Experience the Power of Pipeline Crm Demo for Animal Science

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hi this is steve rybrook with ledgeview partners and this video is about the opportunity management functionality within our crm for oil and gas our product is powered by microsoft dynamics crm however i also want to let you know that ledgeview partners also does crm projects with salesforce.com so with that brief introduction let's jump into our oil and gas product and look at some of the things we do with opportunity management so here's just a view of my open opportunities they can be created in one of two ways i could just create one from scratch i could go into opportunities and hit new and create an opportunity i could create one from directly from an account or if i started out with a lead when i qualify the lead an opportunity will be created so this list just happens to be my open opportunity so this ultimately is my pipeline i'm just going to open up one opportunity here just to show you a few things about the sales process and some of the key fields on an opportunity so just a couple of things to point out some of the main things hopefully folks are going to keep track of is how many dollars and units are involved with with this opportunity there's a spot for a status comment maybe you'd put in next steps there something just to summarize kind of where you're at with this with this opportunity you're going after also an estimated close date what we also try to do is make it easy for the person who's managing their opportunities to keep track of where they're at in the sales process so these are the phases in the sales process and as an example this particular opportunity happens to be in sales stage 3 which is the presentation stage so at this point they've probably created a proposal for the customer they're now presenting it and hopefully at some point the customer will accept a proposal so you simply answer the question that's associated with the phaser in so this one is you know did they accept the proposal or not yes they did and then you just move this along the sales process by clicking next stage and then it just moves this opportunity over to what's going to be called sales stage 4 which is activate and transition so that's how simple it is to manage the the phase that an opportunity is in also if you happen to have to start over with an opportunity you can always go back so it's very simple for a sales person to keep track of their opportunities and where they're at in the process so all that being said these opportunities are wrapped up into a lot of reports and dashboards so let's just jump into that right away so i'll show you a few of our dashboards i think the last time i left off on this i was looking right at this opportunity dashboard that really reflects record count so it's basically how many so in this example this is showing how many open opportunities are in the system by the month they were created so you can kind of see if you've got some old opportunities out there that's an easy way to see that we also in our oil and gas product have this concept of department so we can configure your crm to keep track of all your different profit centers or what we call departments and then you code an opportunity to go against a specific department so here's how many opportunities are in the system by department and then here's how many open opportunities each sales person has also we do a little bit of analysis for you on the last 12 months we look at wins versus losses by month by department and then by by salesperson again so that's one way to track your opportunities another way that's very popular is to look at the dashboard that reflects open opportunities showing you gross profit information so again it's the same concept it's only looking at open opportunities but it's summarizing all of this data for me and it's going to show it to me in some charts and those charts are let's see here i think i clicked it let's try that again these are my open opportunities showing gross profit by department by sales person and then by sales stage so this is what most people consider their company's pipeline so if i wanted to just real quickly with many of our dashboards you can interact with the data so this isn't so much opportunity management this is like very common throughout many of the charts in crm but what i can do is i can show the data that is for those opportunities next to the chart so these are all the opportunities in the system so if i scroll down there there are my opportunities there are other folks opportunities are all the opportunities in the system and this is the chart that represents them and if i wanted to let's say i could click on dash phase 4 and then it changes this list to only show me so there's 16 opportunities in sales stage 4 and if i wanted to i could even make a chart within that maybe i want to look at those by owner i'm gonna look at a bar chart by owner reflecting gross profit so these are the open opportunities in sales stage four by owner showing gross profit all right so last thing i want to cover before i wrap up is just we have a couple reports that will help you you know keep track of your opportunities one of them is if uh you want to design your own chart and the way you group things we've got your you know your own opportunity pipeline uh report you can create we also have a list a basic list with all kinds of information about your opportunities that was asked for because a lot of our clients have to report this information to their suppliers and this is an easy way to filter the data you want get it in a nice format export it to excel and send it off quickly to whoever wants it so maybe the one report i'll demonstrate here quickly is this closed ratio report the report lets you filter on any field in the account screen or the opportunity screen or file i'll just pick the defaults for now but if i only wanted to look at my output opportunities or i only wanted to look at um or the opportunities i have going on with a certain industry or that are in a certain phase i mean i could i could do all kinds of different things with this selection screen but i'll just leave the defaults go to run the report it's just asking me for a time period so i'll just put in this this year i'll leave the defaults the same i have three levels of grouping i have to at least put in the first one so i'll just say by owner just to give us an example but you can imagine if you you have multiple breakdowns if you want to have multiple groupings this is just a real quick way to look at my opportunity this year by person how many they closed how many of those they've won and what their ratio was and we also include some gross profit and volume information along with the win win ratio so that's it that's just a high level high level review of what we do with opportunity management within our oil and gas crm product i think i'll just quick jump back to the powerpoint and wrap up with two quick slides one is just a little bit about ledgeview partners just want to let you know crm is all we do we are located in appleton we do have expertise in the oil and gas industry and like i mentioned earlier we do we do work with microsoft dynamics crm and with salesforce.com so if you like what you saw want to take a deeper dive have any questions kevin brown is your contact here at ledgeview so there's his phone number there's his email address please reach out to kevin and he'll be glad to help you thanks so much for listening have a great day