Adding fields to quantify the deal
The first stage of our deal process stage is often called Discovery, Needs Analysis, or Design.
Depending on the type of services and goods you are selling, your sales team will need to be asking questions to ascertain the exact requirements of your client. These questions, ideally, should be fields within the Deals module.
Consider these examples:
- A business providing IT hardware, software, telecoms, and general IT support will need to ask questions to find out the number of workstations and users and the names and types of software applications that will be supported.
- A CRM consultancy would need to ask questions about the number of users, configuration, training, and integration requirements.
- A training provider would need to know the name of the course, the number of delegates, venue, and catering requirements.
- A hospitality venue hosting events and conferences would need to know the number of visitors or delegates, timings...
