Enjoy all of the benefits of a fully featured CRM, including custom deal stages, an easy-to-understand pipeline, multiple types of CRM reports—and so much more. The CRM is completely free for SharpSpring users. This article will provide an overview of CRM benefits.
The following user roles can utilize the CRM:
- Sales Managers
- Jr. Salespersons
- Creating Opportunities
- Custom Pipelines and Stages
- Visual Pipelines
- CRM Reports
- Ready to Learn More?
An opportunity is a sale or pending deal you want to track.
In SharpSpring, you can create an opportunity from a contact in the Contact Manager.
In the Sales tab, the Opps Won feature shows all opportunities that have been won, the monetary values involved, and the times taken to close.
The feature also allows for viewing all open opportunities, viewing lost opportunities, and exporting completed opportunities as a report to a file.
Custom Pipelines and Stages
Pipeline Stages are the steps used to track the progress of an opportunity from the beginning to the end of the sales cycle.
These Pipeline Stages are completely customizable. The number, order, name, default probability, and description of the stages can be anything that fits your business needs.
In SharpSpring, the Pipeline feature is the feature that tracks sales opportunities from start to finish. The Pipeline shows at a glance all active or ongoing opportunities, as well as their current status in a sales flow.
The Pipeline also shows all available qualified leads, and it provides a means to view completed opportunities.
SharpSpring uses a visual pipeline to display the opportunities in deal stages. Deal stages are displayed as columns in the CRM, while the opportunities are individual cards in the columns.
You can quickly drag-and-drop opportunity cards from one deal stage column to another across the sales process. The expected value and percentage to close will automatically update, depending on the deal stage the opportunity is moved to.
Use the search bar at the top to search for or primary contacts, opportunity names and qualified leads in the sales pipeline.
The Reports feature provides an overall report on the opportunities listed during a given timeframe. The report can then be filtered by individual pipelines, sales representatives, products, campaigns, and opportunity tags.
The feature breaks down opportunities at various stages in the Sales Pipeline. The Reports feature shows monetary values for applicable opportunities, conversion rates, and lost sales.
The CRM enables you to create five different types of reports:
These reports show how well sales representatives are performing in relation to one another. You can apply filters to each report to evaluate the performance of a specific salesperson or your sales team as a whole. Reports can be exported.
Stay organized with accounts to keep track of employees, opportunities, and notes at companies.
This feature also shows when the accounts were added, and who added the accounts. The Accounts feature also provides a way to export all available accounts to a file.
SharpSpring will suggest adding contacts from the Contact Manager with the same email domain to accounts to maintain employees’ information at the company.