- What information do you want to add to your deal?
- What reporting of your deal is needed?
- Who should have access to it?
The first question is an interesting and important one, as it is not useful to just copy all information from a company in a deal. You need to decide which information is necessary in your CRM and which information is needed in the deal.
This is important for two reasons. First, repeating information creates a chaotic view, and since the deals are shown within the company/contact level, also not needed. Second, depending on the information saved within the module, you can create segments in the module overview. In order to add additional information to your deal, you need to create custom fields under settings on deal level.
Two pieces of information worth discussing are the deal sources and the deal loss reasons. We advise you to agree upon a small selection of deal sources and deal loss reasons for two reasons. First, I suppose you guessed it already, you can create segments based on them, and second, Teamleader provides stats on this topic under Insights > Deals.
Another interesting asset for a deal is the probability rate; a feature which can be activated via our support. This probability also has an influence on the amount in the pipeline under stats, which brings us directly to the reporting of a deal.
Under Insights > pipeline, you see the amount of quotations which have been sent and won. Clicking further on Insights > Deals, you get an overview of the funnel, the stage distribution, etc. Getting deeper insights and proper overviews should not be an issue anymore. You probably won’t see a lot of information in the stats yet, but you will realize that they will be filled faster than you think.
It might be possible that you want to limit the deal access, as not every sales talent should see all deals. This limitation is based on the responsible person of a deal. You can find more information in this article.
Check here for the next part on deals: Getting started: What should your quotation look like?