How can you access multiple pipelines?
The ability to create multiple pipelines is available to Nutshell Sales customers on the Pro plan and up.
Nutshelljoustavat putkenhallintanäkymät ja liidien seurantaominaisuudet antavat edustajillesi valtuudet hoitaa liidit heille sopivalla tavalla.
Your company’s sales process is unique—and so should your CRM pipelines. Make your pipeline your own by customizing it with stages, guidance for reps, confidence level, user assignments, tasks, and more.
Then create multiple pipelines for different sales processes to separate your product and service offerings, B2B and B2C customers, new sales and post-sale onboarding, or whatever other audiences your business works with—all customizable for your industry and process.
The ability to create multiple pipelines is available to Nutshell Sales customers on the Pro plan and up.
Empower your sales team to work more efficiently with lead views that meet their needs, allow them to track lead progress through the sales funnel, and help identify bottlenecks. So whether your reps are on the road or in the office, prefer a Kanban or list view of their leads, or just want different ways to visualize their in-progress sales, Nutshell lets them track their assigned leads however works best for them.
Board-näkymä on vuorovaikutteinen tapa hallita palveluputkea ja seurata liidien kehitystä CRM:ssä. Vedä ja pudota liidit seuraavaan myyntivaiheeseen ja merkitse liidit voitetuiksi, menetetyiksi tai peruutetuiksi. Seuraa toimitusputken yleistä tilaa ja näe nopeasti, mitä seuraavaksi on tehtävä.
List view is the most traditional approach for optimal lead and pipeline tracking and management. In our sales pipeline software, view your pipeline leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.
Ideal for outside sales reps, Map view shows exactly where your companies and people are located, helping you plan for on-site meetings and scheduling activities. Want to find your best leads on the go? Our free iPhone app lets you quickly view any lead list or filtered lead segment in a zoomable, smooth-scrolling map.
Chart view quickly details your lead trends by timeframe, quantity, and value in an easy-to-read graph, making it a great method for tracking your pipeline and leads.
Are your leads hot or not? Hot leads let you prioritize the prospects that are most meaningful to you so you know exactly where to focus your attention. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click, and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists. Learn more about hot leads!
Want to see specific lead data front and center in your lead board? Now you can choose which fields are displayed and reorder them to support your team’s process. Switch up the customization for each of your company’s pipelines so lead board cards show the most important information for your team’s needs. Learn more about customizing your lead board!
The Hot Leads feature is available to Nutshell Sales customers on a Growth plan and above. The customizable lead board cards feature is available to users on our Sales Pro plan and above.
Building and customizing your sales pipelines takes as little as 20 minutes! Start by creating each stage in your sales process, giving it a description, and adding guidance for your reps. Add user assignment rules to give each lead the best chance of closing, then create stage goals to automatically advance the lead once the goal is met. With advanced sales, email, and text messaging automation available, Nutshell simplifies how you set up and optimize your pipeline to keep leads flowing smoothly.
A sales pipeline management tool is software that optimizes your sales pipeline for efficiency and productivity and creates a smoother experience for your customers and your reps, helping your team close more deals. With pipeline management software like Nutshell, teams get a range of powerful features that help them customize their sales process, stay on top of leads and sales, automate smaller tasks, and stay organized with all the prospects in their pipelines so they can work more efficiently.
Pipeline management is a critical skill for sales professionals seeking to win more deals. With multiple prospects, tasks, relationships, and even pipelines to juggle at once, sales reps need tools that help them stay ahead of the game. The right pipeline management software can help sales teams:
While every business has unique requirements, the best pipeline management software is the one that saves your team time, automates lower-priority tasks, and ultimately results in increased sales. Here are a few top features to look out for:
Tutustu opastetulle kierroksellemme Nutshell'n uskomattomiin ominaisuuksiin!
Suurin hyöty on liidien ja niiden alkuperän seuranta. On ollut erittäin hyödyllistä merkitä jokainen liidimme ja tarkastella niitä karttanäkymässä markkinointitoimiemme arvioimiseksi.
April M. Alueellinen myyntiedustaja Lira Clinical
Liity yli 30 000 muun myynnin ja markkinoinnin ammattilaisen joukkoon. Tilaa Sell to Win -uutiskirjeemme!