Harness the Potential of Pipeline Crm Demo in European Union

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okay so this is going to be a very quick video going over your crm for your sales pipeline okay so this is the crm that you have set up here in your daily productivity hub here and so all you got to do is go into the crm here and so you'll notice here that we have the leads discovery call presentation call and then one and lost so these are different stages and what i would recommend that you do is you put leads in here only when you have had somebody that has booked a call with you or where they've shown interest okay because or else you can put in a ton of leads in here and it can get very complicated so just put leads in here where you've had some sort of interaction or you've had some level of interest be shown from that individual prospect okay so these are all the leads that have shown interest and said hey i want to learn more about your services okay and then when you have a discovery call set up with them right then you would move it over here and this means that this particular you know lead is now in the discovery call phase okay and then you would come in here and put in any information you can put in some notes you can put in different things that you did you can have specific notes here for different sections you can really get very specific here but the biggest thing that you want to do is just put in the note information okay you really just want to know okay where is this lead at what is the last level of communication that we had right and so understanding you know what are the notes as far as last time we spoke we talked about x y and z or we talked about getting them started on the discovery call they're interested in getting more customers this is where you would put in the notes right and say you know spoke with john and he is looking to get more customers for his uh let's say home remodeling business he wants to get specifically kitchen remodeling jobs his average customer value is xyz okay and he is looking to take on x number of customers each month right it's just a matter of making sure that you know what you spoke about with the previous conversation right or kind of where you are at with this particular prospect did you already communicate with them what did they say you know when are they looking to get started all of the notes that you took in your discovery call you want to put them in here so you know right as far as the information for your next call for your actual presentation call so you can have that ready to go when you're on that presentation call and you're ready to close a deal right so you'd have it like this go to send and so now this notes here right and so you can look at this xyz business here and look at the notes and look at you know what you last spoke about with this particular prospect right and so once you get them on a presentation call then it's here right they've scheduled a presentation call let's say three four days after they've you know had the discovery call and then from there right that's what you're doing the closing call and you can either do you know obviously one or lost and so this is a very simple crm here right you can get very specific here you can add in a lot of different things to the actual sections down here right but it's really just about keeping track of your prospects your leads and then moving them to different stages ing to where they're at in the sales pipeline right in your sales process but making sure that you're doing this every day and keeping track of where everybody is in the sales pipeline okay so that's going to be here for this one and we'll see on the next one