With this add-on you can make sure you're involving everyone involved in purchasing decisions. Customise the sales board and opportunities, and in just a few clicks you have a tailored sales process.
This article covers:
- Basic and Pro
- Identifying stakeholders
- Adding multiple companies to your opportunities
- Customising card layouts in your Sales boards
- How to enable this add-on
Basic and Pro
There are two Sales process versions to choose from:
|Get sales coaching recommendations||Get sales coaching recommendations|
|Control which stages to display the sales process checklist||Control which stages to display the sales process checklist|
|-||Add custom title categories for contacts|
|-||Option to switch between custom title categories and pre-built Stakeholder categories|
|-||Option to set decision-maker buy-in as 'required' before a sale can be recorded|
Use this feature to Increase your deal closing probability, by identifying all stakeholders or decision-makers.
You can define important roles that should be included in your deals, and with Sales process Pro you can define which Opportunity stage a stakeholder appears. For example, you could have the CEO appear in the stage before completion, rather than at the First appointment stage.
When creating opportunities, you then assign contacts to these roles.
- Decision-makers (for example CEO, CTO, CMO)
- Project managers
- Influencers, or any other title. You can edit the titles you wish to add to the Sales board below Opportunity
Adding multiple companies to your opportunities
In some sales processes, you may find more companies involved than just you and the buyer.
A common example is a media agency of the customer, or perhaps the invoices should be sent to another company than the one you are selling to.
Customising card layouts in your Sales boards
You can also customise the cards in your Sales boards:
- Change which values are displayed in your sales board card (for example order value, ARR, close date, user)
- Change which value goes where in your sales board cards
How to enable this add-on
Available for all Upsales plans, please get in touch with Upsales Customer Support for pricing and more information.
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