Flow Screen

An introduction to the Handle Flow Screen.

Introduction

Flow Screen is a new approach to CRM interface design that gives your team access, provides automation, and drives follow-up across your entire sales process from one screen.

Whether you are managing parts of your pipeline in external systems, or have all your leads and quotes totally inside Handle, Flow Screen allows you to bring the entire process into one screen configured for your business needs.

The Basic Idea Behind Flow Screen

• The Flow Screen consolidates your entire sales process together into a single screen using configurable layouts that reflect your systems and sales process
• From leads, to quoting, inventory to costing, everything for your pipeline can be managed from one centralized place
• Flow Screen links data across processes, so manual process checks, double entry, and errors/omissions are greatly reduced
• Combined with other new Handle workflow capabilities, Flow Screen is an essential part of deploying a paperless process for your business 

Flow Screen lets your team:

• See everything to manage the sale in one view — leads, quoting, inventory — any tool your team needs at any point in the process
• Link and add items without manual entry — easily search and link equipment records or any other system with our in-screen search feature
• Perform any task from inside the Flow Screen — like create quick quotes and POs, log calls, request pool funds, or search inventory and trade-ins
• Comment and collaborate from inside the Flow Screen with automatic time stamping, notifications with @ mentions, and built in voice recognition
• Speed up common tasks like recording and scheduling calls with configurable, single-click actions from comments
• Access external systems to view leads, quotes, assessments, etc. from any external system
• Focus on only what matters to the sale with smart search filters, tiles, automated process checks, conditional field rules, and next-step automation

Get started with Flow Screens

Setting up advanced features like Handle’s Flow Screen requires us to work with you to develop the best configuration for your business. Through our Process Workshop, we identify key actions, information, and best practices that are essential to your growth and develop a custom configuration strategy for your Handle installation. 

To schedule a complimentary assessment to discuss how Handle can shrink the complexity of your business, contact us today.

Also new in Handle

Handle’s Deal Assembler Features

• Automated data transfer
• Rules based form consolidation
• Single click deal packet creation

• Reduces data entry by 75%