Kanban board, or management of leads and sales funnels

Kanban (Japanese for nameplate, freely translated means visible inventory) is a Japanese production control method. We now call Kanban an “agile” methodology for managing and organizing work. That is, it is one of the most popular tools for effective sales funnel management. A precursor to this method is the Toyota factory, where a 30% increase in production was recorded after the introduction of the Kanban method. Today Kanban is used in almost every industry and not only to manage production, but also sales processes.

Kanban in cloud CRM software

Kanban in SalesWizard CRM solves the problems of intuitiveness of use by using a dashboard to manage sales opportunities. That is, the Kanban board shows the CRM user (in an overview, report-like manner) a “bird’s eye view” of all the topics he is currently working on; on the other hand, it contains all the most relevant details (e.g., topic value, counterparty, sales stage, as well as scheduled and delayed activities).

What is a sales funnel?

A sales funnel (marketing funnel or conversion funnel) is a phased set of marketing processes. Its goal is to effectively guide potential customers from interest in a product/service to finalizing a transaction. The process is called a funnel because it graphically represents the process and resembles a funnel in shape.

How to create a sales funnel?

The basics of the marketing funnel have remained largely unchanged for more than a century (each successive stage has fewer and fewer people in it), and there is no global consensus on what each stage actually is:

• Gaining attention (the point at which customers first learn about the company and brand)
• Interest (at this stage, the company begins to work on reaching all the contacts collected at the previous stage)
• Thought (leads on this start to be taken seriously as potential customers)
• Appraisal (the last stage before the sale, i.e. convincing potential buyers to take the final step and make a purchase)
• Purchase

How to create a Kanban board well?

1. Visualize your workflow (separate the stages your tasks go through from start to finish)
2. Visualize the process (e.g., graphically on a piece of paper)
3. Identify the types of tasks you perform
4. Write the tasks on the board
5. Start working on your board

Kanban in SalesWizard CRM

By using a Kanban board to manage sales opportunities, we solve the problem of intuitiveness. The Kanban board in Saleswizard CRM has such functionalities as:

• creation of multiple boards corresponding to different sales processes (creation of sales funnels for different services or products)
• Establish stages of the sales process separately for each sales opportunity
• viewing and filtering tables of selected users

What do you gain from a Kanban board in SalesWizard?

By using a Kanban board to manage sales opportunities, we solve the problem of intuitiveness. The Kanban board in Saleswizard CRM has such functionalities as:

• Quick view of current processes
• Ensure continuity and efficiency of work
• Eliminate wasted time
• Reduce time to complete tasks (better manage deadlines)
• Smooth coordination of tasks
• Reduce losses and process bottlenecks
• Ability to quickly counteract problems

Sales funnels allow you to create an optimal action strategy. A well “tailored” funnel is very important for small and medium-sized companies, while large companies usually have several or even more than a dozen at the same time. Implementing SalesWizard CRM with Kanban dashboard in your company is a long-term investment, so you can see the benefits of a structured sales process and an organized contact database. Therefore, it was important to us that a CRM like SalesWizard be user-friendly throughout the sales process.