Process index · third axis
Sales process
↗ Process on www.teamspace.de/prozesse/Start here · process guide
The sales process in teamspace
You don't improve a sales process with software, but in layers – from goal and core question through measurable metrics to modelling in the tool. With a maturity-level scale, a stocktake and the recommended path through teamspace.
Read the guide →
Key figures & metrics
Key figures for the sales process
The most important sales metrics along the three dimensions pipeline, closing and activities – what they say, why they matter and whether and how teamspace delivers them.
The key steps
The recommended path through the process – step by step.
- 1
Capture first contact
Create and manage contacts
Create contacts, use the detail manager with overview, master data and activities, understand the main contact and address inheritance, set up dynamic links and external access.
- 2
Classify the relationship
Prospects, customers and suppliers
How teamspace sets the three relationships automatically and, via a separate ABC analysis per relationship, makes top customers, weak accounts and concentration risks visible.
- 3
Open an opportunity
Create a sales opportunity
Create a new sales opportunity through the creation dialog, assign it an organisation, contact, account manager and target value, and find your way around the detail manager.
- 4
Steer through the funnel
Maintain a sales opportunity: change stage & status
Guide a sales opportunity through the stages with the „New status" action, document activities, set the CRM status and configure a warning for stalled opportunities.
- 5
Make a quote
Create and follow up quotes
Create a quote, build up line items and sections, send it by email, follow it up in the quote tracker and convert it into an order.
- 6
Analyse the pipeline
Analyse sales opportunities
Read your pipeline: the list of sales opportunities with the statistics of filtered values, the sales opportunity analysis by stage and CRM status, and the CRM analysis over time.
All articles for this process (20)
Understand
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CRM – Introduction
leadWhat the CRM in teamspace does: organisations, contacts and activities, the three relationships prospect/customer/supplier, plus the sales and campaign tools at a glance.
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Product management – introduction
What product management in teamspace does, its two independent strands (product manager and workflow helpers) and how to switch the module on.
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Sales opportunities – Introduction
leadWhat sales opportunities are in teamspace, where they sit in the CRM, and how stage, probability, target value and current value add up to your pipeline.
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Prospects, customers and suppliers
How teamspace sets the three relationships automatically and, via a separate ABC analysis per relationship, makes top customers, weak accounts and concentration risks visible.
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Understanding the sales funnel, stage & CRM status
leadThe mental model behind sales opportunities: the standard funnel, the difference between sales stage and CRM status, and how probability and current value are calculated.
How-tos
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Bring tasks & elements from other modules onto a board
Transfer tickets, work packages, contacts and more onto a board by drag & drop or automatically, and keep working with them there.
Modules: Teamwork, Service Desk, CRM, Projektmanagement
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CRM & sales reports
leadSales opportunity analysis, Sales opportunities, CRM analysis, Customer analysis and Activity analysis – analysing the pipeline, customer profitability and sales activities.
Modules: CRM
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Activities and follow-ups
leadCreate and document activities, understand the date/completion-date mechanism and use the follow-up list as a daily call list – including telephony integration.
Modules: CRM
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Create and send campaigns
leadCreate a campaign, assign contacts, send mail activities with a test email and placeholders, generate form letters and address labels, automate mail sequences and track the status per contact.
Modules: CRM
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Key account managers, VIPs and service notes
leadHow to look after important customers in a targeted way: assign key account managers, mark VIPs, make service notes visible depending on context and map special contacts across organisation boundaries.
Modules: CRM
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Create and manage contacts
leadCreate contacts, use the detail manager with overview, master data and activities, understand the main contact and address inheritance, set up dynamic links and external access.
Modules: CRM
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Create and manage organisations
leadCreate an organisation, maintain its master data areas, build the org chart and use the most important actions on the detail manager.
Modules: CRM
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Create and follow up quotes
leadCreate a quote, build up line items and sections, send it by email, follow it up in the quote tracker and convert it into an order.
Modules: Rechnungssoftware
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Analyse sales opportunities
leadRead your pipeline: the list of sales opportunities with the statistics of filtered values, the sales opportunity analysis by stage and CRM status, and the CRM analysis over time.
Modules: CRM
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Create a sales opportunity
leadCreate a new sales opportunity through the creation dialog, assign it an organisation, contact, account manager and target value, and find your way around the detail manager.
Modules: CRM
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Maintain a sales opportunity: change stage & status
leadGuide a sales opportunity through the stages with the „New status" action, document activities, set the CRM status and configure a warning for stalled opportunities.
Modules: CRM
Set up & manage
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Set up the CRM: fields, rating models and activity types
Administration of the CRM: set ABC rating models for customers, prospects and suppliers, enable custom and standard fields, maintain activity types, configure service-note visibility and dynamic links.
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Generate products automatically with templates
Build a template in the product manager that analyses your documents and creates one product per customer with size, price and term – and makes it visible.