automatically. You can complete your deal by doing the same for each product you add. (see. Adding products, video link)
  • Value: The value of the deal is formed according to the total amount of each product you add in the Add Product section. Alternatively, you can open your sales deal based on a value that you can enter manually without associating it with any product.
  • Currency Unit: You can set the Currency for the deal value. Alternatively, you can bring the prices of the associated products to the mini-list in the currency of your choice.
  • Estimated Closing: It is the deadline that you expect the deal to remain valid.
  • Probability Percentage: It is the estimated probability of the realization of the deal. In the meeting phase, the default value is 20%. As the stages progress in the sales pipeline, you will assume that you are close to your goal and the percentage of probability increases when proceeding to a new sales stage.
  • Source: It is the source that allows you to seize the deal. This could be an internet campaign you started or a cold call you made. You can select the source from the dropdown menu. Selecting the source in the records will help you to understand which sources bring you more deals and which sources are more productive.
  • Priority: It determines the priority of the deal and in a way its importance to your organization. The priority field determines how much resources should be allocated for that deal, how urgently it should be dealt with and how often it should be followed up. Adding priorities to the deal record will also help you identify customers and deals that you need to focus on regularly (for instance; weekly plans).
  • Note: This is the field where important information about the deal can be written.

Lastly, you can define all the fields that you think are missing depending on your business structure by adding custom fields in the Settings section. This way, you can have a more relatable sales pipeline management.

Edit deals on the sales pipeline to make necessary changes

You can edit your deal in the pipeline or list view and revise the information that needs to be changed. You can also enter brand new information while editing the sales deal.

When you come to the Edit deal screen, you can access the company and contact information related to your deal. You can also view the activities created for the sales deal. Thus, you can comprehensively revise these areas and manage the sales deal effortlessly.

You can also review the notes and correspondence dates about the deal on the same screen.

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