We know the decision maker
We know who else is affecting the decision in the company
We know all possible obstacles that might prevent procurement
We know that we can overcome
this obstacles
We know Customers requirements
Proposal is with procurement team (or decision makers)
Proposal signed
Overal Points: 100
We know Customers requirements
We know our solutions comply with the requirements
We know customer has allocated budget
We know customer purchasing process
We know our pricing fits their budget or close to it
Here’s how
magic of sales happenes
From Excel Chaos to CRM Magic:
Boosting Sales by 12% in 30 Days
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It was a simple fix—organizing data and implementing checklists.
Here is how it’s done
It was a simple fix —organizing data and implementing checklists.
Here is how it’s done
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Checklists became a prominent feature of our revamped sales pipeline. This time, the agency faced some changes—the shift from a "process" to a "sales" pipeline.
Checklists became a prominent feature of our revamped sales pipeline. This time, the agency faced some changes—the shift from a "process" to a "sales" pipeline.
In essence, the models differ in how we define pipeline stages. In a process pipeline, a stage might be a call or a meeting. However, simply making calls, holding meetings, or sending quotations doesn't guarantee a successful sale. Without understanding how to manage efficiency, you could send 200 quotations instead of 100 and not double your closings. Sounds familiar? In the sales pipeline, our focus shifts to actions that bring us closer to closing a sale. Here's how it might look:
In essence, the models differ in how we define pipeline stages. In a process pipeline, a stage might be a call or a meeting. However, simply making calls, holding meetings, or sending quotations doesn't guarantee a successful sale. Without understanding how to manage efficiency, you could send 200 quotations instead of 100 and not double your closings. Sounds familiar? In the sales pipeline, our focus shifts to actions that bring us closer to closing a sale. Here's how it might look:
Switching from Excel to Bitrix24 led to uncover 120,000 AED in unexpected sales
Switching from Excel to Bitrix24 led to uncover 120,000 AED in
unexpected sales
In terms of price-quality ratio, the real estate agency owner opted for Bitrix24
(ranked among the top 10 project management services by Newsweek). The platform boasts a global network of partners, including 16 currently operating in the UAE, including us as a Gold Partner.
In terms of price-quality ratio, the real estate agency owner opted for Bitrix24
(ranked among the top 10 project management services by Newsweek). The platform boasts a global network of partners, including 16 currently operating in the UAE, including us as a Gold Partner.
The transition takes roughly two weeks. Initially, we audit the data, identifying what is essential, what is redundant, and where information is duplicated. The data is then imported to Bitrix24.
For any missing segments, such as real estate square footage, we customize them for our client.
The transition takes roughly two weeks. Initially, we audit the data, identifying what is essential, what is redundant, and where information is duplicated. The data is then imported to Bitrix24.
For any missing segments, such as real estate square footage, we customize them for our client.
Once everything is set up, we compare the data in Bitrix24 with the original file to ensure nothing is lost in the transfer. The agency owner, still reeling from recent events, requested a double-check. Post-transfer, the risk is mitigated—Bitrix24 conducts daily backups at multiple levels and maintains continuous online backups at two data centers.
Additionally, roles can be differentiated, allowing control over who can view or edit data, among other permissions.
Once everything is set up, we compare the data in Bitrix24 with the original file to ensure nothing is lost in the transfer. The agency owner, still reeling from recent events, requested a double-check. Post-transfer, the risk is mitigated—Bitrix24 conducts daily backups at multiple levels and maintains continuous online backups at two data centers. Additionally, roles can be differentiated, allowing control over who can view or edit data, among other permissions.
"Of course, my primary concern was ensuring the safety of our data. Initially, I didn't fully grasp the concept of CRM. I thought it was just glorified spreadsheets. But as we assigned roles, set up pipelines, and distributed tasks among managers, seeing all the work on a single screen felt like witnessing digital magic"
"Of course, my primary concern was ensuring the safety of our data. Initially, I didn't fully grasp the concept of CRM. I thought it was just glorified spreadsheets.
