Your Veloxity CRM administrator can configure the Sales Stages to match your sales process. Your Sales Stages may look different.
Veloxity CRM comes out of the box with the following sales stages configured:
(Veloxity CRM default settings)
Description of activities to be completed at each stage.
|(a) Stage One: Requirements Discovery||The lead has been generated. During this stage, the sales rep researches the lead to discover whether or not they are qualified to proceed to the next stage in the sales process. Notice New Preferred Supplier in this stage of the pipeline.|
|(b) Stage Two: Schedule / Prepare / Perform Demonstration||The lead has been qualified and has been converted into an opportunity. An opportunity record, contact record, and account record have been generated. The sales rep understands the prospect's needs and works to schedule, prepare and perform a demonstration of the product/service. Notice Factory design opportunity in this stage of the pipeline.|
|(c) Stage Three: Quote: Pricing Negotiation||The prospect has experienced the product/service. The sales rep sends a quote to the prospect. The prospect and sales rep negotiate the price. Notice the System Upgrade opportunity in this stage of the pipeline.|
|(d) Stage Four: Legal Agreement Negotiation||The price has been negotiated. The sales rep and the prospect work through the legal agreements of the sale. Notice the HR Solution opportunity in this stage of the pipeline.|
|(e) Stage Five: Closed||
The sales process ends. The opportunity has either been won or lost.
Table 1. Description of default Sales Stages in Veloxity CRM.