Pipeline creation tools
Posted: Sun Dec 22, 2024 8:20 am
Online services and tools for pipeline development
Google Sheets (Google doc). The easiest tool for creating a pipeline in the form of a table. It allows you to provide access to several users with limited rights to change the table.
SmartSheet. This is an online platform that supports the Russian language and allows you to solve business problems. It provides a wide range of ready-made templates that can be used both indonesian numbers individually and jointly with colleagues. In addition, its functionality also allows you to create and manage pipelines.
Trello. A Russified online platform with a simple interface, which is used to plan personal and business tasks. To create a Kanban board, you need to select a category, template (CRM Pipeline, CRM Pipeline and Sales) and send invitations to employees. Task cards indicate deadlines and comments.
Miro. This is a free online service for creating Kanban boards and reminders in English. The service is ideal for use by managers of small companies, as it has sufficient functionality for this. To create a Kanban board for each employee, it is enough to fill out a card, which can be supplemented with the necessary comments or instructions.
Bitrix24 is a Russian-language platform for organizing business processes online. Using the platform, you can connect employees to work and set tasks, determine those responsible for their implementation and monitor execution in real time. In addition to the standard Kanban board, Bitrix24 provides many other options for convenient and efficient work, as well as tools for compiling statistics and analyzing the work done.
How to achieve multiple growth in traffic and sales from your website?
Alexey Boyarkin
Dmitry Svistunov
Head of SEO and Development
Read more posts on my personal blog:
I have always been concerned about the issue of moving to a fundamentally new level. So that the indicators would grow not by 2 or 3 times, but by several orders of magnitude. From a thousand visits to ten thousand or from ten thousand to a hundred thousand, if we are talking about a website, for example.
And I know that such leaps are always the result of painstaking work in five areas:
Technical condition of the site.
SEO.
Collection of site semantics.
Creating useful content.
Working on conversion.
And at the same time, every manager needs an increase in sales and the number of applications from the site at the moment.
To get this growth, download our step-by-step template for increasing sales from the site:
Download template
Already downloaded
153115
4 ways to work with a pipeline
So, the pipeline is created. How to work with it correctly so that all efforts are not wasted? There are four main ways to use the pipeline to carry out effective sales. Let's consider them in more detail.
We prepare reports
To improve the flow of transactions, employees need to use various reporting forms, which should be trained. They can significantly simplify and speed up the decision-making process.
"Payment plan for tomorrow" - this form motivates the employee to think ahead about the future and understand their responsibility for the daily result. Past success does not justify inaction in the future. Work should be more rational and conscious.
"Weekly Payment Plan" - this approach helps you look into the future and take proactive measures that will affect your pipeline dynamics and help you develop several steps ahead.
We control execution
The head of the department monitors the status of each transaction conducted by his employees. He does this daily, evaluating the work of employees in two stages.
Before creating reports in CRM, salespeople enter information about plans for the week and each day. Then, using appropriate filters in CRM, the sales representative receives a table that looks something like this:
Counterparty / Transaction amount / Transaction stage / Product-service / Manager / Probability
The probability of a successful transaction depends on its current stage. For example, you can use a probability scale to display the stages of the transaction.
A commercial offer has been sent – probability of payment up to 50%.
Sent the contract – 50-70%.
The contract has been signed – 70−90%.
The invoice is 90-100%.
The ability to pay for a transaction may depend on the industry the seller operates in, as well as the level of the person making the decision on the transaction.
Read also!
"Marketer's KPI - Key Indicators and Accurate Calculation"
Read more
We are activating the promotion of deals
The pipeline can be optimized by paying attention to three key aspects.
The head of the sales department monitors changes in the status of each transaction and takes measures to ensure that transactions are not delayed, he holds personal meetings with employees and reminds them of deadlines. He does this 2-3 times a day. The duration of a transaction can be up to 1 month.
ROP monitors the change in the number of transactions for each manager. It is important that the manager closes transactions on time and replaces them with new ones. If necessary, their number can be adapted, for example, increased.
The ROP is obliged to control the average check level in the pipeline. If this indicator does not correspond to the planned values, then it is necessary to adjust the salesperson's communication strategy with clients. In this way, it is possible to teach subordinates to sell more expensive goods and conduct up-sale and cross-sale.
