Deals - the key to sales efficiency

3/5/2021•RAYNET team
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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:›

Set up your own stages of the sales process

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.

Product records make creating Quotes and Sales Orders significantly easier

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.

Perfect overview with smart filters

In the list of deals, you can set filters so that you don't miss anything. With one click, you will see, for example:
  • New deals - opened this month
  • Deals with an expected closing date within 2 months
  • Open deals with a probability higher than 80%
  • Open deals with overdue activity
  • Open deals without a scheduled activity
  • Open deals that are 60 days without a scheduled activity
  • Open deals with the final price over X thousand dollars
  • Lost deals with final price over Y thousand dollars
How to set up quick filters in your CRM system.

TOP 7 RAYNET reports

  1. Sales pipeline shows you the deals that your team currently has in progress. You will see right away which deals are currently open and what sales volume you can expect at the end of the selected time period.
  2. Map analysis can be used, for example, when scheduling meetings. When combined with filtering, you can see on a map, for example: all VIP customers from Georgia, with an open deal that you have not addressed for more than 14 days.
  3. Sales/Profit development shows cumulatively all successful sales (won deals) for the selected time period.
  4. Sales by products shows how your products or product lines performed in the selected time period.
  5. Sales by sales rep shows how individual sales reps (deal owners) contributed to the sales volume.
  6. Sales rep success rate compares how individual team members did.
  7. Number of deals shows you how many deals sales reps closed successfully or unsuccessfully and how many new opportunities they opened.<
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