Pipeline

KPI Pipeline

Introduction

https://www.youtube.com/watch?ab_channel=StrivelMessaging&SalesCRM&v=XrnayT6Dn2Iwww.youtube.com

The main function of our KPI Pipeline is to track your sales progress. You may ask what does KPI stands for? KPI is the short form for Key Performance Index.

Creating a Board and Stage

https://youtu.be/MsFfqBrrLvsyoutu.be

Once you click on Pipeline, you will be able to view a page like below. You will be able to view all your KPI boards that you have created on the top and if you are a member of another board, it will be shown in the Shared Board located below My Board.

There are four fields that you are required to fill in.

Board Name
Goal : Your monthly goal
Average Case Size : The average value of each deal.
Reset Interval : Optional to reset the deal won and deal lost to reset the board based on monthly, quarterly, half yearly or yearly.

Once you have filled up these fields, click on the Save button and your new board has been created.

When you create new stages or import template for the board, you can update the conversion ratio which is highlighted in a red box to the value that suits your use case. If you are unsure what is your conversion ratio, you can either estimate it or leave it as 100%. Our system is able to help calculate your monthly conversion. If you want to know how, check it out here.

How Reset Interval Works

https://youtu.be/R22ydaMtYNAyoutu.be

Invite Team Member into Board

https://youtu.be/JPgez8ttpzEyoutu.be

Import Ready-made Template

If you are in a default board as shown below or you are in a board that you newly create, you will be able to find the highlighted Import Template button at the top right corner. When you click on the button, you will be able to view a number of templates that we have provided. If the template is not suitable for your use case, you can edit the naming after you have imported or either you can add the stages manually.

Create New Deal

Step 1 : Click on the Add button located at the bottom of the stage.

Step 2 : Type in your deal name

Step 3 : You may link the deal to an existing contact or a newly created contact

Step 4 : Click on the newly created deal

Step 5: Feel free to add in description, due date, checklist, touchpoints, comments, notes or labels.

To shift the deal from one stage to another, you can either click on the Move Deal button below the Labels or drag and drop the deal in the board view.

The deal activities can be found below the Deal Attachments. It will capture the board movement from one stage to another, when a contact has been added or removed from the deal, when a touchpoint was added to the deal and many more other informations.

Closed a Deal

If you move the deal to final stage, you will be prompted to confirm amount of the deal. If the value is correct, you may click on the Submit button or else you can fill in the correct amount. Once done, you have successfully closed the deal.

View Deal Setting

By default, when you click on the three dot on the right of the Save Changes button, you will be able to view the option to Duplicate Deal, Unwatch and Copy Link. If a contact is added into the deal, you will be able to view the Link Product option.

Duplicate Deal

You can choose the information that you would like to duplicate and the quantity of how many copies you want to duplicate. Once you have selected the information and determine the number of copies that you would like to duplicate, click on Duplicate Deal. The duplicated deal will be shown below the original deal.

Link Product

Here, you may view the products that you have previously linked at the deal. Do note that the product purchased or logged is only viewable in the product module.

How to link the product to the deal?

The steps are shown below:

Step 1 : Click on + Link Product to add the product

Step 2 : Fill in the following details.

Once you have selected the product that you want to link to the product, you will be able to view the others fields as below.

For the discount type, you may select either percentage, amount or if there is no discount applied, you may just leave it as it is.

The trigger purchase can be either instantly or on deal won. If you chose instantly, the product purchase will be logged in the product module upon saving. Meanwhile if you chose on deal won, the purchase of the product will only be logged when the deal is moved to the final stage/deal won. You may also include any remarks if you have any.

Step 3 : Click on Save.

Then your product has been linked to the deal.

Unwatch/Watch

If you are watching the deal, you can unwatch the deal by clicking on the Unwatch option and vice verse. How to know if you are watching the deal? If the option shows Unwatch, it means that you are watching the deal and if it shows Watch, it means that you are not watching the deal.

Copy Link

If you want to give your organisation user the deal quickly or instantly without them needing to search for it, you may click on Copy Link and pass the link to the user.

View Board Setting

https://youtu.be/J4zhHps4odQyoutu.be

When you click on the three dot on the top right of the board, you will be able to view the option for setting, to archive the board and to delete the board. Here, we will focus on the setting.

In the setting, you will be able to configure your broad privacy, contact privacy, notification setting, currency setting, leaderboard setting, and reset setting. Reset setting is the same as reset interval to reset the deal won and deal lost to reset the board based on monthly, quarterly, half yearly or yearly. You may watch the video at the More Info section to know more about reset interval.

In addition, you may also duplicate the board, add tagging to the board and link the board to a company. One of the special feature of the setting is to send email notification to the selected users when the deal is won. Example you are a user and owner of the board and you would like to notify your organisation admin that the deal has been moved to deal won, you may use this feature and select your organisation admin.

How to Set your Board Currency

https://youtu.be/PmWac5SuAsoyoutu.be

Configuring Checklist Template

https://www.youtube.com/watch?ab_channel=StrivelMessaging&SalesCRM&v=CNG7nxO67YYwww.youtube.com

At the overview, you will be able to view a button labeled Checklist Template located at the upper right of the page.

Upon clicking on the Checklist Template, you will be able to view a list of checklists that are created by either you or your organisation members. You can also create your checklist template here. Do note that your checklist can be used by your organisation members.

When you click on the template name, you will be able to edit the checklist name and checklist item.

Monthly conversion

When you are in a board, head over to the three dot on the top right of the page to view your monthly conversion. You can see a list of conversion if your board is created more than one month ago.

When you click on the conversion month of your choice, you will be able to view the following information as shown below. In the red highlighted box, the bar on the left represents the conversion ratio while the right of it shows the initial stage to the next stage. From the percentage, you may take note of it and paste in the board's conversion ratio.

https://www.youtube.com/watch?ab_channel=StrivelMessaging&SalesCRM&v=_GaLcMkmrNcwww.youtube.com

Task Manager

https://www.youtube.com/watch?ab_channel=StrivelMessaging&SalesCRM&v=xxRpE8ExY_Qwww.youtube.com

The main function of our task manager is allow your organisation users to work together to solve a task or project using a collaborative management tool.

Create task board

Enter the board name and click on the Save button.

Add Member into Board

Step 1 : Click on a board

Step 2: Click on the Member button located at the upper right of the page

Step 3 : Click on the Add more member button below your list of members

Step 4: Select the member that you want to add to the board

Add Deal to a Board

Step 1 : Click on the board that you want to add the deal

Step 2 : Click on the Add button on the bottom of the stage

Step 3 : Type in the deal name and click on the Save button

Step 4 : It is optional to add in details into the board.

The following are details of the board where you are able to add in due date, deal description, labels, checklist, touchpoint, attachment and comment. You may also link your existing contact to the deal or add a new contact to link to the deal. In addition, you may add in team members into the deal. Do make sure to click on the Save Changes button to save the edits that you have done.

To move your deal, you may click on the Move Deal button in the deal or you may drag and drop the deal into the stage that you want to move the deal to.