Google Sheets (Google doc). The easiest tool for creating a pipeline in the form of a table. It allows you to provide access to several users with limited rights to change the table.
SmartSheet. This is an online platform that supports the Russian language and allows you to solve business problems. It provides a wide range of ready-made templates that can be used both indonesian numbers individually and jointly with colleagues. In addition, its functionality also allows you to create and manage pipelines.
Trello. A Russified online platform with a simple interface, which is used to plan personal and business tasks. To create a Kanban board, you need to select a category, template (CRM Pipeline, CRM Pipeline and Sales) and send invitations to employees. Task cards indicate deadlines and comments.
Miro. This is a free online service for creating Kanban boards and reminders in English. The service is ideal for use by managers of small companies, as it has sufficient functionality for this. To create a Kanban board for each employee, it is enough to fill out a card, which can be supplemented with the necessary comments or instructions.
Bitrix24 is a Russian-language platform for organizing business processes online. Using the platform, you can connect employees to work and set tasks, determine those responsible for their implementation and monitor execution in real time. In addition to the standard Kanban board, Bitrix24 provides many other options for convenient and efficient work, as well as tools for compiling statistics and analyzing the work done.
How to achieve multiple growth in traffic and sales from your website?
Alexey Boyarkin
Dmitry Svistunov
Head of SEO and Development
Read more posts on my personal blog:
I have always been concerned about the issue of moving to a fundamentally new level. So that the indicators would grow not by 2 or 3 times, but by several orders of magnitude. From a thousand visits to ten thousand or from ten thousand to a hundred thousand, if we are talking about a website, for example.
And I know that such leaps are always the result of painstaking work in five areas:
Technical condition of the site.
SEO.
Collection of site semantics.
Creating useful content.
Working on conversion.
And at the same time, every manager needs an increase in sales and the number of applications from the site at the moment.
To get this growth, download our step-by-step template for increasing sales from the site:
Download template
Already downloaded
153115
4 ways to work with a pipeline
So, the pipeline is created. How to work with it correctly so that all efforts are not wasted? There are four main ways to use the pipeline to carry out effective sales. Let's consider them in more detail.
We prepare reports
To improve the flow of transactions, employees need to use various reporting forms, which should be trained. They can significantly simplify and speed up the decision-making process.
"Payment plan for tomorrow" - this form motivates the employee to think ahead about the future and understand their responsibility for the daily result. Past success does not justify inaction in the future. Work should be more rational and conscious.
"Weekly Payment Plan" - this approach helps you look into the future and take proactive measures that will affect your pipeline dynamics and help you develop several steps ahead.
We control execution
The head of the department monitors the status of each transaction conducted by his employees. He does this daily, evaluating the work of employees in two stages.
Before creating reports in CRM, salespeople enter information about plans for the week and each day. Then, using appropriate filters in CRM, the sales representative receives a table that looks something like this:
Counterparty / Transaction amount / Transaction stage / Product-service / Manager / Probability
The probability of a successful transaction depends on its current stage. For example, you can use a probability scale to display the stages of the transaction.
A commercial offer has been sent – probability of payment up to 50%.
Sent the contract – 50-70%.
The contract has been signed – 70−90%.
The invoice is 90-100%.
The ability to pay for a transaction may depend on the industry the seller operates in, as well as the level of the person making the decision on the transaction.
Read also!
"Marketer's KPI - Key Indicators and Accurate Calculation"
Read more
We are activating the promotion of deals
The pipeline can be optimized by paying attention to three key aspects.
The head of the sales department monitors changes in the status of each transaction and takes measures to ensure that transactions are not delayed, he holds personal meetings with employees and reminds them of deadlines. He does this 2-3 times a day. The duration of a transaction can be up to 1 month.
ROP monitors the change in the number of transactions for each manager. It is important that the manager closes transactions on time and replaces them with new ones. If necessary, their number can be adapted, for example, increased.
The ROP is obliged to control the average check level in the pipeline. If this indicator does not correspond to the planned values, then it is necessary to adjust the salesperson's communication strategy with clients. In this way, it is possible to teach subordinates to sell more expensive goods and conduct up-sale and cross-sale.