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SALES PROCESS ROADMAP

With Sales Process Roadmap, deliver drill-down view of pipeline activities and provide guidance to your sales rep at every stage of the pipeline on what to perform next.

Define Sales Process

Ensure your sales rep follows the right & consistent process for every lead or deal via defining sales roadmap. Sales Process Roadmap is a logical sequence of activities that are to be consistently performed from discovery to closing on lead and deal pipeline, with expected timeline set for each of them.

Guide Team on Roadmap

Once the roadmap is defined, Kreato provides visual representation of the process roadmap on each and every lead or deal’s timeline, detailing the current pipeline status (stage & step) and guiding them on next step to perform.

Track Process Adherence

No more endless time spent by managers on all their team pipeline records to find the overdue ones. Kreato provides managers with the easy search option to navigate the exact set of pipeline records where sales roadmap activities are not progressing on expected timeline.