What is a Deal?

In CreamSoda, a Deal is like a potential sale or business opportunity that you track in your sales system. Think of it as a project where you’re working toward selling a product or service to a customer. Deals are set up to help you monitor and guide every step of this process, from the first conversation with a potential customer to the point where they decide to buy or not.

Key Points about Deals

Here’s a quick summary of what a Deal represents in CreamSoda:

• Sales Opportunities: Deals are possible sales that you hope to turn into actual business. They show who you’re trying to sell, what you’re selling and how much.
• Other Names: Deals are sometimes called "Opportunities" or "Potentials" because they represent a chance to make a sale. In CreamSoda, you have the option to rename the Deal section to any other name you prefer. For example, if you are in Real Estate, you can rename this section to "Properties". If you are in health care, you can call this "Appointments".
• Progress Through Stages: Deals go through different steps, or stages, in your Sales Pipeline. This pipeline shows where each Deal is, whether it’s just beginning, in the middle, or ready to close. It helps you stay organized and focus on closing each sale.
• Revenue Forecasting: Sales teams can use their active Deals to estimate future revenue, which is helpful for planning and setting goals.

How Deals Connect to People and Companies

In CreamSoda, you can link each Deal to specific People or Companies, allowing you to see all related information in one place. Here’s how it works:

• Centralized Information: When you open a Deal, you’ll see a complete view of all the relevant People, Companies, and any linked activities, emails, notes, or tasks. This centralized layout keeps everything about that Deal in one place, ensuring you have all the context at your fingertips to manage it efficiently.
• Tracking Actions: Every time you log an action related to a Deal—like sending an email, creating a task, or setting a reminder—it’s automatically saved within the Deal record. These updates also appear in the connected Person or Company record, creating a full history of interactions across your CRM. This visibility helps you and your team stay organized, prevents duplicate work, and keeps everyone aligned on the Deal’s progress.
• Sales History Insights: Connecting a Person to a Deal allows you to track that Person’s entire purchase history, including any previous deals, products, or services they’ve bought, along with the prices they paid. This gives you valuable insights into customer preferences, helping you tailor future offers and build stronger relationships with repeat clients.

Managing Deals in CreamSoda

With CreamSoda, you can manage every aspect of the sales process in one place:

• Deal Detail Page: Each Deal has a dedicated page where you can see all activities, emails, notes, and actions tied to it, helping you stay on top of every part of the sale.
• Sales Process Insight: Since Deals are linked with contact information, any update to a Deal also shows up in the associated Person or Company record, helping your whole team stay informed and aligned on customer interactions.

Using Deals in CreamSoda helps you and your team organize, track, and close sales opportunities, so you can focus on building strong relationships and growing your business.