Managing your deals effectively is crucial to scaling your SMB to new heights.
Thankfully, Zoho CRM delivers fantastic pipeline management, guaranteed to help your sales teams succeed.
With Zoho, you can easily do the following:
- Create custom deal stages
- Add notes and reminders
- Assign deals to team members
- Track deal progress
- Access previous customer interactions
- View potential revenue from each deal
And that’s just scratching the surface. The best part? Everything is customizable to fit your specific business needs.
My team and I tested this feature by creating (and customizing) a pipeline for our affiliate marketing deals at Small Business Bonfire.
We just dove into the settings, hit “create pipeline” (as you can see below), and boom, we were in business.
We named our new pipeline “Affiliate Partnerships” and easily customized each pipeline stage.
Then, we added a new deal with a simple click and filled in some details.
Here’s how each “new deal” card looked from our vantage point.
We were able to easily edit the following information within each deal card:
- Deal owner
- Deal name
- Lead source
- Contact name
- Closing date
- Associated pipeline
- Expected revenue
- Campaign Source
- Custom fields
We loved how much info we could customize within each card (without it looking too cluttered).
Once we had everything put in and customized to our liking, we got a top-down view of our sales cycle with the pipeline dashboard (picture below).
From this dashboard, we could easily drag and drop our deals into the appropriate pipeline stages.
This helped our team to work more efficiently and stay on top of our sales process (from prospecting to post-sales).
In a nutshell, deal management in Zoho is a total boss! Its sleek interface and customization choices make it a real game-changer in the CRM field.