Slimbot
CRMWhat is Deals?
With Deals you track every concrete sales opportunity, from first interest to closing, with expected value and stage. So you always know how much revenue is in the pipeline and where to focus your attention to close deals.
How does it work?
- Create a deal from a lead or customer and add the expected value.
- Set the stage, for example 'quote sent' or 'negotiation'.
- Link quotes, tasks and notes to the deal so everything is together.
- Set the deal to 'won' or 'lost' and watch your win rate grow.
Use cases
Installation company that tracks the expected order value per heat pump request.
Advertising agency tracking ongoing project proposals with probability of success.
Car dealership managing sales opportunities per interested buyer.
Software supplier that tracks subscriptions in the sales phase.
Benefits
- Always insight into expected revenue.
- See immediately which deals need attention.
- All quotes and actions linked to the right opportunity.
- Learning from won and lost deals.
Frequently asked questions
Can I see how much revenue is in my deals?
Yes, you record the expected value per deal and Slimbot adds them up per phase, so you can see at a glance how much revenue is in the pipeline.
Can I link a deal to an existing customer or lead?
Yes, you create a deal directly from a lead or customer, so all history and data are automatically included.
Also within CRM
Use deals for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.