Your sales pipe is called a “pipe” for obvious reasons. Like any old pipe, deals flow in one end. Are funneled through various stages of nourishment. And flow out the other end (to a close). If all your deals are flowing smoothly. Then you’re lucky because your pipe is healthy. Conversely, if any deals get stuck somewhere in the pipe long enough that you consider them lost or stale. Then you may need a plumber.
Now, while we’re not plumbers. We like to contact lists make sure our clients’ sales pipelines are healthy. To do that, we’ve built tools to give sales managers and reps better visibility . And control over their pipelines. When we released Vtiger 7 last year, a key tool we added allowed sales teams to set up automatic reminders to alert them when a deal goes dead . Today, we’re excited to announce the release of one that gives them an actionable 10,000-foot view of their sales pipeline. This makes them more informed and better able to act on deals faster.
The Kanban view of the sales pipeline:
Kanban view gives you unprecedented visibility into every deal in your sales pipeline. It shows you all your active deals by sales stage and includes a netherlands email list snapshot of key information including the value of a deal, the assigned rep, the expected close date, and the next action. With this new view, it’s easier to find deals that need attention, quickly get up to speed, and move to the next stage.
The Kanban view makes it easy to find your next deal to work on. Depending on what you’re looking for, you can sort and filter deals using many criteria such as expected close date, last updated time, or assigned rep. Once you’ve selected a deal to echr do have the same legal force, work on, you can learn more about it by clicking on its title to reveal its details view, where you can add more information as you work on the deal. Once you’re done working on it, if you’re ready to move it to a new stage, simply drag it there and you’re done. Working on your sales pipeline has never been easier.
With this new vision, we hope you and your team will be more confident, make better decisions, and close more deals faster.