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Crear etapas de canalización de ventas

Introducción

Infusionsoft tiene fases de pipeline de ventas predefinidas, basadas en un proceso típico de ventas directas. Puede personalizar estas etapas para que se alineen con su proceso de ventas directas. Cada etapa se puede integrar en una campaña de ventas y marketing.

Los representantes de ventas moverán la etapa de ventas manualmente a medida que un prospecto avanza a través del proceso de ventas. Cuando un representante mueve el escenario, la campaña de ventas actualizará automáticamente las etiquetas y / o los mensajes de seguimiento. Los gerentes de ventas usarán las etapas para rastrear la efectividad del representante de ventas y evaluar el desempeño general del equipo de ventas. Póngase en contacto con sus principales miembros del equipo de ventas para definir y estandarizar sus etapas de ventas e identificar qué tipo de automatización tiene sentido durante cada etapa.

Instrucciones paso a paso

1 - Vaya a CRM> Configuración en el menú principal de navegación.
2 - Haga clic en Pipeline de ventas en el menú Configuración.

3 - Revise la lista de etapas predeterminadas.

 - Nombre: Esto es lo que su equipo de ventas verá en el registro de oportunidad.
 - Días de destino #: Este número representa el número máximo de días que normalmente desea que un cliente potencial permanezca en el escenario. Aparece en el registro de oportunidad y puede utilizarse como criterio de búsqueda cuando se buscan registros de oportunidades.
 - Probabilidad: La probabilidad es un porcentaje que refleja el número de acuerdos que se convierten en ventas cuando una perspectiva llega a esta etapa. Si 4 de cada 5 perspectivas de compra una vez que alcanzan una determinada etapa, entonces la probabilidad de hacer la venta para esa etapa es del 80%. La probabilidad se utiliza para calcular los ingresos ponderados en el informe de ventas de previsión de ingresos por oportunidad. Este es un campo muy importante si su objetivo es pronosticar.
 - Orden: Este número se utiliza para configurar el orden de las etapas en el menú desplegable de registro de oportunidades. Incremento por múltiplos de 10 al principio, para que pueda insertar nuevas etapas entre las etapas existentes. Las etapas con un número de orden inferior aparecen más arriba en la lista.

4 - Haga clic en Editar junto a un nombre de etapa para personalizarlo.

5 - Una vez que haya terminado de actualizar las etapas predeterminadas, comience a agregar nuevas etapas introduciendo un nombre, número de pedido, días de destino y probabilidad.
Puede insertar una etapa de venta entre otras etapas asignándole un número de pedido entre los números de pedido de las etapas existentes.

6 - Haga clic en el botón Agregar para agregar la nueva etapa.

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