6 WAYS TO IDENTIFY SALES OPPORTUNITIES AND CLOSE THE DEAL
As a salesperson, there are few feelings more exciting than closing the deal and making that sale.
From identifying new opportunities to delivering customer happiness
Deals are crucial to the sales process. EngageBay's Deals feature offers you powerful tools to convert every opportunity. With this, you can create multiple deal tracks with custom milestones, trigger automatic follow-ups and receive real-time metrics. EngageBay’s free CRM for small business with deals offers you a customizable sales platform for clearer insights, consistent results, and smarter sales force automation
Streamline your process with EngageBay's powerful visual drag-and-drop workflow. Drag deals between milestones for sales process tracking and sales process automation. Seamlessly edit details and re-assign. Make the most of every opportunity to close.
Add new events and opportunities and manage your sales pipelines more accurately. Integrate crucial information such as deal value, owner, probability and close date. Assign it to a particular track and use milestones to automate the sales process and then monitor its progress.
Deals move through tracks or pipelines in EngageBay’s CRM with the deals pipeline. You can create numerous tracks with separate milestones for each track. Easily manage your sales pipeline for different products or services, target new verticals or larger clients, move CRM deals between tracks, and customize the entire sales process.
Deal nodes and triggers enable automation of follow-ups, expedites pipeline deals CRM closure and engages new customers. Trigger automated workflows when a deal is won or lost, or whenever a milestone is changed. Automatically send emails, documents, texts and tweets. Automatically assign sales tasks to different team members.
EngageBay's list views and milestone views come in a visually rich presentation and allow you to gain deep insights into your sales process and increase productivity. The milestone view lets you drag and drop CRM deals between milestones. The list view includes graphical metrics and a compact list of all of your company's opportunities.
EngageBay grows along with your business. As your business grows, use filters to find exactly what you're looking for with just a click. Find all pipeline deals CRM belonging to a particular sales rep, filter by value range, or see only currently active opportunities. You can also import and export deals as .CSV files.
Get advanced metrics at your fingertips. Add personalized dashlets to your EngageBay CRM deal tracker dashboard for real-time deal views, including revenue graphs, deal funnels, pending deals, and deals by milestone.
Get advanced metrics at your fingertips. Add personalized dashlets to your EngageBay CRM deal tracker dashboard for real-time deal views, including revenue graphs, deal funnels, pending deals, and deals by milestone.
As a salesperson, there are few feelings more exciting than closing the deal and making that sale.
Working in sales means there is the freedom to be your own boss while still having a fixed income without going through the rigors of entrepreneurship.
Now that half of the fiscal year is over, you’re probably in the stage of reviewing, maybe even updating the pipeline development methodology for your business.
Now that we’re almost halfway through 2021, what is your company doing to meet its B2B sales goals?
You don’t know where the year went, but somehow, 2021 is almost here. One area you want to focus more on for the first quarter of the coming year is your company’s sales strategy.
What goes into a sales strategy? That answer could change from year to year and even month to month.
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