With BigContacts you can keep track of potential sales for your clients and prospects. Sales Force Automation at it's best!

 

Sales Pipeline

Feature Video: Manage your Sales Process

A sales pipeline is simply the process that you go through to close a sale. Using a pipeline makes it much easier to track all of your business and it helps to make sure you are using a systematic approach to running your sales efforts. With BigContacts, you can build a custom sales pipeline that is suited for how your sales process that works.

Products - Products are the goods or services that you sell. By pre-loading products, you make it easier to add new opportunities. You can also enter commission rates for products.

Creating a sales opportunity - A potential sale that you track is called an Opportunity. You can add one or more opportunities to a contact to keep track all of your sales efforts with that client or prospect. There are three types of opportunities - Future opportunities, Existing opportunities and Closed/Won opportunities.

Create sales opportunities as they develop and effectively track them to closure. After initial setup this module will effective track deals in your pipeline and will give you realistic projections of current and future revenues.

Sales Manager Report

A potential sale that you track is called an Opportunity. You can add one or more opportunities to a contact to keep track of your sales efforts with that client or prospect. With the sales manager you can see all of the current sales activity for you and your team in aggregate. You can also drill down to specific contacts that make up your total sales funnel. The sales manager also helps you to project your future business. There are three types of opportunities - Future opportunities, Existing opportunities and Closed/Won opportunities.