In our in-depth article on Managing Your Sales Pipeline, drawn from the insights of one of our recent enlightening webinars, our experts for this session were Shivi, our ever-passionate Head of Customer Success, and Brittany, the dynamo leading our Growth team. Together, they explored the process of managing your sales pipeline within Streamtime. As you read along, you'll learn how to navigate, nurture, and grow your sales process.

At Streamtime, our core belief revolves around fostering happy and healthy businesses. But you might wonder, where do concepts like 'Targets' and 'KPIs' fit into this vision?

In this segment, Brittany delves into how targets can seamlessly integrate into a thriving business environment. She sheds light on how cultivating a robust pipeline can alleviate the apprehension associated with daunting figures.

In this segment, Shivi talks about how the team's focus and performance have improved significantly. These targets aren't rigid; instead, they serve as a focal point based on our past achievements, which makes them feel attainable.

Thanks to Streamtime, we can easily extract data to understand our past successes and set future targets. The team works together to meet these targets, sharing knowledge and strategies to close deals. It adds a fun, game-like element to the process, especially towards the end of the month. Even for those without a sales background, the perception of sales targets has transformed from intimidating to motivating. This approach promotes collaboration and transparency, making the sales process feel more cooperative.

Let's talk about managing your pipeline in Streamtime using the Priorities Board. Shivi will provide a brief introduction to our example board.

Think of Priorities Boards as our version of the Kanban feature. If you're familiar with apps like Trello, you'll have a basic understanding of how it works. However, for a more in-depth look at Priorities Boards, make sure to check out this article for additional information.

In this informative section, Shivi takes the lead and guides us through the process of adding a new lead in Streamtime. She demonstrates how to create a new job card, making the lead management process seamless and efficient.

Labelling your leads doesn't just help with closing the deal it can also help inform your overall sales and marketing strategy. We discus how noticing that getting a lot of certain types of clients will help you with your SEO strategy,

If you want to find out more about labels check out these resources.

In this section, we explore the importance of having a comprehensive view of the pipeline to inspire your team. Celebrating successes is also key to motivation. A visual depiction of the pipeline isn't just helpful for your team; it's instrumental in shaping your overall strategy. With a complete visual overview, you can pinpoint where to focus your efforts and perhaps speed up a lead by scheduling an extra coffee meeting.

You can assess the success of your pipeline by building a report. In this section, Shivi will guide you on how to construct a report for your approved and declined quotes within a specific period. She will also discuss how those magical labels can give you insights to improve your sales strategy.

There's nothing worse than having sold a job and then realising you don't have the resources to complete it. It can be truly demoralising for your team. In this section, Shivi shows us how the availability modal in the Schedule view can guide us in planning for incoming jobs.

To summarise yet another fantastic webinar, Brittany is going to review our key points, but most importantly, she's going to revisit our favourite thing: labels, and how they can be used to supercharge your pipeline.

Let's reflect on the vital points that we've examined today. These tools, from visual overviews to availability modals, are more than just features; they're catalysts that can energise your pipeline and boost your team's productivity. Remember, the power of labels should not be underestimated. They can offer valuable insights and help you strategise your sales approach more effectively.

So here's to elevating your business, maximising your potential, and building a more prosperous, promising pipeline. Keep exploring, stay curious, and remember—we're always here to support your journey.