Set up a sales guide
Updated on 20 Oct 2021
The sales guide will help you and your colleagues stay in control of all sales processes by structuring and standardising your sales routines. In this guide you’ll learn how to set up a sales guide in SuperOffice CRM.
You can set up a sales guide for all the different sales processes your company uses. As a result, your sales reps can follow an outline and structured process that consists of best practices and step-by-step activities to make sure no sales opportunity is missed.
By default, there are several sales guides available that you can use as inspiration. Or you can edit them to fit your needs. All sales guides will have a few sales stages. Each stage has a name, a probability percentage and a description.
Each stage can contain follow-up activities and documents that are relevant for this particular stage in the sales process. You can add and/or remove these activities and documents.
To create your own sales guide, go to Workflow, click on the Sales guide tab and click Add or Delete to customise the sales guide
When you set up your own sales guide you can determine the stages as well as activities and documents necessary for each stage.
The best way to define your own workflow is, first and foremost, to discuss and agree on the best practices in your sales process. You can set up multiple sales guides if your company uses more than one sales process.
For example, you can have a sales guide for prospects, for existing customer and one for long-term sales processes that contain many stages and activities.
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