IFS SCRM 12.6 introduces new sales pipeline widget features. The new widgets allow users to track monthly counts of each pipeline stage while comparing them with previous periods. The new widgets also allow tracking of historical conversion rates across every stage in the pipeline. This will enable users and decision-makers to understand pipeline performance at a company, salesperson, and customer service level.
Pipeline Count Widget
The pipeline widgets now show the monthly increase & decrease of contacts/companies per pipeline stage.
The widget also provides the percentage difference compared to the prior month’s count.
This new implementation of the pipeline widget lets you understand how many contacts/companies are moving through each stage every month.
This helps users and decision-makers understand if they are maintaining a healthy and growing sales pipeline.
Pipeline Conversion Rates
The pipeline widgets can now be edited to show historical conversion rates across every pipeline stage in the sales funnel.
The conversion rate widget also lets users see the historical number of converted contacts/companies across stages in the sales pipeline.
Conversion rates let users and decision-makers understand the company's effectiveness in converting contacts/companies from one pipeline stage to another.
By understanding the conversion rates across each pipeline stage, the business can estimate how many leads are needed at the top of the funnel to acquire X customers.
Users can filter conversion rates at a company, salesperson, and customer service owner level to identify and correct sales conversion problems.
Users can now edit custom fields from the company and contact list view.