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| − | =Overview=
| + | #REDIRECT [[Sales Funnel]] |
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| − | The Sales Funnel module is used to track opportunities through sales stages, provide them with proposals that contain acceptance details.
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| − | Types of Opportunities may include:
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| − | *New membership prospects
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| − | *Upgrade opportunities with existing contacts
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| − | *Volunteers or prospective board members you’d like to work with
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| − | Sales may be tracked and reported on based on source, sales category, sales person, and so on.
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| − | =Sales Funnel Initial Setup=
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| − | ==Setup Sales Sources==
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| − | Sales Sources are used to track how you learned of the opportunity. Examples of Sales Sources might include referral, trade-show, walk-in and so on.
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| − | #Click '''Setup''' in the Navigation Panel
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| − | #Click '''Sales Sources''' in the '''Sales''' section.
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| − | #Click '''Add Sales Source'''.
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| − | #On the '''Add/Edit Sales Source''' screen, enter a name and description of the sales source.
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| − | #Click the '''Active''' check-box.
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| − | #Click '''Done'''. | |
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| − | ==Setup Sales Stages==
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| − | Sales stages allow you to identify the level of engagement a prospect has had with your sales team. You may define sales stages that match your business processes. Examples of stage may include hot, warm, cold and so on. You may customize these to meet your needs.
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| − | #Click '''Setup''' in the Navigation Panel.
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| − | #Click '''Sales Stages''' in the '''Sales''' section.
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| − | #Click the '''Add''' button.
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| − | #On the '''Add/Edit Sales Stage''' screen, enter a name and description for the sales stage. ('''NOTE:''' - '''Color''' is N/A at this time.)
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| − | #Click '''Done'''.
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| − | ==Setup Timeline Items==
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| − | Your sales opportunity milestones can be tracked with timeline items. Examples of milestones may include when this first became an opportunity, or when you sent the proposal. You can customize standard timeline items on the '''Setup''' page.
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| − | #Click '''Setup''' in the Navigation panel.
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| − | #Click '''Timeline Items''' in the '''Sales''' section. A list of the timeline items you have already setup in your system will be displayed.
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| − | #:[[File:Timeline Items.jpg|frame|center]]
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| − | #Click the '''Add''' button.
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| − | #:[[File:Add Timeline Item.jpg|frame|center]]
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| − | #Configure the following:
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| − | #:*Enter a '''Name''' for the timeline item.
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| − | #:*Enter a '''Description''' of the timeline item.
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| − | #:*(Optional) - Select a '''Communication Category'''. This can be used for filtering and reporting.
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| − | #Click '''Done'''.
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| − | ===Automating Timeline Items===
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| − | You can automatically update your timeline with a timeline item for new opportunities and when a proposal is accepted.
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| − | '''Timeline Item Applied To New Opportunities'''
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| − | A timeline item can be automatically assigned when you first create an opportunity.
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| − | #Click '''Setup''' in the Navigation panel.
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| − | #Click '''General Settings''' in the '''Sales''' section.
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| − | #:[[File:Sales General Settings.jpg|frame|center]]
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| − | #From the '''Timeline Item Applied to New Opportunties''' select the item you want to place on your timeline when a new opportunity is created.
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| − | #Click '''Save'''
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| − | '''Timeline Item Applied To Signups'''
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| − | ==Sales Opportunity Status Reasons==
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| − | '''Sales Opportunity Status Reasons''' provide you with a way to categorize why a sales opportunity may be in a certain stage. For example, if a sales stage is "on-hold", you may use the sales opportunity status reason to provide further clarification on why the opportunity was put on-hold. Sales Opportunity Status Reasons are also used for reporting purposes that will allow you to further analyze.
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| − | #Click '''Setup'''
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| − | #Click '''Sales Opportunity Status Reasons''' in the '''Sales''' section.
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| − | #Click the '''Add''' button.
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| − | #On the '''Add/Edit Sales Opportunity Reason''' screen, enter a '''Name''' for the reason.
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| − | #Click '''Done''' to save the new reason.
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| − | '''NOTE:''' You may also add new reasons dynamically when creating a new opportunity in the Sales Funnel module.
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| − | ==Sales Opportunity Auto-Reminder Rules (WIKI UNDER CONSTRUCTION)==
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| − | ==Sales Proposal Settings (WIKI UNDER CONSTRUCTION)==
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| − | ==Create a Sales Proposal Template==
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| − | If your sales proposals follow a similar pattern, you may create a template where the standard items are already filled in, and customize it when needed. A sales proposal template is included in your database. It is formatted to pull in key information, such as the logo information, contact information and so on. for the sales opportunity. If needed, you can customize this template to meet your needs.
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| − | #Click '''Setup'''.
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| − | #Click '''Document Generation Templates''' in the '''Document Generation''' section.
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| − | #Click the copy icon to the far right under "Actions" for the '''Sales Proposal''' template.
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| − | Scroll to the bottom of the document list to view your copy. To change the file name or file type, choose the copied file name and complete your changes.
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| − | Select the "edit" icon under actions to launch the template to view and edit.
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| − | You will be taken to the document editor login. Enter your MemberZone user name and password to launch the document.
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| − | Enable editing of the document, complete your changes, select save and close the document. Your changes will be saved. You can now choose this template where applicable.
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| − | [https://info.memberzone.com/acton/attachment/12395/f-0335/1/-/-/-/-/Sales%20Proposal%20-%20Training.pdf Click here to view the Sales Proposal default template] | |
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| − | =Creating a Sales Opportunity=
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| − | #Click '''Sales Funnel''' in the Navigation Panel.
