Pipeline Management (part 4) – Summary

In concluding our recent features on Pipeline Management, this article summarises the importance of having the correct tools in place to enable effective pipeline management within the business

As your business scales, tracking individual sales opportunities in a way that allows you to truly understand and control your business becomes difficult without the right tools.

To implement the kind of simple pipeline management best practice outlined in this advisory will be almost impossible without a sales force automation (SFA) or customer relationship management (CRM) system. Even if you could begin to calculate and track measurements like pipeline multiples against sales quotas, or weighted forecasts in a spread sheet, your sales team must access and update the data, ideally from wherever they’re based.

But high acquisition costs and lengthy implementation cycles continue to discourage small and medium sized businesses from adopting such tools.

The good news is that ProAptivity specialise in the delivery of CRM solutions to Northern Ireland SME business, long the preserve of large businesses, accessible and affordable.

ProAptivity work with customers to customise CRM systems to reflect their own sales cycle, whilst benefiting from pre-configured tools and processes to support pipeline management.

ProAptivity are the Northern Ireland Solutions partner for Maximizer CRM which offers both on premise and cloud based CRM solutions, complete with full mobile access from any device that can access the internet. This ensures that you can choose the right solution for your business and business model. Maximizer CRM will scale with your business; allowing you to add new uses without the need for additional software or hardware.


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