The sales phase is a critical part of the sales process, which has a major impact on the success of the company. Focusing on this phase brings a number of benefits that can significantly affect the growth and stability of your business.
Less administration. Automatically generate quotes, contracts, and documents.
Leave the routine communication to the software. The salesperson get involved only when he has all the necessary information.
With AI and your historical data, we'll help your salespeople set steps to close more deals.
The deal is still about people talking to people. But sales reps can use modern tools to manage and store all communication in one place.
Preparation of presentations, non-disclosure agreements, and offer generation. Salespeople can handle all of this with just one click.
With the right numbers, it is possible not only to measure sales, but also to improve them.
In customer communication, we operate on several levels.
The information we need to obtain from the customer is primarily collected automatically, without the intervention of the salesperson. It's also now standard for the customer to schedule meetings according to their availability and with access to the salesperson’s calendar.
Automation ensures smooth and continuous communication. When it's the customer's turn to respond, we use it to request the required information or notify the salesperson to reach out to the customer himself.
The third level is the salesperson’s direct email communication. This includes email templates, proper salutations in the right form of address, and the ability to track whether the recipient has opened the email and what they may have clicked on.
Salespeople generate various types of documents throughout the sales process to effectively communicate with potential customers, close deals, and maintain relationships with existing clients.
Proposal documents and presentations drive sales—whether they are PDF files or modern, short explanatory videos personalized for a specific person.
Contracts created from templates and enriched with CRM data.
Invoices issued at a certain stage of the sales process, including tracking payment status.
Proper tracking and evaluation of sales activities are crucial for efficiently managing the sales process and achieving business goals.
Company-wide statistics such as number of inquiries processed, win/loss ratios. In pieces and volumes.
Statistics for the sales department - sales cycle velocity, number of open opportunities in pipeline, sales team performance, weekly/monthly/annual plans and their execution.
Statistics for individual salespeople - conversion ratios between phases. Reasons for losses, sales forecast, average deal value.
Tracking and analyzing these reports and statistics is essential to effectively manage the sales process. They enable salespeople and managers to make informed decisions, optimize sales strategies and achieve better results.
REAS connected property sellers with top real estate agents through an advanced CRM system and the REAS.cz platform. Read how we helped create a transparent and efficient real estate market.
A fast-growing German company set up Pipedrive based on their experience with older CRM systems—and it nearly cost them. Dáváme helped them turn things around, quickly reconfiguring the system for greater satisfaction and, most importantly, better scalability for the future.
We can now handle hundreds of solar panel inquiries with just five people. By implementing Pipedrive CRM, we successfully complete three times more projects without unnecessary delays.
Leverage our experience. You don’t have to spend hours testing different tools, processes, and approaches. We’ll take care of it, so you can start closing new deals as soon as possible.
The sales phase is the part of the sales process where you actively work on closing a deal with a potential customer. It involves activities such as establishing contact, presenting products or services, addressing objections, and closing deals.
The most commonly used tools include CRM systems, email marketing tools, lead management tools, presentations, demo tools, and analytics tools for tracking sales team performance.
A CRM system helps manage customer relationships, track interactions and sales activities, organize customer data, automate certain sales tasks, analyze sales performance, and provide the sales team with the necessary tools and information for effectively closing deals.
Improving performance is most often achieved by having salespeople specialize in a specific part of the sales process (closing deals), with other tasks being handled by different roles within the company or automated applications.
We’ll get in touch with you, review your processes, and show you how successful companies do things. If you're interested, we'll guide you through the next steps and help you with the entire process of your digital transformation.
