Verwalten Sie Ihren gesamten Vertriebsprozess

A sales process is the series of necessary steps to be able to sell a product or service. Every company has his own sales process  in a CRM system like CloudOffix, Salesforce, Zoho, Pipedrive, MS Dynamics, etc. to manage his entire sales cycle. As a starting point, your sales process may be not be perfect, but starting to define it is a very vital necessity. Then, you can shape it according to the feedback you get during the sales cycle.

Wir alle wissen, dass jeder Verkauf anders ist, aber es gibt einige Schritte, die jede Firma unternehmen sollte, um einen Lead in einen Kunden umzuwandeln. Das erste, was Sie also definieren müssen, sind die Schritte vom Lead zum Kunden. Beispiele für diese Schritte könnten sein;

• Prospecting

• First Meeting

• Additional Meetings

• POC

• Proposal

• Meeting with Decision Makers

• Negotiations

• Closing the sale

CRM-Tools helfen Ihnen sehr, diese Schritte auf bequeme Weise zu verdeutlichen. Es sollte auch möglich sein festzulegen, welche Maßnahmen in den jeweiligen Schritten ergriffen werden müssen und entsprechende Berichte zu erstellen.

With CloudOffix Sales Cloud, everything starts with Leads. Leads can have their own nurturing steps and qualified leads are converted to opportunities. Salespeople follow up all these converted opportunities with their own sales cycle. During opportunity follow up, activities like phone calls, meeting, to do's are done. When it is time to quote to the customer, you can create proposals with custom templates. Proposal templates can easily be created from Word documents. You do not need to code in order to use custom proposal templates. 

You can share proposals directly within CloudOffix or with your favorite mail app. When customer is ready to order, you can just convert quotes to order with one simple click. 

That is an easy sales process management in CloudOffix.

Try CloudOffix here.