In the dynamic environment of sales and client management, tracking the progress of proposals is crucial. SIX ERP introduces an efficient and visually intuitive system to monitor and manage your proposals from inception to conclusion. This manual delves into the Proposal Pipelines feature, highlighting how to leverage this functionality to track statuses and visually represent progress through the KanBan view.
Proposal Pipelines in SIX ERP are designed to provide a clear, visual representation of where each proposal stands in the sales process. This system is particularly beneficial for sales teams to manage multiple proposals simultaneously, offering a snapshot of each proposal's current status at a glance.
Proposal Pipelines: The visual journey of your business's potential, turning prospects into partners with clarity and precision at every step.
Accessing the Proposal Pipelines in SIX ERP is straightforward and user-friendly, designed to provide you with a seamless transition between different viewing modes for optimal proposal management. When you're in the proposals list view, simply look towards the top bar of the interface. Here, you'll find the "Switch to Pipeline" button, a convenient feature that allows you to toggle between the standard list display and the dynamic Proposal Pipelines view. By clicking this button, you can effortlessly switch to the KanBan-style Pipeline view, enabling you to visually track the status of each proposal across the various stages of your sales process. This functionality is integral for those looking to enhance their workflow and maintain a clear overview of proposal statuses in real-time.
The KanBan view is the cornerstone of the Proposal Pipelines feature, showcasing proposals across different statuses through a columnar layout. The statuses include:
Draft: Proposals currently being prepared or edited.
Sent: Proposals that have been sent to clients but not yet opened.
Open: Proposals that have been viewed by the client.
Revised: Proposals that have been modified post-client feedback.
Declined: Proposals that the client has declined.
Accepted: Proposals that the client has accepted.
Each column represents proposals in their current status, allowing for quick identification and action.
While automatic updates occur based on client interactions, manual adjustments are sometimes necessary. Here's how you can manually change a proposal's status:
Select the Proposal: Click and hold the proposal card you wish to move within the KanBan view.
Drag and Drop: While holding the proposal, drag it to the column that represents the desired status.
Release: Drop the proposal into the new column to update its status.
This drag-and-drop functionality facilitates swift status updates, enhancing the flexibility of proposal management.
SIX ERP enhances efficiency by automating status updates in certain scenarios:
Client Acceptance: When a client accepts a proposal via the client interface, SIX ERP automatically moves the proposal to the "Accepted" column.
Client Decline: Similarly, if a proposal is declined by the client through the client interface, it is automatically moved to the "Declined" column.
This automation reduces manual oversight, ensuring the proposal pipeline remains up-to-date with minimal intervention.
Implementing Proposal Pipelines in your sales process offers several key benefits:
Enhanced Visibility: Quickly assess the status of all proposals at a glance, enabling better resource allocation and follow-up strategies.
Improved Efficiency: Automatic updates and easy manual status changes streamline the proposal management process.
Increased Control: Maintain hands-on control over each proposal's progress, with the ability to adjust strategies in real-time based on proposal status.
The Proposal Pipelines feature in SIX ERP is a powerful tool for managing the lifecycle of proposals. By utilizing the visually intuitive KanBan view, sales teams can easily monitor progress, make informed decisions, and efficiently manage their proposals. This system not only simplifies proposal tracking but also empowers teams to optimize their sales process, leading to better outcomes and heightened client satisfaction.