Creating Sales Pipelines and Business Processes

1. General information

In SELLSATION, you can create sales pipelines and company processes in just a few steps.

After you have entered SELLSATION for the first time, you define the first process with the onboarding wizard. You can then create any number of additional sales and company processes in the administration.

However, it makes sense to keep the number of phases within a sales process manageable and add another downstream process. For example, if you map the entire customer journey from the prospective customer - via qualification to the customer - via the sales process with all activities - through to the after-sales process in just one process, it can become confusing.

When you first enter SELLSATION, you will see a proposal for a sales process that you can change as you wish.

2. Explanation of the symbols

	Click on the plus icon to create new phases.
	You can use these icons to change the order of the phases. Alternatively, you can also move the phases using drag & drop.
	Click on the edit symbol to add the name of the phase, its translation(s), the maximum phase dwell time or a description of the phase.
	The “x” is used to delete a phase.
	Once you have clicked on the edit icon, you can translate the phases into different languages using the globe icon.

3. Editing a phase

If you click on the edit symbol for any phase, this window opens.

Give the phase a name that should not be too long (so that this name is displayed in full even at lower screen resolutions).

Optional: Projects should remain stored - by activating this switch, you determine whether only users with administrator rights may move the project from this phase. All other users cannot do this and a corresponding message is displayed.

Optional: Specify the maximum phase retention period in days. If this is exceeded, Sellsation displays a red dot to the left of the project in the project overview.

Select the start of the yellow phase by entering a duration in days here. If this is exceeded, a yellow dot is displayed next to the project in the project overview. Select the start of the yellow phase so that it is not equalized by the maximum dwell time, i.e.: Start of yellow phase < maximum phase dwell time in days

Optional: In the description field, you can freely enter a text that explains to your users the significance of this phase in the process or which entries may be required to move the project to this phase (see automated actions).

The availability of a description is indicated by an “i” in the phase box. Users can open the description by clicking on the “i”:

The text then looks like this for the user in the PoP-Up. The availability of a description is indicated by an “i” in the phase box. Users can open the description by clicking on the “i”:

4. Three-part section: Won projects | Lost projects | On-Hold

In each sales process you will find a three-part section with the following phases, whose names can of course be changed using the Edit icon.

• On-Hold - projects can be “parked” here up to an optional date to be reactivated when this date arrives. Projects that are postponed by several months or years, for example, are in good hands in this phase.
• Won projects - projects moved here have a 100% probability of completion. This means that 100% of their volume value is included in the statistics.
• Lost projects - projects in this phase are considered lost, i.e. the customer has decided otherwise. The value (volume) of the project is taken into account at 0%. 

6. Creation of after-sales phases

Phases can also be created behind this three-part section. For example, after-sales phases that can be named as desired. You can easily move these subsequent phases behind the three-part section using drag & drop or the arrows.