App 21/60: Simple Sales Pipeline

Simitless helps sales teams synchronize their efforts on organizing their sales funnel.

Your activity is all set up and running. You are starting out on a new milestone of working as a team on your sales force. Your sales pitch starts to be noticed and picked up by your potential customers. Unfortunately, not all of your reps may be available to every one of your customers at all times. Which can lead to losing contacts and business. And this is exactly what you fear most – losing potential customers, failing to respond on time.

What you need is a system that consolidates all of your customer contact details so that all employees of your sales force have centralized access to this information.

This is when Simitless can help you out with your project, as it already has a sales funnel management application model on the ready. The app in itself is easy to set up. But it is not only its ease-of-use that makes it stand out among other similar software solutions. The actual power of the app lies in its ability to centralize data input in one secure location. To get started, simply click the " Use this model" button to create your own copy of the app. Simitless is a system that adapts to your needs. Plus, it is risk-free. To save your progress, think of creating an account by following the instructions on the green buttons! Once your application has been created – based on the model provided –, invite all your employees to join the application by creating a Simitless account. ( Edit App Access rights)

It goes without saying that in order to avoid unhealthy internal competition, it is important that your entire sales force collaborate effectively. Even if a particular agent can be designated as the primary manager of a particular customer, all agents are responsible for all customers of your business and should be working together.

For each potential customer, your employees create a record by filling in the contact details of said customer in the relevant fields of the app. If a potential customer recontacts you, the sales representatives can easily find the relevant customer file by simply using the search engine included in your application and continue inputting additional information into the same file. Moreover, the record for each potential customer contains a notepad to jot down ideas regarding the communication efforts on the part of the agent on the one hand, and on the other hand to keep track of any unstructured information that can easily get lost or forgotten otherwise.

At the bottom of each record, several indicators allow you to locate at a glance the position of the potential customer in your sales funnel. The default structure we suggest contains the following fields and values:

• Contact
  • To call back
  • Email sent
  • Does not answer
  • Contacted
• Proposal
  • Negotiation
  • Approved
  • Blocked
• Contract
  • Being worked on
  • Sent
  • Signed
• Payment
  • To request
  • Waiting
  • Paid

The metrics we suggest can be altered at any time to match your own sales milestones. Simply use the model proposed by Simitless as a foundational cornerstone and start structuring and molding your application in accordance with your secret recipe for converting potential customers into cash cows cherished customer. To modify the structure and the values ​​of the fields of your applications, go to Edit app Edit data types.

Your application on the Simitless platform is unique. Now that it is all set up and running, it allows you to synchronize your sales efforts among multiple collaborators, even if they are distributed geographically and work from different time zones. All applications created on Simitless allow real-time collaboration. The data is updated immediately, even if your employees do not access/work on said data from the same location.

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You can continuously develop the functionality of your applications with Simitless. For example, you could add a table right inside your customer record that would list all the instances when your agent contacted the customer, or vice versa, the customer has tried to reach either member of your team. That way any member of your team can know directly who communicated with the client, when the communication occurred and what the contents of the exchanges were. All they have to do to keep the record complete is to take notes directly in your information system during their discussions.