Deals are important as they generate revenue for the organization. Ideally, Deals undergo the complete sales cycle, right from identifying the right prospect to the deal being won or lost.
For example, you own a web hosting company called Zylker. James the Marketing Manager of XYZ corporation likes the package you offer for complete web hosting and wants you to host a website for his company and gets in touch with you regarding the same.
Now, James is the Contact associated with the company XYZ Corporation. The deal here is hosting a website for XYZ Corporation.
Before finalizing, the deal has to go through the following stages defined by Zylker. They are
- Needs Analysis
- Identify Decision Makers
- Quote price
- Closed won/lost
These stages are collectively known as Sales Pipeline.
Likewise, many deals can pile up and there is a need for organizing them accordingly to ensure you achieve the expected revenue.
Bigin allows you to specify your sales process and start adding deals inside your account. You can see the number of deals present in a specific stage and how they are performing. Moving them across stages is done with a simple drag and drop. Various activities have to be performed to close a deal successfully. You might have to carry out certain tasks or get in touch with customers via call, etc. All these can also be recorded for a deal in your Bigin account.
Bigin allows you to create Deals in the following ways:
- Create Deal individually
- Import deals
Create Deals Individually
To create deals individually
- Go to the deals module and click .
- Enter the details in the Create deals page.
- Click Save.
When you have a huge list of deals in a spreadsheet and you would like to add them in your Bigin account, you can import the file and they will be added as Deals. See More
Bigin allows you to view the deals that you have created in two ways:
- List View
- Pipeline View
The Deals list view displays the deals one after the other in rows and columns. The list view is helpful when you wish to see the maximum details of your deals at one glance.
The pipeline view is helpful when you specifically want to see view deals categorized by their stages. A single glance at the pipeline view will tell you which deals are in the Closed Won stage, how many in the Closed Lost stage, Negotiation/Review stage and so on and so forth. This view is also applicable when you customize the Deal Stages.
You can choose to edit the deals that you have created.
To edit Deals
- Go to the Deals module.
- Select either List View or Pipeline View
- Hover over the record which you would like to edit and click the edit button or select the record which you want to edit and click the edit button.
- Make the necessary changes and click Save.
Deals once added can be deleted if no longer necessary.
To delete Deals
- Go to the Deals Module.
- Hover over the record which you would like to delete and click More > Delete.
Alternately, select the record which you would like to delete and click More > Delete.
- Give your confirmation in the popup and the record will be deleted.
Moving a deal through stages
There are two ways in which you can move a deal to the next stage in your pipeline. You can simply click and drag the deal to the pipeline stage of your choice. When you start moving a deal, a toolbar appears at the bottom with the options such as: Delete Closed Lost and Closed Won. Drag and drop them into the respective boxes if you wish to do any of these three actions.
You can also move the deals through stages from the deals details page.
In the Deals Details page, the pipeline stages are displayed as a timeline. Simply click on the stage where you want your deal to be moved to, or click the drop down and choose the stage.
From Pipeline View
From Deals Details Page