Speed up your processes
With a clear process for your leads, you increase your chance of creating more business opportunities. The sales representatives who conduct sales activities in a structured manner will also create a larger pipeline and later more closed transactions.
Plan your activities and let Boards remind you on the next step.
Close more deals
A well-filled pipeline is a prerequisite if you want to close more deals. To handle the pipeline in a proper manner will increase the sales representative’s chances even further. To have full control on where you are in the process, and when to take the next step, will help closing even more customers.
Key performance indicators
Clear KPIs connected to the relevant Board will help you analyze and understand your processes better. You will now have a total overview on the most relevant KPI’s connected to the specific business process.
To be able to with just one click be able to create meetings, phone calls, opportunities, sales orders, sending an email or create any other post relevant to the card you are working with is intuitive for the user and saves time. With interactive menus which are customized depending on the status, Boards gives the user more possibilities for an efficient work.
Ready-to-go or customized processes
To be able to get up and running quickly and receive the most value out of Boards, there are several preconfigured and ready-to-go Kanban-like boards within the areas of sales, marketing, support and projects. But we understand that every organization has its own unique needs, so of course you can create your own Boards, no matter the processes or records which are relevant.
“Boards for NetSuite has given us a better overview over our sales process and helps us to close more deals”
Roger Lindstrand, Regional Sales Manager. Sigicom Nordic