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INHX.com

Sales Pipeline Review

INHX

REVIEW VS CONTRIBUTE

  • Experienced sales managers and team leads at middle or upper management spend so much time reviewing unstructured sales pipeline data instead of contributing more time helping their teams achieve more sales
  • Many a times the review is just about pushing the salesperson to close deals without having the time and context to genuinely guide

 

LET GO OF THE STALE DATA IN EXCEL FILES

  • No more effort of dated excel files with lags and gaps
  • By the time emails and excel data gets collated, new updates are there
  • This process shifts focus from sales process and opportunity management to an unending back and forth of collating excel spreadsheets

 

LIVE ACTIVITY FEEEDS AS POINT OF REFERENCE

  • With HX, the lead records and opportunity profiler are opened side-by-side in browser-tabs by both the manager and salesperson
  • Real-time visibility into team activity ensures that efforts are directed towards opportunities which are top on current priorities and probabilities
  • And focus in simply on the path to deal closure

 

ENABLE FASTER CLOSURE

  • When done with HX, the focus in on the customer relationship, activity around the path to deal closure and how to speedup growth
  • With HX, the sales manager is able to form more informed opinions with the context of the opportunity and the related activities
  • Alternate suggestions and capabilities are pooled to strengthen the pitch to the customer
  • Staff involved at this time to contribute is inducted into the context with the opportunity profiler - without the need to waste time with narratives on phones calls with mostly differing narratives

 

ADJUSTING PRIORITIES

  • With the experience of the sales managers and team leads, the salesperson gets valuable input to adjust priorities to make efforts towards opportunities that are more likely to mature in line with the sales goals