Here are a few tips for you to use Opportunities or Sales Leads to make an impact on your business.
Use opportunities or sales leads to give incentives to (employees who are) sales owners.
Example: Offer higher cuts to the sales owners for newly launched products or services. This would mean that if a sales owner is able to sell a new product such as a new hair color or a new service such as say liposuction, then offer higher commission to such a sales owner.
Similarly, offer higher cuts to the sales owners when they are able to sell a higher tiered membership such as a Platinum Membership or when they are able to sell high-end packages.
Important: Zenoti does not support rolling out such an incentive plan for sales owners. This is merely to give you an example of how you can encourage your sales team towards higher conversion rates of sales leads.
Use reports to get insights into your business and gauge where you can generate more opportunities.
Example: Suppose you generate Sales reports for services, products, packages, and memberships, you will understand which segment is fetching you maximum revenues. From these reports, you may gain the insight that the packages are the biggest revenue earners; your organization can then focus on creating more opportunities from packages.
Import your previous sales leads into Zenoti to track and try and convert them into sales if you have recently moved to the Zenoti platform.
Diligently record the changing status of an opportunity.
Example: Mark an opportunity as Active - indicating that the Lead has shown interest in a package, membership, service or product and then use the Follow-Up date (from Reports) and then again mark the opportunity as Won or Lost depending on if the prospect bought anything.
Actively focus on the Opportunities Pending Follow Up Daily Report - Center Managers can use this report to check how the sales team is doing and if there are any slip-ups. Seeing this report, Center Managers can follow up with Sales agents and alert them about follow-up calls that need to be made.