Some companies record new opportunities like they used to, on a whiteboard or even a piece of paper. These methods are obsolete. Important details go missing with that approach. One needs the correct tool, one that captures all relevant information about your leads.
Daylite offers all the tools to achieve this. The follow-up and optimization of your sales processes starts with entering your leads as Daylite opportunities.
This article covers:
- Creating new opportunities
- Entering relevant details & categorizing your opportunities
- Saving a person's role
Creating new opportunities
Not following up with your leads can cost you money. Opportunities capture new leads so that you can save all relevant information and make new deals.
About Daylite on macOS
The easiest way to capture a lead is by creating a new opportunity by clicking +New. This icon changes depending on the Daylite section currently being displayed. Click All Opportunities or My Opportunities and select +New Opportunity to create one.
In other areas of Daylite, click the dropdown menu arrow next to the +New button and select +New Opportunity.
About Mail on macOS
Be it a reply to a marketing email, an online form or after handing over your business card, emails are a great and simple way to start a new business relationship. Daylite comes with the Daylite Mail Assistant (DMA) which is a plugin for Apple Mail on macOS. It allows you to create and link Daylite objects straight from your email inbox and link them to the email.
About Daylite on iPhone and iPad
You're not always at your desk and the iPhone and iPad versions of Daylite help when on the go.
Opportunities you create or edit on these devices are synced back to your other devices making sure you always have the latest information to work with.
To create a new opportunity:
- Navigate to Objectives
- Tap the + in the top right corner
- Tap New Opportunity
Entering relevant details & categorizing your opportunities
Opportunity basics
Daylite offers many fields to populate with data. Only capture what you need at this moment today. Use additional fields when necessary further on in the sales process as you receive more data.
Every opportunity should have a name, start date, estimate and details. Maybe you'd also like to add the forecasted close date and then create an estimate to track the total of the opportunity.
If you want to log additional information when creating or editing an opportunity, click add field to add the desired field into the editor. See the sections on custom fields and forms belwo for more details.
| Would you like to add the same field again? Add it as a default! Open Daylite -> Preferences and click Edit Masks. In the opportunity section, mark the checkbox for the corresponding field. |
Custom Fields
Custom fields give you more flexibility for your opportunities. With 12 additional fields and 4 extra date fields for opportunities you can choose what data to record.
- Navigate to Daylite > Preferences > Custom Fields
- Go to the opportunity section
- Add the names of all the fields you require
You can now access these fields in opportunities by adding them via the add field button.
Use forms as custom fields
Another way of adding fields to opportunities is by linking Daylite forms to it.
Estimates
Estimates are one way to represent the entire total of an opportunity. This can be used for internal reporting. You can also easily send a PDF version to the client.
- Inside your Daylite opportunity, navigate to the Estimate section
- Click + to add a product or service
- Adjust quantity, discount etc as needed
If you now check the Details & Activity field you see that the total amount matches the estimated sum.
| Do you often use the same client specific product or the same service? Add them as product or service in Daylite -> Preferences -> Products and Services . |
Class your opportunities
After recording the basic details it's time to class your opportunity. Daylite is different from other CRM-systems with its functionality to let you classify opportunities. With categories and keywords you can sort, filter and segment opportunities.
This way you can trace which approach leads to success, you can then optimize your processes to further your profit and close more deals.
Opportunity categories
A category is the most important classification for opportunities and only one can be assigned at a time to the opportunity. You need to plan ahead how you want to structure your categories.
Here are a few examples on how to categorize your Daylite opportunities:
- Product or service
- Personal Coaching
- Group Training
- Presentation
- Type of contact
- Potential
- Client
- Contact Source
- Email Marketing
- Trade fare 2021
Opportunity keywords
Keywords are a more flexible way to organize opportunities. Opportunities can have multiple keywords.
Here are a few examples how you can use keywords to organize opportunities:
- Type of client
- VIP
- Repeat customers
- Family / friend
- Purchase Preferences
- Additional Photographer
- 2-week coaching
- 2 bedrooms
- Specific marketing campaigns
- 10% off for recommending
- re-targeting ads
To add a keyword, click + next to the word keyword and enter the keyword.
People roles in opportunities
When you start linking additional people to an opportunity, start with your team, for example the CEO or other employees. Then, add your clients and assign them roles like decision maker or IT contact. When reaching out to the client the next time you'll know who you need to speak with at any given time.
After adding all relevant details, having classed the opportunity and having adjusted all roles, please proceed and save your opportunity.