Streamline Your Inventory Management with the Pipeline CRM System for Inventory

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welcome crm crew my name is nick and in today's quick tutorial i'm going to be demonstrating how to use the sales pipeline in your zoho crm system so once you log into your zoho crm system of course you'll come to your home screen from here we want to head over to our deals module now as we know deals module is where we store any potential business or sales that we are putting through the sales pipeline inside of the zoho crm system now in order to use the sales pipeline we want to head over to any particular record and then we'll see that the sales pipeline is at the top of the form now the sales pipeline is really useful of course it allows us to track each stage of the sale ensuring that we keep on top of the sale and allows other users inside the crm system to see where that particular module is at uh well let's see see where that particular sale is at in terms of the stages uh the probability of the of the uh business the potential prospect becoming business etc so it's really useful for collaborative work and also just to keep track of it's just a convenient way of keeping track of your sales each stage of the sales pipeline has a different probability so what is the likelihood of that this sale at this particular stage becoming business as you move through the sales pipeline the probability of that particular sale becoming business uh inevitably increases so we go from qualification which is at 10 to needs analysis which has to 20 to 40 to 60 as we can see so that gives us a good scope for what the likelihood is or the likely outcome now we can customize the sales pipeline and i've done a video on how to customize the sales pipeline inside your zoho crm system that allows us to change the name of each stage and it also allows us to change the probability settings uh the reason you probably look to do this is to just design the sales pipeline in a bespoke way to suit how your business operates and it just makes it more applicable to your processes so that is something that you can do and you've also got the final three options which is close one closed lost and closed loss to competition as i'm sure you can work out close last and close loss to competition means you've lost the business and if we click on that it will it will then come up as a pop-up um tab here and it's asking the amount that we've lost so if i assume all of it and the closing date so the date that you found out that you've lost the business the stage closed stage each will close loss which is set automatically and then you can put the reason for your loss now when you press this and press save this particular record is omitted from the sales pipeline and is schooled down as a close lost um and you'll be able to see that in data sets when you start developing out or using the deals module more and more you get a better understanding of your deals and and the data and you also got deal close loss to competition again which is pretty much identical as just two competition and then you've got close one which is the button we always want to be pressing and that's when you come to the end of the sales pipeline and everyone's signed the contracts and the deal goes through that's when you uh get to this point press save uh and this module sorry this record is then closed um and it's considered one complete it's essentially completed the sales pipeline whereas if it's closed lost it's omitted from the sales pipeline so that's how you use sales pipelines inside your zoho crm system if you want to track if you want to effectively track your deals inside your zoho crm system uh you want to just go back to your list as you would and then at the top right here you've got a drop down arrow now you can change the view to kanban view i'm probably pronouncing that incorrectly but select this view and you'll be you'll then see every stage of the sales pipeline this is amazing this is a really useful tool and you at each stage you'll see the record all the records that are on this stage so it's like having a really big um whiteboard like you would prior to crm systems and you can drag and drop to change the um to change the record sales stage so let's say that they're id decision makers and they just and you've got a you found the decision makings you've emailed them and then they want a proposal slash price quote then you can slowly move them along the stage by dragging and dropping so this is a really useful way of managing your um managing your sales pipeline and so yeah that's it managing your sales pipeline inside your zoho crm system i hope this video has clearly explained how to use the sales pipeline in your zoho crm system if you do have any further questions please drop me an email my details are in the description below otherwise thank you very much for watching and i'll see you shortly in the next video thank you and goodbye