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Transform Your Sales Team With Visual Pipeline Manager
A great sales pipeline stands at the core of your dealership. At Anvil App Works, we recognize a sales pipeline riddled with poor follow-up, recency bias and inconsistent reporting strangles revenue potential.
Is your current sales pipeline “organized,” “detail-oriented” and “reportable”? How about “manageable,” “easy,” and “intuitive”? Anvil App Works created the ultimate tool for sales professionals and managers in the sales pipeline application – the Visual Pipeline Manager Kansan board.
Salespeople:
The Visual Pipeline Manager organizes and streamlines your workday:
- See your entire pipeline at-a-glance.
- Drag-and-drop simplicity.
- Organize all your deals.
- Know where every deal is at, and your next step.
- One centralized screen with one-click access to everything.
- Automation all your steps.
- Color-coded visual cues highlight which deals need attention.
- Work your pipeline in minutes.
Sales Managers:
Finally, access a tool that shows you the big picture in your sales department:
- Know sales volume (deals and dollars) through summary totals at each stage of the pipeline.
- See the complete picture for each salesperson, team, region, and the whole dealership.
- Visual cues make problem deals stand out in a crowded pipeline.
- Only one click away from the detail of any deal.
- A starting point for initiating proactive conversations with salespeople.
- Make actionable decisions quickly around lost sales or number of deals in negotiations.
- Intuitive to use; get the sales team started in minutes.
- Automation makes salespeople more efficient.
Designed for Salesperson Acceptance
A lot of customer relationship management (CRM) companies talk a good game. As a sales manager or general manager, you can act with the best intentions when investing (often heavily) in a CRM system.
However, acceptance by your salespeople remains the critical point where the plowshare meets the soil. If the system isn’t simple, straightforward, and intuitive, users get frustrated and skip steps, circumvent the process, or even reject it entirely. That scenario doesn’t benefit the salesperson or the dealership.
For equipment dealers, the sales pipeline application takes a complicated, multi-system process; pulls the information onto one screen; and applies automation to execute the details for the salesperson.
“Visual Pipeline Manager is one of Anvil’s most unique features,” says Jason Hoult, President of Anvil App Works. “We want to make it simple and straightforward to update as deals move forward. As a salesperson, I don’t have to think about it. I don’t have to go someplace else. I just move the deal forward and do what Anvil tells me to do.”
Critical Information at Your Fingertips
The Visual Pipeline Manager shows all your deals as columns of cards on a board. Each column represents a stage of the sales pipeline, and each card links to details or actions related to the deal. New deals lift automatically from systems like John Deere’s JDQuote and drop into the “New Deals” column on the left.
Each card gives visual cues to assess the health of the deal with a color cue that changes as a deal becomes stale.
“The goal of this card is to recognize when deals need attention,” says Hoult. “A salesperson only needs to glance at their sales pipeline to see who to call next, whereas a sales manager may have 200–400 deals in flight at any time. That manager needs a tool that quickly identifies deals to focus on with the sales team.”
Drag-and-Drop Simplicity
To move a deal forward to the next stage, the salesperson simply drags the deal card into the next column. That movement triggers preset automation that may call for the close date to be updated, a new next step to be entered, or a trade evaluation request to be created. Everything the next step requires is collected and created through this automation. Then, Anvil enters the new information into appropriate John Deere systems and local work queues throughout the dealership.
The Visual Pipeline Manager process culminates in Anvil’s most powerful automation: the Marked Sold cascade. “Marked Sold is the largest automation in the Anvil system,” says Hoult. “The salesperson doesn’t need to open outside systems, like JDQuote. Simply dragging the deal card into the ‘Sold’ column triggers the automation.”As part of the Marked Sold process, Anvil:
- Confirms the equipment and what was sold
- Marks the stock units contained in the quote as sold
- Talks to EQUIP (a John Deere-specific automation)
- Gathers information
- Creates requests based on inclusions in the quote and dealership processes
30-Minute Challenge
When asked about how salespeople react to working in the Anvil Visual Pipeline Manager, Hoult relates this experience described by one Anvil user: “That sales manager said he challenged his sales team to use the Visual Pipeline Manager for 30 minutes a day for one week.”
After a week, that sales manager said a salesman told him: “I probably shouldn’t tell you this, but my daily pipeline review took 5 minutes each day, not 30.” To the surprise of both the manager and the rep, he found that becoming more organized, more efficient and more responsive took only a few minutes each day.
That’s the Anvil advantage.
Learn how PrairieCoast Equipment uses the Visual Pipeline Manager to simplify managing their sales funnel and make the most of every sales opportunity. READ>>
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