Streamline Your Operations with the Pipeline Management App for Operations
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Pipeline Management App for Operations
Pipeline Management App for Operations How-To Guide
By using airSlate SignNow, you can simplify your document management process and enhance your operational efficiency. Take advantage of this innovative pipeline management app to optimize your workflows and drive business success.
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FAQs online signature
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What is pipeline management in project management?
A pipeline is a tool in project management that allows project managers to track the status of all their ongoing projects in one window. This overview provides clarity to easily categorize projects into high and low impact and prioritize them ingly.
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What is the difference between lead management and pipeline management?
Lead Scoring allows businesses to prioritize their efforts on leads with a higher potential for conversion, while Pipeline Management ensures a smooth flow through the various stages of the sales pipeline, ultimately leading to increased revenue and business growth.
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What is pipeline management software?
Pipeline management helps the team monitor several sales performance metrics, from team performance to lead qualification. It gives you a reference point to identify who and which sales process stage is successful or holding your business back.
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What is pipe management?
Pipeline management refers to the ways in which companies organize, monitor, analyze, and ultimately optimize their various business processes. Since sales are the lifeblood of any business, I'll be diving more specifically into managing sales pipelines below.
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What is a pipeline management tool?
Pipeline CRM is a term used to describe a system of keeping track of everyone within your sales pipeline. CRM itself is an abbreviation for the phrase Customer Relationship Management, and although the leads in your pipeline may not yet be customers, they need to be kept track of in just the same way.
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all these tasks projects can make you overwhelm and drift mindlessly throughout the day you won't be able to focus on important things so having a project management software is a must and not to make price and excuse today I will show you some of the best project management softwares that are free so let's get started hey what's up my name is Shivam and before getting to the video if at any point you would like to download any of these apps then you can find the links in the description below so to make these apps on my list I had certain criteria to filter out the best ones like views features Integrations Etc starting off with one of the most popular apps and being loved by a lot of people monday.com monday.com is the most comprehensive app containing all the tools and Views to increase your productivity the program offers tons of views and that makes the project easier to absorb like it has guarant chart canvan calendar cards Etc the app itself is so intuitive that you can just get started in minutes because it pretty much looks like a special it but in much simple and easy to understand and then you can learn views to express the information better the app is perfect for both personal and professional work because it allows you to add members so it makes it perfect for collaborative work like we use for our YouTube videos we have a team of Freelancers so when a task is assigned to someone he gets notified and after his part is done he can update the status of the project as the app is also available on IOS and Android so we all get notification on all of our devices it makes the whole process seamless the program is so flexible that you can use it for pretty much everything like software development sales CRM HR operation Etc when you sign up for the first time it will ask you to select your intention to use the app and then it will automatically create a few templates specific to that also when you are making new board you can choose from 200 plus templates last but not least we get 24x7 customer support plus they have a huge knowledge base with a lot of videos and guides so it won't be a huge learning curve for this app if you're just starting out with this app the free plan would be enough for you however if you are way ahead in the game and you need those additional features like more file storage unlimited team members and things like that then you should go with the Premium plan which starts from eight dollars a month also when you sign up from the link in the below you will get 40 days of free trial with all the features of Pro Plan and all that without hassle of giving your credit card information so there is no harm in trying the program click up moving on to the next program on the list that is click up click up is fairly new player in the game it was founded in 2017 and has quickly gained attraction in these years a couple of exciting things behind this app resulted in its popularity first of all the UI of the app is so good it's simple effective and like you can see all the tasks things on the home page like you can see the today's tasks calendar time blocking mentions Etc you can also set goals break them down into measurable targets and track real-time progress UI is so minimal get powerful to get things done we get tons of views to represent information in a much more efficient way like list Board calendar table kanban view some views are limited to 100 uses like Gantt and timeline and you need to upgrade to premium version to use more than that but the included views would be enough for anyone doing any kind of work the app is also great for collaborative work you can create documents and you can invite your members to collaborate it also has a personal view so if you are not planning to collaborate and you won't use it as a solo app then you can do that and explore the app in that way on the free plan you can also have unlimited guests to view the lists tasks and folders like if a contractor is helping you with a project you can invite them to record their time tracking this will allow you to see how much time he gave to the project now there are 10 tons of apps built into the click up that you can enable a lot of features so you go to the apps from the top right and you will see all the click apps from here you can enable apps that seem to have a use for your workflow like you can enable giphy Office 365 email Etc speaking of the apps you also have a lot of Integrations like you can use slack teams Zoom GitHub Etc straight from the click up with the free plan you are allowed to use 100 automation per month as compared to no automation with wonder.com and that would be enough if you are a solo Rider you can do all sort of automation here like if you change the status of a task to complete then another task would be created automatically you can be creative here and again you can use Integrations too and email could be sent as soon as a task is completed click up also offers cloud storage even in its free plan though it's only 100 MB compared to 500 MB on the monday.com beside that click up is an awesome project management app and the best part is it's free forever you don't even need to enter your credit card information to get started plus they also have 24x7 support even in the free plan so you can get started from the link in the description Asana next up on our list is Asana another awesome project management app that is completely free it's almost a decade since Asana was launched and it is being one of the loved apps by sales people but it also works great for managing your tasks and projects you will see that it's quite feature heavy and you get most of the things for free that other programs offer in their paid plan like unlimited tasks projects messages unlimited file storage that's something collaboration with up to 15 teammates list board and calendar view IOS and Android app and much more looking at the overall app it's quite intuitive and personally it's the app that suits best for my kind of work on the home page you will see an overview here you will see date time projects priorities tasks and much more and you can also customize this to some extent you have your navigation bar on the left from here we can check our inbox tasks reporting portfolio and goals now these three things are for the paid plan so below that we have teams here we can see our team members and invite them if we like to we can add up to 15 users to the free plan below that we have our projects so I've created one for my YouTube videos so with the help of this I can see what videos I have in mind but I'm working on and what's done great thing is that you can create as many projects as you like other apps might give you a limited number of projects but here on Asana it's unlimited so you can create any number of projects you like you can also start the project and it will appear here in the favorites so once you are in the project you will be able to see couple of views with the free plan we have three options list board and calendar which is enough if you are just starting out let's go back to the list view so here we can create these tasks like so we can also assign a team member who is responsible for the task that is me then we can add the due date priority Etc The Columns you are looking at right now are all the columns that you can use rest are reserved for the Premium plan when we click on that it will appear here from the side and we can do a bunch of things like add description sub tasks and mark it as complete and give it a like you can do that for the video as well you can attach the files and much more also you can ask a question or add an update other than views we can all success overview files and messages last but not least we get Asana Integrations as well and you will be amazed to see how many extensions they have like slack Gmail Google Drive GitHub and many more it's good to see that all Integrations are free with the pre-plan so that's about Asana now if you want to check out you can check it out from the description below and the rest of the apps as well that's it for today hope you guys found this video helpful so like share subscribe stay safe bye [Music]
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