Some concepts ended up becoming popular in the sales world.
Perhaps the main one is the Sales Funnel principle. A structure, divided into phases, where the lead develops until the deal is closed. After closing, the customer enters the support phase, usually being treated for the customer’s success.
But that is not exactly the case in many cases. In many situations, closing the sale represents only the beginning of a project.
A company that works selling complex software, for example, needs to have a view of the entire implementation process that happens after the sale. The same for the office that plans furniture, or the marketing agency that performs actions.
In many cases, closing a deal still means that other processes will be carried out so that the customer is satisfied with his purchase. But if the funnel model ends the sale at closing, how can we manage these next steps?
Board: your projects within CRM
Some Moskit users have been using the Board, in its beta version , for managing their projects for some time. This tool is now available to all users.
The Board works as a project management tool, but with a very simplified approach, to avoid unnecessary complications when turning a closure into a new project in progress.
Using the Board it is possible to carry out all post-sales management, dividing them into clear steps. Favoring a clear and objective view of the project’s progress. As the entire structure is integrated with the CRM data, the monitoring of the project already brings information on negotiations, sales and contacts.
Sales can be quickly transformed into projects, without the need for extra actions and involving all those responsible. All steps that have already been established will be followed and the stakeholders notified. Productivity goes up and service time goes down.
But I don’t know about projects, what to do?
When a customer decides to adopt a CRM, their internal processes are usually not defined. Their needs are translated at the time of implantation and a funnel is created, bringing the customer’s operation into the reality of the relationship with the customer.
The same idea should be adopted when thinking about the Project Board. As much as there is still no control over what happens after a sale described directly, adopting the tool serves as a motivator to think about these processes and create that control
The objective is always to identify clear actions in a macro layer, always defining a responsible person to ensure that the activity is carried out. Thus, even those who do not manage the after-sales service can easily develop the steps of a delivery.
A horizon beyond
Every proposal of the Board is to make the salesperson’s performance go beyond the normal sales flow. Getting better information and providing better service.
The facilities are many:
- See what can be facilitated in using the feature:
- Monitoring of projects through predetermined steps;
- Facilitates the opening of a project whenever you schedule a closed sale.
- Scheduling activities and appointments for projects
- Project-specific timeline with centralized history
In addition to the broad objective of improving the quality of sales, the idea is to centralize everything in the same tool, inheriting the same data, ensuring that there is no delay or extra effort, only results.
To use the Project Board and follow all post-sales of your negotiations, just click here and do a free trial on Moskit. If you are already a customer, the Board will be available among the Moskit’s features.
The union of CRM with the Project Board will take your sales operation to a new level.