SALES PIPELINE
Every deal. Every next step. One pipeline.
Keep track of your sales opportunities and give your team a clear process from first contact to close.
Website relaunch
Keller Architektur AG
- New
- Qualified
- Proposal
- Won
Your sales. As clear as it should be.
Show your deals as a board or a list.
Drag and drop sales opportunities into the next stage and see at a glance where every deal stands.
Rheintal Treuhand
LBAnnual mandate
CHF 8,400
Digital-Agentur Blau
MBAutumn campaign
CHF 9,712
Keller Architektur AG
MBWebsite relaunch
CHF 11,700
Task: create proposal
Won
Velo Huber AG
LBOnline shop
CHF 14,200
Drag deal · Move with arrow keys
Clear responsibilities.
Assign an owner to every deal and add more followers if needed.
That way your team knows who is leading a deal and who should stay informed about important activity.
The next step never gets lost.
Create tasks right in the deal and set due dates.
Overdue tasks become visible and help your team follow up on sales opportunities consistently.
Information where it’s needed.
Capture meeting notes right on the deal.
With @mentions, you can bring in team members and share important information with exactly the right people.
Ms Keller would like photos of the new offices. @Lena Brunner could you schedule a shoot?
Files right on the deal.
Simply drag and drop relevant documents into the deal.
That way, sales documents stay easy to find together with the rest of the context.
The whole story of a deal.
The timeline shows you what has happened so far.
Notes, tasks, e-mails, files and proposal activity are brought together in chronological order.
So everyone on the team knows straight away where the deal stands.
- NoteMeeting note from Micha BayerMon
- TaskClarify questions about the photo shootTue
- E-mailFollow-up to Ms KellerWed
- FileBriefing_Keller.pdf addedWed
- ProposalProposal opened · viewed for 7 minThu
Create a proposal without leaving the deal.
Create a new proposal directly from the sales case.
Customer and deal information can be taken into account right away.
When the proposal is accepted, the related deal is marked as won too.
Website relaunch
Keller Architektur AG
Proposal website relaunch
Customer and deal carried over
- Draft
- Sent
- Accepted
A pipeline is good. A realistic forecast is better.
Set a chance of closing for your deals and calculate your weighted pipeline from it.
That way you see not only how much revenue is theoretically open, but also get a more realistic view of your forecast.
FAQ
Questions about Saley?
A sales pipeline shows your open sales opportunities and the stage each one has reached in the sales process.
Yes. A contact or company can have several past and current deals.
Yes. Deals can be assigned to an owner. Other people can also follow the deal.
Yes. Tasks with a due date can be created directly on the deal.
Yes. Proposals can be created directly from a deal, and their activities appear in the deal history.
In a weighted pipeline, the deal value is multiplied by its probability of closing. This gives you a more realistic forecast.