In the bustling world of sales and client management, the ability to efficiently track the progress of estimates is indispensable. SIX ERP offers an effective and visually engaging system to monitor and manage your estimates from creation to closure. This guide explores the Estimate Pipelines feature, emphasizing how to utilize this functionality to track statuses and visually represent progress through the KanBan view.
Estimate Pipelines in SIX ERP are crafted to offer a vivid, visual portrayal of each estimate's position in the sales journey. This feature is especially valuable for sales teams juggling multiple estimates, providing a quick overview of each estimate's current status at a glance.
Estimate Pipelines: Transforming prospects into success stories with clear, visual tracking at every phase.
Gaining access to the Estimate Pipelines in SIX ERP is designed to be straightforward, enhancing your proposal management with minimal effort. Within the estimates list view, direct your attention to the top bar of the interface. There, the "Switch to Pipeline" button awaits—a handy tool that enables you to switch between the traditional list display and the dynamic Estimate Pipelines view. Activating this button transports you to the KanBan-style Pipeline view, where you can visually monitor the progress of each estimate through different stages of your sales funnel. This feature is crucial for those aiming to boost their workflow efficiency and maintain an updated overview of estimate statuses.
At the heart of the Estimate Pipelines feature lies the KanBan view, organizing estimates into columns based on their status. The statuses include:
Draft: Estimates currently in preparation.
Sent: Estimates dispatched to clients but awaiting opening.
Expired: Estimates that have reached their validity's end without acceptance.
Declined: Estimates rejected by the client.
Accepted: Estimates approved by the client.
Each column distinctly represents estimates in their respective statuses, facilitating swift identification and necessary actions.
To accommodate manual revisions alongside automated updates:
Select the Estimate: Grab the estimate card you intend to relocate within the KanBan view.
Drag and Drop: Holding the estimate, drag it towards the column matching the new status.
Release: Let go of the estimate over the new column to apply the status update.
This drag-and-drop functionality offers quick status adjustments, augmenting the manageability of estimate workflows.
SIX ERP boosts operational efficiency by automating status transitions in certain contexts:
Client Acceptance: An estimate approved via the client interface automatically shifts to the "Accepted" status.
Client Decline: An estimate declined through the client interface is seamlessly moved to the "Declined" status.
Automation minimizes manual tracking, keeping the estimate pipeline current with little to no manual input.
Incorporating Estimate Pipelines into your sales routine delivers multiple advantages:
Enhanced Visibility: Instantly gauge the status of all estimates, aiding in resource distribution and follow-up actions.
Improved Efficiency: Streamline the estimate management process through automated and straightforward manual status updates.
Increased Control: Keep a direct hand on each estimate's progression, ready to adjust approaches based on real-time feedback.
The Estimate Pipelines feature stands as a formidable tool for navigating the lifecycle of estimates within SIX ERP. By adopting the KanBan view, sales personnel can effortlessly track progress, make strategic decisions, and manage estimates with increased effectiveness. This methodology not only simplifies the tracking of estimates but also enables teams to refine their sales strategies, fostering enhanced outcomes and elevated client contentment.