Deals are what it is all about - increasing your sales through efficient lead
tracking and follow-up. Deals are tracked through status, showing if a customer has received an estimate or quote,
if a purchase order has been submitted, or if invoicing and commissions are due.
Deals can also be used to measure quotas and also to identify opportunities for management or additional sales and support staff should the deal languish in the pipeline too long.
The pipeline page presents multiple tables and reports as well as highly visual graphs showing how your sales team is doing, providing key insights into the progress of your sales organization.
By entering products and services into the system and then tracking leads from prospects through the sales cycle, you can create a complete view of the entire sales process and your progress in running your business as it relates to your sales success.
By tracking deals through the pipeline in a central, shared environment, your sales and support staff work together easier
and more efficiently, allowing your employees to collaborate with each other for greater team success and customer satisfaction.
Your sales team members can all work together and see all of the customer interaction. Instantly, each member of your team can
pick up the ball and help to close sales stuck in the pipeline, revisiting neglected accounts and uncovering the hidden value
in your existing customer base.
In competitive sales environments, managers can use the pipeline and sales target tools to visualize and report upon the success and failures of the sales organization and make changes in real-time.
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