Streamlining Your Sales Process
A great sales process is simple to follow, repeatable, easy to teach to new employees, and can be refined over time.
Daylite helps you streamline your sales process, so everyone will know what needs to get done. You will know at a glance who is doing what, so that everyone can work towards closing bigger deals faster. Daylite gives you simple yet powerful sales tracking and streamlining tools, and it all starts as an Opportunity.
An Opportunity Pipeline allows you to define each step in your sales process and keep track of how far along each Opportunity is in the sales process.
Define Each Step of Your Process
Pipelines are the foundation of your sales process, and provide the high-level steps you need to move each lead through. Pipelines are a visual representation of the sales process, are highly customizable, and are shareable with your whole team.
Pro Tip:
If you offer a variety of products or services, you may need a separate Pipeline for each one so you can customize accordingly.
Create a Pipeline and Add Stages
When you are creating Pipelines and Stages for the very first time, you must do so using Daylite for macOS. Once you have created these Pipelines and Stages you can then access them across all devices.
Navigate to Daylite > Settings > Pipelines.
Select the + button to add a new Pipeline.
Name the Pipeline and add a description of when it should be used, then select either Projects or Opportunities, and make sure the Active box is selected.
You can add as many Stages as you wish to your Pipeline. Select + Add Stage, name the stage and tap Done.
Pro Tip:
If you are creating a new Pipeline that is similar to one you already have, select Duplicate Pipeline and update the new copy.
Applying a Pipeline and Changing Pipeline Stages
Defining the stages of your Pipeline is a great first step, but next you want to use your Pipeline to start tracking which stage each of your Opportunities are in. This way anyone can check on a new deal and see how it is progressing. Tracking stages is also helpful for creating custom Filters and Smart Lists, allowing you to report on your Opportunities. The first step is to add a new Pipeline.
Locate the Opportunity in either My Opportunities or All Opportunities, then select the Pipelines tab.
Tap Pipeline and select the Pipeline you want to use. Notice how these Pipelines match what you created using Daylite for macOS.
Once you have a Pipeline selected it's time to choose the Stage you want your Pipeline set to.
Tap Stage and choose from the list you creeated on your Mac.
The current Stage and Pipeline are now displayed.
A Better Way to View Your Opportunities and Projects
Streamlining your Opportunities and Projects can save you time; but what is the best way to do it?
The Opportunities Board and the Projects Board let you see at a glance where there may be gaps in your Pipeline process, or bottlenecks in your in Projects.
These views can help identify areas of concern, such as deals that are stuck at a particular Stage, so you can focus on moving them along.
Moving your Opportunities and Projects around between Stages has never been easier. Simply drag your Opportunity or Project from one Stage to another and drop it into place.
As you begin to move your Project from one Stage to another, there are four different States that appear at the bottom of the Projects Board. These states are:
Cancelled
Deferred
Abandoned
Done
Moving your Opportunity or Project onto one of these states updates the record automatically.
For more information about how working with either the Opportunities Board or the Projects Board can help streamline your sales process, tap the links below:
Tracking Stages with the Opportunities Board
Wrap Up
With a simple-to-follow and repeatable sales process, you will close more deals. Whether a seasoned veteran or a recent hire, your sales team will have the information, expectations, and tools at their finger tips to be successful.
To learn more about how to create new Opportunities check out How to Capture New Business.
Want help creating the perfect sales process? Let us pair you with a Daylite Expert who can fine-tune your business processes by implementing Daylite in your workflows.
Last updated
