Deal management

Stay in the loop and know your deal stages.

Upon accessing Venio, you’ll see an overview of all deals and their pipelines.
This feature will help you decide on which strategies to employ, and which deals to close first.

deal management dashboard

Proper management of customer and deal data.
That’s how you close deals.

Save contact results, contact names, company names, deal valuation details, and win probability percentages. With Venio, every little detail will place you ahead of your competitors.

deal tracking

Knowing how deals were won is key, knowing why deals were lost is wise.

Upon conclusion of deal management, you may input reasons as to why some deals were missed and won. Venio will compile these cases as reference to ensure that you’ll never repeat the same mistakes, and most importantly, to ensure that you’ll keep winning.

Know where every deal stands.

With more than 10 deal stages, you won’t miss a single beat.
Venio provides an overview of all deal stages to help you predict outcomes and prioritize deals.

มองเห็นภาพรวมของดีลที่เกิดขึ้น แยกได้ละเอียดถึง 10 สเตจ
พร้อมความน่าจะเป็นในการปิดดีล จัดลำดับความสำคัญ

Label your deals,
make things specific. 

Adding labels to your deals such as product names and industry types will enable you to filter and search with convenience.

deal label

Link deals to invoices to see a bigger picture.

Upon closing deals, Venio will automatically link closed deals to sales invoices and update your sales target info. Doing so helps your team predict and gauge their sales performance in real-time.

Multiple boards for multiple sales pipelines.

Manage multiple products using multiple pipelines.
Define stages and units to properly measure project sales results.

แตกต่างกันแค่ไหน ก็จัดการได้ด้วย Multiple Pipeline ที่สามารถแยกบอร์ด ออกได้ตามสินค้าที่คุณต้องการ พร้อมกำหนดสเตจและเลือก Unit ในการวัดงานขายได้ตามใจคุณ

Show that you care.
Quickly respond to customer
inquiries using Case Management.

case management mock up
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