Innoveer's Pipeline Management Best Practices
How Effective Is Your Pipeline Management?
Does your organization use sales stages? Is pricing a careful, consistent exercise, or a study in chaos? Do you know the status of every contract or warranty? The good news is that by improving these areas, you are likely to get a strong return on your investment.
Learn to Master the Pipeline Management
Pipeline management is not a new concept. But thanks to cloud CRM applications, organizations now have easier and more cost-effective ways to benefit from pipeline management.
When you work with Innoveer's CRM experts to enhance your pipeline management capability, we analyze these four areas and make recommendations based on our best practice model:
- Prospecting: Correctly identify all opportunities within new or existing accounts
- Opportunity management: Apply sales stages to manage and advance accounts, from lead acceptance to closed deals
- Quoting: Apply consistent, rational guidelines for pricing every product or service
- Contract management: Track contacts and warranties to generate more revenue
Improved Pipeline Management: Let the Revenue Flow In
These recommendations might be part of an implementation of cloud CRM technology for sales automation, or business process improvements. Working with Innoveer to enhance your pipeline management capabilities enables you to:
- Apply sales stages to drive more accurate forecasting
- Ensure that pricing is defined by solution configuration, across lines and functions
- Connect contract status to the pipeline and lead generation process
- Measure sales competencies using processes and automated tools
Work With Innoveer
Need SFA Quickly?
Innoveer’s SFA Accelerator delivers a complete, cloud-based CRM program — using Salesforce.com or Oracle CRM On Demand — in less than 4 weeks. For a fixed price, benefit from account management, opportunity pipeline management, sales stage capabilities, activity and calendar management, pipeline reports, dashboards and more.
Optimize Sales Programs Or Perform A Health Check
Take SFA capabilities to the next level. Identify the best “next steps.” Innoveer’s brief workshop, based on our CRM Excellence Framework, identifies which next step will generate the biggest returns. Understand the time, cost and benefits of initiating or increasing your program’s results, such as improving territory or pipeline management or increasing overall automation and sales measurement.
Top 10 Steps To SFA Success
Successful SFA projects include business and management guidance not just technology. The big-picture perspective is important to remember. Review our “top 10” checklist for SFA success to see how your program compares to best practices and our benchmarks.
Success Story
Suffolk Construction
Innoveer worked with this leading construction company to change their pipeline management processes and deploy a new SFA tool. Suffolk improved overall customer knowledge, increased pipeline and forecasting accuracy and obtained automated, real-time reports.
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Discuss specific CRM goals and requirements or see a demo. Understand what business outcomes you can achieve with new CRM capabilities.
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