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Optimise the efficiency of your Sales team with this easy to use workflow from New Verve Consulting
Improve your sales pipeline with a simple workflow
Improve your sales pipeline and keep track of your leads and opportunities. With this workflow, it's easy to keep on top of your sales from fruition to conversion.
Capture your sales leads on a simple Kanban board
Create a Kanban board to track your leads as they progress through the lifecycle. Create priority-based swimlanes using the BANT method to differentiate hot, warm, and cold leads.
Capture customer information using our Crumbs app
Use Crumbs, our simple CRM for Jira, to capture information about your customer leads as they progress through the pipeline. Link your leads so that your sales team can see key information in context!
Improve your sales pipeline and keep track of your leads and opportunities with this workflow.
You can visually track your leads with an easy-to-configure Kanban board that has priority-based swimlanes using the BANT method to differentiate hot, warm, and cold leads.
Used in conjunction with Crumbs, you can capture and track customer information about your leads as they progress through the pipeline.
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