Pipeline Management

Pipeline Management offers a clear and real-time view of sale pipeline development with a visual dashboard.

Pipeline Management

Pipeline Management offers a clear and real-time view of sale pipeline development with a visual dashboard.

Pipeline Management

Pipeline management enables organizing processes by updating and monitoring the development of potential projects for business penetration. It enables end-to-end process tracking with the effective use of dashboard. Easy filtering and viewing helps user focus on the targets and gain maximum in the shorter period of time.

FlexDeck helps to enable predict future revenues by analyzing the sales process and identify weak spots. It can alert a future sales recession or sales growth and also shows the aggregate sales time that is taken on average to turn an incoming lead into a paying customer.

Features

✔ Easy data updating and development monitoring

✔ Auto-generation of alerts/notifications for users

✔ Centralized location for managers to track the progress

✔ Customer cycle maintenance from lead to conversion

✔ Easy decision making considering the current pipeline status

✔ Future planning, strategy execution on the basis of current pipeline plan

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HOW IT WORKS ?

Add / Edit Pipeline

1. Go to Menu -> Pipeline Manager -> Add New Pipeline

a. Here you can choose one of these option in the type drop-down list:

i) Create project ii) Create master iii) Project and create master only

On selection of the above type respective forms will open to fill customer information, general documents upload, quotation value and more other details.

2. Go to Menu -> Pipeline Manager -> Manage Pipeline

a. Here, you can see existing added pipeline details with pagination, 10 leads on each page

b. To sort pipeline with respect to customer name, customer code, ADM, created on, client type and more. Click on upward arrow in the top of the table

c. In action button click have options for edit pipeline, edit customer, delete pipeline, transfer pipeline and view offers

3. Go to Menu -> Pipeline Manager ->Dashboard

a. Display total pipelines, active pipelines, removed pipelines.

b. Can get offer value analysis and current status customers analysis graphs as per the respective adm's monthwise.

4. Go to Menu -> Pipeline Manager ->Customer File

a. Here will get list of total existing added customers.

b. Here, you have option to edit the customer record.

5. Go to Menu -> Pipeline Manager ->Customer Transfer

Here, you have option to transfer customer from existing ADM to other ADM.

WHY IS PIPELINE MANAGEMENT IMPORTANT

Using FlexDeck pipeline management feature can help your processes in multiple ways.

Advantages Of Using FlexDeck Pipeline Management :

➣ Boosts productivity

➣ Brings processes on track

➣ Birds-eye-view on the processes

➣ Elevate the strategic analysis and planning

➣ Progress tracing and identifying points of improvements

Pipeline Management

Pipeline Management

Pipeline Management

Features

TRACKING AND SUPERVISION

RECORD KEEPING AND STRATEGIC ANALYSIS

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HOW IT WORKS ?

WHY IS PIPELINE MANAGEMENT IMPORTANT

Advantages Of Using FlexDeck Pipeline Management :