In the Verkooppijplijn (Sales pipeline) you follow your leads and opportunities until they are won or lost. You see per stage what is running, who needs to follow up and what your pipeline is worth when weighted. The sales pipeline is included in every package. Go to CRM → Verkooppijplijn. You need the permission to view the pipeline, and to make changes the permission to manage it. The admin role has both by default.
The stages
Each opportunity is in a stage with a default chance of winning the order:
- Lead 10%, Contact gelegd (Contacted) 20%, Gekwalificeerd (Qualified) 40%.
- Offerte (Quote) 60%, Onderhandeling (Negotiation) 80%.
- Gewonnen (Won) 100% and Verloren (Lost) 0%.
Adding an opportunity
- Click Nieuwe kans (New opportunity).
- Fill in the Omschrijving (Description) and choose Fase (Stage) and Eigenaar (Owner).
- Choose an existing Klant (Customer), or for a new lead fill in Bedrijfsnaam (Company name), Contactpersoon (Contact person), E-mailadres (Email address), Telefoon (Phone) and Bron (Source).
- Fill in Verwachte waarde (excl. btw) (Expected value, excl. VAT) and Verwachte beslisdatum (Expected decision date). Leave Kans op opdracht (Chance of winning) empty to use the default of the stage.
- Optionally link an Offerte (Quote). The amount of the quote then counts. Linking quotes is possible with the Quotes & Invoicing add-on (€59 per month).
The pipeline board
The Pijplijnbord (Pipeline board) has a column per stage. Drag a card to another column to change the stage. If you drag a card to Verloren (Lost), Beamcore asks for the Reden van verlies (Reason for loss). Click a card to edit the opportunity. You search by opportunity or customer and filter by owner.
Follow-up tasks
- For an opportunity, choose Opvolgtaak toevoegen (Add follow-up task).
- Fill in Onderwerp (Subject) and Datum (Date) and choose the Medewerker (Employee).
- Click Afronden (Complete) when the task is done.
If you assign a task to a colleague, they get a notification. On the day itself the employee gets a reminder.
Overview and weighted value
At the top are the tiles Gewogen pijplijnwaarde (Weighted pipeline value), Open kansen (Open opportunities), Gewogen offertes (Weighted quotes), Gewonnen deze maand (Won this month), Winstpercentage (Win rate) and Opvolgtaken te laat (Overdue follow-up tasks). Weighted value is the value multiplied by the chance of winning. In the Overzicht (Overview) view you see the Pijplijn per fase (Pipeline per stage), the expected value per month and the follow-up tasks that need attention. Sent quotes that are not linked to an opportunity are listed separately. Use Kans instellen (Set chance) to give such a quote its own percentage.