Sales Pipeline Management • CRM Features
Sales pipeline management is the process of managing your sales team’s pipeline of new opportunities and potential customers. Due to the high amount of bids that a construction company sends out on a weekly and monthly basis, using spreadsheets or other manual methods for pipeline management are not effective. The only way sales pipeline management for construction is successful is by using a sales software solution built for construction.
This is where iDeal Construction CRM comes into play. Visual sales pipeline management is a feature that helps you quickly view your entire company’s or each sales rep’s pipeline and understand the status of all your opportunities. This makes tracking everyone’s sales pipeline fast and effortless.
There are many feature functionalities in iDeal CRM to help with sales pipeline management. The visual sales pipeline board, sales calendar, and reports that can be filtered by sales rep are just a few.
Visual Sales Pipeline Board for Sales Pipeline Management for Construction
Take the pulse of your entire sales organization with one glance.
Visualize all your bids, opportunities, projects, or leads by stage
Customize stages to fit your sales process
Each sales rep can customize the view of their sales pipeline
Filter by sales rep, team, or view all at once
Drag-n-drop functionality to quickly move opportunities through stages
Each ’tile’ or ‘card’ shows critical info such as bid due date, proposal(s), tasks
Tasks can be added straight from the pipeline board.
Customize Sales Pipeline Stages
Each user in iDeal CRM can customize their sales pipeline stages. This feature is especially helpful when you have estimators, sales people, managers, and executives all using the same system. Each professional tracks their sales pipeline differently and their pipeline view should reflect that.
Sales pipeline stages can be added and removed as needed
Each user can choose which pipeline stages they want to see on the board
Users can customize the order of their pipeline stages
Stages are color-coded for clarity
Pipeline stages are saved in different categories
Sales Calendar to Track Sales Pipelines
This calendar is built for construction sales teams to monitor and manage bids, follow-ups, tasks, and other events.
Catch-all calendar for construction sales showing bids, follow-ups, tasks, events
Filter by sales rep, team, or view all at once
For opportunities with multiple clients – if clients have different due dates, job will show on the calendar for each date listing the appropriate client
Filters for calendar items to be turned on or off
Monthly, weekly, daily, and printable agenda view
Drag-n-drop functionality to quickly move items on the calendar
Custom titles to show job name, sales rep, clients
Sales Reports to Improve Sales Pipeline Management for Construction
Sales reports in iDeal CRM are built for construction. iDeal is the only CRM that allows you to mark the client awarded on a job. This is crucial when bidding multiple clients. It is also crucial to build reports based on how much you bid vs how much your clients win vs how much you win with those clients.
Sales reports by rep, team or entire company including YTD, quarterly, monthly
Sales & Forecast Reports with remaining to quota, remaining to target profit
Ability to choose which opportunities are included in the forecast and the winning chance percentage for each
Opportunities Reports by bid date, won date, lost date, source
Win Rate Reports by sales rep, team, client, job type, and more
Pipeline Reports by sales rep, stage, client, client awarded or not
