We understand not only the importance, but the absolute necessity, of laying the groundwork for meaningful interactions and successful bottom lines, as discussed in our recent blog Tracking Leads Made Easy: 5 Ways Daylite Drives Growth. Balancing building genuine customer relationships while tracking leads all in one place is critically important to growing a successful business! And now that you have a good grasp on this, it’s time to execute! We know how Daylite helps us to seamlessly balance relationship building and tracking leads – and today, we talk about how to Close a Sale with Daylite – getting a slam dunk every time!
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Unlocking the Power of Opportunities in Daylite CRM
Managing customer relationships and tracking your business opportunities is key to close a sale and find maximum success, and Daylite offers a structured and intuitive way to do just that. One of the most powerful features in Daylite is the concept of Opportunities – an intuitive and detailed way to track your leads so that nothing falls through the cracks! By identifying, organizing, and tracking Opportunities, you can ensure no lead goes to waste, so you continually grow your business!
Here’s how to make the most of your business opportunities with Daylite and close that sale!
What Is an Opportunity?
In Daylite, an Opportunity represents a potential sale or deal—an interest expressed by a Contact in your product or service. It is the first Objective you create when dealing with a contact; hoping to acquire their business.
Close A Sale: When to Create an Opportunity
When we recognize a potential deal or sale we wish to acquire – a critically important part – we must act quickly! For example, when:
- A Contact discusses a budget for an upcoming project.
- They share a proposed deadline for their needs.
- They ask detailed questions about your products or services.
- You’re invited to a meeting to discuss your offerings.
- Etc.
These indicators can vary amongst business and industry. As a business owner, it is important to ask yourself: what are your indicators to suggest prospects are interested in moving forward?
Sales indicators suggest a prospect’s interest in moving forward and mark an important and influential time to create an Opportunity in Daylite so you can follow and close a sale seamlessly.
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Close A Sale: Not Only for New Leads!
When you nurture your relationships and ‘wow’ your customers from the beginning, you will inevitably gain referrals and have repeat business. So remember – Opportunities are not limited to new leads. Depending on your business or industry, triggers might include:
- A long-term prospect showing renewed interest.
- An existing client inquiring about repeat services or products.
Whether a new lead or long-time/returning customer, if you’re reasonably confident that a deal is likely to progress, it’s time to create a New Opportunity.
Close A Sale: Pipelines
Once you have created an opportunity to close a sale, the next step is assigning a Pipeline to the opportunity to give structure to the process.
A Pipeline in Daylite is a predefined series of milestones, or stages, that each Opportunity moves through to ensure you’re checking all the boxes necessary to close a sale. These milestones help track progress and ensure consistency in how deals are handled. For example:
- Initial Contact
- Proposal Sent
- Negotiation
- Post-Sale Follow Up
If you have multiple opportunities on the go, use Daylite’s Opportunities Board to get a ‘bird’s eye view’ of everything you are tracking, allowing you to prioritize the most important deals and tasks to tackle.
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Win More Deals with Daylite!
With the right tools and a strategic approach, closing a sale from start to finish becomes a seamless and structured process rather than a stressful guessing game. No matter your business or industry, Managing Sales with Daylite, not only takes the heavy lifting out of tracking opportunities, it closes deals, giving you a slam dunk every time! By leveraging Daylite’s Opportunities and Pipelines, you can ensure every lead is tracked, nurtured, and guided toward a successful outcome. Whether you’re managing new prospects or rekindling interest from existing clients, Daylite gives you the clarity and control needed to close a sale with confidence. Start making the most of your business opportunities today!
Discover Daylite – The Ultimate Business Suite for Apple Devices
Discover the power of Daylite on Mac, iPhone and iPad today with our free 14-day trial. Experience how Daylite seamlessly combines CRM, Sales, and Project tracking to help you streamline how you manage your small business, developed specifically for Apple devices. Start your FREE trial now and embrace the efficiency and organization that will improve your business and improve your life.
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