Within the dynamic gross sales world, staying forward of the sport requires a CRM software program resolution that constantly evolves to fulfill your wants. At Nimble, we’re devoted to empowering gross sales groups with cutting-edge instruments and progressive options that drive success. At present, we’re excited to announce the New Offers Part 2 launch, full of game-changing enhancements to our New Offers pipeline characteristic. To study extra about our preliminary New Offers launch, you possibly can examine that here.
With this second addition to our New Offers, we’re happy to introduce new options such because the all offers desk, all offers desk filters, and sorting choices to your offers. These new functionalities revolutionize the way you view, arrange, and navigate your gross sales pipeline, offering unparalleled visibility, flexibility, and management.
Let’s take a better take a look at our new additions!
All Offers Desk
Managing a number of pipelines has historically concerned toggling between screens, leading to a fragmented understanding of your gross sales course of. With the brand-new All Offers view, now you can effortlessly change between pipelines, eliminating the necessity for fixed context-switching. Seamlessly glide from one pipeline to a different, gaining a whole perspective in your total gross sales ecosystem with only a few clicks. Whether or not it’s a deal within the discovery section, a progressing alternative, or perhaps a deal that was sadly misplaced, the All Offers view enables you to see all of it.
All Offers Desk Filters
In our ongoing dedication to offering you with probably the most complete CRM software program, we introduce an thrilling addition to the Part 2 launch: highly effective filtering choices throughout the All Offers view. By integrating superior filtering capabilities, we empower you to slim down and find particular offers primarily based on key standards. Let’s discover the varied filtering choices accessible and their advantages to your gross sales course of.
Levels
Filter your offers primarily based on their respective phases throughout the gross sales pipeline. This characteristic allows you to give attention to offers at particular phases, guaranteeing you allocate your time and sources successfully. Whether or not taking a look at offers within the discovery section, negotiation, or finalizing particulars, you possibly can streamline your workflow and prioritize actions accordingly.
Pipeline
Filter your offers primarily based on the originating pipeline. This filtering choice lets you higher perceive efficiency throughout completely different pipelines. By analyzing the distribution of offers throughout pipelines, you possibly can determine areas of energy, optimize gross sales methods, and allocate sources strategically.
Proprietor
Filter offers primarily based on the assigned proprietor or gross sales consultant. This filtering functionality empowers gross sales managers to monitor particular person and staff efficiency successfully. It ensures accountability, facilitates focused teaching and mentoring, and in the end drives success by aligning deal possession with the right staff member.
Quantity
Filter offers by their financial worth. This filtering choice is especially precious when specializing in high-value alternatives or prioritizing offers that align with particular income targets. By filtering offers primarily based on their quantities, you possibly can optimize your time and efforts for max ROI.
Description
Filter offers utilizing key phrases or particular phrases inside their descriptions. This filtering choice helps you find offers primarily based on related info or particular standards outlined of their descriptions. It saves time and allows you to shortly discover offers matching your particular search parameters.
Associated Contacts
Filter offers primarily based on related contacts or stakeholders. This filtering functionality is useful when finding offers associated to particular shoppers, key accounts, or decision-makers. By filtering offers primarily based on associated contacts, you possibly can strengthen shopper relationships, foster focused communication, and tailor your gross sales strategy successfully.
Anticipated Shut Date
Filter offers by their anticipated deadlines. This filtering choice ensures that you would be able to give attention to offers with imminent deadlines, permitting you to prioritize follow-ups, negotiate successfully, and expedite the gross sales cycle. It empowers you to remain on prime of time-sensitive alternatives and drive your offers towards profitable closures.
Tags
Filter offers primarily based on customized tags or labels you may have assigned to them. This versatile filtering choice lets you categorize and arrange your offers in accordance with particular standards related to your gross sales processes. By making use of tags and filtering primarily based on them, you possibly can streamline your workflow, customise your gross sales methods, and achieve precious insights into deal categorizations.
All Offers Desk Sorting
Navigating via your offers shouldn’t be a tedious job. At Nimble, we perceive the significance of effectivity and offering you with intuitive instruments that elevate your productiveness. We’re happy to introduce a robust sorting characteristic that empowers you to prepare your offers precisely the way you want them. Let’s delve into the three sorting choices accessible throughout completely different views: the All Offers view, the Kanban Board view, and the Listing view.
Sorting within the All Offers View
We’ve geared up you with numerous sorting choices within the All Offers view, guaranteeing flexibility and customization. You’ll be able to effortlessly arrange your offers by:
Precise Shut Date: Organize your offers primarily based on the date their profitable time limit.
Anticipated Shut Date: Kind your offers by the anticipated time limit.
Description: Alphabetically prepare your offers primarily based on the deal description.
Quantity: Kind your offers by their financial worth.
Identify: Kind offers alphabetically by their title.
Sorting within the Kanban Board View
Inside the Kanban Board view, particular to every deal pipeline, we’ve optimized the sorting choices to boost your visible workflow. Make the most of the next sorting standards:
Identify A-Z: Organize your offers in ascending order primarily based on their names.
Identify Z-A: Kind your offers in descending order primarily based on their names.
Newer Offers First: Organize your offers with the newest additions on the prime of the checklist.
Older Offers First: Kind your offers to show the oldest entries on the prime.
Sorting within the Listing View
Within the Listing view, accessible inside every particular deal pipeline, we offer you an intensive vary of sorting choices to fit your particular wants. Customise the order of your offers by:
Precise Shut Date: Kind your offers primarily based on the date they had been efficiently closed.
Anticipated Shut Date: Organize your offers by their anticipated deadlines.
Quantity: Kind your offers by their financial worth.
Description: Alphabetically arrange your offers by their description.
Newer Offers First: Prioritize offers primarily based on their creation dates, displaying the newest additions on the prime of the checklist.
Older Offers First: Organize your offers to focus on the oldest entries first.
Customized Fields: Tailor your sorting standards to your particular wants utilizing customized fields.
By providing numerous sorting choices throughout completely different views, we need to guarantee that you would be able to navigate your offers effortlessly, optimize your workflow, and make knowledgeable selections. Whether or not you require a complete overview or a centered perspective on particular pipelines, our sorting performance empowers you to remain organized and environment friendly all through your gross sales journey.
What’s Subsequent for Nimble
We’re at all times engaged on one thing right here at Nimble! Keep tuned for numerous updates comparable to Net Kinds, New Offers on cell, superior automation to messaging, and extra!
Keep In Contact
Preserve an eye fixed out for upcoming Nimble Updates, and don’t overlook to examine our newest updates by testing our Product Updates Blog!
For a whole Nimble’s Deal Function Overview, be happy to learn our Nimble Deals Overview Support Article.
You probably have any questions, please write to us at [email protected] or be a part of considered one of our Nimble Onboarding and Best Practices periods, held each weekday at 9 AM PT.
