01
A funnel with shared definitions
Configure stages and agree on what progress means. A useful pipeline distinguishes initial interest, active evaluation and negotiation.
AT A GLANCE
A sales process that fits your business
When a SaaS sale involves a demo, evaluation and negotiation, your team needs to know where each account stands. A B2B CRM represents that journey and coordinates tasks between meetings. Madflow combines configurable stages, contacts, quotes and reports to manage opportunities and review your sales forecast.
IN YOUR WORKING DAY
What changes in your working day
02
Review forecasts with context
Sales reports support performance and forecast reviews. Keep data up to date so pipeline discussions reflect current opportunities.
IN YOUR WORKING DAY
What your sales workflow could look like
01
An example to bring to your demo
A company requests a demo. Open an opportunity and use stages such as demo, evaluation, proposal and negotiation. Prepare the next task after each conversation and review active opportunities in reports. These names are examples: define the stages and criteria your team actually uses.
02
What to review before choosing your CRM
List your current stages, the data you need and recurring tasks. Check how proposals are created, how your team is organised and what information needs importing. The demo should cover these needs using a specific business example.
GETTING STARTED
How to get started with Madflow
01
Share your process
Explain where opportunities come from, who handles them and what happens after a proposal is sent. This gives your demo a useful starting point.
02
Review the product with your team
Walk through the pipeline, contacts, tasks and quotes using a case from your business. Check what each person needs to do their work.
03
Agree on the scope
Agree on users, stages, starting data and terms before signing up. If you are moving from another tool, also discuss import requirements and the support you need.
A FEW MORE ANSWERS
Questions before you decide.
Does it replace SaaS product analytics?
Madflow CRM is presented as a sales management tool. Product usage analytics, subscription billing and other specific requirements should be confirmed separately. Bring your process and current tools to the demo.
How can I see the product before choosing it?
Book a demo and tell us how your team works. The session is an opportunity to review the product, ask questions and agree on the scope and terms your company needs.
Where can I find pricing and terms?
The Madflow team prepares a proposal after understanding your needs. Ask about what is included, user numbers, setup and support before making a decision.
Let’s see how your team works.
Bring your sales process to the demo. We will review your needs and how Madflow can help.