It’s here! The new Insightly Insider Discussion Series.
We’re launching a new live discussion series that will give you direct access to an Insightly expert. This three part, inaugural ‘Ask the Expert’ session is all about maximizing your use of Insightly for sales with the help of pipelines and activity sets. During this session—Streamlining your Sales Process with Pipelines and Activity Sets—we’ll cover:
- What is your sales process?
- Why should you use pipelines and activity sets?
- How to setup pipelines and activity sets
Part One
Put some thought into your sales process. Is it consistent? Are there different steps based on certain factors? How can you build out your sales process in Insightly?
Insightly’s pipelines and activity sets are templates that can help you to streamline your sales process. In order to set them up efficiently, you must have a solid understanding of your company’s sales process, and what the different steps entail.
Part Two: Intro to Pipelines and Activity Sets, Why Should I Use Them?
With Insightly, you can ensure that nothing will fall through the cracks and that all of your sales people are following the same steps to complete a sale. And, perhaps most importantly, you can report on all of this as you go! Insightly helps you to easily see how many deals you have in the pipeline, how much they are worth monetarily and if any of them are lagging behind.
Part Three: How to Setup and Use Pipelines and Activity Sets
A pipeline is a linear series of steps (stages) that can be defined for both projects and for opportunities. Insightly shows a pipeline as a visual aid to indicate progress along a path.
Join Live or Watch At Your Leisure
Our next
Not available to attend? No problem. The series will be archived and available on Insightly.com.
At Insightly, we have a CRM for all kinds of businesses and all kinds of users. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
