Module video
How many sales do you lose per year and why are you losing them?
How many quotes are currently stagnant?
How much could these sales impact the company's revenue?
Using CRM, it is possible to manage opportunities and organize the commercial process, from prospecting to closing the sale, ensuring gains for the sales team and for the company's revenue.
How can GRV help you?
Sales Funnel
The funnel is a graphical representation of the sales process, as it shows how many opportunities exist in each stage (configurable): Proposal in elaboration, in negotiation, and sent. Using the funnel, analyzing the stages where opportunities remain stagnant longer or why they are being lost becomes a very easy and visual task. This analysis is essential for taking actions to reduce the closing time.
In addition to the three pre-registered stages, it is possible to:
- Include more stages;
- View results by salesperson or by the entire team;
- Create events (tasks), such as: making calls, visiting, sending proposals, etc.;
- Configure validity periods for tasks.
Control Panel
Centralized real-time information
CRM stores information on current and potential customers and the history of events (tasks) for each opportunity, including calls, visits, proposal submissions, and other interactions. With the control panel charts (CRM dashboard), it is possible to monitor team performance and evaluate the phases of each opportunity in a simple, quick, and easy-to-understand way, identifying strengths and weaknesses in your sales process.
Greater control with the sales map
With easy visualization, track and control the evolution of opportunities, analyze the progress of stages over time, evaluate the cycle, deadlines, tasks, and the representativeness of each opportunity.
SIZE OF CIRCLES: Symbolizes the financial representativeness of each opportunity.
COLORS OF OPPORTUNITIES: Represent the status of events:
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Red = no events
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Yellow = overdue events
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Green = future events
STAGES: Proposal in elaboration, sent, in negotiation, etc.
CYCLES: Viewing period.
Sales Parameter
Why are we losing more quotes?
Through the business loss chart, visualize the main causes of bid rejection and also losses per customer. Based on this information, it is possible to create improvement actions, such as reevaluating costs, processes, quality, etc., in order to eliminate the main objections and increase the closing rate.
Meetings based on real reports
Improve your team's performance based on data provided by CRM, set goals, work specific funnel stages, suggest improvements, and evaluate individual salesperson results to achieve better outcomes.
Gain productivity
By centralizing information and organizing tasks, team communication will become much more efficient. Furthermore, with the sales funnel view, the team will have tools to work with more focus and assertiveness, as everyone will be collaborating to improve the performance of less efficient stages and speed up closing.
Higher quality service
With so much information available, your team will be prepared and updated with information on each customer, enabling personalized service.
Revenue predictability
Through this sales funnel screen, it is possible to analyze and monitor (by salesperson and team):
- Revenue forecast;
- Goal achievement forecast;
- Stages with more stagnant items and what they represent in terms of revenue;
- Total value of items in each stage;
- Number of opportunities needed to meet the revenue target.
Module screens
11 screens of CRM taken from GRV Software's official site. Click to enlarge.
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