Pipeline Deals CRM Essential Update

Most of my painting clients settled on Pipeline Deals CRM several years back. It is a simple CRM that just works. This short post is mainly for those already using Pipeline Deals or for a few of you looking for an easy to use cloud CRM. When you login to Pipeline Deals you will go to the home screen which is a dashboard. The dashboard had a lot of different items to update you on such as upcoming agenda items, task, sales update and so forth. To be honest, the dashboard was not something I used much or had users telling me they found much value. Yet recently, Pipeline Deals updated the dashboard with 2 widget reports that are invaluable. It is because of these new widgets, I would strongly suggest everyone using the dashboard from this moment on! Take a look at these screenshots:
Once the note is typed and I tap “Add this note” button, it will send an email to whomever I have included in the note. In this case, Pipeline Deals becomes a powerful collaboration tool for your team.


Salesperson
Do I need to say more? When you login, these are the first two reports you see. The first report is interactive as well. This is the exciting part for sales managers and hopefully estimators! If I am an estimator looking at the above report, I want to look at the leads that are not closed yet from most likely to sell to least likely to sell. At that point, I’d then click on the most likely to sell section, in the case, “Verbal Accept” to see what I might need to do next in the sales process.Sales Manager
If I am a sales manager (or the owner checking on a salesperson), I’d do the same thing. I would look for the low hanging fruit. I would then dial that in and check on how the salesperson is doing on closing more deals. Once you are in a deal, I’d use the “activities” area and check in with the salesperson. It might look something like this: