Contactually’s pipelines and deals

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Contactually’s pipelines and deals

Video Transcript

Speakers in this video: Jimmy (GetApp) and Brandt (Contactually)

Brandt: The Pipelines feature, I'm not too sure exactly when that was rolled out but this has been a feature for I'd say close to a year if not more than a year.

Jimmy: Okay. So this is one of the things that I find very, very, very useful. So can you walk me through in as much detail as possible, the Pipeline feature?

Brandt: Absolutely. So a pipeline, just to start from a high level is going to be a visual layout of some process that you're staying on top of, okay? Here we have a sample sales pipeline. Everyone's going to have a different set of verbiage for how they approach their sales pipeline. But we're going to go from initial contact, qualifying, schedule a meeting, and approve our capabilities, right? And then go to that final negotiating close stage.

Now, Pipelines are very, very customizable. You can go ahead and change this to whatever you'd like. We're then going to be able to set ways to stay in touch and even systematize certain interaction but we'll get to these in just a minute here.

Jimmy: Okay.

Brandt: Now, once you have your stages laid out then it's a matter of adding deals to track because what we track in a pipeline is actually a little different from a contact. A deal is going to have a contact associated with it. It's going to have a name. It's then going to have a value which would be whatever you're interested in tracking. Maybe it's a total price tag; maybe it's the expected commission; it's really going to depend.

Now once this is a deal, it's very easy to manage where it is and update the process as you go. If for some reason you lose the deal along the way, you'll be able to indicate that here. If you win it which is we hope you will we'll put it in deal 1.

Jimmy: Okay.

Brandt: And more goes in to Deals though. Now would you like me to talk about deals?

Jimmy: Oh yes.

Brandt: All right. So in the deal itself, it has a profile. It's like a deal profile. You would see the deal specifically for information up here. You'll then see emails at the bottom. You're going to be able to enter notes that are are specific to the deal. All right.

In addition, we can add multiple contacts. So maybe in this project main street deal that I'm working with, I'm actually working with Bonnie and Grey. So I'm going to add Gray here. I'm going to refresh my page. What we're going to do is we're going to compile all those interactions into one spot.