News Deals Sources Field and Reports: find your best sales acquisition channels!

News Deals Sources Field and Reports: find your best sales acquisition channels!

sales-sources-report

Want to know which are the most important customer acquisition channels and how to create more effective sales workflows? We’re excited to introduce you the possibility of adding a “Deal Source” field to each of your deals and to visualize the results in a brand new Deals Sources Report section on our web app!

The Deals Sources field

Now in your Deal page you have a new field to fill in: the Deal Sources field, where you can add how you obtained that lead. Was it from your website, or because an old customer referred you?  As you begin adding deal sources to your Sellf deals, you’ll start to assemble an invaluable data set for tracking where your qualified leads are coming from.

The Sales Sources Report

Then, in the Sales Sources Report section in our web app, you will be able to see the team’s source distribution across all your pipelines. You can filter by Area and adjust the date range to see how the distribution of your deal sources changes. And more visual reports are coming soon, stay tuned!

How to add the Deals Sources

To manage available Deal Sources in your Sellf account, go to Settings > Deals > Sources.

SettingsSources

From this tab, you can activate and add the new deal sources or edit current ones. You can manage your Deal Sources also from your iPhone or iPad. We already generated a few default sources for you so that you can jump start your deal source tracking in a snap, e.g.:Newsletter, Referral, Website and Word of mouth. Remember that only the administrator can customize the deals sources.

Knowing which sources convert is the only way to better focus your budget and efforts on activities that really convert. Don’t miss this chance any more!

Our new sales sources reports are available only with Sellf Business. If you haven’t subscribed yet, you can activate your FREE 14 days trial by clicking here.