The BIS Platform - Tip of the Week #6 - Sales Pipeline

Welcome to our 6th weekly tip for users of The BIS Platform. This week's tip is on how to use The BIS Platform to identify, track and manage your (and your team's) pipeline to achieve more successful outcomes.


Key features of the Sales Pipeline include:


Logging and tracking the progress of New Business Cases through the various stages.


Analyse your pipeline by way of product type, provider, status, source, value and certainty.


The ability to manage the new business process effectively and efficiently negating the need for cumbersome spreadsheets.


Extensive reporting on current and completed cases for you and your team.


Please click here to view a guide on how to use the Sales Pipeline.

Previous Tips of the Week

Week 1 - CP116 Link for your website

Week 2 - PEPs Screening

Week 3 - Policy Alterations

Week 4 - Letter / Report Templates

Week 5 - Email Merge / Client Newsletters