Thursday, May 24th: Improving Sales With Hatchbuck's CRM
We walked through the tools and features Hatchbuck offers that will benefit your sales team and ensure no prospect falls through the cracks.
-- Optimization of your sales pipeline
-- Advantages of automation in the sales process
-- Using tasks to stay up-to-date with your prospects
-- Leveraging Hatchbuck deals for your business
Webinar Slides are attached below.
- Deals Video Tutorial
- Deals Step-By-Step Guide
- Sales Reports Overview
- Task Management Video Tutorial
- Task Management Step-By-Step
Can we add more "Value" fields to the Deals page? For example, Sign Up Fees, Monthly Revenue, Annual Revenue.
- You cannot add any additional value fields, however you can create custom fields within deals to keep data like this handy. Keep in mind this data will not funnel into the deal reports.
What is the Prospect stage vs the Won/Lost stages for Deals?
. While this is not displayed in your pipeline, it helps our database organize the information correctly and connect to reports. You can have multiple deal stages that are won (won - monthly contract; won - annual), multiple stages under your prospect status (pending; tour completed; proposal sent), and multiple stages that are lost (lost - competitor; lost - not ready).