Author Archives: admin

Managing a Complex Sales Process

Presentation Transcript: managing a complex sales process basic sales funnel leads -> sales funnel -> orders complex customer needs => complex sales process a typical process requirements map solutions budget costs configure solution proposal order complex sales process => workflow model workflow model milestones – progress indicators – work hand-over points – business rules roles […]

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The Ideal Sales Pipeline Value – solution selling expert’s view

What is the ideal number of opportunities that we should have in our sales pipeline? If there are too many, we run the risk of not having enough time to devote to them all, and if we have too few, we may not achieve achieve our sales targets. CJ Warstler, Director – Sr. Consultant, Sales […]

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Managing Business by Remote Control

Business owners and managers usually spend most of their time managing their operations to make their businesses work. Business scalability is compromised to maintain cash flow. The most difficult challenge of the business owner or manager is to create free time – to work on strategies to scale the business, or to just enjoy the fruits of labour. […]

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How to: Add note

Notes are general updates on opportunity. Notes can be created by executives and by system itself. To create a new note you should be on the project page for which you want to add a note. For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project […]

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How to: Update appointment

After the appointment is completed you update appointment created in On2Biz. This can be done in simple 2 steps. 1. List all appointments. 2. Update appointment. Step 1: List all appointments pending. To list all appointments pending click on “Scheduled Appointments” and you will get a list of all the appointments pending. Following is the […]

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How to: Create Task

How to: Create Task To create a new appointment you should be on the project page for which you want to create a Task. For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project. Click on Activities link from Quick Navigation Link. […]

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How to: Update task

After the task is completed you update task created in On2Biz. This can be done in simple 2 steps. 1. List all tasks. 2. Update task. Step 1: List all Pending Tasks. To list all Pending Tasks click on “Pending Tasks” and you will get a list of all the tasks pending. Following is the […]

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How to: Create appointment

To create a new appointment you need to be on the project / company page for which you are planning. To search for a project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project. Click on Activities link from Quick Navigation Link. You will […]

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How to: Update project / opportunity milestone

How to: Update project / opportunity milestone You need to perform 2 steps to update a project / opportunity milestone. Search for project / opportunity. Open and Update. Step 1: Search for project / Opportunity. A Global Search facility is available through out On2Biz which can be used to search any object in On2Biz e.g. […]

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How To: Add a new sales opportunity

How To: Add a new sales opportunity This tutorial steps through creation of a new sales opportunity in On2Biz. It assumes that you have an On2Biz account and know how to login to your account. Step 1: Select the Workspace Tab in On2Biz Step 2: In the workspace menu on the right, select the sales […]

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