CRM voor pijplijnbeheer

Uitzicht op het bord

Boardweergave is de interactieve manier om je pijplijn te beheren en leads te volgen in je CRM. Sleep leads naar de volgende verkoopfase en markeer leads als gewonnen, verloren of geannuleerd. Bewaak de algemene gezondheid van je pijplijn en zie snel wat er nu moet gebeuren.

Lijstweergave

List view is the most traditional approach for optimal lead and pipeline tracking and management. In our sales pipeline CRM, view your pipeline leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.

Kaart bekijken

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.

Grafiekweergave

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.

Hete 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 here!

Aanpasbare loden bordkaarten

Need to tailor the information stored on your lead board cards? 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 data for your team’s needs. Learn more here!

Het grootste voordeel is het bijhouden van je leads en waar ze vandaan komen. Het is erg nuttig geweest om elke lead te taggen en ze te bekijken op de kaartweergave om onze marketinginspanningen te evalueren.

April M. Gebiedsvertegenwoordiger Lira Klinisch