Sell better with a clearly defined Pipeline

Defining a clear sales pipeline is imperative for efficient selling, as it makes your current team’s actions more meaningful and adding new sales reps to your team a breeze.
Platformax boosts your sales by letting you customize the pipeline stages, making you feel at home from day one.

Sales pipeline management

How are your sales organized?

Sales opportunities arise whenever a potential customer expresses interest in your product or service. Coming from prospecting or other sources, business opportunities advance through pre-defined stages (the first contact, negotiation, deal, initial order, etc), and these activities make up your sales pipeline. Customize your sales pipeline to suit your company (learn how).

Opportunity details in Platformax

Detailed overview of opportunities

Stay focused

Once you have an opportunity in your sights, you want to have every last bit of information on them at hand. Opportunity and contact details, notes, emails, call logs, past and planned activities, documents…
You can have everything you need to win that sale in one place. Collecting all the details you need is simple with Platformax.

Task management

Always know your next step

Link planned activities with opportunities, set reminders (email, SMS, in-app) and make sure your opportunities get the attention they need and never feel neglected. Plan calls, meetings, lunches and other tasks to make sure nothing ever slips your mind. Click here to see how to plan activities in Platformax

Platformax calendar overview

Long-term organization

Review your planned activities and meetings in the calendar

Keep track of all your scheduled activities and meetings, share calendars with colleagues, and sync with Google Calendar to keep your agenda with you across all of your devices. Simply browse through meetings of entire sales teams with quick calendar filters.

Platformax calendar overview

Understand your pipeline

Track opportunity details for better insights

Systematically collect data about your sales process – where do opportunities come from, reasons your potential customers didn’t buy, which sales rep is best for specific product group, etc. Once you understand why your opportunities fail, you will be able to change your sales conversations, adjust your offer or improve your objection handling.

Platformax order management screen

Team workflow and order management

Take care of your customers’ orders

Structure your team workflow by defining the steps of your delivery process, from order placed to delivered, and assign to-dos to specific people. Keep your team running smoothly with clearly organized responsibilities and tasks.

Would you like to organize an effective sales and fulfillment workflow?

Start my free trial now!