Upgrade Your CRM Sales Pipeline Management with airSlate SignNow

How to create outlook signature

welcome to invest glass monday boost i hope you had a nice weekend we're going to talk today about pipelines pipelines pipelines are the best selling tool pipelines are used everywhere so welcome to investglass i'm alexander your host today and welcome to this invest glass monday boost if you don't have an account on invest class go to investlast.com and sign up for a free trial and for those already using investglass go to your invest glass account my account company and find pipelines so today we're going to detail what is a pipeline a pipeline will help you to sell faster a pipeline will help you to manage ticketing this looks like that if you are using invest glass for the first time it will be blank but we suggest you to create uh some pipelines and here is some pipelines ids are we gonna suggest you here for instance is the simple sales pipeline let me edit it here we'll have first the prospecting the meeting the and the close this is super simple you will see here on pipeline stages only very simple uh names don't try to have it a too complex codification it can simply be used with basic names description will help you if you want to have later on the description of the stage open one last will show you if it's an open deal or close deal here you have the probability which is the probability that will be calculated based on the expected revenues of this stage how many days before you receive a message and then the possibility to trigger a contact report now let's look into more sophisticated here you have a sales pipeline and marketing pipeline so here new website leads if you're using invest glass forms to acquire new leads then trial signups a qualification admitting and a close but you can also have the post sales pipeline so you already have a customer right and then you have to build customization around this you have the first training then the three-month follow-up and then you're going to ask for a referral this is what you should do if you have a pulse sales pipeline then retargeting here is more around the follow-ups product services hot leads qualification product demo negotiations profile based sales here prospecting qualifications product demo stakeholder meeting negotiation and closed pipelines obviously the sixth number six is the one you'll have if you're selling with long sales cycles here you'll see other names and other um ids this one is in french reclamation this is for the ticketing here you'll have other ids of sales pipelines you could get inspired will pay all those names um into the blog so you can have a look into invest last blog once you've done that you can assign pipelines to your contacts as you might know already the pipelines can be also assigned to accounts portfolios relations and much more so make sure when you're using the pipelines that you remember to which object you want your sales to be focused on because if you're setting up pipelines on the account the relations and the contacts your sales might be lost they might now understand where they have to move their cards of the pipelines then as you see the pipelines are very easy to use just simply move records from one step to another here i'm moving the step and i set up on yes for the contact report automatic pop-up so this is going to open a contact report and here i will see all the information that are already pre-recorded so you're gonna save time on this contact report because the pipeline information are pre-recorded inside this contact report if you want to change the value of a pipeline it's also very easy just click on the little pen and here put a new value and click save that's all for now i hope you enjoyed this monday motivation of invest last number one swiss crm see you next monday