Sales

The Sales module in Nnipa CRM helps you manage your sales process from start to finish. With our customizable sales pipeline, you can track your deals and make data-driven decisions to boost sales.

In this guide, we'll walk you through the steps to set up your sales workflow, including creating a sales process, pipeline, and deals. By following these steps, you'll be able to effectively manage your sales workflow and increase your chances of closing deals.

What is a Sales Process?

A sales process is a series of stages that a deal goes through before it's won or lost. It's like a roadmap that helps you visualize and manage your sales workflow. By defining your sales process, you can ensure that your team follows a consistent approach to closing deals.

Why Do I Need a Sales Process?

Having a well-defined sales process is crucial because it helps you:

• Standardize your sales approach across your team
• Identify bottlenecks and areas for improvement
• Track progress and make data-driven decisions
• Increase efficiency and productivity

Step 1: Create a Sales Process

To create a sales process:

1. Click on Sales in the sidebar.
2. Click on the Sales Process tab.
3. Click on Create Sales Process.
4. Enter a title and description for your sales process.
5. In the Stages section, click Add Stage to add your sales process stages. For example: "Met Customer", "Proposal Sent", "Contract Signed", "Sold", "Lost".
6. Click Save to save your sales process.

What is a Sales Pipeline?

Now that you have a sales process, you can create a sales pipeline to visualize and track your deals. A sales pipeline is a visual representation of your sales process, showing all your deals at every stage.

With Nnipa CRM's sales pipeline, you can track your deals in real-time, identify bottlenecks, and make data-driven decisions to optimize your sales strategy.

Step 2: Create a Sales Pipeline

To create a sales pipeline:

1. Click on the Pipelines tab.
2. Click on Create Pipeline.
3. Enter a name for your pipeline.
4. Select the sales process you created earlier.
5. Select the currency for your pipeline.
6. Click Save Pipeline.

What is a Deal?

A deal represents a potential sale or opportunity. It's a specific instance of a sales process, where you're working with a customer to close a sale. For example, if you're selling software to a new customer, each potential sale would be a deal. By tracking deals in Nnipa CRM, you can manage your sales workflow more effectively and increase your chances of closing deals.

Step 3: Create a Deal

To create a deal:

1. In the Pipelines tab, select the pipeline you just created, and click on Create Deal.
2. Enter a name, value, duration, source, priority, and assign a user to the deal.
3. Select the associated customer's contact.
4. Click Save Deal to save.

Managing Deals

As you progress with each deal, you can drag it from one column to another to update its stage. The total value of deals at every stage is updated accordingly at the top of the column.

Tips and Variations

• You can create multiple sales processes and pipelines for different sales workflows.
• Each deal can be assigned to a different user or team member.
• You can track deals in different industries and currencies.