It is the module for sales pipeline management. Thanks to its easy-to-use drag and drop structure, you can easily advance the deals on the sales pipeline between stages. In addition, you can analyze your sales deals in detail and make your data more meaningful via filters.
When you enter the deals module, the column view welcomes you. Here you can manage your company’s sales pipeline.
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.
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.
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.
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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This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Service and the choices you have associated with that data.
The natural and legal persons visiting our website and using the Minimum CRM product (s) are deemed to have been informed of the following information.
Information Collection And Use
We collect several different types of information for various purposes to provide and improve our Service to you.
Types of Data Collected
Personal Data Processing Purpose and Processed Personal Information
In order to promote and market all kinds of products and / or services that may be offered by our Company; to register the identity, address and other necessary information for the identification of the business owner's information communicating with our company; electronic or paper media processing will be the basis of all records and documents to edit; comply with the information storage, reporting and disclosure requirements foreseen by the official authorities; to be able to provide other requested products / services; to establish a legal / commercial relationship with the customer in terms of products / services and to perform the direct and / or indirect performance of the contract (s) we have concluded; Our personal data can be processed by our Company with the purpose of identifying product groups by customer, working / developing according to the needs of customers and Financing Companies, providing services within the scope of operating permission / limited purposes defined by the laws.
For the purposes mentioned above, the person who has contacted our Company;
Contact information of any type,
Information on the consumer habit,
Information about the methods used by us (IP, mobile phone brand/model, browser type, version, movements on screens, social media information etc.),
All kinds of information and documents which are used to make the identity of the customer that is acquired as a result of the transactions realized in the context of the contracts signed with our client or in voice and video calls,
Cookies and Usage Data,
considered as personal data and recorded.
We may also collect information that your browser sends whenever you visit our Service or when you access the Service by or through a mobile device ("Usage Data").
This Usage Data may include information such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
When you access the Service by or through a mobile device, this Usage Data may include information such as the type of mobile device you use, your mobile device unique ID, the IP address of your mobile device, your mobile operating system, the type of mobile Internet browser you use, unique device identifiers and other diagnostic data.
Tracking & Cookies Data
Cookies are files with small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags, and scripts to collect and track information and to improve and analyze our Service.
You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.
Examples of Cookies we use:
Session Cookies. We use Session Cookies to operate our Service.
Preference Cookies. We use Preference Cookies to remember your preferences and various settings.
Security Cookies. We use Security Cookies for security purposes.
Use of Data
Minimum CRM uses the collected data for various purposes:
To provide and maintain the Service.
To notify you about or changes to our Service.
To allow you to participate in interactive features of our Service when you choose to do so.
To provide customer care and support.
To provide analysis or valuable information so that we can improve the Service.
To monitor the usage of the Service.
To detect, prevent and address technical issues.
COLLECTION METHOD OF PERSONAL DATA
Personal data maybe collected;
through our website or,
During the execution of legal or commercial relations activities of third parties and legal entities using the software produced by our Company and included in the contractual relationship with our company or
It may be obtained directly or indirectly from the personal data holder or from the real or legal third parties, affiliates or shareholders of whom the personal data holder is or may be receiving the service.
Transfer Of Data
Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.
If you are located outside Turkey and choose to provide information to us, please note that we transfer the data, including Personal Data, to Turkey and process it there.
Disclosure Of Data
Personal Data Shared with 3rd Persons and Institutions
Your personal data may be shared and processed to the extent permitted by any legislative provisions with the suppliers and/or subcontractors and other third parties providing goods and/or services persons and/or organizations, and other third parties, public legal entities and legal authorities, shareholders of the Company, domestic and foreign partners, the company's business partners, partners and commercial partner organizations.
Minimum CRM may disclose your Personal Data in the good faith belief that such action is necessary to:
To comply with a legal obligation
To protect and defend the rights or property of Minimum CRM
To prevent or investigate possible wrongdoing in connection with the Service
To protect the personal safety of users of the Service or the public
To protect against legal liability
PERSONAL DATA OWNER'S RIGHTS
Personal data owner, may benefit from the following numbered rights by applying to us;
To learn whether personal data has been processed,
If personal data is processed, requesting information about it,
To learn the purpose of processing the personal data and whether they are used in accordance with their purpose,
To know the third parties in which personal data is transmitted at home or abroad;
Requesting correction of personal data in case of incomplete or incorrect processing,
Requesting the deletion or destruction of personal data in accordance with the provisions of related law.
To request that the transactions made in accordance with paragraphs (e) and (f) be notified to third parties in which personal data is transferred
To challenge the emergence of a result against the individual by analyzing the processed data exclusively through automated systems
Requesting the loss of the loss if it is damaged due to the unlawful processing of personal data.
Security Of Data
The security of your data is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.
We may employ third party companies and individuals to facilitate our Service ("Service Providers"), to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used.
These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.
We may use third-party Service Providers to monitor and analyze the use of our Service.
Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network.
For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://policies.google.com/privacy?hl=en
Firebase is analytics service provided by Google Inc.
Links To Other Sites
We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.
Our Service does not address anyone under the age of 18 ("Children").
