BLOG. SMART PRACTICAL BUSINESS ADVICE

Sales Pipeline Preview * Progress Update * More Jobs

This latest release lets business managers take a birds-eye view of every sales activity across their entire organization.

Part of the impending Sales and CRM update is the inclusion of a new sales pipeline report.  For those new to the concept of a Sales Pipeline or Funnel, it is a chart that provides for a visual representation of your entire sales process.

Before I explain further, let’s take a look:

So,  looking down the right hand side(3) (above)we have the list of your custom sales stages (ie Contracts Sent) which shows the key metrics of that stage:

  • The Total value of all opportunities for that stage
  • The total Likely value of all opportunities.  This is an estimation of the value of opportunities in that stage that will proceed to a final sale
  • The number of all opportunities
  • The average age of opportunities in that stage

The General Overview panel(2) displays a quick snapshot of your entire sales pipeline and the Selection Menu(1) allows you to drill down and view individual performance for individual players or team roles (groups).

By reviewing the Sales Pipeline you can instantly see how much potential sales are in progress and where they sit in terms of pushing them through to a close/win.  It helps you identify bottlenecks in your sales process as prepare for future work loads.

This has been developed alongside the new Sales & CRM module and will be released to all accounts as the updates come out of beta.

Leads vs Opportunities vs Deals vs Pool

The way WORK[etc]’s sales module has always worked is to collect all inbound sales opportunities into the “Lead Pool” and then as opportunities are assigned to people, the migrate to the “My Leads” screen.  The terminology causes confusion as many companies, sectors and countries can all use different terms to describe different stages of their process.

So what we’ve done with this update is given account administrators the option to customize the language they want to use to describe “opportunities” and “leads” and thus use the terms that are best suited to their particular operation.  Just the same as we let you define what you call your customers (ie clients, students, patients, Cretans) you’ll now be able to decide when to call a lead, a lead, an opportunity and opportunity and everything in between.

Roles & Permissions

Another fundamental change with this roll out is addition of Roles under the new permission tool.  Roles are essentially groups of employees assigned a particular function in your business.  The point of Roles is to make it easier to manage people in a larger organization.

For example, you might create a role called “Reviewer” and assign 10 people to that review.  Whenever a project comes up that requires quality control, you can assign that project in one click, to the Reviewers.  Previously you would have had to assign it manually to each individual person.

Roles also make it easier to manage who has access to what WORK[etc] tools.  For example (above), you might create a role called Inbound Sales(1) whose job it is to answer your phone and capture new sales leads.  You want them to have access to Contacts(2) but you definitely don’t want them accessing tools like  Finance(3) .  The Role tool makes it easy to set a standard list of permissions and then add people to that Role.

Dashboard Refresh

We’re at the early stages of redesigning and rebuilding the Dashboard on WORK[etc].  Take a look at the mockups here

Work with WORK[etc]

Over the next few weeks we’re wanting to hire the following experts; ideally in USA, Canada, Australia or New Zealand timezones:

  • Expert C# / .net senior developer with 8+ yrs experience
  • Full time customer support person (USA only)
  • UX / Interface designer with a big focus on Tablet UI

We always try and hire first from within our community, so please shout out if this is you (or if you know someone).

See all

Featured Posts

4 Quick Hacks for Maximum Gmail Efficiency and Productivity

Every morning I stare out into a sea of emails. I know that if I’m not careful, those bits and bytes of text and images could end up overwhelming me. It’s a familiar sight for any modern small business owner, I’d imagine. Email, after all, has become an indispensable tool for running and growing a […]

Multitasking is Killing Your Productivity. Here’s How to Save It

Just like every other small business owner, I juggle a lot of tasks as the owner and founder of WORKetc. One minute I’m overseeing development on our web app, and the next I’m on a sales call with a potential customer. Sales, support, projects, finance—I’m basically both leader and member of these very different departments […]

4 More Tried and Tested WORKetc Tips from Real Users

Efficiency and productivity aren’t just buzzwords when it comes to running a small business. They could make the difference between you leading the pack and being dead last. This is particularly critical in an economic climate where profit margins are tighter than spandex. The only way to stay afloat is to make sure your entire […]

Top New Apps to Automate, Manage, & Grow Your Small Business in 2018

Ever tried unscrewing a screw using a coin? It can be done, but it takes much more time and effort than if you just use a screwdriver. It’s the same with apps. There’s a glut of them out there, and finding the right ones to automate, manage, and grow your small business can make the […]

Real Users Reveal How They Save Time with WORKetc’s Mobile Apps

Up until around eight or nine years ago, I always kept a small notebook with me wherever I went. I was already knee-deep into my entrepreneurial ventures back then, and that notebook was pretty much my database for everything related to my businesses. Contacts, sales leads, project info, ideas both practical and slightly mad—I kept […]

Top 4 WORKetc App Integrations, As Picked by Real Users

There’s not a lot WORKetc can’t do when it comes to managing a small business, what with its built-in CRM, project management, billing, timesheets, and customer support modules. It’s an entire business management ecosystem unto itself without even plugging in any additional third-party apps. We do recognize, however, that some businesses have their own app […]