Customer pipeline management for legal

How to create outlook signature

these days it's not uncommon to see B2B sales Cycles exceed 3 to 6 months to close your largest opportunities could take even longer that's why our most successful customers invest in mastering sales pipeline management using a modern CRM like insightly not only allows you to map out your ideal sales processes it also helps ensure your sales team follows those processes as consistently and effectively as possible possible let's take a closer look here's a list of opportunities stored within the CRM next to each record you can quickly assess the current pipeline progress opportunity owner projected close date and more you can also view opportunities and their position in the pipeline in a can band style view instead can band view is available for both teams and individual members of the team so sales reps can easily see all the deals assigned to them and managers can maintain a bird's eye view of the entire pipeline for more details on a specific opportunity click to see an actionable expanded view in the same window here we're using a typical pipeline that the insightly sales team employs to manage prospects who fingers crossed eventually become happy customers opportunities in the CRM are tracked along this pipeline as they move from the past stage to the commit stage now before before we proceed consider this what pipeline stages are essential to the way you run your business based on how you answer administrators on your account can configure or update your main pipeline stages but wait there's more to consider ideally each stage in your pipeline should not only describe how far your deal has progressed toward a purchase decision but also outline what your sales team should be doing to propel the deal forward thankfully in sightly let you apply automated activity sets to a pipeline that creates tasks and triggers events for your team when a stage is reached for example it's a great idea to remind reps to follow up with an email and or phone call task once they've successfully completed a product demonstration since initely is a modern CRM we understand that customer relationships extend beyond the sale so you can also conveniently manage post sale projects in the CRM using the same familiar pipeline look and feel to align your team around best practices for every customer for more on post sale project management and insightly check the video in the description below lastly you can generate sophisticated reports on the progress of your opportunities as they move along your pipeline stages and notify key stakeholders with smart alerts that provide Benchmark reporting this way you can only send an alert when specific criteria are met such as when an opportunity comes in at a value above your typical deal size so ready to grow your Revenue by optimizing your sales and project management processes check the description below for resources to help you get started thanks for watching