Question: Background
========
I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management.
Customers can visit our website will allow for anyone to submit a services request enquiry form.
We act as independent sales, business analysis and PM broker for a number of outsourcing firms based in various counties, Romania, Poland etc.
The sales agents will be independent contractors based in local areas and will build relationships with client and prospective companies to deliver the solution.
If lead vetted and of value then a pre-Sales technical team appointed: Project Manager, Technical Architect, Developer(s), Graphics etc will be formed to assist in the sale. Will create prototypes and demos for client.
We need:
========
A CRM
Sales Funnel
PM Tools to manage the Pre-Sales and client requirements.
Cross country
Ability to add to a centralised software requirements specification – essentially a number of people will define what the client needs, graphics, database schema, technical drawings etc. This needs to be kept online and in one place.
Everything online
Ability to handle commissions and payments online
Typical example of business model
========
Sales agent meets a client in London wanting to build a new mobile App
Agent will elicit more exacting requirements
Agent will build relationship with client.
Client pays for a demo, agent will select software development firms to build this
Client approves demo and project begins. Agent takes commission and passes project to software firms to develop
Agent will manage (if required) the project from a client relationship viewpoint.
Answer:
From your requirements, it sounds like you need sales funnel software that can:
– have a webform to collect services request enquiries
– lead vetting feature
– custom fields for additional client information
– ability to get in touch with clients through the software
I’d recommend you consider using Pipedrive and set up in the following way:
– create a sales funnel for each region
– create a webform for collecting client enquiries on your website
– consider integrating PandaDoc ( https://yourlink.to/pandadoc ) if you need deal information to flow into proposals
– use the client messaging feature to send updates on the project
– have an extra pipeline for your sales team to use and keep track of software development.
I recently put together a short course on all the top hosted website builders that you can use to develop your website. The main reason for creating the course was to save people time in evaluating the hundreds of options for developing an easy-to-manage website. Some of my main findings were: You often have to compromise on …
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with …
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …
Sales funnel software for outsourcing firm
Question: Background
========
I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management.
Customers can visit our website will allow for anyone to submit a services request enquiry form.
We act as independent sales, business analysis and PM broker for a number of outsourcing firms based in various counties, Romania, Poland etc.
The sales agents will be independent contractors based in local areas and will build relationships with client and prospective companies to deliver the solution.
If lead vetted and of value then a pre-Sales technical team appointed: Project Manager, Technical Architect, Developer(s), Graphics etc will be formed to assist in the sale. Will create prototypes and demos for client.
We need:
========
A CRM
Sales Funnel
PM Tools to manage the Pre-Sales and client requirements.
Cross country
Ability to add to a centralised software requirements specification – essentially a number of people will define what the client needs, graphics, database schema, technical drawings etc. This needs to be kept online and in one place.
Everything online
Ability to handle commissions and payments online
Typical example of business model
========
Sales agent meets a client in London wanting to build a new mobile App
Agent will elicit more exacting requirements
Agent will build relationship with client.
Client pays for a demo, agent will select software development firms to build this
Client approves demo and project begins. Agent takes commission and passes project to software firms to develop
Agent will manage (if required) the project from a client relationship viewpoint.
Answer:
From your requirements, it sounds like you need sales funnel software that can:
– have a webform to collect services request enquiries
– lead vetting feature
– custom fields for additional client information
– ability to get in touch with clients through the software
I’d recommend you consider using Pipedrive and set up in the following way:
– create a sales funnel for each region
– create a webform for collecting client enquiries on your website
– consider integrating PandaDoc ( https://yourlink.to/pandadoc ) if you need deal information to flow into proposals
– use the client messaging feature to send updates on the project
– have an extra pipeline for your sales team to use and keep track of software development.
I hope this helps narrow down your search!
Related Posts
Why be a Weebly Designer in Australia?
I recently put together a short course on all the top hosted website builders that you can use to develop your website. The main reason for creating the course was to save people time in evaluating the hundreds of options for developing an easy-to-manage website. Some of my main findings were: You often have to compromise on …
What the best software for creating webforms that send info to my project management software?
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with …
What software should I use to build an online property development database?
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
What is the best reusable checklist software?
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …