sales Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Leaderboard

InsuredMine — Sun, 20 Nov 2022 12:27:49 +0000

In this article, you will learn:

Want to know how your agents are performing? Want to have an updated status of your business growth? You can have a real-time analysis of the performance with an auto-refresh every 3 minutes through our pipeline leaderboard. Leaderboard helps display agents’ performance – winning deals in a dynamic environment, so the team celebrates success together. Agent notifications on performance, goals and achievements, recognition, and watching daily efforts live are advantages of this widget.

How to view the Pipeline leaderboard?

Navigate to Pipelines
Click on the 3-dots icon to view settings
Select Pipeline Leaderboard

Pipeline Leaderboard features – Screen 1

Top Weekly Producers: The total value of deals won by each agent in the current week is displayed in descending order starting with the highest achiever.
Performance overview: The performance overview reflects the total number of deals handled by each agent with the corresponding report of the deals won and lost.
Won deals vs Last Week: This graph shows the entire agency’s analytics relating to deals cards (pipeline cards) won in the current and previous week. The green line indicates the current week, and the orange line indicates the last week. It also shows the deal cards won on a particular day.
Previous Week Production: The previous week’s production indicates the total value of deals won during the last week by the sales team.
Weekly Tracker: The weekly tracker’s speedometer shows the value generated from deals won in the current week in orange and the goal target for the month placed below in white by the sales team. In a way, it also indicates how close the team is to achieve/exceed the goal. Goal target is a cumulative estimated deal value of all agents for the current week. In case the goals are not set, the goal figure will not be displayed.

Individual performance board – Screen 2

Click Next at the top right of Pipeline Leaderboard to view all the agents’ performance ranking.

Note: The play icon at the top right corner allows the system to auto-refresh the data after every 3 minutes.

The leaderboard shows the ranking of all agents with their profile pictures based on their target achievements. The agent names are displayed on the left, and the performance score (Goal & Actual) is displayed on the right side of the leaderboard.

So, Pipeline Leaderboard is the best way to engage a healthy competition within the team and flash the winner. It is ideal for display on big screens.

Enhancement: October 2020

Weekly/Monthly/Yearly View

Agents will be able to view monthly, weekly and yearly views of their sales to give them a comprehensive outlook on their progress and move forward with their goals.

Weekly view:

Just click on the NEXT button to change views

Monthly View

Yearly View

Card count for an assigned agent and who marked it as WON/LOST

Analytics of cards marked as won/lost will be available alongside the agents’ names in all the types of views.

Enhancement: August 2021

Customized Plecto Leaderboard

Users can customize the leaderboard for different Pipelines. The Leaderboard can be based on Week, Month or Year.

Note: Both admin and agent can do the Plecto leaderboard settings change

How to customize the settings of Pipeline Leaderboard?

Navigate to Pipelines
Click on the action button (3 dots) and select settings

Navigate to Pipeline Leaderboard
Select Period- Week, Month, or Year

Select the Pipelines. (Note: you can select multiple pipelines)

Click on Add

The created plecto leaderboard will be displayed below in the table.
You can click on the edit icon to edit or can click on the delete icon to delete it.

If you click to edit, you will get to edit the period and pipelines, once done click on update.
You can also change the position by dragging and dropping.

If you click on delete you will get a warning message asking: “ Do you really want to archive this leaderboard?”
Click on Yes to confirm

To directly navigate to Pipeline Leaderboard click here:

Once the Pipeline Leaderboard opens, you can also navigate back to the plecto leaderboard settings by clicking on the settings icon.

The post Pipeline Leaderboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Restrict Pipeline Access

InsuredMine — Tue, 08 Nov 2022 11:29:07 +0000

In this article, you will learn:

Presenting a clear and relevant view of the data to the agents helps them work efficiently. As an admin, you can restrict access to the agents and assign work modules related only to their line of business.

