Crm sales pipeline management for construction industry

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[Music] are you looking for a new or a better CRM for your construction sales team I'm going to show you today why over 900 construction sales teams have chosen pipeline CRM as their CRM of choice I'm going to show you today how pipeline is going to help you manage your leads in your sales pipeline automate your sales process and ultimately close more deals so let's get started take a walk with me let me show show you why this dashboard is built for construction sales teams so first of all I have the option here for multiple sales pipelines so um you might have something like residential versus commercial or different territories or um even by contractor type I have a smart agenda here and there are tasks and to-dos that are automated from various workflows that I have already set up starred lists are Dynamic lists which means they are updated every time you refresh them and we're going to get into those in just a moment and you can see right from your dashboard after you synchronize your email you can see who's clicked on it who's opened it so you never miss a thing and then over here we have deals slipping away pipeline CRM will automate these deals here based on deals that are large in scale or haven't been followed up on in a while so let's take a look at starred lists and I want to build a list view based on my hot Prospect I'm going to going to filter this right now um by hot I want to see all the hot leads then I want to further filter this um by decision maker and so you'll see under tags I've added decision maker as a tag Decision Maker Now what I can do is I can save this list save is new list I'm going to label It Hot Prospects great and I'm going to Star it so it's going to show up on my dashboard where you saw starred lists and the very cool thing about this list is that it's a dynamic list which means every time you refresh it you will get the most up-to-date version of the data that meets these parameters so let's look at how we can customize a little bit more every time a deal is won so every time we win a remodeling deal or a new build deal um our salespeople are prompted to qualify that deal for any of these home systems I'll need to fill out all of the deal information as we close this new deal but you'll see at the bottom there's a one review do we think that this is a good lead for any of our home systems if so I'm going to pick them then I can take this a step further let's go to Deals I'm going to uh filter if it only has a value so now it's going to show me all of the deals that we think are a good lead for our home systems and then what I can do is I can save this list home systems leads save and I can star this list and so now on my dashboard I will always have a view of this list that are good candidates for uh Home Services upselling let's talk about reports so I already built this report this is all deals expected close I want to know what's going on with my sales pipeline this year um usually the months here at the bottom and the color codes are the various stages yellow is bid quote purple is design Brown is lead and so forth and then I can scroll down and there's even more granular information by dollar amount uh by number of deals I can add it to my dashboard so every time I'm on my sales dashboard I can easily view this report sign up for a free 14-day trial and as always reach out to us if you have any questions [Music]