Скачать или смотреть How to Manage Your Sales Pipeline in Capsule

In this video we will show you how to Manage your Sales Pipeline - a visual representation of your sales, allowing you to seamlessly manage and track your sales opportunities throughout your sales process.

Transcript:

In this video we will show you how to Manage your Sales Pipeline. With the Capsule Sales Pipeline you Get a visual representation of your Sales, allowing you to seamlessly Manage and track your opportunities throughout your sales process.

Capsule offers three different views of the Sales Pipeline:a visual pipeline, a List and a Dashboard. All three of these views benefit your account in different ways. Let's start by looking at the visual pipeline. Here you can see the milestones of your open Sales Opportunities... A milestone is used to highlight a key stage in your sales process, this helps keep track of how your business is moving through the pipeline.

These milestones can be edited by an Admin user to ensure they reflect how you would like that journey to look. This can be done by clicking into the account menu, then account settings, and finally opportunities. From here you can edit, add or delete any existing milestone as you see necessary... Within this setup you can enter a description for the milestone. This will then be highlighted on the pipeline view to all users. You can also modify the probability of winning.This is measured as a percentage and will highlight the likelihood of the sale converting at this stage and will be used to calculate your sales forecast - We’ll cover this later on in the video.

Days until “Stale” is the term used to flag any sale where there hasn’t been any activity in the amount of days specified, this can be different on every milestone and is a great way to highlight a sale that may need to be re-engaged. Any stale opportunity will be flagged in orange providing a clear visual, we will look at this again shortly. Now that we are happy with our milestones, lets jump back to our pipeline….

By scrolling over our Milestones we can see our entered descriptions, we can also clearly see the stale opportunities that we may need to prioritise.
The filters located here provide a great way to quickly segment opportunities. You can ensure that you are viewing your open opportunities or you can switch and view a colleagues. Please note that if you are on the Capsule Teams Plan your access to view records will depend on your role/overall team assignment. The same rule will apply to the Team Filter that you can see here. The tag filter is a great way to easily break down your sales opportunities based on a tag that has been applied to easily group it ...Now a great tip for quickly changing the milestone of an opportunity is to simply drag and drop the card - using this same method you can move an opportunity to won or lost.

Let’s look at how simple it is to add a new opportunity. We start this process by clicking up here on the Add Opportunity button, we can then see all the fields that we can populate. Any field that has a red star is mandatory, the rest are optional - we recommend, however, filling out as many details as possible, particularly when the account grows, as it makes it easier to identify historical information...First we have to link the new opportunity to at least one existing contact or organisation, we then enter a name that will help us easily identify the new sale. A description isn’t essential, however, it can be beneficial for capturing useful additional information. Here we can apply a tag, let’s add the tag “Gold” to flag this sale as a priority. This will help us quickly get an overview of all the opportunities that have this tag applied - a great method for segmenting your sales. Selecting the currency field will allow us to change the currency of our sale, we can also change the payment options to highlight if our sale will have a fixed amount or if it will have recurring revenue. For example If you enter an expected income of 5,000 per month for 3 months, then the opportunity will be worth a total of 15,000. We can pick the milestone of our sale, so if something is already qualified we can quickly jump to the correct stage. Pick an expected close date to reflect when you expect this sale to be won and then you can apply a track to the sale…. A track is a sequence of tasks that you follow in your business, this is a great way to standardise your approach to business across the Capsule account. If I apply this my tasks will be populated when I create the sale. If you would like more information on tracks, for example on how to set these up, please look at our training material around Capsule Account Settings/Tracks… If you have already created custom fields you can also enter this information here, helping you record the specific information that you wish to capture for your sale. Again for more information on custom fields you can view our dedicated support material...