Funnels and service statuses - SalesWizard

Thematic funnels and service statuses

Organize all processes in your company into thematic funnels. Give your funnels statuses to achieve your goals more effectively.

Sales, customer service, complaints, service

SalesWizard CRM allows you to create multiple funnels for organizing the various processes carried out in your organization. You assign Topic Threads to funnels, which you create within your Contacts (leads, potential customers). You can create funnels for sales, handling current customers, handling complaint processes, GDPR incidents, or maintenance services.

Give your own unique names to your funnels

Sales, Customer service, GDPR incidents, Complaint requests, Maintenance services. These are just some of the suggestions for using service funnels.

Create unique statuses for each funnel

You can create any number of statuses within funnels. The statuses organize the stages of service performed in a single funnel. For example, typical service funnel statuses are Receipt of request, First contact, Submission of the Offer, Negotiation, Signing of Contract, and Customer Cancellation. Decide for yourself how you will name your service statuses.

How will you use service funnels in your organization?

See how you can use funnels in your organization

Organizing the company's processes

You will organize all processes thematically by service/product sold (PV, insurance, project) or stages (sales, service, complaints).

Monitoring task deadlines

You will filter out all the delayed tasks in the Kanban Board view and table.

Checklists and progress

Track the execution of checklists in funnel and table views.

Delay control

You can quickly sort all the funnel status delays in a Kanban Board view and table. No Thread will escape your attention.

Customer value

In the Kanban Board views and tables, you will quickly find potential and current customers of specific value to your company.

There' s more! We are constantly creating new features!

Please contact us if you have not found the features you need for your organization.

Sales funnels aren't everything. Read how you'll use SalesWizard CRM service funnels!

The Kanban Board allows you to present all processes carried out in the company based on a board with such important information as status, delays, customer value, tasks, assigned users, and process name (Thread). Read our customers’ most common questions related to service funnels.

Does SalesWizard offer assistance in defining service processes in an organization?

If you don’t have experience working with CRM systems, we can help you implement the system in your organization. In addition to the standard implementation, you can purchase a dedicated training package for your team to get through the start-up process faster. If you don’t know how to set up service funnels in SalesWizard CRM to get the most out of them, we can help you!

Does the CRM system impose specific names for service funnels?

You get the standard system configuration, including funnels and statuses, when you start the system. However, you can change their names, statuses, and duration anytime. You can also create your funnels and statuses specific to them.

What is the status delay in the service funnel?

For each service funnel, it is necessary to create statuses. For example, in the Sales funnel, you can create statuses: Receiving a lead, First contact, Tendering, Concluding a contract. Each status of the funnel should be executed within a certain time. If you assume that the status of Receiving a Lead should not take more than one day, define such a time. After 24 hours, all Threads in this status will be marked as delayed.