We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.
By visiting this page on our website:
By phone number:
Thank you for using Minium CRM. The use of Minimum CRM website and its services are subject to the terms listed here. Please read them carefully before accepting.
Minimum CRM Terms of Service
This document was last modified on October 19, 2020.
This is an agreement between you or the entity that you represent and Hermes İnternet İletişim Yazılım San. Ve Tic. A.Ş. ("Hermes İletişim") governing your use of www.minimumcrm.com websites, and associated Hermes İnternet İletişim Yazılım San. Ve Tic. (“Minimum CRM” or “Service”). Please read these Terms carefully before signing up to Minimum CRM. By submitting the sign up form to Minimum CRM you agree to be bound by the following Terms of Service (“Terms”) and this agreement becomes effective upon your submission of sign up form of Minimum CRM. If you are using Minimum CRM on behalf of your organization, or have “Administrator” level access to your company's account in Minimum CRM, you also agree to these Terms on behalf of your organization, and declare that you are duly authorized to do so.
Hermes İletişim reserves the right to change and update the Terms at any time without notice.
You must be a human and of legal age in the country of your residence to accept these terms and to use the Service. Automated user signups, or accounts intended for use by automated systems are not allowed under these terms.
You warrant that any information including but not limited to your name, surname, email address, billing information and any other information you supply to Hermes İletişim is correct, legally accurate and valid. You must maintain this information accurate at all times and promptly update if it should change.
Your username and password may only be used by one person. Sharing a single username and password with other people is not permitted.
You are responsible for maintaining the security of your username and password. Hermes İletişim cannot and will not be liable for any loss or damage from your failure to comply with this security obligation.
Should you ever suspect that your password may have been exposed, you must immediately change it from a secure terminal, and alert us and other users whose information may have been compromised due to this exposure.
You may not register or access the Service using any method other than www.minimumcrm.com website or other authorized communication channels. Automated registration or access methods are not permitted.
Any activity you perform using Minimum CRM must be legal in the country you operate in, as well as in the United States of America and the European Union, where some of our servers that host your data may be located in.
You are responsible for all of activity and stored content associated with your username, as well as the activity and content associated with users of a company in Minimum CRM where you are an Administrator.
Any content that you may receive from other users of the Service, is provided to you AS IS for your information and personal use only and you agree not to use, copy, reproduce, distribute, transmit, broadcast, display, sell, license or otherwise exploit such content for any purpose, without the express written consent of the person who owns the rights to such content.
You may not use the Service for any illegal or unauthorized purpose. You must not, in the use of Service, violate any laws in your jurisdiction, the United States of America, or the European Union, including but not limited to copyright laws.
You warrant that the content uploaded to the Service does not contain or install any viruses, worms, malware, Trojans or other harmful or destructive content.
Your use of the service is at your sole risk. The service is provided on an AS IS and AS AVAILABLE basis.
You understand that Hermes İletişim uses third party vendors and hosting partners to provide the necessary hardware, software, networking, infrastructure, data centers, internet connections, storage and related technology required to run the Service.
You understand that the following activities are specifically prohibited:
Attempting to access, modify, corrupt, or tamper with parts of the Service that were not intended to be available to you.
Using Minimum CRM to distribute malware, or to direct others to malicious sites, or breaching other people's data security in any way. Uploading infected files, embedding malicious scripts, or linking to malicious websites or other content are considered among such activities.
Attempting to discover or exploit vulnerabilities of the system, breaching security mechanisms, or otherwise circumventing protective measures. Scanning for communication ports, probing, automated serial login attempts, etc. are considered among such activities.
Accessing the resources of the system using any method other than our website or other authorized communication channels.
Automatically uploading or downloading content, scraping, reformatting, re-purposing it before presentation to the user by unauthorized clients, intermediary software or services.
Modifying, adapting or hacking the Service or modifying another website so as to falsely imply that it is associated with the Service without the express written permission by Minimum CRM.
Using Minimum CRM to send unsolicited communications or spamming.
Using Minimum CRM to falsify or hide your identity, send deceptive information.
Sharing or distributing infringing, misleading, false, or fraudulent content.
Using trademarks or names of others without authorization.
Storing, sharing, or sending content or engaging in any kind of activity that is unlawful.
Reselling the Service.
Storing, sharing, or sending content or engaging in any kind of activity that encourages, promotes, or facilitates religious, ethnic, or racial hatred.
You understand that some of your content may be stored and transferred unencrypted over public networks to conform and adapt to technical requirements of connecting networks or devices.
Payment, Refunds, Downgrade and Upgrade
Minimum CRM subscriptions must be purchased and paid for on behalf of your company, and for all users authorized to use Minimum CRM in your company. Users with Administrator rights in your company may grant and revoke rights to other users as needed.
Valid credit card information and/or prepayment must be provided for Minimum CRM subscriptions. By subscribing to the Service, you agree to pay Hermes İletişim or our designated payments processors periodic subscription fees indicated for the Service. Payments will be charged at the beginning of each period and are not refundable.
Unless you notify Hermes İletişim before the end of the applicable subscription period that you want to cancel your subscription, the credit card you provided will be automatically charged for all future fees.