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| − | #Click the '''Add Button'''.
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| − | #On the '''Add/Edit Sales Opportunity''' screen, configure the following:
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| − | #:*'''Organization''' - Enter the name of the organization. If the organization already exist as a contact, the associated information will be populate. If this organization does not currently exist, it will be added to your contacts.
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| − | #:*'''Source''' - To track how/where your opportunities are generated from, select a source from the drop-down list. The list will display sources that you have previously set up, and you may add a new source by clicking the '''+''' button.
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| − | #:*'''Sales Person''' - Select a sales person from the drop-down list. Your current staff members will automatically be populated in the list.
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| − | #:*'''Sales Category''' - Select a sales category from the drop-down list. The list will display sales categories that you have previously used, and you may add a new sales category by clicking the '''+''' button.
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| − | #:*'''One-Time Revenue''' - Enter the expected one time revenue (dollar) for this sales opportunity. You will be able to monitor expected one time revenue on the '''Sales Funnel Report'''.
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| − | #:*'''Recurring Revenue''' - Enter the expected recurring revenue (dollar) for this sales opportunity. You will be able to monitor expected recurring revenue on the '''Sales Funnel Report'''.
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| − | #:*'''Estimated Close Date''' - Enter the date that you expect to close this sale.
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| − | #:*'''Probability''' - Enter the probability that you will close this sale.
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| − | #:*'''Stage''' - Select the current stage of the sale. You may define various stages (i.e. cold, warm, hot) as part of the initial setup.
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| − | #:*'''Status''' - Enter the current status of the sale. The status list will display the statuses currently configured in your database. '''NOTE:''' Status is not a configurable field. Many reports in your software are based off of these, as well as various automated actions. For Example: When a proposal is accepted, the status of the opportunity will automatically be changed to '''Won'''.
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| − | #:*'''Won/Lost Date''' - Leave this field blank. You will update this when the opportunity is either won or lost. '''NOTE:''' When a proposal is accepted, this date will automatically be populated with the date.
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| − | #Click '''Done''' to save the new opportunity.
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| − | ==Creating Sales Proposals==
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| − | The sales proposal is a key step in your sales process. For example, For a new membership opportunity you may create a proposal for each membership type they could select. When you create a sales proposal in the database, you are also creating an on-line sign up page. You prospect will be able to view and accept the proposal directly from the on-line page. Setting up a proposal is a two step process.
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| − | '''Step One'''
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| − | #Select '''Sales Funnel''' in the Navigation Panel.
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| − | #Click the contact for which you wish to create a proposal(s).
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| − | #Click the '''Proposals''' tab.
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| − | #Click the '''Add''' button.
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| − | #On the '''Add/Edit Sales Proposal''' screen, configure the following:
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| − | #:*'''Name''' - Name this proposal.
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| − | #:*'''Valid Until''' - Enter the date when the offer in your proposal will expire. When you create a proposal, you are also creating an on-line sign up page. Once the proposal expires, the prospect would still be able to view the proposal on-line, but would no longer be able to accept. '''NOTE:''' - you would be able to come back to this setting and change this date, if needed, to re-activate the form.
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| − | #:*'''Sales Proposal Template''' - Select a template. Prior to setting up a proposal, you will create proposal templates in '''Setup'''. The list will be populated with any sales proposals you have used previously.
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| − | #:*'''Terms/Conditions''' - Select the terms and conditions that they will need to agree to to accept this sales proposal. For example, if this is a membership opportunity, you may have a list of terms that they must agree to to be an active member of your organization. The list will be populated with previously configured terms and conditions. Additional terms and conditions may be created under '''Setup'''.
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| − | #:*'''Message Template''' - The message template would include the information that you want to display on the sign-up page. If you have a common set of instructions that you use frequently, you can create a standard message template on the '''Setup''' page; or you can enter text into the '''Message On Sign Up Page'''.
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| − | #Click '''Done''' to save the new proposal.
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| − | '''NOTE:''' You may create more than one proposal for an opportunity. For example, if this is an membership opportunity, you may create a proposal for a General Membership, and perhaps an Enhanced Membership.
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| − | '''Step Two'''
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| − | Step Two of the Sales Proposal process is setting up the pricing details.
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| − | #On the '''Proposals''' tab, click the pencil icon in the actions column for your proposal.
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| − | #:[[File:Add Edit Sales Proposal Items.jpg|frame|center]]
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| − | #Select the '''Membership Type'''. The list will include all membership types configured in your system. The fee items associated with the type will automatically be populated. This pricing may be over-ridden if you are customizing this quote.
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| − | #Click '''Done''' to save the new settings.
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| − | ==Share Sales Proposal with Prospect==
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| − | Once you have completed the proposal, you provide the proposal to your prospect in several ways:
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| − | '''Download Sales Proposal'''
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| − | On the proposal tab, click the download icon in the '''Actions''' column.
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| − | '''Send Proposal URL'''
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| − | On the proposal tab, click the hyper-link for the proposal, and copy the URL displayed. You can then paste the URL into an email. Your prospect will be able to view the proposal on-line.
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| − | [[File:URL.jpg|frame|center]]
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| − | '''NOTE:''' If you want to receive a notification when a sales proposal has been accepted, you can subscribe to the '''Sales Proposal''' accepted notification.
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| − | ==Sales Proposal Timeline==
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