Sell more with a clearly defined Pipeline

Boost your results by using a set of standardized steps everyone on your team can easily understand.
Define a clear sales pipeline and the actions required to push deals forward while improving the efficiency of your sales staff.


Sales pipeline management

What is your sales forecast?

Business opportunities develop in pre-defined stages (the first contact, negotiation, deal, initial order, etc), and these activities make up your sales pipeline. Customize your sales pipeline to suite your company (learn how).

The Platformax sales forecast report allows you to predict future sales accurately.

Sales opportunities

Get the most out of your sales opportunities

Sales opportunities arise whenever a potential customer expresses interest in your product or service. Following the normal course of the sales process, sales opportunities move through the various stages (eg. the first contact, offer, order, etc.).
If a business opportunity doesn’t lead to a successful close, our reports will help you figure out exactly what went wrong and what you can do to make the sale next time. Click here and see how to work with opportunities.


Task management

Plan tasks and other activities

Plan calls, meetings, lunches and other tasks to make sure you never forget anything on your to-do list. Relate tasks to sales opportunities, set reminders (email, SMS, in-app) and make sure your opportunities get the attention they need and don’t get overlooked. Click here to see how to plan activities in Platformax


Meetings management

Plan meetings and review your calendar as needed, on a daily, weekly or monthly basis. Relate meetings to sales opportunities and set email, SMS or in-app reminders.


Review your activities in the calendar

View and organize tasks and appointments. Share calendars with colleagues and sync with Google Calendar to sync your meetings with your mobile device.


Order management / Workflow

Process your customers’ orders

Structure your team workflow. Define how you deliver an order to a customer into steps, from “order placed” to “order delivered”. Assign responsibilities and tasks to specific people, so everyone knows exactly what they’re supposed to.


Would you like to organize an effective sales process and after-sales support?

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