CRM
What Is It?
The CRM is an application that allows to manage the opportunities in your Business Development pipeline.
How Does It Work?
Opportunities move through the pipeline as their probability evolve. The pipeline has several stages that reflect the advancement
Each opportunity is qualified by the following attributes
- Stage -
- Probability -
Output Of The Application
- Expected Value
Key Notions
Labor
Expenses
Expected Value
Structure Of The Application
Settings
This tab is used to configure your pipeline by defining its stages:
- Name - The name of the stage
- Type
- Early - Stages that hold opportunities with low probability. These stages are not used to compute the actual (Expected) Value of the pipeline.
- Active - Stages that hold the opportunities that you are actively developing. These stages are used to compute the actual (Expected) Value of the pipeline.
- Won - Stages that hold the opportunities that you have won. There's usually a single stage of type Won. These stages are not used to compute the actual (Expected) Value of the pipeline.
- Lost - Stages that hold the opportunities that you have lost. You can have several Lost stages in order to reflect lost reasons for example. These stages are not used to compute the actual (Expected) Value of the pipeline.
- Minimum Probability - The minimum probability of an opportunity in that stage.
- Maximum Probability - The maximum probability of an opportunity in that stage.
Probability ranges should not overlap.