Use Case:
Suppose one of your agents manages P&C and another one manages Life & health. You can set two separate pipelines (1) P&C for the first agent and (2) Life & Health and limit the access for P&C guy to Life and Health and vice-versa. This way their access is limited and they can focus on their line of business.

How to restrict the Pipeline Access?

Make sure you login as admin.
In the pipelines, click on the pipeline icon to edit a new pipeline as shown below:

3. Enter the details of the first three stages for creating a pipeline, selecting the pipeline category, and enabling the pipeline modules. The 4th stage is the Restrict Pipeline. In this segment, you can enable or disable pipeline access for the agents as shown below. Click save and continue.

Edit Pipeline:

Navigate to the Pipeline’s module.
Then, select a pipeline to edit.

Step 1: Update Pipeline

Update the pipeline as intended.

Step 2: Pipeline Stages

Step 3: Deal Modules

Step 4: Deal Custom Data Fields

Step 5: Pipeline Access Restriction:

Admin can set the pipeline access restriction for the agents whoever he wants.
Click on Update.

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Shared Pipeline

InsuredMine — Tue, 11 Oct 2022 03:37:09 +0000

Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all the staff. This helps to bring visibility to the deal flow and helps initiate collaboration. However, you can always move a deal from a Shared Pipeline to a Private Pipeline. Mentioned below are the steps on how to use a Shared Pipeline and move deals back and forth from Personal to Shared.

Stage/Board Creation: Please use this link

Only the ADMIN is authorized to create the stages on the Pipeline. The stages created will remain uniform for all agents.

Once the stages are created, they will be available on the Pipeline of all users.

Deal-card Creation:

To create a deal-card, please follow these steps:

Click on either of the two “Add deal” buttons on the deal-board.
Fill in the required details and click save.
Deal Card will be created.
Please note: Any deal Card created on the “Shared” Pipeline will be visible to all agents in the agency.
If an agent wishes to move any card to their personal Pipeline from a shareable Pipeline, he can do it by: Logging into his account, selecting the specific card he wants to move, then clicking on the three dots and then selecting the option – Move to Private. Once moved to personal, they can switch from “Shared” to “Private” Pipeline to view the card.
The agent can also assign the same card to another agent.

Please Note: Deals can also be created by an agent individually, on his personal deal board by switching from “Shared” to “Private” and then adding deal cards by following the steps mentioned above.

When a deal card from a Shared pipeline is moved to a Private Pipeline stage, the Prospect contact is created in the Directory, i.e when a card is generated in Shared Pipeline that card may not have a prospect in the contact.
To create a prospect in contact – move a card from shared to private.

For more information on Shared Pipeline – Read FAQ

Warning to add contact in shared card if contact doesn’t exists

When you add a Pipeline card on a Shared pipeline board, without adding a user, the system displays a warning note to add contact in the contacts module. You may enter a Contact Name but if you haven’t selected the contact already existing in your contact list, the warning message appears. You are directed to Add contact screen. After you add the contact, you are automatically positioned back to the pipeline card.

Additional FAQ for Shared Pipeline

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Shared Pipeline – FAQ

InsuredMine — Mon, 11 May 2020 17:56:35 +0000

In this article, you will learn:

Shared Pipeline

What is the significance of the shared Pipeline?

The Shared Pipeline shows any new leads that have come in but have not been assigned to an agent.

What deal type gets added to the shared Pipeline ?

Deals and leads being entered via the web.

Who can add a deal to the shared Pipeline?

Any agent can add a deal in a shared pipeline. Or you can have leads coming in from vendor or web sources populate into the shared Pipeline.

What are the limitations of the shared Pipeline?

Since it is not assigned to an agent, you cannot close a deal. However, you can perform most of the other activities.

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Shared Pipeline shows any new leads that have come in through the web but have not been assigned to an agent. You can move a deal card from the shared board to your personal Pipeline. An Admin can assign a deal card to any agent from the shared board.

You can perform most of the same activities you perform on the personal board.

Learn all about Shared Pipeline

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