Benefits
See the main benefits of the Ploomes sales funnel
Centralizing data and opportunity histories
Salespeople perform better when they know each point of contact that has been made with that customer. Knowing the history of each opportunity allows the personalization of the discourse and actions, generating an increase in the conversion rate.
Visibility of the status of each opportunity
Each opportunity, its history, and its next actions must be within the field of vision of managers. The sales funnel methodology allows for this visibility.
Follow-up charges and seller actions
Every opportunity must be treated as such. Is losing business part of it? Yes. But losing business due to sellers' lack of action is not. Automatic charges push sellers out of their comfort zone, as each opportunity should receive due attention.
Automatic assignment of tasks
Complex sales processes, while automated, know what should be done, by whom, and when. Automatic tasks remove the dependence on employee memory, ensuring integrity and efficiency.
Elimination of flaws in the sales process
Complex sales must always follow processes. These, when automated, eliminate failures and oversights, increasing efficiency and conversion rates.
Intelligent prioritization of opportunities
Automations can, by defining triggers and conditionals, assign different temperature levels (or other potential indicators) to deals, facilitating the seller's time distribution.
Product
Check out some of the features that make up the sales funnel.
Multiple customized funnels
Create multiple funnels in the same account, with customized forms, fields, icons, naming, rules, automations, checklists, permissions, and approval flows.
Automations
Automatic actions, including creating tasks, sending emails, and changes to fields, are programmed with triggers and actions. Automations can be activated based on funnel movements, creations, changes, or by time setting.
Required Checklists
Create checklists between one stage and another of the funnel, making it mandatory (or not, using only as a reminder) to fill in fields so that the business can be advanced.
Permission Levels
Create categories between users and teams to control the permissions of each user on the account, including what they can create, edit, view, or even delete.
+ Sales CRM Features
Records of interaction via e-mail, Whatsapp, visits, calls and manuals.
Creation and organization in a calendar (Google Calendar and Outlook 365)
Generation of contracts, terms, and commercial proposals within the Funnel.
Creation and customization of dashboards and filters for management visibility.
services
Our services are made available to provide you with better user experience possible with Ploomes
Consultative implementation
You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.