Yes!

With modlify you can build a personalised sales pipeline that is relevant to your business in minutes. (Or just request a call with us and we can set it up for you.)

Why build a pipeline tracker?

For businesses, whatever the size and whatever product or service you offer, having a firm grip on your sales pipeline is essential. With clear visibility of your pipeline, you’ll be able to see, at all times, exactly how your sales efforts are faring. You’ll have a better chance of forecasting revenue, and as a result, of ensuring happy customers.

Once a sales process starts to become embedded it becomes a part of the langauge of the business. "We have $$$ sitting in the qualify phase and we need a better plan to manage this."

Here's how

Step 1: Define your business objects

We offer templates to get you started super-fast. There is a template for a deal you can select to get started.

Step 2: Start with a simple process

Try out a 3-phase scenario:

1. Qualify
2. Propose
3. Close

Add in any key items that you want checked/actioned (don't worry you can always add more later).

Step 3. Well, actually that's it - give it a try

Step 4: Make it your own

You can, of course, extend the model. You are likely to want to associate deals to Accounts (in honesty, we should have included this in the video!) just select the Company template, rename it to something like "Account" and Save it. Then add the "Account" as a "Relation" field into your Deal.

CRM isn't just about tracking deals

One of the challenges with CRM tools is they often overly focus on leads and opportunities (and sales management tasks).

The environment is much broader than this. One thing you might wish to do is capture competitor info which you could model in modlify, with or without a process. You might equally wish to include a partnership signup process. If you need any help, just request it in the app.