Description

The CarbonCRM Deal Management board is the last step in the sales pipeline of CarbonCRM. Once a lead has shown enough interest by your standards, they are moved to this board. At this point, you can see the relationship management between Companies and Contacts coming into play. From an un-assigned deal to a (hopefully) won deal, your sales team has total control and access to deal specifics that greatly improve efficiency and transparency.

Item Instance:

This is an individual Deal. A Deal can be treated as an individual person, company, campaign, event, etc.

Item Initiation:

Converting a Lead, existing Deals from csv import, manual entry, from Contacts/Companies board, API (see Additional Resources).

Item Grouping:

Items on this board (Deals) are grouped by their Deal Status.

Board Goal/Objective:

Changing a Deal’s Deal Status to “Deal Won”.

Communication:

Emails & Activities (See additional resources for how to add your own tools)

How to use

Play Video about CarbonCRM Deal Management Tutorial - youtube thumbnail

1.) New Deals will arrive in the ‘un-assigned’ group as they are initiated:

  • Initially, some sort of action will have to be taken with the ‘Deal Status’ column to link contacts/companies boards to this deal.
  • This can be setting the status to itself (n/a) or an arbitrary status can be made that does nothing but says “link contacts/companies”.
  • Typically, just knowing that the information will link upon someone manually changing status to “Deal Assessment” works well.
2.) Once assigned to a Deal, using the Status, Follow Up, and Emails & Activities tools you are familiar with at this point, work the Deal down the board group by group by changing Deal Status.
  • Utilize your board views to collect additional info as you call, email, meet with the Deal’s contact.
  • Remember Emails & Activities should be used over updates to record Deal relevant info exchanges.

3.) As activities are recorded and info gathered, be sure to continue using the Follow-Up tool so that deals do not slip through the cracks.

4.) Repeat steps 2-3 until the Deal is Won or Lost.

  • Deals can have due dates and may not be worth pursuing after a certain period).

Recommended Customizations

Use 'New Deals' as a staging/prep:

Sometimes when a lead turns into a deal, some prep work is needed to further qualify that deal. You can create custom statuses to track this prep work before moving the lead on to ‘Deal Assessment’.

When moving repeat customers into the deals board from Contacts, you can bypass this prep step if you choose by re-mapping the item within the automation on the Contacts board.

Create additional groups/statuses

You may have additional info that needs to be sent/received or steps in your deal management process that need to be accounted for. Create groups, statuses, or columns for additional stages, required documents, forms, tutorials, proposals, meetings, etc.

See Add-Ons below for further info on how to integrate these stages with either 3rd party document generators or use monday’s internal forms.

CarbonCRM Deal Management, Custom monday.com groups

Use the contract expiry date/deal due date:

By using either of these columns keep track of deals that need to be completed within a fixed timeframe. Combine with an automation to either mark deal as lost or loop back to New Deals upon expiry.

CarbonCRM Deal Management Add-Ons

Emails & Activities – Learn more

PhoneBurner App / monday.com integration – Learn more

monday.com Forms – Learn more

Hit a roadblock?

Submit a request, and our support team will get back to you ASAP to help resolve any issues you may be experiencing.

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