FlatFrog News & Insights

How to Manage your Sales Funnel using FlatFrog Board?

Written by Anders Krook | 20 October 2021

Tracking and managing your Sales Funnel often requires visually painful Excel files and non-intuitive, overly complex sales applications. The new class of Digital Whiteboards offers a complementary option that is powerfully intuitive, visual, adaptable and collaborative.

Uncomplicated, yet effective

Your sales team can spend hours creating pretty Excel documents or filing their online reports. But with a digital whiteboard, they spend only minutes to capture and report, which frees them to focus more on sales and less on complicated reports.

Digital whiteboards are commonly used for Brainstorming, Workshops, Project Management, and everything in between. But they are also perfectly suitable for managing your Sales Funnel.

Creating your first Sales Funnel takes minutes

Collaborative whiteboards, such as the FlatFrog Board, come with tons of templates. Either open an existing template or create your own. With a simple click, you can add sticky notes or text.

Managing your whiteboard takes…well…seconds

Populating the board is intuitive and fast. Once you have added the list of Prospects, Intro, Negotiation, Win and Lost, you can also add priorities using the built-in emoji library. And adding images is easy using copy/paste.

Invite others to contribute

The Sales Funnel can be set for individuals or teams. Collaborative whiteboards support remote login that allows the host to invite other participants to join and contribute before, during or after the meeting.

Hybrid teams

With teams working in the office and remotely, hybrid online whiteboards such as FlatFrog Boards function on large InGlass™ displays in the meeting room or on personal laptops. Teams can work separately or together from any location and time zone.

Summary

  • Intuitive
  • Visual
  • Adaptable
  • Collaborative
  • Hybrid Teams

Collaborative whiteboards complement, or potentially replace, overly complicated spreadsheets. They are intuitive to use and powerfully visual, which eliminates ambiguity. The online whiteboards are highly adaptable, taking only seconds to reflect changes. Finally, hybrid whiteboards such as the FlatFrog Board are equipped with collaboration capabilities, enabling the entire Sales team to work together on the same board, whether they are physically onsite or remote.

FlatFrog

FlatFrog is a provider of free online whiteboards (app.flatfrog.com).

FlatFrog has also designed patented InGlass™ touch display technology from the ground up, providing the best pen and touch input to mimic the intuitive feeling of a dry-erase board. InGlass™ touch displays are available through our partners, including Dell, Google, Samsung, SMART, Sharp, Ricoh, Avocor, CTOUCH and more (www.flatfrog.com/partners).