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Best Sales Pipeline Management CRM System for your Business

If you’re planning to manage your business in an effective way with the help of the Best sales pipeline management CRM system, then read this article completely.

 

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Here are the Top 6 Primary Factors that you need to consider while choosing the Best sales pipeline management CRM System for your Business.

  • Should have the option to Segregate the generic leads from potential prospects.
  • Should have the option to Manage & maintain separate stages and status to monitor progress.
  • Should have the option to track the expected closure rate, expected closure value, and the probability of conversion.
  • Should have the option to build a sales pipeline for at least 1 year in the future.
  • Should have the option to involve multiple team members in closing a deal if required.
  • Should have the option to build a custom sales dashboard or report based on your requirement.

Number one, you need to look out for in a Best sales pipeline management CRM system is that should have an option to segregate your normal leads from potential prospects.

For example, you might be having hundreds of raw leads, or they might make an inquiry on Facebook or on your website, or wherever it is. Now, the system should have an option to segregate the potential leads. Out of 100, there might be 10 people who are really potential. You should be having an option to segregate them and manage them in a separate place.

If you can be able to manage them in a separate module, it will be easy for you to track the performance and activity of only those deals. Now, if you take Solid Performers CRM which is one of the Best sales pipeline management CRM systems, we have four different modules to manage all this data.

Initial will be the contact module where you have not even interacted with the lead in a better way. Now, once that becomes your prospective lead, or you are getting any lead directly from any of the sources, we have a separate lead module.

Now, once this lead is potential enough, you can be able to convert this lead to a deal module. Once this deal got converted to a client, you can be able to convert this particular deal to a client.

The beauty is that there is no need for you to do anything manually in one click, it will get converted and all data will be transferred to the next module.

Now, the CRM, that you’re choosing should have this feature. This is a very important primary feature when you choose the Best sales pipeline management CRM system for your Business.

Why do you need the Best sales pipeline management CRM system?

Number two, the CRM should have the option to manage the various stages and status of all these data at various levels. As I told you should be able to manage a different status and stage for a lead when compared with a different stage and status for a Deal because both are completely different and it’ll be having different stages where you need to monitor that in an effective way.

So your system should have this option because you are looking for the Best sales pipeline management CRM system for your busines.

Number three. Now, since this is a sales pipeline management system, this CRM should have three primary factors in the deal module, which is basically your expected data closure, the expected value of closure, and the probability of closure

If you have this data, then normally you can be able to generate your pipeline system out of this. And if you don’t have clarity on this, it’ll be very difficult to manage it in the Best sales pipeline management CRM system, what you’re choosing is not good enough to handle your sales data.

Number four, the Best sales pipeline management CRM system should be able to build a healthy sales pipeline for at least the next year, which means when you log into the dashboard, you should be able to see what is it that you can forecast from your leads or deals for the next one year as revenue.

This will help you to build your business in a sustainable way. Now, this is really important. And the CRM, that you’re choosing should have this option.

The important factor is the CRM should have the option to involve multiple team members in closing a deal. If you take a lead, a sales executive, or a telecaller can handle the lead, but if you move that lead to the next level, in most cases, the manager or the team of members will be working on this to close a deal.

How to take care of this effectively is possible only with the help of teamwork. The CRM that you’re using should have an option to manage the team data as well because what happens if multiple team members are not involved in closing a particular deal, it is still fine, but it’ll be difficult for you to increase your conversion rate and that is the reason this is really required.

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Now the last and the most important thing, which you need to consider in the Best sales pipeline management CRM system is whether it has got the option to build a custom dashboard and custom reports.

If you take many CRM, they provide a default dashboard and default reports. Now what you can do with the help of that, you cannot be able to do so many things, or you cannot be able to do the things as per your requirement.

If you have an option to build a custom dashboard, as well as custom reports, now you can be able to build anything based on your requirement which suits your exact requirement. That is what is primarily important.

These were all the six important factors, which you need to consider while choosing the Best sales pipeline management CRM system.

And as a bonus, I’m here to tell you that Solid Performers CRM is having all these features and it is designed in an excellent way to manage your sales pipeline in a much better way.

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