Sales Pipeline Management Lite Specifications
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Manage and track your company sales in MS Excel.
This tool is created with 3 basic steps on organizing and monitoring company's sales 1. RECEIVE inquiries/leads Organizing all receiving inquiries/leads in one worksheet. All receiving inquiries will be treated as prospects or the initial stage of sales pipeline. 2. ASSIGN sales to process Organizing all sales assignment in one worksheet. You must select a right sales person to handle a prospected client. 3. MONITOR the progress Monitoring all pipeline progress, one employee - one worksheet. You can see and analyze your sales every day and when it seems you are going to lose a client, you can take a decision right away, either you assign other sales or you handle it by yourself. There are maximum 10 customized pipeline stages you can define.