What is the purpose of a business? Why do we market products? What benefits does customer service yield? Why firms spend large amounts on improving their distribution channels? The answer to all these questions is that the firms invest resources, in all other business related operations only to increase their sales. So, we can say all the operations a firm is performing revolves around sales. Because it is the area where the firm makes the profits for its shareholders.
“To me, job titles don’t matter. Everyone is in sales. It’s the only way we stay in business”
The sales department is the backbone of profit making and plays a vital role in the progress of business firms. But, at the same time, it is the department which is vulnerable to the conflicts most. Managing the sales department is one of the toughest jobs in the current business environment. Keeping tabs of your sales reps and through what stage the opportunity is going through is a job which requires a lot of effort and strong nerves.
Insure You is a business firm which provides a huge range of insurance policies like automobile insurance, life insurance, health insurance, overseas student health coverage etc. One of the problem firms is keeping track of opportunities and clients’ status that are in the sales process.
VTiger 7’s Kanban View
VTiger 7 features Kanban view which is specifically designed to streamline your sales process. It provides a vivid image of your sales pipeline and you can keep a check on the status of clients going through it. Using it you can not only identify where the movement of clients is halted in sales pipeline, but you can also employ it to minimize the time duration of different sales processes and minimize them for better service. Your sales team can take a brief look at the sales pipeline and then work on the step which is causing trouble.
Kanban view breaks down the whole sales process in different stages and then using it you can identify the stage through which a customer is going. Generally, it splits the whole sales process into five different stages named:
- Identify Decision Makers
- Value Proposition
- Need Analysis
With Kanban pipeline view, you can take a look through what stage an opportunity is passing and more importantly who is assigned to the task. You can analyze the performance of your employees as well by determining how much time a client is taking while passing through each stage. It also helps in identifying those which are not visible on the surface, but can damage the whole sales process.
VTiger 7 Kanban view also features a diverse range of filters using which you can sort data according to your needs. Like opportunities which entered the sales pipeline after a specific date or opportunities which are updated after a certain time period etc. A very commonly used filter is “Assigned to”; it is used to view clients assigned to a certain employee. In Kanban sales pipeline view most for the features can be used on the basis of drag and drop methodology.
Vtiger 7 Kanban View a Handy Solution for Insure You
Now Insure You uses VTiger 7 CRMs Kanban view to supervise their sales pipeline. The management can take a look at the whole sales process just by using few clicks. They can now access at which stage clients and employees face trouble. They can improve the efficiency of employees by providing them assistance and can cater the needs of your valued clients in a better manner. Insure You is tracking their whole sales process more efficiently while keeping the cost even lower than before.
Now, it is your turn to use VTiger 7s Kanban view to improve your business operations. Empower your sales team by providing them a handy tool in the shape of Kanban view and witness significant improvement in your sales process.