The success rate of selling to a customer you already have is 60-70%, while the success rate of selling to a new customer is 5-20%
Once you Win and invoice business with a New Company/Lead the phase changes to a Customer. Acme Corp now presents many Opportunities for more business deals.
Exsalerate ensures each deal with Acme Corp gets the attention it deserves by creating an opportunity/deal name, estimated $ value, potential product mix & estimated closing time along with recording the activities/emails and documents related to the deal.
Search everything to open the Acme Corp (parent company) dashboard then click Add Opportunity.
Note: If you recently added the Company to Exsalerate as a New Lead they must have progressed to a Customer before Adding An Opportunity
Now add the name of the deal, in front of the company name in brackets and assign an account manager, and click save.
Exsalerate creates a sales opportunity called Upgrade Printers for Acme Corp linked to the main company/parent record.
Add the Value of the Deal to the Service/Product the opportunity presents and choose an Estimated Closing Time.
Select the Phase to reflect where it should sit in your main Sales Pipeline.
The opportunity also appears in a mini pipeline at the bottom of the main dashboard for Acme Corp Ltd
A Red Caution warns you an Activity needs to be created for the opportunity. Click on it to add an Activity
Add activity details and click To-Do so it appears in your To-Do List to complete.
Assign the activity to another team member and include stakeholders if required