xTiles CRM Sales Pipeline Template
A CRM sales pipeline is a tool that helps businesses keep track of their sales process. It shows all the steps from finding new customers to closing deals. It works as a supportive mechanism for sales cycle and afterward it becomes the most precious resource for learning, analyzing your customers needs and requirements, and training new employees.
The xTiles CRM Sales Pipeline Template is a specialized tool that streamlines and improves your sales work. Thanks to its customization, flexibility, and ability to support collaborative work, it is particularly beneficial for small teams who aren’t ready to invest in expensive software and those who are just starting their path in sales.
Why this template will help you manage your sales process
Managing a sales cycle is no easy task. There are numerous potential pitfalls in the process and without a tool to document and track progress it might be quite impossible to find the culprit to improve the process.
A sales pipeline is a visual representation of the sales process, from lead generation to closing deals. It provides a clear overview of the sales cycle, allowing sales teams to track progress, identify bottlenecks, and make data-driven decisions to optimize their sales strategy. By mapping out each stage of the sales process, sales reps can see exactly where each prospect is and what actions are needed to move them forward. This clarity helps in managing the entire sales cycle more effectively and ensures that no opportunity is overlooked.
The sales pipeline management software might be quite costly, especially for smaller companies. Besides, when you have to pay and maintain a few different tools for all of your work process, it becomes a burden to your employees. The xTiles CRM sales pipeline template helps your sales team follow the same steps for each sale, while also offering a variety of other possibilities, like planning, building knowledge bases, taking notes, etc. This makes it easier to find good leads, talk to possible customers, and sell more along with optimized working process.
One of the key advantages of a sales pipeline is the ability to see everything clearly. Sales managers can look at the pipeline and perceive the entire sales cycle and what’s happening with sales. They can spot problems and make informed decisions to fix them.
The sales pipeline focuses on dealing with the current situation, but it also works for guessing future better sales. By seeing how many deals are in each part of the pipeline, it’s easier to guess how much money the company might make. This helps set good sales goals.
Sales pipelines also help to use time and people well. Knowing where deals are in the pipeline helps sales managers decide where to focus their team’s work. It broadens the approach to customer relationship management.
The sales pipeline template streamlines the review and evaluation of your sales funnel. It shows important numbers like how big your deals are, how often you win, and how long sales take. This helps a sales rep see how well their sales team is working and if there are some areas for improvement in their sales processes.
Finally, since every sales team is unique, the xTiles CRM sales pipeline template allows smooth customization. You can change the steps in the pipeline to match how your company sells things. You can add the elements you need or delete something you don’t use in your sales cycles.
How to start using the xTiles CRM Sales Pipeline Template
The xTiles CRM Sales Pipeline Template is more than just a picture of your sales. It’s a tool that helps with all stages of the sales funnel, also known as pipeline stages. It can help you better your lead generation, close deals faster and easier, increase number of deals, and polish your sales strategies.
Here’s how it can make your sales work better:
1. Add your sales data
The template, once with all the information, will become a visual representation of your sales processes, with all the stages of a sales, sales tasks for team members, revenue goals, etc. Put all your sales information into the template. This includes:
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Names and contact details of potential customers
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Where each customer is in the sales cycle
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Notes about talks with customers
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Any tasks or follow-ups needed
Having all these sales pipeline data points in one place helps your whole sales team stay up-to-date. In xTiles, everything is conveniently gathered into a table. Once you click on the needed client, you get a window with all the details. If needed, you can add more details in specially designated spaces or use the space for notes to put the relevant data.
2. Start adding your sales
Normally, you would need to set up your sales pipeline stages. These are the steps a potential customer goes through before buying. Common stages include lead generation, lead qualification, proposal, negotiation, etc. However, with xTiles template you will need only to choose the appropriate pipeline stage from a drop-down menu.
Change these stages to fit your sales process as you move from one stage to another. Make sure each stage is clear and matches how you sell.
You can switch between views based on the pipeline stages of a sale. You can see all the clients on qualification stage, all the clients that need analysis, etc., on a board with appropriate columns. Also, you can switch views based on a status of you sale.
3. Use the task management feature
xTiles can combine CRM software with task management, note-taking, brainstorming, etc., tools. The xTiles Sales CRM template lets you create and assign tasks from any place in your project. You can make new tasks for each deal, give tasks to specific sales reps or sales managers (they will have all of the conveniently gathered in one menu), set due dates for tasks, and check when tasks are done. This helps your team stay organized and focus on important sales activities.
4. Track leads through the sales cycle
The template shows where each potential customer is in the buying process. Use this information for lead nurturing, moving from one stage to the next, see different sales metrics, like how long leads usually stay in each stage, sales team’s performance, etc. This helps you take care of leads better and talk to them in the right way at each stage.
5. Watch for changes
The template updates in real-time. This means your sales leaders will see new leads right away, know when a deal moves to a new stage, and will be able to spot any problems quickly. All of these help teams to have a strong sales pipeline for faster operations and smoother deals.
6. Work as a team
The template makes it easy for your sales team to work together. They can share notes about customers, see what other team members are doing, help each other with tricky deals. This is possible through comments. This way a team member can suggest something without creating chaos on other’s working space. This teamwork can lead to more closed deals and happier customers.
7. Make sales reports
You can use the template to create sales pipeline reports. These reports can show how many deals are in each stage, how long deals take to close, which sales reps are doing well, how close you are to your sales targets, etc. These reports will help you to forecast revenue or predict potential issues.
Also, the information will help immensely with building a working sales strategy and can be used during performance reviews. For example, you can check each sales manager average deal size, sales cycle length, average win rate, etc. These reports help sales leaders understand what’s happening and make good choices.
8. Use the data to improve
As you use the template, you’ll gather lots of useful sales pipeline data. Use this to make your sales process better. Look for stages where deals often get stuck. Find out which types of leads are most likely to buy the product or service. See which sales activities lead to the most sales.
This information can help you make a healthy sales pipeline over time.
9. Update your sales forecast
The template can help you make better sales forecasts. When you update it regularly, you will be able to see how many deals might close soon, guess how much money you might make, spot any gaps between your forecast and your goals, etc. This helps you plan better and adjust your sales strategies if needed.
By following these steps, you can start using the xTiles CRM Sales Pipeline Template to improve your sales process, take better care of your leads, and close more deals. Remember, it might take some time to get used to the new system, but with practice, it will become a valuable tool for your sales efforts.
Benefits of upgrading your xTiles plan
The xTiles CRM Sales Pipeline template is completely free, but upgrading your xTiles plan can bring several key benefits, improving your experience and productivity. Here are some of the main advantages:
More space for your sales projects: If you’re working on a team, having enough space for your work documentation and tracking is important. In xTiles Pro plan, you will get unlimited spaces for your team, for all of your sales pipelines, task tracking, brainstorming, notes, knowledge bases, forms for requests, etc.
Premium templates for your team: Access more template to streamline your workflow, incorporate new approaches quickly and easily, and help you sales team members to give their best.
Priority support: With an upgraded plan, you typically get faster customer service response times, ensuring any issues are resolved quickly.
Linked pages: Keeping track of information might be a hard task when there are many people on the team. Linked pages in xTiles enable real-time synchronization and guarantee that your sales pipelines work seamlessly and are up-to-date.
