Creating a sales pipeline is a key part of the selling process for any business. Getting a quick summary of opportunities on the go, including potential values, extra notes, where they’re up to and what needs to be done next is hugely important to the success of an entire team – this is where a sales tracking tool becomes hugely important.

At Simplifyd we’ve designed and developed a simple pipeline tool to help you and your team stay organised, whether you’re tracking sales, deals, proposals or other opportunities! Providing a clear overview, Simplifyd allows you to track your latest activity from one page. This feature will deliver on productivity as it actively allows you to manage and regularly update your progress as you go.

We’ve kept it simple so that you never waste time with unnecessary complexity!

Getting Started.

If you’ve not signed up to Simplifyd follow this link (you can do it in under 60 seconds, we’ve timed it)! If you’re already using it, open the app and login in. Click on “Pipeline” found in the right hand side panel and then you’re ready to make a new deal.

How it works.

Simplifyd allows you to manage all your deals in one place – Create, track, update and complete sales.

Each pipeline has custom labels and the ability to add comments/notes at each stage.

As your deals grow, you can prioritise your deals by dragging and dropping each pipeline in to the desired order.

Step 1: Click the blue “New Deal” button.
new-deals
Step 2: Enter the deal information – name, company name, description and value. Before clicking “Add Deal”.
Screen Shot 2015-02-20 at 16.16.40

Step 3: To change the deal state simply click the label of the next step, you’ll get the choice to add comments and when you’re ready click “update”.

step3

What’s next?

Keep an eye out for more feature posts and new integration announcements. To see last weeks post on ‘4 click invoicing’ click here.

We’re always working on how to improve your business management experience. Fine tuning existing features is all part of our goal to simplify mundane business tasks, so you can spend less time on the process and invest more time doing what you do best – running your business.

 

Want to give our straightforward sales tracking a try? Sign up or log in now!


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