Deals & Pipelines
The main goal of every sales rep is a won deal. And, the good news is that there is no more need to jump from one tool to another to achieve this goal – we have you covered. From this day on, you can manage your sales process within one platform – directly in Overloop.
What are Deals and Pipelines?
In a nutshell, a deal is that signed contract or another type of activity that you pursue with your prospects. It has a monetary value (the money that you’ll receive when the deal is won). A pipeline represents your sales process – it is a set of stages that your deals go through until they are won or lost.
In Overloop you can create an unlimited number of pipelines, stages, and deals.
What benefits does this bring?
All your sales activities brought together
Now you don’t need to use other tools to manage your deals, you can have the whole process under control in one place.
It means more productivity for your sales team but also a better view on data linked to your prospects and organizations.
Integrated with automations
You can also create deals automatically from your automation flows, as a part of the cold outreach campaign, or triggered by the prospects’ replies, email opens, link clicks, etc.
For example, you can automatically create a deal in a stage called Contact made when your prospect opens your email.
Revenue forecasting
The Deals Forecast allows you to track your realized and expected revenue precisely.
Check our Help Center for more information about the deals, pipelines, and their stages.
