CRM - Sales Pipeline (Issues/Opportunities)

Don’t necesarrily listen to me because I willingly and knowingly violate some of Aspires best practices to make my life easier…. that being said

I have an overhead service called estimating, and a T&M template with $0 overrides on everything. When a new estimate request comes in, we create the estimate ticket and schedule it on our estimators schedule board. The office manager adds pertinent details to the operations notes.

Inside of the ticket he adds visit notes with the pictures and meeting information. From these visit notes, my office manage can use one of our other templates to build a proposal. She uses AI to rephrase the field meeting notes into scope of work for service descriptions. 

Depending on size of the job it either goes to me or it goes straight to the client. 

Speed to lead. 21 days is TOO long to know where you are in the sales cycle. 

I also have automations set up with my cell provider (quo) that sends a text to the client and to my office manager the moment a lead form comes in from the website or meta/google ads. Office manager then gives them a call. Working on turning this into email/text follow up sequences on bids. 

We do this here too, at least for our maintenance and spray divisions. We have an estimate WT template that we use, depending on the division, so that salesmen know exactly what info is needed for the office when they go out. For the spray division, we rarely add it to the calendar unless contact is made and the appointment is scheduled. If it isn’t scheduled, there’s a metric on my dashboard for Unscheduled Estimates so that I can follow up easily. I’m sure a similar metric could be created to help teams follow up via email/text after the proposal is sent over. 

Hi ​@HunterLundstrom would you be kind to share your sales process? I’m a newbie in Aspire and I’m also refining our sales process using Aspire.

​@tbarrios I would be happy to! It is a work in progress, but isn’t everything. Send me an email and we can set up a zoom call or something. Hunter@thenorthwestgardener.com

​@HunterLundstrom already sent you email. Thanks again for your help!

We started our journey utilizing issue categories. The emails and issue management ended up being BRUTAL. We ditched it and now manage everything in opportunities. Our admin create contacts and properties and then create an opportunit and assign it to the sales rep at the time the appointment is set. From there, we manage our sales pipeline pending, lost, won, delivered all in the opportunities module. 

This is all interesting. We use issues to process new prospects but then use separate issues to request estimates… and opporunity lists to manage follow ups required.

Do you have like a document of your sales process? ​@mhellweg 

Seems like you already have established your sales process. Would you mind sharing your sales process doc? ​@swirtholg 

​@tbarrios no but that’s a good idea : ). Another thing we need to do… 🙃

Haha sorry for giving you an idea on additional work! ​@mhellweg