Experience the Power of Crm Opportunity Management for Organizations

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all businesses generate leads however leads don't bring in Revenue closed One deals do and what happens from the time a lead is identified to a deal being closed or lost is your opportunity as a sales rep opportunities are like gold for your business if handled correctly they create lifelong happy customers and generate recurring revenue for your business but it's easier said than done with the right opportunity management tool sales reps can monitor the sales process connect with the right people and track all necessary information in one place let's see how here you can see the contact record for Danny Hamilton to create an opportunity we'll click the actions drop down and select add new opportunity for contact now we'll want to give the opportunity a name many companies will combine the contact or organization name with what they're selling or even a potential close date hear it insightly we label our new business opportunities with the org name Dash contact name for renewals we'll do org name Dash year Dash renewal however you decide to label your opportunity records Insurance consistent across your go to market team we'll also want to select a category from the drop down menu categories are a way to label opportunities projects tasks and files and insightly as a software company we might use categories like new business upsell and renewal but keep in mind these categories are fully customizable in system settings by your insightly admins for example if you worked at a property management company you could separate your opportunities into commercial government and residential categories since Danny is a new customer we'll select the new business category for her opportunity next we'll add a probability of winning this allows insightly to help you forecast how much your business is expected to make in a given month quarter or year if you're a small business chances are you're not reporting on hundreds of opportunities at once so this field may not be needed if we have the information we'll also want to add the forecasted close date and opportunity value so we're able to see what the opportunity is worth at a glance and to help with reporting now let's set up a pipeline for our opportunity pipelines can be set up and customized by an unsightly admin to guide sales people through an established process usually pipelines will align with your categories so whatever category this opportunity falls into it should have a corresponding pipeline to go along with it each pipeline is made up of stages which are the specific steps your sales team follow to complete the sale one major benefit of pipelines and insightly is that any stage can have an activity set associated with it activity sets can create a collection of predefined tasks and events in one step so when you reach a stage that includes an activity set the set is triggered and will automatically create tasks or events linked to the current project or opportunity for our example let's say our SDR just passed along this opportunity to an AE an activity set automatically creates a demo call event for five days later and a task for the assigned rep to email share next steps and confirm the appointment everything gets done and no one has to manually enter those tasks and events each time now what if you need to track information that doesn't fit into any of insightly's predefined fields don't sweat it because insightly admins can create custom fields that are tailored to fit your business needs There are 16 different types of fields to capture information in the form of numbers dates and text here you can see a few of the many custom Fields our teams that insightly have set up all right let's go ahead and save Danny's opportunity on the detail tab we can see all of the information we just added on the related tab we can see a link to Danny's contact that we originally generated this opportunity from other links including related organization records notes and files will also live here and finally when we navigate to the activity tab we'll be able to view the tasks and events that our activity sets trigger for each pipeline stage we can add new activities and complete previous ones on this screen let's say we've completed all of the activities associated with our pipeline stages for Danny's opportunity the demo went great she's agreed to our pricing and signed the contract it's time to mark this as a closed one deal when we change the pipeline stage to closed we'll proudly select one as the new state and if applicable choose a reason from the drop down you can see here that the probability of winning has changed to 100 percent because of our pipeline stage settings insightly's admins can tie specific probabilities to stages in the pipeline so as you move through each stage that probability will automatically update for you depending on your business your process may end here but if you have services to provide products to deliver or onboarding to complete you'll want to keep watching this is where we use projects and insightly we can convert this closed one deal into a project from the actions menu this allows us to link all of Danny's information to a new project record so we can easily collaborate with our post sales team and begin working on her deliverables here you'll see that same familiar interface in our project management pipeline but with different stages that match project delivery this allows your whole team to understand where projects and deals are without having to log into different systems or Master multiple interfaces alright great job team we're one deal closer to hitting our quota and we can rest assured that Dany will be taken care of by our post sales team if you want to dive deeper into insightly's project management features or explore recent updates to the platform visit The insightly Help Center or subscribe to our YouTube channel thanks for watching [Music]