There will be no refunds or credits for partial months of service, upgrade/downgrade refunds, or refunds for months unused with an open account.
All changes to your subscribed services will be effective immediately.
All fees are exclusive of all taxes, levies, or duties imposed by taxing authorities, and you shall be responsible for payment of all such taxes, levies, duties.
Suspension, Cancellation, Termination
You are solely responsible for properly canceling your account.
In order to cancel you have to fill the form on https://www.minimumcrm.com/maksimum-iletisim The acceptance of your cancellation will not render you any valid reason to aspect a reimbursement, refund, payback or compensation in full amount or partial. If you cancel your subscription, you will noy be charged for the next term.
Hermes İletişim, in its sole discretion, reserves the right to suspend and cancel your account, terminate your access to all or any part of the Service at any time, with or without notice, effective immediately, if it believes the terms of service have been violated or its services otherwise abused. Such termination of the Service will result in the suspension or deletion of your account or your access to your account, and the forfeiture and relinquishment of all the content in your account. Hermes İletişim reserves the right to refuse service to anyone for any reason at any time.
Modifications to the Service and Prices
Hermes İletişim may make modifications or discontinue the Service or any part of the Service at any time or from time to time, temporarily or permanently with or without notice. Hermes İletişim shall not be held liable for any modification or discontinuation of the Service as described in the Terms.
Hermes İletişim reserves the right to change the payment terms and fees upon thirty (30) days prior notice to you. Such notice may be provided at any time by posting the changes at the www.minimumcrm.com website or within the Service itself.
Copyright and trademark infringement claims
Should you encounter any content in Minimum CRM that infringes a copyright or trademark you own, inform us by filling in a feedback form. Make sure you:
Specify the copyrighted work or trademark that is being infringed.
Specify the content infringing the copyright or trademark. If applicable, include the URL.
Include your name, company (if any), email, phone number, and legal mailing address.
Declare your ownership of the copyrighted work or trademark.
Declare your request for removal of infringing content from Minimum CRM.
Advertisers and sponsors
We may work with advertisers and sponsors to subsidize the cost of the service. You accept that the cost of the service to you would have to be significantly higher without advertising and sponsorship revenues and consent to our cooperation with advertisers and sponsors in order to benefit from this reduction of cost. You must not prevent the display of advertising in the Minimum CRM website and emails we send to you using ad blockers or other methods. We will try to reduce irrelevant advertising and sponsor messages, by using any profile information you or others in your company store in Minimum CRM to select appropriate advertisers and sponsors that may be displayed to you.
Should we work with other advertising networks or partners to display advertising and sponsorship messages, we may share anonymized information about you or your company. Your specific contact information, person names, telephone numbers, emails, and files will not be shared with advertisers or sponsors.
We do not accept responsibility for the messages or claims of advertisers or sponsors.
Limitation of Liability and Disclaimer of Warranties
The Service is provided AS IS and AS AVAILABLE. Hermes İletişim and its suppliers and licensors hereby disclaim all warranties of any kind, express or implied, including, without limitation, the warranties of merchantability, fitness for a particular purpose and non-infringement. Neither Hermes İletişim nor its suppliers and licensors, makes any warranty i) that the Service will be error free, ii) that access thereto will be continuous or uninterrupted, iii) that the Service will meet your specific requirements, iv) that the quality of any products, services, information or other material purchased or obtained by you through the Service will meet your expectations, and v) any errors in the Service will be corrected.
Hermes İletişim, its suppliers and licensors may, at any time, without notice or liability to you, restrict in whole or in part the use of the Service or limit availability in order to perform maintenance activities and to maintain session control or for any other purpose.
In no event Hermes İletişim, or its suppliers or licensors, will be liable with respect to any subject matter of this agreement under any contract, negligence, strict liability or other legal or equitable theory for: (i) any special, incidental or consequential damages; (ii) the cost of procurement for substitute products or services; (iii) for interruption of use or loss or corruption of data; or (iv) for any amounts that exceed the fees paid by you to Hermes İletişim under this agreement during the three (3) month period prior to the cause of action. Hermes İletişim shall have no liability for any failure or delay due to matters beyond their reasonable control. The foregoing shall not apply to the extent prohibited by applicable law.
The failure of Hermes İletişim to exercise or enforce any right or provision of the Terms shall not constitute a waiver of such right or provision. The Terms constitutes the entire agreement between you and Hermes İletişim and govern your use of the Service, superseding any prior agreements between you and Hermes İletişim, including, but not limited to, any prior versions of the Terms of Service
You agree to indemnify and hold harmless Hermes İletişim, its suppliers, its licensors, their respective directors, officers, employees, agents and its affiliates from and against any and all claims, liabilities, damages, costs and expenses, including reasonable attorney's fees, arising out of your use of the Service, including but not limited to your violation of these Terms, violation of applicable laws or regulations, your placement or transmission of any message, information, software or other materials on the internet and your negligent acts, errors, or omissions.
END OF TERMS OF SERVICE
If you have any questions or concerns regarding the Terms of Service please contact us at firstname.lastname@example.org