Deals - The Key to Sales Efficiency - RAYNET CRM
3/5/2021•RAYNET team
Have a perfect overview of your team's business dealings. Who, with whom, for how much, and what the chances of success are. In RAYNET, you have the entire business at your fingertips.
The Deals tab allows you to keep track of the deal throughout its existence - for example, from filling out a contact form on your website all the way to closing the deal.
It really is as easy as it sounds. You can also create a new deal in 22 seconds straight from the calendar, see how Gwynne does it :)
If you haven't already done so, customize your Deal stages based on how you sell your products or services. At any given time, you will know in what stage every single business opportunity you have in play is. Setting up your own set of deal stages is a matter of seconds. Instructions can be found here. If the way you do business does not fit into only one set of stages, try the Trade types feature that can be set up in Record Settings - Deal - General settings . Take a look at the separate article with detailed introduction and specific use cases.
Keep track of your products and price lists in RAYNET.
For each deal, you can do a standard product calculation (including the application of discounts or the use of foreign currency). This allows you to create a quote or sales order in three clicks, including exporting it to PDF and emailing it to the customer.
Take a look at how to add products, create a quote, and send it by email.
Easily import products into RAYNET via an import template. Instructions here.
In the list of deals, you can set filters so that you don't miss anything. With one click, you will see, for example:
How to set up quick filters in your CRM system.
