Why your business needs multiple sales processes in your CRM?

The sales process in CRM is generally referred to as the "sales pipeline." You may have multiple sales pipelines depending on the products you offer and your business needs.

Zoho CRM gives you full control over your sales processes by making you the owner and designer of your own sales pipeline.

 

Go India Travels is a tour and travel company that offers different tour packages, like domestic trips, international trips, business trips, and educational tours. For different tour packages, there are distinct requirements. For example, international trips require travelers to hold a visa or passport, though these items are not necessary for a domestic trip. One type of sales process won't be helpful in all travel situations, so Go India Travels has created multiple sales pipelines for the sale of each type of vacation package.

 

When you want to sell products to customers, you will move through different stages, from prospecting to qualifying, negotiating deals, and ultimately, deal closure. By default in your CRM, you will get a standard sales pipeline where you can see the whole journey of the deal from initiation to closure. Plus, if you have the Admin profile, you can easily design your own sales pipelines to suit your deal process better.

To design a sales pipeline, go to Setup > Customization > Pipeline > + New Pipeline and start customizing.

 

You will be given options to select pre-defined stages for your pipeline, or you can simply choose to create new stages that better meet your requirements.

 

 

If your company deals in multiple sectors, such as construction, paper production, shipping, and travel, you'll need different deal layouts and sales pipelines.

 

If you are an Admin in your CRM account, you can edit and change the sales pipeline and configure it to meet your business requirements. You can also export or import deals from one pipeline to another.

 

If you delete a sales pipeline, you will be given the option to transfer the associated deals to another pipeline in your CRM account. If you don't have other pipelines configured in your account, then the associated deals will be auto-transferred to the default pipeline (i.e. the standard pipeline).

Click here to learn more about configuring multiple sales pipeline in your CRM

 

Configuring your sales process within Zoho CRM is a simple step-by-step procedure. All the stages of your process can be configured to meet your business' unique requirements, and with a sales pipeline, you can qualify, disqualify, and audit your deals. This helps you gain clear and crucial insights, since you have data on when your deal was won or lost, and the reasons for the result. 

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