First, consider what step in your process equates to a person saying, "I want to hear more about what you are selling." For example, when you filled out the BenchmarkONE Demo Request Form, we automatically created a deal for you and put you in the "Demo Requested" stage.
You can automate the creation of a deal through a form submission, webpage visit, link click, campaign step, or from a tag rule being triggered.
When you choose to Create a Deal from the automation menus, you will see this screen:
Required fields include:
Name - Choose a name for all your Deals that come through this specific source. You can use the "Personalize" fields to pull information from the contact's record.
Sales Rep - Choose to either assign it to the sales rep assigned to the specific contact, or assign it to a specific user.
Stage - You will chose from a list of the stages in your pipeline. Everyone who has this deal created automatically will all begin in the same stage.
Value - Enter a value for this deal. There is no right or wrong here. Some customers use an average value, a specific value if they know the service of the deal, or use a "0" until they can discover more information.
Forecasted Days Until Close - Enter a number of days that you expect this deal to close. This date can always be updated later, so if you are unsure just use an average number (i.e. 30 days).
Win Probability - If you entered this when creating the deal stages, the probability will populate based on the deal stage selected. Win probability is used to report the expected revenue over a certain period of time.
Lead Source - This is one of the most helpful reports for determining ROI on your marketing efforts. How did this contact enter your sales pipeline?
Description - This is internal to your company and can be used as needed.
Custom Fields - Any custom fields created in account settings will be listed.
** You can also choose to only run this the first time they fill out the form to prevent duplicates.
Tip: Make sure to also add a Notification or Task to trigger so your sales reps are notified of these new deals and prospects don't slip through the cracks!