ALL OPEN DEALS ARE ON A DESKTOP - opportunities in a kanban view.
DRAG & DROP - easily changeable stages of sales.
FEW CLICKS - easy manage and plan activities related to opportunities.
IDENTIFY problematic Opportunities that need more attention.
PREDICT AND ESTIMATE future sales amounts.
GAMIFY OPPORTUNITY MANAGEMENT - won and lost amounts are always visible. That make sales reps feel like real players!
ALL OPEN DEALS ARE ON A DESKTOP
SalesPipe can be displayed as dashlet in Home page
or View in Opportunities module.
sales cards contain information such as:
- account name with active link;
- opportunity name with active link;
- amount of Opportunity in user currency;
- days in this stage;
- assigned user name;
You could filter SalesPipe by:
- One or few assigned users
- Account name
- One or few sales stages
DRAG & DROP
Simple Drag and Drop functionality makes SalesPipe user's life easier. By drag and drop it is possible to:
- move from one sale stage to another;
- move opportunity to win or lost position.
Files could be attached to Opportunities as notes by dragging them on Opportunity card or adding with a "+" button
Plan and monitor activities related to Opportunity
Experienced sales people know that success accompanies those who make systematic efforts consistently. Planning ant monitoring activities related to Opportunities help you plan your sales efforts conveniently.
- Add to Opportunity a related Call,Task or Meeting in a few clicks directly from SalesPipe;
- Detect Opportunities with not planned or overdue Next Actions;
- Go to any related action
- Close any related action
IDENTIFY problematic Opportunities
SalesPipe suggest two ways of identifying problematic opportunities:
- They are staying in current sales stage significantly more days than others;
-The have no Next Action, or Next action is overdue;
Both criteria could be used separately or in combination. If an opportunity flows from stage to stage and it has no planned activities, that may be fine. But if it stays in a current stage for a long time it must be closed as lost, unless next action is arranged.
PREDICT AND ESTIMATE
** Monitor Sales health by tracking:**
- total amount of open opportunities in each stage;
- total quantity of open opportunities in each stage;
To have enough closed deals in the future, you need to have sufficient amount and quantity of open opportunities in the earliest stages now.
GAMIFY OPPORTUNITY MANAGEMENT
Sales amount is every time in front of your eyes:
- showing amount of won opportunities during current month. Amount of lost opportunities is displayed as well;
- You can check these amounts by clicking on them: a detailed report of closed opportunities during current month is then displayed;
Each time when a sales person closes an opportunity the total monthly amount is changed. This empowers them to feel like real players.
Other add-ons of interest
Glances - Integrate All Your Applications
Accomplish More Every Day. Spend your time on getting things done, not on finding information. Glances securely connects all of your apps and provides a simplified view of the data you need right when you need it, in real time.
Kanban Ninja for SuiteCRM
Visualize what stage your workflow is in by Opportunities, Projects, Project Tasks, Cases, and other modules, including custom modules, within SuiteCRM.