“We don't know how many open deals there really are.”
Your team works with spreadsheets, emails and loose notes, so it is hard to track open deals. Deal stages differ per salesperson and follow-ups get lost. As a result, you lose revenue and confidence in the forecast: every day feels a bit like guesswork.
“Stop guessing: one pipeline, a reliable forecast and faster follow-up.”
Transcript: We don't know how many open deals there really are.
we weten niet hoeveel openstaande deals er nou echt zijn en dat kan voelen als elke dag een soort van ja gokwerk spreadsheets e-mails notities bij verkopers alles zegt eigenlijk net wat anders en er wordt heel veel gedaan op buikgevoel want er is geen echte structuur en elke verkoper doet het op zijn eigen manier dealstappen zijn dan ook niet uniform follow-ups die raken zoek en het gebeurt allemaal te veel reactief in plaats van proactief en daarmee verlies je omzet en vertrouwen in je voorkast maar het kan ook anders met mondo.com crm centraliseer je de pipeline eén bord met duidelijke velden voor waarde fase eigenaar en meer en automatiseringen herinneren bijvoorbeeld de verkoper om op te volgen en dashboards geven real-time zicht per team per regio of per andere criteria koppel dan ook je e-mail je kalender en alles wat nodig is om als een succesvolle verkoper aan de slag te gaan aan je crm zodat alles een soort van één bron is het resultaat is een betrouwbare voorkast minder verloren kansen en gewoon een snellere efficiëntere opvolging meer zicht op openstaande deals is sowieso wat er gebeurt maar voornamelijk ook minder administratieve rompslomp zodat je ook verkopers kunnen focussen op waar ze goed in zijn en dat is verkopen
How to solve this with monday Sales CRM
Centralise your pipeline with monday Sales CRM: one board with fixed fields for value, stage and owner, email and calendar integrations and automatic reminders. That gives you real-time visibility, less admin and a reliable forecast.
Real-time pipeline overview
See in one overview which deals are open, who owns them and what they are worth. With fixed fields and stages you avoid guesswork. That makes the forecast more reliable and helps you set priorities.
Automations for follow-up
Automatic reminders and tasks make sure follow-ups no longer depend on separate emails. Connect email and calendar and use automations so opportunities are followed up faster and fewer deals fizzle out.
Dashboards and more predictability
Real-time dashboards gather pipeline data per team and region. With one source you spot deviations quickly, update the forecast and can step in immediately. Less guesswork, better management data and more predictability.
Any questions? Chat with MondayBot
Chat with our bot (in Dutch), and if that does not help, let's just give each other a call.
We don't know how many open deals there really are.
Frequently asked questions from sales professionals
Don't get stuck in outdated processes. Discover how sales teams use monday CRM to work smarter, close deals faster and gain insight into every step of their pipeline.
We can't see which deals are stalling or where the bottleneck is.
Many companies struggle with unclear deal processes. Without insight into stalled deals and bottlenecks, opportunities go unused and frustration about inefficiency grows.
Read moreQuote follow-up is inconsistent.
Quote follow-up is often inconsistent, which leads to missed opportunities and frustration. Companies struggle to keep track of leads, so valuable deals are lost.
Read moreThere is no automatic reminder for follow-ups.
Without automatic follow-up reminders, opportunities are missed and frustration builds. This can seriously hold back customer relationships and the growth of your business.
Read moreToo much time passes between a quote and a signature.
Too much time between a quote and a signature leads to missed opportunities and frustration. Companies lose momentum and trust, which harms growth and customer relationships.
Read moreMore questions about sales
- Why does tribal knowledge hold back your company's growth?
- Why does company-wide AI adoption deliver more?
- Why does a CRM implementation fail so often?
- New leads aren't assigned to a salesperson quickly enough.
- We only know how much we've sold at the end of the month.
- Our CRM is too complex, and nobody fills it in any more.
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