But as we assigned roles, set up pipelines, and distributed tasks among managers, seeing all the work on a single screen felt like witnessing digital magic"
The most intriguing revelation came a few days later. In the old spreadsheet, managers occasionally hid segments for convenience. Spotting these segments later proved challenging if you don’t know where to look. However, while migrating to Bitrix24 every detail is imported, even hidden ones.
The most intriguing revelation came a few days later. In the old spreadsheet, managers occasionally hid segments for convenience. Spotting these segments later proved challenging if you don’t know where to look. However, while migrating to Bitrix24 every detail is imported, even hidden ones.
As managers began working in CRM, the owner stumbled upon properties that had no tasks. Upon investigation, it turned out several properties had been forgotten and not listed for sale (likely the doing of the fired employee 😅).
As managers began working in CRM, the owner stumbled upon properties that had no tasks. Upon investigation, it turned out several properties had been forgotten and not listed for sale (likely the doing of the fired employee 😅).
With deadlines looming, managers vigorously pursued these listings. Consequently, during the transition month, the agency closed two previously overlooked transactions, earning approximately 120,000 AED in commissions. This fully recouped the implementation costs, including licensing and employee training, totaling around 30,000 AED.
With deadlines looming, managers vigorously pursued these listings. Consequently, during the transition month, the agency closed two previously overlooked transactions, earning approximately 120,000 AED in commissions. This fully recouped the implementation costs, including licensing and employee training, totaling around 30,000 AED.
Picture this:
Morning, team discovers there is no access to the client database
Picture this:
Morning, team discovers there is no access to the client database
When you're running a budding business, tools aren't your primary concern. You're focused on energy, minimal investment, and speed. That was the reality at a small real estate agency, which was launched in 2022 with just two employees and has since grown to 15.
When you're running a budding business, tools aren't your primary concern. You're focused on energy, minimal investment, and speed. That was the reality at a small real estate agency, which was launched in 2022 with just two employees and has since grown to 15.
For the longest time, they relied on Excel to store data on properties, clients, and transactions. While managing a colossal Excel spreadsheet became a habit, it was far from convenient. To keep 40,000 data lines organized, they either needed to hire more staff or adopt CRM. Opting for the latter was more cost-effective, and it was a system they had planned to implement eventually. But fate had other plans. An unimaginable scenario unfolded—one of the employees who had been fired blocked access to the file and disappeared.
For the longest time, they relied on Excel to store data on properties, clients, and transactions. While managing a colossal Excel spreadsheet became a habit, it was far from convenient. To keep 40,000 data lines organized, they either needed to hire more staff or adopt CRM. Opting for the latter was more cost-effective, and it was a system they had planned to implement eventually. But fate had other plans. An unimaginable scenario unfolded—one of the employees who had been fired blocked access to the file and disappeared.
In the initial stages, expecting immediate purchases from customers is unrealistic. They're unlikely to express immediate interest in property listings. Instead, we delve into their goals, past searches, and more. If you'd like a detailed breakdown of the sales pipeline model, let us know in the comments. Meanwhile, check out a sample checklist for Consider/Quality.
In the initial stages, expecting immediate purchases from customers is unrealistic. They're unlikely to express immediate interest in property listings. Instead, we delve into their goals, past searches, and more. If you'd like a detailed breakdown of the sales pipeline model, let us know in the comments. Meanwhile, check out a sample checklist for Consider/Quality.
We gather information about the client's goals, search history, deadline, budget, and preferred payment method (cash, transfer, loan, mortgage, etc.). We also determine if they make decisions independently or require approval from others (wife, consultants, parents, advisors, etc.). Each factor is evaluated, and we assign approximate weights to them. For instance, knowing the exact budget increases the likelihood of closing a transaction by 5%. Clear specifications for the property, rather than vague descriptors like "spacious apartment," add an additional 10%.
We gather information about the client's goals, search history, deadline, budget, and preferred payment method (cash, transfer, loan, mortgage, etc.). We also determine if they make decisions independently or require approval from others (wife, consultants, parents, advisors, etc.). Each factor is evaluated, and we assign approximate weights to them. For instance, knowing the exact budget increases the likelihood of closing a transaction by 5%. Clear specifications for the property, rather than vague descriptors like "spacious apartment," add an additional 10%.
