Based on your target customer profile it is easy to keep details of the prospects the sales team is targeting.
As your sales team is communicating and taking the meetings with the prospects and the leads, you can keep track of the movement and understand the sales velocity.
By making sure the on-boarding process is painless will ensure you create a good rapport with the clients. Plan the kick off meeting, and follow-up meetings and feedback meetings with the client and get notified in time.
In the client feedback workflow create automatic feedback email triggers, so that after each phase completes is marked as done, client or the account manager receives an email to provide or gather feedback from the client.
30%increase in deal closure
With GoodFlow sales workflow automation, nurture prospects properly and increase deal closure up to 30%. Manage routine tasks quicker with workflow automation, decrease the risk of human error and prevent your company’s material losses since inefficient workflow can cost as much as 20 to 30 % of annual revenue.