Pipeline Kanban View

From saying ‘hello’ to client ‘sold!’ Our pipeline view is made for turning possibilities into profits with a dash of flair and a sprinkle of charm!

Sales Pipeline is the Heartbeat of Operations

Any successful sales operation is built on the sales pipeline, using which one can track daily progress. A structured framework for enquiry nurturing and managing the enquiries from beginning to end is a dream of every company. It’s significance stems from its ability to ensure transparency, offer visibility, and monitor the enquiries' progress in real time. By providing the sales team with discrete phases, a sales pipeline helps find bottlenecks, optimise workflows, and speed up the sales process. Apart from operational prospects, the sales pipeline also helps in building a better customer relationship. It helps sales representatives give tailored experiences, timely follow-ups, and stronger relationships with existing customers and prospects.

Uncover A Tool for Managing Sales

Expect more from your CRM, organise and stay on top of your enquiries, quotations, and bookings. Visualise the number of open enquiries, status of each enquiry, distribution of enquiries amongst sales representatives, and more through moonstride’s visual pipeline view.

Process Optimisation

Discrete stages of a workflow help sales representatives in identifying bottlenecks and focus on improving them. It helps them in allocating tasks to relevant colleagues at each phase of the process, streamlining the process and ultimately increasing the productivity.

Drag-and-Drop Navigation

Drag and drop navigation enhances usability and efficiency by allowing users to interact in a flexible manner. Move your enquiry, quote, and bookings across your sales pipeline with a simple drag and drop, like organising your filing cabinet!

Sales Activities and Follow-Ups

Throughout the sales pipeline, consistent and proactive follow-up is essential to keep prospects engaged, address all the concerns, and move bookings forward. Schedule and collaborate on tasks, activities and meetings with your team and customers. Make quick notes from the pipeline screen against every enquiry, quote and booking.

Diversified Filters

Filters allow users to control and view the enquiries based on specific criteria such as source, industry, owner, etc. Channel your team’s efficiency on enquiries requiring your attention with moonstride’s diverse filters.

Use moonstride’s Sales Pipeline - Move Quicker, Stay Aligned, and Increase Conversion

moonstride’s sales kanban pipeline is the one of the key features for operations and sales through each stage of the booking journey. From the initial spark of “hey I want to visit this place” to the final booking confirmation, our pipeline gives an overview of every interaction with precision. If you picture a dynamic storyboard where enquiries transform into delighted travellers, each card representing a step closer to their dream adventure. Whether it’s nurturing existing relationships, making bookings, or celebrating conversions, our kanban pipeline is your ultimate travel companion.

Turn “Maybe” into “Definitely” with our intuitive sales pipeline!

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Frequently Asked Questions

What is a Sales Pipeline?

A sales pipeline consists of multiple stages that reflect the progression of a sales opportunity. A sales pipeline provides you with an overview of your leads or prospects in your sales cycle, a visual representation of the stages and steps involved in a sales process. It outlines the journey a potential customer goes through from initial contact with a company or salesperson to becoming a paying customer. The pipeline serves as a framework for managing and tracking sales opportunities and helps sales teams organise their efforts to drive revenue.

What is a Kanban View?

Kanban view is a visualisation method used to manage and track the progress of a work flow or enquiry.

In our Kanban view, enquiries are represented as individual cards or sticky notes, typically organised in columns or lanes that reflect different stages of the customer journey. Each column represents a specific state or status of the enquiry such as quotation sent, balance payment due, completed.

Why is pipeline management important?

There are several reasons why sales pipeline management is important.

It allows sales managers to have a clear understanding of the sales team’s activities, progress, and potential revenue. By tracking the pipeline, they can forecast future sales, identify trends, and make informed business decisions.

Effective pipeline management provides visibility, enables performance monitoring, drives process optimisation, supports forecasting and planning, and fosters proactive opportunity management. It is a vital practice for sales organisations to achieve their revenue targets, enhance productivity, and ensure long-term success.

How do you create and build a sales pipeline?

In moonstride your pipeline is completely bespoke and very simple to create. There are just 3 set modules; Enquiry, Quotation & Booking and you create all the stages in between receipt of enquiry up to confirming booking and further that match your sales workflow. Whether that’s 5 or 50 stages, you can be as broad or detailed as you wish.

Create all your stages of your workflow in moonstride and you are ready to start viewing all your enquiries in your sales pipeline.

How to manage your sales pipeline?

There are multiple ways to manage and update your sales pipeline.

Let’s start with automation. If you have our Enquiry API which comes as standard with our moonstride platform, any lead generated from an enquiry form completed on your website will be added to your enquiry list at the first stage of your sales pipeline.
If a quotation is created for any enquiry, your lead will move to the quotation stage automatically, again this automation takes place if that lead turns to a booking.
You may have received a new enquiry but have requested further information before you can provide a quote. You may have set up a pipeline stage for this in moonstride and your sales representative can update the lead accordingly in the individual lead screen and this will be represented in your sales pipeline view.
In our sales pipeline Kanban view, you have a simple forward drag and drop option letting you update the status of your lead in the sales pipeline overview.

Can I create and assign multiple tasks against an enquiry, quote and booking?

Yes, you can create and assign multiple tasks directly from the pipeline screen itself.

Can I create stages based on my business workflow?

Of course! You can add as many stages as required and map it against either enquiry, quote or booking and the same will be reflected in pipeline view.

What all actions could I perform in the pipeline stage?

User can drag and drop the enquiries across the pipeline stages, they can create tasks and add notes. They can also access and edit the enquiry, quote and booking directly from the pipeline view.

What all filters does moonstride provide in pipeline stage?

Ranging from dates to lead owner, from lead status to source of lead, moonstride provides diversified filters in pipeline stage which helps user narrow down the prospective enquiries, helping them to solely focus on the enquiries relevant to their objective.

Can we get a quick overview of stats of tasks in pipeline?

Yes, the pipeline indicates the task status with colour, providing you with a quick overview of the task’s state.