Deal Journey View – inspired by the customer journey map – showcases the elements of a journey map in a single view. It is the view of a deal that you can see when you open a deal record.
Elements of deal journey view are represented in the form of sales stages, journey tasks, interactions, emotions, queries, and transactional data related to a sale. Deal Journey View also depicts customer interactions that take place following a sale.
Deal Journey View consists of the following components.
The Header section of Deal Journey View displays information about the pipeline a deal is associated with and the sales stage it is currently in.
The Header section displays the following fields and information:
This appears when you have tasks coming up in the near future. You can mark task as ‘Completed’ from here. The task displayed under Up Next are activities of type ‘Task’ and journey tasks of the deal.
In the Activity section, a sales rep can view updates regarding deal engagement and can also track emails and documents shared with contacts.
The Activity section is where a sales rep can view interactions, updates, and alerts regarding a deal. This acts as a notification center, displaying upcoming and overdue activities and a log of all completed activities.
For instance, if a deal is transferred to a different sales rep, he can get insights into the history of the deal by looking at the Activity section. Completed activities include:
To see your choice of updates in the Activity section, you can use Filters and turn off certain alerts.
Under Filters, you can enable or disable updates for the following:
One View provides a 360-degree view of a deal, capturing data distributed across various apps in a single view. This facilitates quicker action by sales reps, providing them with up to date information.
One View data includes information about a deal's related organization and contacts. One View also displays sales transactions such as Quotes and post-sale activities such as project details and cases reported by deal contacts.
For example,
The Items widget displays all revenue line items that are associated with a deal. Using this widget, you can add products or services as line items to a deal.
Journey tasks and other regular tasks related to the deal appear in the Task widget. Journey tasks represent activities that sales reps need to perform in each sales stage, to move a deal to the next stage. These are displayed under the Tasks widget. You can set up journey tasks by going to Main Menu > Sales > Journey Templates, and view other tasks under Main Menu > Essentials > Tasks.
When you create an event and relate it to a deal or a deal’s contact, the event appears under the Events widget in the deal. You can also create an event from the widget, using the + icon.
You can view all your events under Main Menu > Essentials > Events.
The Header section of Deal Journey View displays the total age of a deal and the time spent in each sales stage.
Using this widget, you can display deal insights in the form of a chart, a mini list, or a key metric widget, using deal-related data.
For example,
The Documents widget lists all the documents related to the deal.
By using this widget displayed on a deal, you can link a document present in the CRM, upload a document from repositories such as Google Drive or Dropbox, or create a new document.
All post-sale transactions are grouped under the Sales Ops widget in Deal Journey View.
The widget displays invoices, subscriptions, and other transactions that occur after a deal is invoiced.
The following actions can be performed from the Summary View of a deal: