As you probably know, managing dozens or hundreds of sales opportunities, each at different stages in “the pipeline,” is a challenge. Sales agents everywhere have devised their own solutions to this problem. Some solutions involve pen and paper. People have created clever Excel spreadsheets. And others have turned to software applications that can make life difficult by doing more than they need to do.
With Goal Smashers, we’ve focused on the essential things you need to be successful: Who should I contact next? Which skills do I need to work on? How am I doing? While there are several screens within Goal Smashers, it is essentially a one-page application. We’ve tried to create a system that brings focus and clarity by representing everything you need to see on one page. One succinct and visual page. While visualizing a sales pipeline is nothing new, using this visual as your primary means of interaction is something new. Our hope is that you will be able to cut through the noise and focus on the essential things that make you successful -- without clicking through a bunch of screens or shuffling through pages. We want to help you simplify the onslaught of information and introduce some measured control over your sales process.
11. dots will have a “teardrop” shape...
vs.
inbound outbound
12. and will enter the pipeline as
teardroped “inbound contacts”
(this means the prospect initiated the contact with you!)
heard good hiya!
things about you! bonjour!
13. the color represents the
probability of success
high medium low
(it will be “medium” by default
but you can change anytime)
14. you can mark an important dot
with a star!
me too!
16. “ghosts” allow you to see the dots
from previous months
(so they show up in the current month, but don’t
count until you advance them down the pipeline!)
17. if dots are inactive for too long
they get “cold” and turn blue!
ghost dots too!
18. Blue dots fall out of the pipeline
at the end of the month!
(but if you advance them down the pipeline before the end of
the month, they revert to their previous state, and stay!
19. a good salesperson knows when an
opportunity has nowhere else to go!
(it’s good to keep track of
why opportunities go dead)
20. There’s a free e-book with
lots more details!
(You can get it at www.goalsmashers.com)