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The SET Blog

Manage Your Sales with The SET Opportunity Pipelines

What is sales pipeline management? It’s the secret to sales success! With our opportunity pipeline feature, you will be able to gain control over sales and focus your team on the activities that matter the most.

Sales pipeline management is without a doubt the single and most effective sales tool available to sales professionals today. The SET opportunity pipeline feature will manage activities at key stages, measure and ensure the team stays focused on maximising sales results. A sales pipeline describes an approach to selling, based on the structure of a sales process in place. It describes the individual stages sales professionals take from initial contact with a potential customer to qualifying that prospect into a lead. Following this your team would then develop that lead into a sales opportunity guided by your company’s individual sales stages until closed.

To make things simple, our drag-and-drop opportunity pipeline provide a simple and engaging way for you and your team to keep your opportunities up to date. The pipelines are customisable, and you can have as many as you need to keep your opportunities organised and your goals in sight. In combination with opportunity confidence values, properly managed pipelines help you make accurate projections and give you advanced warning of any troubles ahead.

Combined with SET’s products and price books, opportunities can be broken down into line-item products, offerings, or even discounts, exposing the true value of your deals.

The main use for sales automation is analysis by sales professionals, sales management and the finance team. By using SET, a sales professional will be able to quickly examine their pipeline to understand if they are on-target, behind, or ahead of target. Sales management will be able to view the pipeline activity of each sales person, the department as a whole, accurately and where they stand as a team. Senior and finance executives will be able to forecast sales for next month, next year and know their forecasts are as realistic as possible.

When automation becomes priority in relation to sales pipeline management, you will find the only management necessary will be ‘opportunity management’ ultimately resulting in company expansion and increased profit.

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