Too many companies manage their sales team/opportunities from an island. Clypboard sales tools, wrapped in the Sales Pipeline view provides an efficient sales process that empowers the sales person.
The Sales Pipeline is a tool used by a dedicated sales person or sales manager to track/manage their:
Every CRM has different vernacular.
Leads are an initial point of contact that is ready to be distributed for prospecting or proposing
Leads can be:
The process of completing a Lead (removing it from the pipeline) is to create and assign a prospect:
Prospect required to close out a lead:
Quick additional notes on leads. The Lead Source allows us to additionally track marketing spend through the Lead Visualization page:
And the Leads Report page:
Prospects are created when the active sales process has begun:
The prospect form:
Proposals are an electronically generated contract ready for acceptance by the customer:
On the back-end, each company builds out each Program their field and office are eligible to sell:
At the program level the following is specified:
Select the Program and initial price inputs:
Some service are required and some are optional, with inputs of their own:
Generates a proposal with all selected services at the prescribed pricing with any attached photos:
Complete is a signed proposal that additionally will:
Upon signing, the contract appears the activation hopper:
The office performs a quick sanity check, looking for typos or scheduling conflicts:
Upon activation, all data entered during the proposal process builds the setups (price, production, and schedule) and invoicing rules.