Keep track and manage sales opportunities as they progress through each stage of the sales pipeline. Build custom pipelines, send quotes, and convert more leads into sales.
Configure Your Sales Pipeline
Never let a sales opportunity fall through
Track progress and monitor pipeline health.
Legrand CRM’s pipeline provides a quick view of where your potential clients are in the sales process. You can monitor opportunities by Days Open and Days in Stage to identify stale or neglected opportunities. Use pipeline metrics to schedule a prompt follow-up activity and convert more leads.
Visual indicators help you identify opportunities with overdue tasks, tasks due today, tasks scheduled this week, or no activity.
Use filters to sort opportunities and plan your next activity. You can sort by Next Activity date, Estimated Close Date, Days in Stage, Days Since Last Activity and the Amount.
Accelerate Your Sales
Legrand CRM’s efficient quotes tool enables you to create and email a quote. Any changes retain the quote number but will increment the revision number. When a client makes a purchase decision, you can easily select any quote revisions as the winning quote.
Use any existing or previous quote as a starting template for a new quote. When linked to a supported accounting system, you can create a new customer record in the accounting system and transfer the winning quote as a Sales Order.