Create multiple and fully-customizable pipelines, monitor your team’s progress, and take deals to the finish line with Kylas.
Features \ Pipeline Management
Create different pipelines for different teams, products and business units. Nurture clients for multiple products and track the progress at one single place.
Help your sales team understand the important actions, key data-points and sales cues to look at. Also, understand why a deal was lost and the un-qualification reasons.
Organize sales opportunities visually and intuitively. Get all key information on your leads and deals at a glance with Kylas pipeline view.
Gain a 360 degree view of all your important activities like tasks, calls, and events.
Identify the stages where your lead sits idle or churns. Recognize all the possible reasons for it and solve them accordingly.
Basis the total value of your deals and conversion rates, forecast the revenue for the week or month in ballpark figures.
Better understanding of the sales process
More efficient and effective implementation of sales strategy
Insights on leads and deals.
Close deals in lesser time with lesser effort for lesser money
Sales pipeline can be defined as a visual representation of your lead/deals journey. Think of it as a series of steps that you need to take to push sales forward and close like a pro. It helps you track where each customer is - not just in the pipeline, but also in their decision making process, helping you gain insights on what is needed to get them to close.
Pipeline Management in Kylas is built into its monthly cost INR 12,999/mo if billed annually.
Sales pipeline management in CRM refers to the process of organizing, tracking, and managing sales opportunities as they move along the stages of the sales process. A typical sales pipeline consists of various stages, such as organizing, tracking, and managing.
With the help of sales pipeline management in CRM, businesses can:
Stay organized with clearly defined stages and track the status of each lead.
Forecast their sales and revenue.
Improve their efficiency as they can focus their efforts on qualified leads.
Make better decisions about allocating their resources and prioritizing the right sales opportunities.
Identify potential risks and bottlenecks in the sales process.
A CRM offers various functionality that helps manage the sales pipeline effectively. It helps keep all customer information and interactions in a single database. You can be sure that your sales team accesses up-to-date and accurate information, which further helps them track and manage leads and customers more efficiently. Sales managers and reps can easily identify bottlenecks using visual representations of the sales pipeline and prioritize their efforts.
