How to manage the post-sales cycle or to follow-up on your leads once they're WON
no crm.io is a lead management software which aims at helping you close deals faster and at managing them in the most efficient way possible.
Nevertheless, experience has shown us that once a lead changes to WON, i.e. a deal was successfully closed, there's often a need to manage some tasks such as invoicing, signing a contract or manage a project... Therefore, no crm.io Expert & Dream Team Editions also include a Post-Sales Process.
In fact, closing deals is important but so is delivering.
If you chose the Expert or Dream Team Editions, no crm.io enables you to create several Post-Sales Process templates, with predefined tasks. Once the status of a lead changes to WON, you can easily add a Post-Sales Process to it.
Example: Using the Post-Sales Process in a travel agency
In a travel agency, when a lead changes to WON, it needs to be followed-up for a correct organization of a trip.
A lead enters into the following Post-Sales Process:
First Post-Sales Process name: Trip Organization. Associated tasks:
- Receive deposit
- Confirm reservations
- Total payment
- Send out documents
- Confirm chosen service
Second Post-Sales Process name: Upon arrival. Associated tasks:
- Arrival of guests
- Tour comment of destination
- Tour comment sent to agent
- Quality control
For more information about how to set up and use the Post-Sales Process inside no crm.io, click here.