By default, amoCRM provides for the use of a card system from Kanban.
The Kanban board acts as a means of communication. Each manager can track only his own transactions and their results on it.
Write down all the tasks (for each transaction) on cards and place them on the wall (board).
Please refer to the column headings.
Managing the flow with an inevitable progression to the end of the funnel
Here you can set up regulations japan email list that allow you to move the deal forward and exactly one step at a time. Then the sales process will follow a clearly defined pattern and the manager will certainly guide the client through each of the planned stages.
This Kanban principle allows you to improve the funnel indicators. Managers act strictly within the regulations, and as a result, it is possible to speed up the sales cycle and get more profit.
Case: VT-metall
Find out how we reduced the cost of attracting an application by 13 times for a metalworking company in Moscow
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Limiting the number of tasks (Work in progress)
Work in progress is a principle used in Kanban to speed up the sales cycle. It prevents a large number of deals from being delayed at one stage (for example, when a CP has been sent and a response is expected).
It is recommended to set a limit on the allowed number of transactions for each stage of the funnel.
The strictest restrictions should be on "unloved" statuses. In order to start communicating with new clients, you must first sell to those with whom you have already made contact.
The name of each status in the system has two separate indicators:
WIP — total limit on the number of transactions;
PWIP is an individual limit on the number of transactions.
Most of all, managers don’t like the status “CP sent” because it’s easy to send, but calling and asking for an answer is very difficult for many.
If the number of deals in each status is limited, then employees will have to call and promote the client (and thus speed up the sales cycle) to free up space. After that, it will be possible to send commercial proposals to others again.
What limits to set, look at your funnel, production level, the work of the sales department and what specific status we are talking about.