My name is Rodrigo, and I am the VP of Product and Osmos founder. I have created this "Getting Started" guide to give you a path on how to start with Osmos CRM.
Let me start by defining the difference between a lead and a deal:
Lead definition: A lead, also known as a potential customer or prospect, can have slightly different interpretations depending on the context. In simple terms for us, a "lead" refers to a person to whom we want to offer something, typically a product or service.
Deal definition: A deal refers to a specific sales opportunity or transaction between a business and a lead. A deal typically progresses through various stages in a sales pipeline, starting from the initial contact with a lead and concluding with the successful closure of the sale.
I am confident that if you follow these steps, you will understand how simple it is to use Osmos CRM for managing your leads. Grab a piece of paper and let's start.
1. Define your sales pipeline on paper
IMPORTANT: Don't skip this step. If you don't set up your sales process and define your sales team's activities, how can you work with your prospects?
Sales pipeline definition: A sales pipeline is a step-by-step process that helps your business manage and track deals from start to finish. It allows you to visualize and organize your deals, helping you understand where each potential customer is in the sales process.
How do you define your sales pipeline?
Grab a piece of paper and define your sales pipeline if you haven't done it yet.
Identify stages: Define the different stages your customers go through, like "Prospect," "Qualified Lead," "Proposal Sent," "Negotiation," and "Closed-Won." To each stage assign a color.
Define criteria: Determine specific criteria for a customer to move from one stage to another. For example, a "Qualified Lead" may need to provide contact information and express interest.
2. Make a list of activities performed by your sales team
Activities refer to the various actions and tasks performed by sales representatives when working with prospects and deals. These activities are logged in CRMs to enhance customer satisfaction and increase sales opportunities.
Here is a list of the most common activities carried out by other businesses:
Appointment
Phone call
Demos
Email
Meeting
Trip
Quote
Follow-up
Notes
Take the same piece of paper and make a list of the activities that your team performs.
3. Set up your sales pipeline
This sets the stage for effective sales management.
Learn how to set up your sales pipeline.
4. Create the list of activities
This helps your sales team make important annotations about the deal.
Learn how to create sales activities.
5. Add Widgets from the Dashboard or Module
The widgets are designed to assist you in evaluating your sales and members' performance. They offer a diverse range of reports and graphs that provide practical insights into how your business is performing.
You have the flexibility to apply different filters within these widgets to present data that corresponds to various timeframes.
Some of the filters are:
Current month
Last month
Last 3 months
Last 12 months
You can set default filters for widgets, customize timeframes, and save them in the widget for quick access.
To add widgets to your dashboard, click the "+" sign
To add widgets from your Member Profile, click on "Add Widget" within the appearance section
Learn how to add widgets to the lead module.
6. Add your email to Osmos
Add your company email to the CRM, so you can automate follow-ups and keep tabs on all the important conversations.
Learn how to add your email to Osmos.
7. Add your team to Osmos
Rally the troops by inviting your team to join your workspace and collaborate towards your sales goals.
Learn how to invite team members to Osmos.
8. Add your first "Contact"
A "Contact" refers to the client or person who serves as your main point of communication for a sale. Contacts are essential for creating leads, deals, and quotes.
Learn how to create a contact in Osmos.
9. Convert the contact into a "Lead"
In Osmos, a lead can be understood simply as a "Contact" that is marked as a lead to make it accessible within the lead module.
Learn how to create a lead in Osmos.
10. Add a "Deal" to the "Lead"
A "Deal," also known as an "Opportunity," is a key component of a CRM and serves as the foundation for making a sale. When a prospect is generated, one or more deals are assigned to it and managed through various stages in the sales process with the goal of closing the deal and achieving a successful sale.
Learn how to add a deal in Osmos.
11. Record an "Activity"
Learn how to record an activity in Osmos.
12. Update the "Deal Stage"
Learn how to update the deal stage in Osmos.
