Deal Management – How to Effectively Manage a Complex Sales Pipeline

Deal management is about the processes and practices which enable an investment strategy to be implemented. The aim is to manage a complex pipeline of sales to standardize practices and increase the quality of deals.

The process of creating a successful deal management strategy starts with understanding what the responsibilities and objectives of each position are in the sales cycle. Then, ensuring that those roles have clear handoffs. This ensures that the correct individuals are working on the correct deals and that their responsibilities do not overlap too often. This can lead to confusion or conflict, and ultimately slow down sales processes.

A great deal management process should also include a clearly defined time frame for each stage and also the criteria which must be everything you should to know about deal management met to move on to the next stage. This will help teams to identify any bottlenecks and then take steps to overcome them. A solid process should provide for a consistent communication among all parties involved in the transaction, including external partners like brokers or investment managers.

In a complicated environment there are a variety of parties involved in the selling process. This is especially true for the midmarket and enterprise sectors with many decision-makers, feature requests critical dependency, and many more. To manage these deals, you require greater control and visibility. A technology solution such as Revenue Grid can provide this level of control and visibility to ensure that the right people are in the place they are supposed to be working.

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