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AIM-Blog-How-to-embed-purpose-in-your-organisation

The most flexible sales pipeline in a CRM

AIM-Blog-How-to-embed-purpose-in-your-organisation

Salesbox CRM comes packaged with four different types of pipelines. All to make Salesbox as flexible as possible and to suit any type of sales that you and your company might work with.

We dare to say it is the market’s most flexible sales pipeline.

 

The four different types of pipelines/processes you can choose to add to Salesbox are:

> Stage based with likeliness/progress automatically set by what stage the deal is added to

> Stage based where likeliness/progress is set manually by the user

> Dynamic Check list with likeliness/progress automatically set by what steps that have been marked as done

> Dynamic Check list where likeliness/progress is set manually by the user

 

What process you prefer depends on what type of sales your are applying.

 

How can I select what type of process I want to add?

Step one is to decide if you want a classic stage based process or if you want to have a process that is more similar to a check list.

To select which type click the button called Stage based and set it to:

> ON if you want a stage based process (This is default when you add a new process)

> OFF if you want a check list process

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Next step is to decide if you want the process to decide the likeliness/progress of your qualified deal or if you want the user to decide that freely by adding a value to the qualified deal.

To select if the likeliness/progress is going to be set by the process or manually by the user, click on the button called manual progress and set it to:

> ON if you want the user to set the likeliness/progress manually. Then you will see that the process stages/steps are not  displaying any percentage.

> OFF if you want the process to set it based on what stage the qualified deal (stage based process) is in or what steps that have been marked as done (Check list process)

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What can I see in my pipeline?

To open your pipeline click on pipeline option in the main menu* and you get two sub options:

> Unqualified deals (Some call this leads or prospects etc.)

> Qualified deals (Some call the opportunities, prospects, deals etc.)

 

(Default the Qualified deals are opened but you can change that in My settings)

* On mobile apps Salesbox display your Unqualified and Qualified deals as two different menu options.

 

What is the difference between Unqualified deals and Qualified deals?

In the Unqualified deals screen you add your deals that have not yet been qualified. You can attach the deal to a company (account) and/or contact. You can also prioritise, set interest in, set a deadline add notes, tasks, appointments etc.

All you need to qualify your deal according to your specific criteria for qualifying deals. Once you have qualified your deal you can

> Set it as done (not worth proceeding with) and the deal will be passed to the history list

> Convert it to a qualified deal and then the deal gets moved forward to the Qualified deals section (what pipeline it gets displayed in depends on what process that has been attached)

> Convert it to an order, if you get the order directly when qualifying you can set it as an order directly.

In Insights you can later track and see how many of your Unqualified deals that are converted to Qualified deals or Orders.

 

How can I view the different qualified deals if they are in different processes?

When you open your Pipeline in Qualified deals mode you will see one tab for each process that you have active deals connected to. If you only have deals connected to one process, you will not see any tabs.

To see the deals connected to one process just click on the tab that has the process name you want to check out and you will see the qualified deals below.

If your process is stage based you see the deals grouped in columns based on what stage they belong to.

PastedGraphic-57If your process is of type check list you the deals displayed vertically.

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How can I select a process to my new qualified deal as a user?

You select what process you want to use on the new qualified deal when you add a new qualified deal.

You can add a new qualified deal in many ways in Salesbox:

> By converting an unqualified deal to a qualified deal

> By clicking the plus sign in the Qualified deals section in your pipeline view

> By clicking the plus sign or list menu on an account or contact

 

Once you have the “Add qualified deal” form open, you will find an option called Sales process. Click on that dropdown to see what processes are available to choose from.

 

How do I push my deals forward and increase likeliness/progress as a user?

This depends on what type of process that has been chosen for the specific qualified deal.

 

Stage based with likeliness/progress set by what stage the deal belong to

Move the deal forward from the pipeline view

To move your deal froward just grab the deal with your mouse pointer and move it to the stage you prefer.

Move the deal forward from the opportunity panel on the right side (and mobile devices)

To move your deal forward, open the action plan and click on the stage in the stage list that you want to move your deal to.

Set progress

The likeliness/progress is automatically decided by what stage you add the deal to.

 

Stage based with likeliness/progress set manually by the user

Move the deal forward from the pipeline view

To move your deal froward just grab the deal with your mouse pointer and move it to the stage you prefer.

Move the deal forward from the opportunity panel on the right side (and mobile devices)

To move your deal forward, open the action plan and click on the stage in the stage list that you want to move your deal to.

Set progress

The likeliness/progress is set manually by clicking the edit icon on the top of the deal in the right side panel. When the edit qualified deal form is open, add your value to the progress field.

 

Check list with likeliness/progress set by what steps that have been marked as done

Move the deal forward from the pipeline view

To move your deal forward just mark those steps you are done with.

Move the deal forward from the opportunity panel on the right side (and mobile devices)

To move your deal forward, open the action plan and mark those steps you are done with.

Set progress

The likeliness/progress is automatically decided by what stage you add the deal to.

 

Check list with likeliness/progress set manually by the user

Move the deal forward from the pipeline view

To move your deal forward just mark those steps you are done with.

Move the deal forward from the opportunity panel on the right side (and mobile devices)

To move your deal forward, open the action plan and mark those steps you are done with.

Set progress

The likeliness/progress is set manually by clicking the edit icon on the top of the deal in the right side panel. When the edit qualified deal form is open, add your value to the progress field.

 

Can I see my qualified deals as a list?

You can see both your Stage based and Check list deals as lists. Just click the list icon in the icon bar in the section above your pipeline to shift to list mode.

PastedGraphic-53You can also mark qualified deals as favourites. To see your favourite deals just click on the favourite icon in the icon bar.

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How can I see all my qualified deals regardless of process?

If you have deals connected to more than one process you can’t see all qualified deals in the same view. This is because they have different stages or steps.

To see all you deals regardless what type of process they belong to and how you set progress/likeliness do this:

  1. Click on List view
  2. Click on the tab called all

Now you will see all opportunities regardless of what type of process tehy belong to. To push a specific deal forward from the list view, open the deal in the right side panel and click action plan, the mark the stage or steps that are done.

If you have qualified deals connected to more than one process this screen is also good when you want to

> Sort all deals

> Search all deals that fulfil specific criteria

> Export all coming deals or all won/lost deals to Excel

 

How can I filter my pipelines on time?

Just select the preferred time period in the time period bar on top of the pipeline. There you can choose

> Day

> Week

> Month

> Quarter

> Year

> All

> Custom time period

If you choose any option except All you can also move back and forward in time with the grey arrow buttons to the left in the time period bar.

 

Hope you found this useful

The Salesbox team

 

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