Pomio Insights
Articles on pipeline hygiene, deal fields and follow-up habits that keep a shared sales pipeline honest. Answer-first, from Pomio CRM.
Only when the branch buys, decides or is invoiced on its own. Otherwise keep one company record, store the locations on it and link contacts to the right site, so ownership, deals and reporting stay clean.
Yes. Record the monthly or yearly recurring value and the one-off value of a deal separately, agree how the deal amount is calculated, and report both, so forecasts, targets and commission do not mix setup fees with subscriptions.
Mark a CRM deal as won when the customer has made a binding commitment, such as a signed contract, an accepted quote or a purchase order, not at a verbal yes and not when the invoice is paid. Use the commitment date as the close date. Pomio CRM counts won deals on the scoreboard per period.
For most SMEs, yes: calculate commission from the won deals in the CRM instead of a separate spreadsheet, so rules, splits and corrections stay in one place. It only works when deal data is clean. Pomio CRM has commission rules, deal splits, statements and corrections built in.
Archive the old contact on the old company and, if the person still matters to you, create a new contact at the new employer. Moving the record drags history to the wrong company. First hand over open deals and tasks. Pomio CRM keeps contacts linked to companies and archives instead of deleting.
It depends on what the name is for, but for most SMEs: the trading name customers use as the record name, with the legal name and registration number kept on the same record for quotes and contracts. One company record per legal entity. Pomio CRM links contacts and deals to that record.
Yes. A fixed pattern such as company, what is being sold and, for recurring work, the period makes deals easy to find, compare and spot as duplicates. Keep amount, stage, owner and dates out of the name, because those belong in fields. Pomio CRM links deals to companies and searches them live.
Yes. Agree how quickly a new lead gets a first real reply — for example within one working day — and make it a dated task for one owner. Without a deadline, fresh leads cool off in the shared pipeline. Pomio CRM keeps owner and tasks on the lead.
Yes for material changes. When the deal amount moves mid-pipeline without a short note, the forecast and weekly review lose the story — discount, scope cut or upsell. Tiny rounding can be exempt. Pomio CRM keeps amount and notes on the same deal.
Yes by default. Each pipeline stage sets a default probability; when a deal moves stage, probability updates to that default. A salesperson may override with a short note when the stage default is clearly wrong. Pomio CRM keeps stage, probability, forecast category and notes on the same deal.
Yes, when a deal jumps forward past a stage that has exit criteria. Moving one stage forward with the criteria met needs a note; skipping a stage needs a named approver and a short reason on the deal. Pomio CRM keeps both on the deal record.
Yes. When a deal is marked won, create a dated handoff task for a named owner in delivery or customer success, with the primary contact, agreed scope, start date and open items. Without it, won deals fall into the gap between sales and delivery. Pomio CRM links the task to the won deal and the contact.
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