Prospects and Sales Management

This section lets you manage your sales pipeline: track ongoing projects, draw up quotes, and simulate the cost of a WakaStart offer for a prospect.

When do you use this section?

• You want to track your sales opportunities and their progress
• You want to create a quote for a new prospect
• You need to estimate the cost of a WakaStart project before sending it to a client

Sales dashboard

From the main menu on the left, click Business then Prospects.

The dashboard displays:

• Total number of quotes and their breakdown by status: Created, Sent, Rejected, Signed
• Current year performance: signed amount, sent amount, and weighted amount (accounting for signing probabilities)
• Total commitment: the cumulative total across all years

Managing your sales projects

Go to the Sales section to view and manage your prospect files. Each file has a status: Draft, Active, To follow up, Abandoned, Lost, or Won.

Creating a quote with the estimator

Go to Prospects then Quotes to use the WakaStart pricing estimator. It lets you build an offer by selecting the following elements:

• Starter pack: Simple, Standard, Complex, or Custom
• Monthly hosting with applicable certifications (ISO 27001: +10%, HDS: +15%)
• Application maintenance (TMA): 0, 5, 10, or 20 days per month
• Support: consulting sessions
• Financial smoothing: over 12, 24, or 36 months
• Payment method: SEPA direct debit, monthly transfer, or annual payment in advance

The estimator automatically calculates the total amount and lets you download or send the quote.

TopFlix Academy estimator

A dedicated estimator is available for the TopFlix Academy offer:

Learn more

• Project management
• Billing and credits