Identifying Bottlenecks:
The Next Step to Perfection
Identifying Bottlenecks:
The Next Step to Perfection
Improving efficiency is akin to leveling up in a video game—the higher you go, the more challenging yet rewarding it becomes. In future posts, we'll delve into a new phase of enhancements—implementing data-driven solutions within the agency. We'll explore methods for identifying bottlenecks in the pipeline to achieve exponential growth through minor adjustments.
Improving efficiency is akin to leveling up in a video game — the higher you go, the more challenging yet rewarding it becomes. In future posts, we'll delve into a new phase of enhancements—implementing data-driven solutions within the agency. We'll explore methods for identifying bottlenecks in the pipeline to achieve exponential growth through minor adjustments.
At times, we encounter completely unforeseen issues. For instance, in one case, we discovered that most customers dropped off when quotations were sent via email. It turned out that domain had been blacklisted, causing some quotations to go undelivered 🤦. Fortunately, rectifying this issue and winning back customers proved quick and easy.
How many surprises do you think your sales pipeline conceals?
At times, we encounter completely unforeseen issues. For instance, in one case, we discovered that most customers dropped off when quotations were sent via email. It turned out that domain had been blacklisted, causing some quotations to go undelivered 🤦. Fortunately, rectifying this issue and winning back customers proved quick and easy.
How many surprises do you think your sales pipeline conceals?
If you've made it this far, you've realized that at Digitalz, we're not only experts in CRM implementation and proud Gold partners of Bitrix24 but also specialists in enhancing efficiency and refining the sales pipeline using data and cutting-edge tools.
If you've made it this far, you've realized that at Digitalz, we're not only experts in CRM implementation and proud Gold partners of Bitrix24 but also specialists in enhancing efficiency and refining the sales pipeline using data and cutting-edge tools.
If you're seeking advice on improving your company's efficiency, request a free consultation. Hit the “Clap” if you enjoyed this post, or better yet, subscribe. Your support empowers us to share more valuable insights.
If you're seeking advice on improving your company's efficiency, request a free consultation. Hit the “Clap” if you enjoyed this post, or better yet, subscribe. Your support empowers us to share more valuable insights.
The more detailed and refined pipeline and checklists are, the more manageable and efficient the work becomes. Various stages can be enhanced step by step in this case, the agency prioritizedConsider/Quality and Evaluation/Development stages, as they primarily involve managerial tasks and don't necessitate major process overhauls (such as changes to marketing strategies). The results were evident within the first month and solidified in the subsequent one — an impressive 12% increase in sales!
The more detailed and refined pipeline and checklists are, the more manageable and efficient the work becomes. Various stages can be enhanced step by step in this case, the agency prioritizedConsider/Quality and Evaluation/ Development stages, as they primarily involve managerial tasks and don't necessitate major process overhauls (such as changes to marketing strategies). The results were evident within the first month and solidified in the subsequent one — an impressive 12% increase in sales!
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"Work came to a halt. Panic sets in, deals stall, and chaos reigns. Ongoing transactions were being patched together through chats, emails, and calls. It was a nightmare that lasted a month and a half. While we managed to recover most of the data, part of it was lost for good.
We couldn't delay CRM implementation any longer"
"Work came to a halt. Panic sets in, deals stall, and chaos reigns.
Ongoing transactions were being patched together through chats, emails, and calls. It was a nightmare that lasted a month and a half. While we managed to recover
most of the data, part of it was
lost for good.
We couldn't delay CRM implementation any longer"
Demand Generation
Generate interest through marketing efforts, such as advertisements or articles.
Recognize
Determine the characteristics of attracted leads, assess their similarity to target audience, and define their requests.
Development
Ensure the lead has genuine interest and the necessary resources, such as finances and time.
Select Solution
Gather customer requirements.
Consider/Quality
Present suitable options and prepare quotations.
Negotiate/Proof
Address objections, prove the value of our offerings, and handle objections .
How pocess pipeline works?
This article delves into experience transitioning to CRM, marked by a rocky start but a satisfying outcome (or perhaps the start of a new chapter). Within a month, a real estate agency managed to sell two additional properties and significantly increase transaction completion rate. And it's all thanks to moving from Excel to CRM.
