Track all client information and interaction to help close more deals, accelerate sales productivity by automating your business processes, and make insightful decisions with sales reporting all within your Accelo Sales Module.
Using this guide, you can:
Reading the Details on the Sales Page
Sales pages track the current status of each sales opportunity, your team’s sales correspondence with your client, and key metrics gathered throughout your Sales process.
Each Sale is presented in a two-column format that show details, status, activities, and upcoming work:
A. Sales Details: Quick reference to all your Sales Details, including assigned Salesperson, Sales Type, a quick edit section for notes called Description, all related Quotes, and a graph for Sales Activity.
B. Status bar: An overview of the opportunity's current status, prior status history, as well as your options for moving each opportunity ahead in the process. The available statuses for updating the opportunity's current status will differ depending on how you customize your sales process.
Move the status forward by clicking your desired status and your customized actions will automate preset activities, such as prompting you to send a templated email, creating a meeting, updating important fields (like due dates and sales values), and/or uploading files (like your brief or a request for proposal).
C. Key Metrics: Under the status bar lie three areas of Key Metrics:
- Key Values: Sales Amount, Probability, and Sales Rating.
- Key Dates: Created, Due, and Date Closed (Actioned).
- Key Effort: Last work (includes internal work like creating a quote and external work like calling a client), Last contact (including meetings, phones calls, and emails), and Total Effort (in the number of hours you've put into closing the deal).
D. Upcoming Work: Under the Key Metrics section are details on that opportunity's upcoming work. This can include details of any upcoming and ongoing tasks and meetings that you or your team created in your sales process. Easily create new tasks and meetings by clicking + Create Task or +Schedule an activity links.
E. Stream: All logged correspondence and activities from your sales process. This can include email correspondence between the salesperson and the client, the salesperson and the rest of your team, email attachments, meetings and phone calls that have been held, 3rd party sales contributors, and quotes. If you or the team has moved the sales status, you'll also find that detail here.
F. Attachments: Find any files you've manually uploaded through the sales process, such as a client brief or proposal. or automatic attachments from all email correspondences whether you've sent it from within Accelo or your client emailed it directly to you.
G. Related: Shows related Projects, Issues, and Retainers. For example, if you quote for a web application project from the sale and convert it into a live project, you will see "Strategic Planning" in this area.
H. Assets: If there is a asset connected to the sale, it will show here. For example, if an old server at the client site has crashed, you could create a sale for a new server (and the service work involved) that is connected to the old server. This will allow your team to quickly reference the specifications of the old one.
I. Tasks: A list view of all upcoming tasks.
Updating your Sales
Your sales team is busy making calls and writing proposals, so to ensure that you don't spend your whole day updating your sales, we've narrowed the update process down to a few simple methods:
Edit Sales Details:
Quickly make notes about something new on your sales opportunity. Click the Edit from the menu bar and choose Edit Sale, and change any the relevant fields.
Send Sales Correspondence
Send your client an email, schedule a meeting with the sales team, or note the details of a phone call.
To log sales time:
Simply use the +Add New Activity button found at the top of the View Sale. Or click +Create button on the Navigation bar and choose New Activity. Use the Against field to search for your Sale, select your medium (Email, Meeting, etc.), and Send.
Schedule Upcoming Work
Create a Task to remind yourself to call the client back, or have a coworker review your proposal. Click the Tasks tab click + Create Task link, and enter your preferred dates, assignee and description.
Progress the Sales Status
Have you booked your first meeting, sent a proposal, received an approval, or reached another milestone in your sales process? Update the sale's overall status by clicking the relevant status button and have it prompt you to update the correct information automatically.
Track all client information and interaction to help close more deals, accelerate sales productivity by automating your business processes, and make insightful decisions with sales reporting all within your Accelo Sales Module.
Using this guide, you can:
Reading the Details on the Sale Overview
The View Sales page tracks the current Status of each sales opportunity, your team’s Sales correspondence with your client, and key metrics gathered throughout your Sales process.
Each Sale is organized to showcase details, status, activities, and upcoming work:
Info Bar Drop-Down: Quick reference to all your Sales Details, including the Company, Contact, Last Contact, assigned Salesperson, & Sales Type.
Status: An overview of the opportunity's current Status as well as your options for moving each opportunity ahead in the process. The available statuses for updating the opportunity's current status will differ depending on how you customize your sales process.
You can adjust the status by clicking your desired status and your customized actions will automate preset activities, such as prompting you to send a templated email, creating a meeting, updating important fields (like due dates and sales values), and/or uploading files (like your brief or a request for proposal).
Sale Metrics: Value, Probability, Created & Due Date.
Overview: A Summary of the current Sale, as well as Custom Fields, Status History, Upcoming Events, Related Quotes and Ongoing Tasks.
Stream: All logged correspondence and activities from your sales process. This can include email correspondence between the salesperson and the client, the salesperson and the rest of your team, email attachments, meetings and phone calls that have been held, 3rd party sales contributors, and quotes.
Tasks: View Ongoing or Completed Tasks. You can also create new Tasks with the + Task button
Related: Shows related Quotes, Projects, Issues, and Retainers.
Attachments: Find any files you've manually uploaded through the sales process, such as a client brief or proposal. or automatic attachments from all email correspondences whether you've sent it from within Accelo or your client emailed it directly to you.
Updating your Sales
Your sales team is busy making calls and writing proposals, so to ensure that you don't spend your whole day updating your sales, we've narrowed the update process down to a few simple methods:
Edit Sales Details
Click the Edit from the top navigation bar to change any the relevant fields.
Sales Correspondence:
Send your client a Message, schedule an Event, Log Work or Start a Timer. More details about these options can be found on the Sales Activities & Time Guide.
Messages:
Send a message to your Sale Contact. Use the + Message button on the top Navigation Bar.
Events:
Create an Event using the + Event button to collaborate with your client on the Sale.
Log Work:
Retroactively log work you’ve completed on the Sale by clicking the Log Work button.
Timers:
Record your work in real time. Instantly start a timer against the Sale by clicking the Timer button in the Navigation Bar. Keep this running for the duration of your session, then log your work by Completing your Timer.
