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.
One reason is because there are more tools available to create online marketplaces. For single-sided marketplaces, people can use Shopify, BigCommerce or WordPress (with plugins). For two-sided marketplaces, people can use Sharetribe, WordPress (with plugins) or hire developers to create their marketplace. Other factors include: The costs are getting lower Shows like Shark Tank & …
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
The #1 Freelancer Management System You’ve made the plunge and have decided to outsource some of your tasks to local or offshore freelancers…but you’re stuck trying to figure out how to manage people who aren’t in your office. Maybe you’re using email, Skype, Slack, Asana, Trello, Dropbox and a whole bunch of tools to get …
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 are there so many new online marketplaces popping up?
One reason is because there are more tools available to create online marketplaces. For single-sided marketplaces, people can use Shopify, BigCommerce or WordPress (with plugins). For two-sided marketplaces, people can use Sharetribe, WordPress (with plugins) or hire developers to create their marketplace. Other factors include: The costs are getting lower Shows like Shark Tank & …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
Need a freelancer management system?
The #1 Freelancer Management System You’ve made the plunge and have decided to outsource some of your tasks to local or offshore freelancers…but you’re stuck trying to figure out how to manage people who aren’t in your office. Maybe you’re using email, Skype, Slack, Asana, Trello, Dropbox and a whole bunch of tools to get …
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 …