Meet Your New Sales Pipeline
We’ve built a bonus sales pipeline into your account to support a seamless flow from sales calls to proposals, contracts, and invoicing. It’s designed to save time, reduce manual tasks, and keep your entire sales process organised in one place.
Take a quick walkthrough of the end-result that both you and your customer would experience by implementing this pipeline.
NOTE: Can't see the pipeline or workflows inside your account? Just press the chat widget in the bottom right corner and ask for us to import the "Sales Pipeline and Workflows" into your account 😊
How To Setup Your Sales Pipeline: A Step-by-Step Guide
PREREQUISITES:
Integrate your payment processor e.g. Stripe (under Payments > Integrations)
Setup your products/services in Ivorey™ (under Payments > Products)
Setup your sales call calendar following the Calendar Help Guide
NEXT STEPS:
1. Setup Your "Proposal & Contract" Template
2. Setup Your Automated Reminders & Other Important Settings
3. Customise The Workflow Templates
How To Use The Sales Pipeline
Share your sales call calendar. When a booking is made, a new opportunity will be created in the "Call Booked" stage.
If anyone cancels their booking, your calendar settings will manage the email notifications, and the opportunity will automatically move to the "Call Cancelled" stage of the pipeline. At this stage, a task will be created for you to review whether you'd like to offer them to re-book or not. You can either send them the link to book again, or choose to abandon the opportunity by dragging it to "Abandoned".
After the sales call, update the appointment status to "Showed" or "No-Showed" under Calendars > Appointments. This will automatically move the opportunity to the "Attended" or "No-Showed" stage of the pipeline.
If the contact would like to move ahead with a proposal, drag the opportunity into the "Proposal Requested" stage of the pipeline. This will automatically create a task in Ivorey to complete their proposal.
Use the correct "Proposal & Contract" template you set in the workflow settings when sending proposals. Ensure the recipient matches the exact same contact in the opportunity. Once the proposal is sent, the system will automatically move the opportunity to "Proposal & Contrac Sent".
If they decline, you can choose to mark the opportunity as "Lost" or continue negotiating/refining the proposal until you reach an agreement.
Once they accept and sign the proposal, the opportunity will automatically move to "Proposal & Contract Signed" stage of the pipeline.
If you have auto-invoicing turned on (as suggested and shown in the trainings above), the contact will automatically move to the "Invoice Sent" stage of the pipeline as soon as the system has sent out their invoice. The invoice will match whichever products they ticked and accepted on their proposal. If the Auto-Invoicing feature was turned off, the invoice will be saved as a draft in your Ivorey account under the Payments > Invoicing tab.
The invoice reminders you setup under Payments > Invoices > Settings will automatically send to remind of upcoming payments and any overdue amounts.
Once the contact has paid, the opportunity will automatically update to "Invoice Paid" and be marked as won.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