When you click on the “Deals” tab, in Aritic Sales CRM, you reach to our comprehensive CRM, a feature dedicated to our Small Business and Enterprise plans.
Select the “Table” icon on the deals page and choose the deal view type, i.e., OverView or Kaban.
What are the deals?
Treat deals as a way of identifying qualified leads as sales opportunities. Deals are the contacts which should no longer sit dormant in your database. They’re already in your pipeline and on track to become customers. When we create a deal, we assign to an internal team member. He monitors and manages the movement of deals from stage to stage in your pipelines.
What are pipelines?
Pipelines are business processes that may be sales-related, and otherwise, e.g., sales pipelines could be “Orders” or “Sales.” This term represents the entire process of converting qualified leads into customers.
Set up pipelines (or processes) for your business as per your need as Aritic Sales CRM does not limit the number of active pipelines you can create.
Go to “Settings” – In Deal Settings, click on the “Overview “button to add the pipelines.
What are the stages?
There are different stages in pipelines. As pipelines are business processes, so consider stages as steps that deals must advance through to complete these processes (and often, for you to close sales).
The stages could be “Currently In Contact” and “Need To Contact” and “Send Proposal,” etc.
To add more stages, click on the “Settings” icon in the upper right corner of the deals page.
Open deals are those leads that are active. You can achieve the goal of the pipeline (e.g., sell a product or on-boarded successfully) by Won deals. Lost deals are those leads which enter the pipeline but do not get converted.
It is useful to know how much money your business has made, but at the same time, it is essential to know how much money you can make soon. In order to help you get an idea of the revenue projection for your freelance business, we have built a deal forecast feature in Aritic Sales CRM. Access Deal Forecast by clicking on the ellipsis (3 dots) on the deal page.
Click on the ellipsis button to view won, lost, and archived deals and filter them.
Won or Lost Deal
Click on the green won button to close a deal and click on the red lost button if you lost the deal. You can specify a reason for losing as well, but this is optional.
Ho to Log a call?
To log a deal call record, follow the below steps:
To do that, open a deal and click on the “Calls” tab. Then click on the “Phone” icon on the right. In the next step, a modal will open for you to enter record details;
- Subject – Call subject, e.g., Product Price
- Call Type – They are of two types namely inbound and outbound calls
- Duration – This is the amount of time spent on the call in format 00:30:00. Example; 00:20:00 means 20 minutes.
- Assignee – The person responsible.
- Schedule call – Schedule a phone call and CRM will remind you.
- Description – Description of the call.
- Call Result – It is a summary of what you discussed in your call conversation.
Send email to a deal by clicking on a contract and selecting the Emails tab. Deal emails page lists all the emails, no matter whether you are following up a deal or you have received an email reply from a deal.
Set up email integration in Settings – Deal Settings section, to display emails replied by your deal on the CRM.
Use the Activity tab and add deal activities, e.g., “Follow up call” to a deal.
You can use English words for dates inside square brackets to quickly enter a todo task. For example, Send proposal [tomorrow] or Followup on deal acme [next Tuesday].
You can easily add deal products using the “Products” tab. Whenever you add a product, the deal value will automatically update with the product price.
Add files associated with the deal by using the data tab.
Use the comments section to discuss anything with the salesperson attached to the deal.
Click on the “reminder” icon on the top menu of the deal view to set reminders.