You can personalize your view of the lists of your leads, contacts, and deals by sorting, filtering, and saving your data points. You can create smart lists in Leads, Contacts, or Deals, through the Working Center view. Integrating an application (for example, MailChimp) Smart lists also enable you to take action on lists so you can work with numerous prospects or customers at once.
A smart list is similar to a powerful Excel spreadsheet, but one that's designed specifically for sales. Which means you can manage multiple leads or contacts at once. Smart lists enable you to see different groups of leads, contacts, and deals, on a granular level. Aligning pipeline stages with your sales process.Use this playlist to create your sales pipeline At what point do you or your reps have enough information to produce a quote?.Determine the qualifying event that indicates a prospect has legitimate interest or is a good fit for the product / service you're selling.At what point does a prospect become a customer?.Do multiple sales reps work with a prospect before they become a customer?.After someone has contacted a prospect, what happens next?.Does anything need to happen before this initial outreach?.Who's the first person to engage with a new lead?.Here are a few considerations to help you customize the stages in your pipeline to better reflect your organization’s sales process:
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If you're unsure how to breakdown your sales process into pipeline stages, start by walking through your sales process from start to finish (see Adding stages to your sales pipeline). This has a direct impact on sales forecasting. These stages help to organize and categorize your opportunities based on the progress you've made with each opportunity. Manage your sales process in pipeline stages that define your typical deal milestones. The sales pipeline is available from the Deals page, which you can configure in Settings > Customize > Sales Pipelines.
Use Smart Lists to get dynamic email reports, for example, filtering by days since last communication, emails without a lead response, or last outgoing email.Get notified with an alert as soon as your email is first viewed.Include a link in your email and see the number of times it's been clicked on.View the number of times a lead or prospect has opened your email.Integrating your business email with Sell provides a rich set of sales-specific email capabilities that make outreach and follow-ups easier in sales. For more customizable reporting, see Creating and using smart lists.Īdministrators manage all the account preferences and configurations in Settings.Īccess the notification center to view web alerts and to understand when action items need your attention.ĭirectly call anyone in your address book. Pre-built reports are ready for you to use. Manage your emails, calls, and text messages with leads and contacts from the communication center. Drag and drop an existing appointment to reschedule it.Īssign tasks and manage other user's tasks using filters such as due date. With a single click on the calendar you can schedule an appointment, and an invitation is sent to the lead or contact.
Your calendar holds all of your appointments and tasks. Deals are the same as opportunities in other systems, containing key information about every sale (such as the deal value, and the estimated close date). Customers are contacts with won deals associated with them.ĭeals include all of the details about a sale that you'll manage with each person or company you're selling to.Prospects are contacts with active deals associated with them.
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