The sales phase is a critical part of the business process that has a major impact on the success of the company. Focusing on this phase brings a number of benefits that can significantly impact the growth and stability of your business.
Less administration. Generate quotes, contracts and documents automatically.
Leave the routine communication to the software. The trader will only get involved when he has all the necessary information.
With AI and your historical data, we help your merchants set the steps to close more deals.
The deal is still man to man. However, the trader can use modern tools to communicate and store it in one place.
Preparing presentations, confidentiality agreements, generating quotes. All this can be done by salespeople in one click.
With the right numbers, it is possible not only to measure business, but also to improve it.
We communicate with the customer on several levels.
The information we need to obtain from the customer is primarily obtained automatically without the intervention of the salesperson. Similarly, it is nowadays standard that the customer chooses the appointment according to their time availability and with insight into the merchant's calendar.
Automation within the communication makes sure that it is constantly flowing. If the ball is in the customer's court, we use them to ask the customer to send or notify the merchant to contact the customer themselves.
The third level is the merchant's email communication itself. Whether it's email templates, addressing people correctly in the fifth fall or being able to see if a person has already opened the email and what they may have clicked on.
Salespeople generate different types of documents throughout the sales process to effectively communicate with prospects, close deals, and maintain relationships with existing clients.
Offer documents and presentations sell - whether they are pdf files or more modern short explanatory videos personalized for a specific persona.
Contracts created from templates and enriched with CRM data.
Invoices at some stage of the sales process. Including tracking of reimbursement.
Proper tracking and evaluation of sales activities is key to effectively managing the sales process and achieving business goals.
Company-wide statistics such as number of inquiries processed, win/loss ratios. In pieces and volumes.
Statistics for the sales department - sales cycle velocity, number of open opportunities in pipeline, sales team performance, weekly/monthly/annual plans and their execution.
Statistics for individual salespeople - conversion ratios between phases. Reasons for losses, sales forecast, average deal value.
Tracking and analyzing these reports and statistics is essential to effectively manage the sales process. They enable salespeople and managers to make informed decisions, optimize sales strategies and achieve better results.
Snadné a efektivní CRM od obchodníků pro obchodníky. Automatizujte celý obchodní proces na jednom místě.
Propojte vaše interní aplikace mezi sebou nebo je napojte na další systémy třetích stran.
Nadstavba vašeho CRM, kterou využijí vaši zákazníci i zaměstnanci.
REAS spojil zájemce o prodej nemovitostí s nejlepšími makléři díky propracovanému CRM systému a platformě REAS.cz. Přečtěte si, jak jsme pomohli vytvořit transparentní a efektivní trh nemovitostí.
Německá rychle rostoucí firma nastavila Pipedrive podle zkušeností ze starších CRM systémů. A to se jí stalo málem osudným. Dáváme jim pomohlo otočit celý stav a během krátké chvíle celý systém přenastavit k vyšší spokojenosti a hlavně lepšímu škálování i do budoucna.
Stovky poptávek po solárních penelech jsme nyní schopní odbavovat jen v pěti lidech. Díky zavedení CRM Pipedrive realizujeme úspěšně 3x víc zakázek bez zbytečných průtahů.
Take advantage of our experience. You don't have to spend hours testing different tools, processes and approaches. We'll make sure you start closing new business as soon as possible.
The sales phase is the part of the sales process where you are actively trying to close the deal with a potential customer. It includes activities such as making contact, presenting products or services, resolving objections and closing deals.
The most commonly used tools include CRM systems, email marketing tools, lead management tools, presentations, demo tools, and analytics tools for tracking sales team performance.
A CRM system helps you manage customer relationships, track interactions and sales activities, organize customer data, automate certain sales tasks, analyze sales performance, and provide your sales team with the tools and information they need to close deals effectively.
Performance improvement is most often achieved by specializing salespeople more narrowly on only a certain part of the deal (closing) and everything else is handled either by other roles in the company or by automated applications.
We'll connect with you, walk you through your processes and tell you how successful companies do things. If you're interested, we'll show you how to proceed and help you with your entire digital transformation process.
