The Sales Funnel in ShareBuilder CRM is a visual tool that represents the progression of prospective clients from initial awareness to final action. It outlines the stages of the sales process, helping sales teams track and manage opportunities effectively.
Utilizing the Sales Funnel allows sales professionals to monitor the status of potential deals, prioritize efforts, and forecast revenue accurately. By understanding where each prospect stands in the sales journey, teams can implement targeted strategies to advance deals through the funnel, ultimately enhancing sales performance.
Understanding Default Stages:
The default stages in the Sales Funnel include:
Prospecting
Needs Analysis
Proposal/Negotiation
Client Order Received
These stages can be customized by managers or administrators to align with your organization's sales process.
Navigating the Sales Funnel:
Filtering and Searching:
Use the keyword search to filter accounts by name.
Apply filters to view columns by stage or percentage confidence.
Select specific time frames under Filter/Month to define the period you wish to analyze.
Managing Pending Items:
Drag and drop pending items between columns to update their stage and automatically adjust the confidence percentage.
Yellow lines indicate items that are four days past the activity date or require a close week update.
Red lines signify a mismatch between the confidence level and the stage, as set by your manager.
The bottom of each pending card displays the last update date, ensuring you keep information current.
Quick Action Ellipses
By clicking the 3 dots on a Pending card, you can Edit your Pending, Add an Activity, View the Account, or mark your Pending as Won/Lost.
Setting Stage Goals for Sellers
1. Navigate to the Sellerâ€
s Profile:
Go to Options → Manage Users in ShareBuilder CRM.
Select the Seller for whom you want to set goals.
2. Access Additional Settings:
Locate Additional Settings within the Sellerâ€s profile.
Scroll down to find the Stage Goals section.
3. Enter Goals for Each Stage:
Define specific numeric targets for each sales stage, such as:
Prospecting: X opportunities
Analysis: Y opportunities
Proposal: Z opportunities
Closed/Won: Defined based on business needs
Adjust goals as needed according to the Sellerâ€s role and sales expectations.
4. Save the Settings:
Click Save to apply the goals.
