Prospecting follow-up Kanban
€250.00
Tax included
The Prospecting Tracking Kanban module is a visual management tool designed to help track and organize sales prospecting activities. It lets you view leads and opportunities at different stages of the sales process, assign tasks to team members, and track progress. With its intuitive interface, teams can identify priorities, optimize their workflow and better manage their sales pipeline to achieve their business goals.
Below are the main features of Module: "Prospecting tracking Kanban":
1- The filter: The filter functionality of the Kanban prospecting module allows users to sort and display relevant information according to specific criteria. By applying filters such as status, contact date, lead, or lead source, teams can easily identify priority opportunities and tailor their sales approach accordingly. This feature helps improve the efficiency of the prospecting process by providing a personalized and targeted view of critical data for decision making.
2- Comments: The comments feature of the prospecting Kanban module facilitates communication and collaboration within the team. It allows members to exchange information, updates, and ideas directly on lead cards, ensuring clear and consistent tracking of interactions with every lead. This feature improves the efficiency and transparency of the prospecting process by centralizing communications and keeping everyone informed.
3- Managing tags and categories: The tags and categories functionality of the prospecting Kanban module makes it possible to classify and organize prospects according to customizable criteria. Tags offer a quick way to identify common characteristics or priorities, while categories structure prospects into larger groups. These features improve opportunity visibility and management by making it easier to find and track relevant leads for every team member.
DÉMO MODULE KANBAN DE SUIVI DES PROSPECTIONS
demo / demo
Captures
SERV234
Stefan Hoffmann
Sehr übersichtliches Kanban für Vertriebsprozesse.
Roberto Mancini
Ottimo modulo per organizzare la fase di prospezione.
Rubén Castillo
Muy útil para seguir el avance de los prospectos.
Sarah Bennett
Helps keep the sales pipeline clear and well organized.
Pauline Mercier
La vue Kanban rend le suivi des prospects beaucoup plus clair.
Marta López
El Kanban facilita mucho la gestión comercial.
Carlos Méndez
Excelente módulo para el seguimiento de prospectos.
Marco Bianchi
Modulo molto utile per seguire le trattative commerciali.
Laura Simmons
The Kanban board makes prospect follow-up much easier.
Daniel Foster
Very useful module for visual sales tracking.
Andrew Collins
Great Kanban view for tracking sales prospects.
Claire Fontaine
Parfait pour organiser la prospection commerciale. On voit tout en un coup d’œil.
Julien Masson
Très bon module pour visualiser l’avancement des prospects. Le Kanban est clair et intuitif.
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