Shorten Your Sales Cycle
Keeping track of your opportunities and engaging with them regularly is the surefire way to crack Deals.
Close More Deals With Clovecrm
Manage deals, their value and forecasted closure date.
Focus on the deals that have higher chances of closure.
Stay updated on critical information about your deals, any time, anywhere.
Monitor your sales team’s performance.
Use Clovecrm for account based marketing with multiple contacts on a deal.
Use smart filters for sharper of your team’s performance.
Analyze your deals by pipeline stages to understand where you stand versus targets.
Get History Feed to track activities and work done on a deal
Includes
Custom Fields
Smart Filters
Multiple Products & Services
Forecasted Deal Value
Identify The Right Sales Opportunities
Clovecrm provides you with a 360º view of all your deals. It enables you to determine how a deal is performing, helps you identify the next best action, and monitors deals that need attention.
Track Where Your Business Is Heading
Using Clovecrm see all your deals in one place to gain perspective on your business health. With the help of smart lists get a snapshot of the number of deals at each stage and their worth.
Create Different Pipelines For Different Sales Products
A single pipeline doesn’t suffice growing businesses dealing with multiple products and services or sales processes basis geography. With Clovecrm you can create multiple customized pipelines, activate and deactivate to suit your sales process.
Share Deal Information With Other Users
Collaborate on the same deal and increase its odds of closing. With Clovecrm you can share deals with a user or a team in your account.
Benefits Of Deal Management
Helps manage and maintain strong sales pipelines
Helps in prioritizing deals that are more likely to convert
Helps in maintaining consistent and contextual messaging
Helps create accurate sales forecasts
Improve sales team collaboration and communication
Automates repetitive tasks
Frequently Asked Questions
Efficient deal management helps a business track, maintain, prioritize, and analyze all the deals in its pipeline. It contributes to the seamless movement of deals through the sales process and scales conversions.
Here are some of the other benefits associated with deal management:
Valuable insights into the bottlenecks of your deal process to help you boost conversions
Clear visibility into each deal and the work done on it.
Engaging leads at every touchpoint in their buying journey with automated communication.
Any client who expresses interest in your products or services is a lead. Such clients have not had any communication with your business previously. They are pre-qualified, so there is no guarantee that their requirements match your offerings.
Deals on the other hand are qualified contacts who have very high chances of buying from your business. They usually need immediate attention and can add monetary value to your business. Not only this but ongoing transactions you are pursuing with a person or organization can also be tracked as a deal.
Deal management for small businesses is vital to ensure a steady flow of sales. It helps in tracking and analyzing all deals, which is crucial for closing sales and providing a good customer experience. Both these aspects are very important for small businesses, since they do not have the luxury of letting any deal slip by due to mismanagement.
Deal management is a very complex process. If this had to be done manually, it would take up a lot of time and cause inefficiencies. Instead, a deal management system will help small businesses effectively track their deals. With such a system in place, SMB’s can benefit in several ways:
Have consistent and customized deal pipelines to track and monitor every deal’s progress
Maintain transparency in all tasks associated with deals such as the team working on it, notes/status update as every stage of the deal, etc.
Accurately allocate resources by leveraging the insights on every deal
Here are some of important features offered by deal management software:
Easily get relevant data points on any deal and the work done on it in a centralized platform.
Overview & customization of the entire deal pipeline to stay on top of every deal
Identifying bottlenecks in the sales process and drive efficiency
Deal stages can be easily updated to have an accurate idea of the status of deals at any given time
Accurate forecasting of revenue and deal closures.
Once you have identified your qualified leads, you can create deals for them from within Clovecrm CRM system. You can add all the relevant inputs like name, company information, etc. against the deal, and choose which information among these should be displayed.
Once the deals are in your system, you can easily assign tasks and actions against them, which can be viewed by every member of your team for seamless collaboration. Your deals will flow through the pipeline stages as customized by you. Clovecrm helps you close deals with the utmost efficiency and productivity and delight your customers with an enhanced experience.
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