Full tour of Pandy

Transcript

The video is narrated in Spanish.

1. 0:00Welcome to Pandy. We'll show you around in minutes.
2. 0:04Create your free account with Google, with Microsoft, or with your email and password.
3. 0:11This is your dashboard: recent activity, upcoming appointments and quick actions to get started.
4. 0:18In Clients you see each one with their contact and stage.
5. 0:24You can import your list, and their purchase history too.
6. 0:29Or add a client from scratch: name, email, phone and main contact.
7. 0:37When the list grows, filter it by overdue follow-ups, life cycle, industry or name.
8. 0:44Every client has a record: stage, lifetime value and contacts.
9. 0:51And in tabs, their full history: interactions, sales, appointments, invoices and quotes.
10. 0:59You decide when a client becomes inactive.
11. 1:05In the pipeline you drag each sale to its next stage, and the forecast recalculates.
12. 1:12Creating an opportunity takes seconds: client, estimated amount, stage and expected close date.
13. 1:20You can view the sales pipeline as a report or as a timeline.
14. 1:26The timeline shows when each sale moved forward, or whether it stalled.
15. 1:32When you open an opportunity you save the stage details and create its quote.
16. 1:39When it closes, you mark it won or lost. If it's lost, you record the reason.
17. 1:46Insights brings your key numbers together, with filters and Excel export.
18. 1:52Compare what you won each month with what was forecast.
19. 1:57See how many sales are in each stage, and how much you won or lost.
20. 2:03Track your active and at-risk clients, and their value over time.
21. 2:09And compare each salesperson's results.
22. 2:14In Appointments you keep your schedule, and you can share your calendar.
23. 2:20Scheduling is quick: title, client, date and time, and it's on your calendar.
24. 2:26All your quotes, each with its status.
25. 2:31Build a quote with your products. Pandy calculates the tax and the total.
26. 2:38And most important: send it from Pandy. You choose who gets it, it goes out with the PDF attached and is marked as sent.
27. 2:48Your product catalogue feeds your quotes, with prices.
28. 2:53Invite your team by email and give each person a role.
29. 3:00Choose whether everyone sees everything, or each salesperson sees their own.
30. 3:05Connect Google Calendar, Outlook and Calendly to sync your appointments.
31. 3:11Upload documents for the business or for a client and keep them at hand.
32. 3:17In Settings you adapt Pandy to your business: name and logo, opening hours and currency.
33. 3:24Turn on only the modules you use.
34. 3:29Define your own loss reasons.
35. 3:34Adjust the pipeline stages and their probability.
36. 3:39And add custom fields per stage, even required ones to move forward.
37. 3:46Pandy. Your whole business in one place. Start today.