Month: September 2020

Saleswah CRM customization

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The evolving face of Saleswah CRM customization

We allow our customers (Who is Saleswah for? ) to login and use the software for free for a fortnight. So, it is not often understood that what you see is just one “flavour”. Something that showcases some of the best features of the software but hides perhaps just as many.

Does that mean that you get a “hobbled” product? No. All it means is, if there is something you need and don’t see it upfront on the product on the web- the one you registered and logged in to- ask. Pick up the phone or drop us a mail.

You will be surprised. Saleswah CRM customization can create a product that is surprisingly close to your needs.

Saleswah CRM customization 1
As a user you define what features you need and what you don’t

We have customized Dashboards, added large work-flows, hidden large parts of the software away. And done it in less time and with less effort than we ourselves thought it would take.

All this while keeping the core product intact. Yes, sometimes it does result into “stress-testing” the software but we are happy to report Saleswah has so far stood up to the stress well.

The other work we have done on Saleswah has been in creating totally custom mobile app UI- to handle totally different work.

CRM customization on mobile app UI

Mobile app sales dashboard
Saleswah CRM customization 2
Saleswah CRM customization 3
Saleswah CRM customization 4

Some of the customization work ends up being not so custom- after all. They become mainstream. For instance the work we did in creating a calendar at a client request has now ended up in the main product.

The next step to CRM customization

When we think CRM configuration or CRM customization, we think adding features. We thought different. We decided to give you the option to start small.

CRM customization

Across both our sales and service CRM platforms, we have now made it possible for the customer account admin to select the menus that she wants and hide the others. Of course she can add them back whenever she wants.

Take an example. Let’s say you are going to use the sales CRM and you want to ease into implementation by doing some basic stuff first. So, you DISABLE advanced features like quotes, proposals and marketing campaigns but retain features like account, contacts, deals, tasks etc.

Why are we doing this? Because, we found in our experience, the customer teams that started small, had a much smoother implementation curve. The new CRM customization flow is live for all registered users, new or existing. If you have yet to see Saleswah CRM in action, the time to do it is now. Register for a trial account to test drive Saleswah CRM, today.

Simplifying the Deal qualification algorithm

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The latest update to the Deal Qualification algorithm

We periodically update the deal qualification algorithm to make sure you and your sales team constantly focus on the high value opportunities. The deal qualification algorithm is how Saleswah automatically classifies a deal as either Lead (early stage), Prospect (active follow up), Warm deal (this is the stage where your boss has gotten interested enough to start following up with you!) and Hot Deal- about to close and soon!

We wrote a post long back explaining the logic. It was called the Sales Funnel Stages. Look it up.

The deal qualification algorithm is our way of keeping you honest! It is our cold hard look at the deal progress. It is Saleswah’s internal algorithm which evaluates the deal progress. Based solely on the information captured. And it gives a score. That score tells you whether the deal is an early stage lead or progressed enough to be called a prospect or is a “hot deal” – about to close in your favour and soon.

You may like the score or dislike the score. You may choose to discount it or believe in it. But there is a very good reason to not disregard it. Its judgement is consistent across all sales people in your team. It has no bias.

The deal qualification algorithm is not made public

There is also another matter. The deal qualification algorithm is our secret sauce and we do not publish it. We might share a broad outline of the logic with some clients- but, we do not share the entire logic. This is simply to ensure that no one “games” the logic.

You see, we think the sales team’s job is to sell. The sales team best does the job by focusing on a target and following up on the opportunities. Saleswah should simply help in any way it can. If the sales team knows the deal qualification algorithm, they tend to second guess the outcome and log the answers that they think the machine is looking for.

We changed the algorithm

It is no secret that we count the activities and give different weight-ages to them. We added more activities to the “basket”. We also tweaked the formula. There are more factors in calculations as well.

Your team should see more hot deals in the funnel- as a result of the re-classifications that the change in algorithm has brought about.

We understand that some of you want more information on how the deal scoring algorithm works and in fact want more control on it- even modify for your own use. To all of you, we say- all in good time.