It is an incredible achievement to Close a Sale with Daylite! After all, you’ve nurtured the relationship, built trust and, by using Opportunities, seamlessly guided your customer through the process that leads both you and them to your individual goals. Meaning – they have found you and your business to be trustworthy and reliable to satisfy their business need! But while securing the deal may feel like the finish line, in reality, it’s just the beginning. Now comes the most crucial part—the post-sale experience. Deliver the services promised, ensuring your customer is satisfied and your business continues to grow.
Post-Sale Experience: Seamless Service Delivery with Daylite Projects
Once an Opportunity turns into a closed deal, your next step is to deliver on your commitment efficiently and professionally. This continues the exceptional and reliable service you have proven you can deliver with the help of Daylite! Daylite makes the post-sale experience effortless with its powerful Projects feature.
Daylite Projects keep everything organized—tasks, timelines, communications, follow-ups, and more!—all in one place. With Projects, every client gets the service they expect without anything slipping through the cracks.
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What Is a Project in Daylite?
A Project in Daylite represents any service or task that needs structured planning and execution. Think of it as a dedicated workspace where you can track progress, assign responsibilities, and monitor deadlines. Create a Project as soon as you win an Opportunity, and seamlessly transition from sales mode to fulfillment mode. This ensures that your post-sale experience is smooth and well-coordinated, keeping your clients happy and informed.
Post-Sale Experience: Turning Opportunities into Projects with Ease
Opportunities and Projects serve different purposes in Daylite: An Opportunity is used to track the steps towards winning a new deal; A Project is used for tracking the steps involved with actually delivering the service or product.
Read more on Opportunities vs Projects
You can easily convert an Opportunity to a Project at any time, although this most often happens once your lead has agreed to purchase your service or product. In other words, once you have closed a sale.
Creating a Project from an Opportunity is easy with Daylite! Instead of manually creating a new Project and transferring all related details, you can do it with just a few clicks:
- Select the Opportunity that you want to convert.
- On the far right of the header, there will be a “…” button. Clicking this button will reveal a drop-down menu with the option to create a “New Project from Opportunity.”
- Once selected, a new Project will be linked to the Opportunity with the same name.
This streamlined process eliminates duplicate data entry and helps you and your team hit the ground running immediately after closing the sale.
Post-Sale Experience: Not Just for New Customers
A great post-sale experience isn’t only for new customers—it’s just as crucial for long-time and returning clients. Whether it’s a repeat customer purchasing another service or a loyal client needing ongoing support, each engagement deserves the same level of organization and attention. By using Daylite Projects consistently, you create a standardized approach to service delivery that keeps every customer engaged and satisfied, no matter how long they’ve been with you.
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Post-Sale Experience: The Power of Pipelines and Activity Sets
To further enhance the post-sale experience with ease and accuracy, leverage Pipelines and Activity Sets in your Daylite Projects.
Just like in Opportunities, Pipelines will define and track the key stages of service delivery, ensuring nothing is missed.
Activity Sets allow you to automate recurring tasks, making project management even smoother. They are a great way to enter information in once, and reuse it for any Project that requires a checklist to follow. Save time and money by standardizing workflows, reducing administrative work, and focusing on delivering top-notch service to your customers.
Post-Sale Experience: The Key to Growth
Delivering a seamless post-sale experience is just as important as closing the deal. Customers remember how you treat them after they’ve said “yes,” and their satisfaction directly impacts repeat business and referrals. By converting your Opportunities into Daylite Projects, and using Pipelines, and Activity Sets, you create a structured and efficient approach to service delivery, ensuring every client gets the attention they deserve. A well-executed post-sale experience leads to happy customers, glowing reviews, and a thriving, growing business.
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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