Customer Relationship Managers (CRMs) are crucial tools for businesses to track potential new customers and manage existing relationships. Here are some tips on how to optimize a Nifty project as your CRM to track and gain insights on your sales pipeline.\
Building out Your Lead Pipeline
1. Create a CRM Sales Project
First you'll want to create a dedicated space for your sales team, whether its a new workspace, a series of projects within a portfolio, or just a single project.
Create a Sales portfolio in Nifty dedicated to your sales efforts. This centralized space is where all of your team’s work will take place, from lead tracking to sales collateral and performance reviews.
Within this workspace, create different projects for various sales activities like "CRM" and "Sales collateral".
2. Segment Leads and Create Custom Fields
Start by classifying your leads and adding custom fields to standardize information fields across your leads.
Lists are a great way to segment your customers into different groupings, such as lead value, account ownership, service type, or more. Note that we'll use another device to group leads by their position in your sales funnel later in the setup.
Custom fields allow you to create standardized fields for your leads, such as email, target value, or any other standardized attributions you'd like to apply.
3. Track Leads and Pipeline Value with Statuses
Statuses and custom field rollups bring clarity and insight into your sales pipeline.
Statuses are used to track where a lead is in your sales pipeline. Statuses such as "Warming," "In Talks," "Contract sent" help add clarity to where your lead stands and what the next step is for your sales team to follow.
Custom field rollups on Statuses allow you to summarize the value of a Currency custom field on the Status level, providing insight as to the health and value of your pipeline.
→ Learn more about Custom Fields and Rollups
4. Use Tasks & Automations for Daily Lead Tracking
Utilize the contents of a Task as well as if/then automations to streamline your daily sales workflow.
Use a task's description as a space for notes about the lead, and the comments section as a space for timestamped action notes to log your interactions with the target.
If/then automations streamline your workflow by taking actions on your behalf, such as setting a new due date for the task when it enters a new status to remind you to check in with your targets.
5. Track Sales Performance with Goals
Nifty's Goal tracking is the perfect way to keep track of individual, team, or organizational performance towards your ideal sales numbers.
Create automated Goals based on your ideal sales targets, and track progress as targets in your sales pipeline are closed and moved to the Completed status of the CRM project.
Gain insights on individual or team sales performance to see who in your organization needs additional support to succeed.
Automating Lead Entries
Integrate your lead collection tools (e.g., Nifty's built-in Forms, Google Forms, or Nifty's native Calendly integration.) Additionally, you can connect over 5k apps with Nifty via Zapier to automatically generate tasks in your Lead Status. This ensures new leads are entered into your Nifty CRM effortlessly.