In LivespaceCRM you have the option to create different sales processes. It can be very useful, when the type of sale depends on various factors, such as the type of service, product, or the type of customer. For example, the process for a VIP client might look completely different than for a small business client.
From this article, you will learn:
How you can use multiple sales processes
Creating multiple sales processes is a great way to model actual company operations in CRM. Before you start setting up different processes, it's good to think about the key criteria for choosing the right one to work with a client.
Based on the client type
Clients from a specific segment (e.g., small business, medium business, VIP) can be managed according to a process, that has been designed especially for their type.
(Read more about customer segmentation).
Based on the product type
If you sell different products/services, you can create suitable sales actions, that match the specific sales opportunity. (Read more about product configuration).
Based on the value of the sales opportunity
You can decide to base certain sales processes on the value of the sales opportunity. In that case, until you know the value of the sales opportunity, you can use the default process, and during the sales, switch to the process appropriate for that value. Make sure your default process includes a step to define the value of the sales opportunity as early as possible.
Based on the team member's role
You can also create processes based on the roles of the sales team members. This is a convenient solution if sales activities in your company are split into stages, such as pre-sales, sales, implementation and upselling.
How many sales processes can I have?
In Livespace, you can save as many sales processes as you like. Thanks to that, you can change or adjust the sales process as needed during your interaction with the client.
However, the number of active ones (those available for selection when creating a Deal) depends on your subscription plan.
Active process - what does it mean?
Active - simply means available to users.
If you have several active sales processes (based on different products or various client types) and over time you would like to change your sales criteria, you can disable the processes that are no longer relevant for your team or company's operations.
Thanks to this feature, you can hide from the list of available processes those that you no longer need, while still keeping all the data and statistics of archived sales opportunities.
You can also decide which of the active sales processes will appear by default in the new deal editing form.
How to choose a sales process while adding a deal?
If you have more than one sales process, when adding a deal, you will find a field in the editing form where you can choose the right process from a dropdown list. This field won't be visible if you have only one sales process.
How to change the sales process in an already opened deal?
As we mentioned earlier, you can change or adjust the sales process during the interaction with the client.
To make the change, go to the deal profile. On the left side you'll find an Edit button on the information tab. Clicking this button will take you to the editing form where you can find the field to select different sales process. After confirming with the Save button, the deal will be updated, and on the right side of the profile, you'll see the stages of the updated process.
When you change the process in a deal, all your previous actions and stages are saved. This means that if you decide to switch back to the old process, you won't have to start from scratch.
How to filter the list of deals by the process?
You can find all the sales processes in the filters list, but for your convenience, we’ve also added a quick-access tab on the left side of the screen.
How to name the sales process?
To make your work easier, it's a good idea to give sales processes clear names that leave no doubt when choosing the right one for a deal.
For example, you can split actions related to offer inquiries and active sales into two separate processes.
In the first case, you start by contacting the client to see if they need your services. In the second case, you propose specific products and present a price offer. A practical way to name these processes would be:
Initial Contact or Lead Qualification
Active Sales
Good to know:
Check out how to work with the sales process in Livespace.