Are you looking to optimize your sales process and gain better visibility into your Opportunities? Configuring your Sales Pipeline in CRM As A Service is the key. By tailoring this visual tool to your specific business needs, you can streamline your sales workflow, track Opportunities more effectively, and ultimately boost your sales performance.
An Sales Pipeline is a visual representation of the sales journey, from initial contact to a successful close. It helps you visualize the stages of your sales process, identify bottlenecks, and measure progress towards your sales goals.
Let's dive into how you can take control of your sales process and unlock its full potential.
Adding a New Stage in the Sales Pipeline
While CRM As A Service provides a standard sales pipeline with common stages like "1st Meeting Scheduled" and "Negotiation," you may find that certain critical stages specific to your sales process are missing. Customizing your sales pipeline to include these essential stages can enhance your workflow and ensure that every crucial step is tracked effectively. Let’s explore how to add a "Product Demo" stage in the Sales Pipeline.
Edit Pipeline and Add New Stage
Start by navigating to your existing pipeline. Click on the “Edit Pipeline” option to begin making changes.
Once in the editing mode, click on the “Add New Stage” button. This will allow you to introduce a new stage into your current sales process.
Change the Name of the New Stage
Customize the new stage by renaming it to fit your specific sales process. For example, if you need a stage for “Product Demo” or “Final Proposal/Revision,” you can name it accordingly.
You can also drag and drop the new stage to the desired position.
After making the necessary adjustments, click “Save” to finalize your changes. Your pipeline now includes the new stage, ready to help you track opportunities more effectively.
Creating a New Sales Pipeline
You might find it beneficial to introduce a new Sales Pipeline to address distinct sales processes with unique stages. For example, consider Contoso, an organization that specializes in reselling licensed products. In this business, the sales process is more straightforward compared to other services. By creating dedicated sales pipelines, you can better align with the specific steps of each process and streamline your activities. This will ultimately enhance efficiency and effectiveness in managing different sales processes.
Let’s explore how to set up and integrate this new "Licensing" Sales Pipeline into your CRM.
Add New Pipeline
If you need a different pipeline for another product line, region, or sales strategy, start by clicking on “Switch to Another Pipeline."
Next, select “Add New Pipeline” to create a fresh pipeline from scratch.
Give your new pipeline a name that clearly identifies its purpose. This will help you and your team easily distinguish between multiple pipelines.
Customize the Standard Pipeline
You can now customize the standard pipeline stages to suit your unique business process. Adjust each stage to reflect the steps your sales team follows, ensuring the pipeline aligns with your operational needs.