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Sales processes
Sales processes
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Carlos Meireles
Consultor de Processos e TI

Oi Magno, creio que para ser mais assertivo na minha resposta, seria necessário conhecer um pouco sobre a estrutura do seu funil de vendas e tipos de produtos trabalhados. No entanto vou tentar ser breve e trazer aqui duas alternativas que parecem de alguma forma atender sua necessidade ou levá-lo a um pensamento criativo:

1. Criar automações que gerem atividades

  • Você pode parametrizar automações com condições vinculadas ao produto e à etapa. Dessa forma, seria criada uma atividade com conteúdo padrão (texto pré definido) na descrição.

2. Criar campos específicos para determinado grupo de produtos

  • Campos obrigatórios para determinada categoria... (More)

IF YOU ARE handling a Sales Team - HOW DO YOU: limit your sales reps to NOT change product pricing when adding Product to Deal?

This has been burning my sales process, I handle a team of 12 sales reps. There are always sneaky ones that lower pricing in order to close deals... 

Curious on how you SALES MANAGERS are dealing with this situation?

Come celebrate our good news 😍

Outplay has raised 2 million dollars in seed funding from Sequoia.

For those who don’t know about Outplay, we provide businesses with a sales engagement platform that helps sales teams plan, execute, track, measure, and optimize interactions between companies and their prospects across various channels.

I remember getting actively involved in this community when it was launched. And now a year later, we are the highest rated Sales Engagement tool in the Pipedrive Marketplace, that our customers love!

I want to appreciate & spotlight @Mike van der Valk & @Inês Batata for your enthusiastic support. Pipedrive has been a... (More)

Thursday Topic: Relationship Management

If you're using a CRM you're already taking steps to track and manage your relationship with your prospects, customers and maybe even your suppliers.

However, not only of CRM is relationship management made, and in Sales when you think you've seen it all you find yourself in a new jigsaw puzzle to solve.

No amount of sales handbooks or system will prepare you for how original people can be in their requests and what makes them tick. Why not be smart about it and tap into the pool of aggregated experience your peers have?

So head on over... (More)