Sales Management with Pipeliner CRMJohn Golden2022-07-12T09:07:25+00:00
Sales Management with Pipeliner CRM
Pipeliner CRM is the only really effective tool available today in the market
There is no system in the industry today like Pipeliner CRM, one that empowers precision sales management through CRM. Therefore we can truly say that Pipeliner CRM is the only really effective tool available today in the market.
There are four major elements that if focused on will increase sales management efficiency:
Effective LeadLeadLead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. Management
Precise Opportunity Management
Precise AccountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management
Directly capture & import lead dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. from web lead forms such as Google forms.
Opportunity management consists of, first, setting up a sales process. A sales processSales ProcessSales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. should be dynamic & Pipeliner CRM is so flexible that you can instantly make changes.
The easier it is for a sales managerSales ManagerSales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. to visually see the pipelinePipelineSales pipelineis a visual representation of the stage prospects are in the sales process. and opportunities, the more effective sales management will be.
With Pipeliner data can be manipulated instantly and dynamically and seen by anyone involved.
Opportunity Management Views
Pipeliner CRM provides many different ways of viewing Opportunity information including
Opportunity management, in each of its phases, should be totally aligned to the sales target for that sales period. Pipeliner is also unique in this regard in that the target for the current sales period is always in view, and therefore always in mind for the sales team and sales manager.
Control access to what different users can see and what they can edit.
The war room meeting is centered around the overall target for a sales period. You need a visual tool like Pipeliner CRM to execute it efficiently and consistently. Here are some elements to use in your War Room meetings (for even more detail click here):
For example, rep historically closes 10% of opportunities so their Unweighted Sales Target needs to be at least 10x the goal.
Instantly see how much is in the pipeline against the forecasted amount, how much individual reps are forecastingForecastingForecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors., and what they have reached so far.