What’s the number one thing you can implement to ramp up your cash flow? Sales. What’s the number one factor that can sink your company? The lack of sales. So why wouldn’t you use the best technology available to manage your sales pipeline?
Effective sales management for both existing clients and new prospects is the lifeblood of your business. But it’s a balancing act. The trick is to make sure your sales are in line with your capacity as a company. If sales are low, you’ll end up paying your employees out of pocket. And if sales are too high, you may over-tax your team, or worse, be forced to cut corners to meet your deadlines and deliver an inferior product or service to your customers as a result. That’s why we use a Sales Funnel Chart on our Dashboard.
A Sales Funnel Chart will provide you with a picture of the jobs your company is working on now, the proposals you’ve submitted to your customers/prospects, the proposals you’re working on, and the jobs that may be coming up on the horizon. In Microsoft Dynamics CRM, you’ll also have the ability to “drill in” to the sections of your Sales Funnel Chart to quickly get to the data behind the picture.
At P2 Automation – we’ve put together this simple video called , which describes how we use a Sales Funnel Chart to manage our sales pipeline, and how easy it is to get to the data behind the image. Check it out, and be sure to stay tuned for our next video on how to use the CRM dashboard for Case Management.
is a simple and powerful tool that we use at P2 Automation on a daily basis to track our inbound and outbound communications, automate sales activities, and manage our marketing process. In simple terms, Microsoft CRM empowers organizations to manage the entire relationship cycle – from lead, to prospect, to client, and eventually to ongoing client management.
P2 Automation is a
