what is crm salesflow? sales opportunity pipeline management in microsoft dynamics crm
TRANSCRIPT
8What is CRM SalesFlow?An introduction to sales pipeline management in Microsoft Dynamics CRM
Microsoft Dynamics CRM 2013 introduced some fantastic new features
Flat design UI
Navigation
Microsoft Dynamics CRM 2013 introduced some fantastic new features
Business Rules
Process Flows
Microsoft Dynamics CRM 2013 introduced some fantastic new features
And let’s not forget the app.
Business process flows allow your team to follow the correct process every time.
A typical sales process might look like this:
Qualify Develop
Propose Close
Business process flows allow your team to follow the correct process every time.
A typical sales process might look like this:
Qualify Develop
Propose Close
They’re
great!But…
What happens when you want to work with all your opportunities?
What happens when you want to work with all your opportunities?
You see a
bigwall of
text
To progress an opportunity, you have to:
1. Open the opportunity
2. Amend the sales stage
3. Save the opportunity
4. Close the opportunity
5. Repeat for each opportunity
Wouldn’t it be great if you had a better way of viewing all your opportunities, your goals and KPI metrics and progressing them from a single screen?
Ta-dah!All your opportunities displayed
Goals
Ta-dah!All your opportunities displayed
KPIs
Ta-dah!All your opportunities displayed
Each stage in the process flow represented
Want to see more detail?
You’re in control. You decide how much detail you want to see on the board by changing your settings.
Change the view, sorting and even how tiles should be colored.
Work the way you want to!
Here’s an example of setting the color to flag opportunities that have remained in the same stage for too long.
Here’s the same set of opportunities, colored on Created On date and sizing the cards based on their value.
When you want to progress an opportunity to the next stage, simply drag it to the next stage.
When you want to progress an opportunity to the next stage, simply drag it to the next stage.
If you’re on a touch-friendly device, you can use your finger
All this means quick and easy administration
of your pipeline, meaning you
can spend more time selling!
You can even track the time it takes you to move your opportunities through your pipeline using the Sales Velocity KPI
Sales Velocity
Here’s the math:
𝑁𝑜 .𝑂𝑝𝑝𝑜𝑟𝑡𝑢𝑛𝑖𝑡𝑖𝑒𝑠 𝑥𝑊𝑖𝑛𝑅𝑎𝑡𝑒 (% )𝑥 𝐴𝑣𝑒𝑟𝑎𝑔𝑒𝐷𝑒𝑎𝑙 𝑆𝑖𝑧𝑒𝐴𝑣𝑒𝑟𝑎𝑔𝑒 𝑆𝑎𝑙𝑒𝑠𝐶𝑦𝑐𝑙𝑒
Tip: you can also create your own KPIs!
Keeping track of your sales velocity number helps you understand if you’re suffering from pipeline rot and allows you to kick start your deals into where they need to be: in the Won category!
Benefits for
Sales UserAll your pipeline, goals and KPIs in one place
Update your pipeline faster
Spot opportunity rot before it sets in
Spend less time on admin, more time on selling
Sales ManagerSee which deals are holding up the team target
Check the company’s sales velocity
Improves your team’s selling time
Fast, live accurate reporting
is only US$15 per CRM SalesFlow User, and you don’t have to tie it to the number of CRM users.
It’s a cost effective way to make Microsoft Dynamics CRM work better for your sales team.
Visit www.crmsalesflow.com to learn more and register for a free 30-day trial.
CRM SalesFlow is a trading name of Fusion Software Limited.© 2015 Fusion Software LimitedMicrosoft and Microsoft Dynamics CRM are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.