3 Ways to Streamline Your Sales With Filters & Accelerator

PipelineDeals' filter views let you prioritize leads and ongoing deals in the list-view, and give you the insight to keep pace in modern sales.

Let’s face it – the pace of modern sales is fast and only getting faster. By one measurement, there is an 100x decrease in the likelihood of getting in contact with a lead who submitted a web-form after 30 minutes. An 100x decrease in 30 minutes. For some businesses, that’s the difference between success and failure.

In order to keep pace, you need to be as efficient as possible. One way that PipelineDeals helps you stay ahead of the curve is with filter view. Filter views let you prioritize leads and ongoing deals in the list-view, and give you the insight to keep pace in modern sales.

Below are three filter features that some of our most successful salespeople are using to close deals. Whether you’re a sales development rep qualifying leads for your account executives, or you’re a sales manager reporting on month-to-date results of your team, filters will help you stay organized and efficient.

1 – Boost Productivity With Critical Filters

Our customer care and salespeople chat all day with salespeople, and they hear three common needs. Salespeople need a quick way to pull up their leads, an easy way to view their current sales pipeline, and a standard way to analyze their monthly closed deals. It’s easy to create these three views using our filters feature!

Click Here For Knowledge Base Article About Filter Views

Leads Filter

The leads filter should describe any people or companies that you have not created a deal with yet. These are prospects in your sales pipeline that may not be sales qualified yet, and that you are prospecting to qualify and start a deal.

By adding a leads filter to your PipelineDeals CRM, you can more efficiently focus on your prospecting outreach. Better outreach means more leads in your deals pipeline, and more closed deals.

 Leads filters make it easy to stay on top of your hottest leads
Leads filters make it easy to stay on top of your hottest leads

Pro-Tip – Use PipelineDeals Accelerator and the action above the fold to quickly send trackable messages to leads you’re qualifying. Remember, you want to make sure that your messages are highly targeted. Don’t just spam all of your leads with the same content.

Learn how to send email from the list view with Accelerator

Sales Pipeline Filter

The sales pipeline filter is the most common filter used by our most successful salespeople. To create this filter, click into the Advanced mode and filter your list to include any deals that are in your sales pipeline. You can also add extra columns of data to your view, including your custom fields.

Pro-Tip – If you’re sending out a RFP or a quote, send a trackable attachment with Accelerator in PipelineDeals. This will let you track when your prospect opens or downloads your proposal.

Closed Filter

Consider this to be your end-of-the-week or month report. Create a closed won and closed lost filter to analyze all the deals that have closed in the previous month. This is a great report to share with your manager or your team! (more on sharing in a moment).

Pro-Tip – The best salespeople learn from both their successes and their losses. If you lose a deal, reach out to your lead and get feedback on why they made their decision. Use your CRM to record their answer and improve for the future.

What other filters do you find critical to your business? We want to hear them! Let us know the filters that are critical to your business and share your knowledge in the comments section below.

Never Setup A Filter? Watch This Helpful Video

2 – Collaborate & Win

Collaboration is critical in sales. One of the best tools our power users use to coordinate with one another is shared filters. Shared filters are a great way to share your saved filters, workflows and reports with the other members of your team.

Sharing filters keeps your team focused on the most relevant data.

To share a filter:

  1. Select a saved filter from your list of filters.

  2. Click on Manage Filters and select the option to share.

  3. Choose the team members to share your filter with.

  4. (Optional) Include a note to your team about why you’re sharing the filter.

Click Here For Knowledge Base Article About Shared Filters

Any user can create and share workflows and reports with their team, all within the app. Curious to know how other businesses are using shared filters? Below are some examples that our customers have shared with us:

  • A lead qualification filter is a great way for a manager to share new leads with their team. Create a share a lead filter with your team to direct them towards high-value leads.

  • For your weekly sales meeting, share a deals filter to organize the team around your most critical deals in the pipeline. Help direct the team towards what is most important.

  • Share a filter and request for some help. This is a great way to collaborate with your team on specific, targeted leads or deals.

Never Shared A Filter? Watch This Helpful Video

3 – Always Reach Your Best Leads

One consistent lesson we’ve learned from our customers is that salespeople like choice. They need to be able to view their leads and deal data in a unique way, and they need that view to be consistent every time they log into that app. That’s why we created the default filter feature. The default filter feature  enables you to arrange PipelineDeals lists to fit your sales process.

For example, our sales development reps want to ensure that they’re contacting new leads as soon as they’ve reached a specific lead score. They have setup a default filter so that they see a list of the hottest leads that they need to get in touch with immediately.

You can set a default filter on the People, Deals, Companies, or Agenda tab. With a default filter, the list view will always display the columns of data that you choose.

Click here to learn how to setup a default filter.

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