This article delves into experience transitioning to CRM, marked by a rocky start but a satisfying outcome (or perhaps the start of a new chapter). Within a month, a real estate agency managed to sell two additional properties and significantly increase transaction completion rate. And it's all thanks to moving from Excel to CRM.
Arthur V.
CEO of Digitalz
Contact us
How pocess pipeline works?
1
Demand Generation:
Generate interest through marketing efforts, such as advertisements or articles.
2
Recognize:
Determine the characteristics of attracted leads, assess their similarity to our target audience, and understand their requests. If aligned, transfer them to the sales department.
3
Consider/Quality:
Ensure the lead has genuine interest and the necessary resources, such as finances and time.
4
Evaluation/Development:
Gather customer requirements.
5
Select Solution:
Present suitable options and prepare quotations.
6
Negotiate/Proof:
Address objections, prove the value of our offerings, and handle objections .
7
Here's the closed deal!
Overal Points: 74/100
We know Customers requirements
We know our solutions comply with the requirements
We know customer has allocated budget
We know customer purchasing process
We know our pricing fits their budget or close to it
We know the decision maker
We know the decision maker
We know who else is affecting the decision in the company
We know all possible obstacles that might prevent procurement
We know that we can overcome this obstacles
We know Customers requirements
Proposal is with procurement team (or decision makers)
Proposal signed
Get in touch now
to schedule a demo
How CRM
boosts your sales?
Boosting Sales by 12% in 30 Days
Here’s how
magic of sales happenes
D
z
g
t
l
Get your free real estate Sales Qualification Checklist
Download our free real estate Sales Qualification Checklist and assess your sales to see how many of them should be closed soon.
Leave your email address below and we'll send it to you today!
Get your cehecklist
Overal Points: 100 points
We know Customers requirements
We know our solutions comply with the requirements
We know customer has allocated budget
We know customer purchasing process
We know our pricing fits their budget or close to it
We know the decision maker
We know who else is affecting the decision in the company
We know all possible obstacles that might prevent procurement
We know that we can overcome this obstacles
We know Customers requirements
Proposal is with procurement team (or decision makers)
Proposal signed
D
z
g
t
l
Get your free real estate Sales Qualification Checklist
Download our free real estate Sales Qualification Checklist and assess your sales to see how many of them should be closed soon.
Leave your email address below and we'll send it to you today!
Get your cehecklist
Overal Points: 100 points
We know Customers requirements
We know our solutions comply with the requirements
We know customer has allocated budget
We know customer purchasing process
We know our pricing fits their budget or close to it
We know the decision maker
We know who else is affecting the decision in the company
We know all possible obstacles that might prevent procurement
We know that we can overcome this obstacles
We know Customers requirements
Proposal is with procurement team (or decision makers)
Proposal signed
Overal Points: 100 points
We know Customers requirements
We know our solutions comply with the requirements
We know customer has allocated budget
We know customer purchasing process
We know our pricing fits their budget or close to it
We know the decision maker
We know who else is affecting the decision in the company
We know all possible obstacles that might prevent procurement
We know that we can overcome this obstacles
We know Customers requirements
Proposal is with procurement team (or decision makers)
Proposal signed
Overal Points: 100 points
We know Customers requirements
We know our solutions comply with the requirements
We know customer has allocated budget
We know customer purchasing process
We know our pricing fits their budget or close to it
We know the decision maker
We know who else is affecting the decision in the company
We know all possible obstacles that might prevent procurement
We know that we can overcome this obstacles
We know Customers requirements
Proposal is with procurement team (or decision makers)
Proposal signed
Overal Points: 100 points
We know Customers requirements
We know our solutions comply with the requirements
We know customer has allocated budget
We know customer purchasing process
We know our pricing fits their budget or close to it
We know the decision maker
We know who else is affecting the decision in the company
We know all possible obstacles that might prevent procurement
We know that we can overcome this obstacles
We know Customers requirements
Proposal is with procurement team (or decision makers)
Proposal signed
D
z
g
t
l
Get your free real estate Sales Qualification Checklist
Download our free real estate Sales Qualification Checklist and assess your sales to see how many of them should be closed soon.
Leave your email address below and we'll send it to you today!
Get your cehecklist