Benefits of Using Stages in CRM

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.

We all know that every sale is different, but there are some steps every company should take to convert a lead to a customer. The first thing you need to do is define these steps from lead to customer. Example steps in a CRM system could be as follows;

• Prospecting

• First Meeting

• Additional Meetings

• POC

• Proposal

• Meeting with Decision Makers

• Negotiations

• Closing the sale

CRM tools help you very much to visualize these steps in a convenient way. It should also be possible to define which actions should be taken in these steps and report details accordingly.

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.