Preparing Inperium Sell for launch

Before users can start working with Inperium Sell, administrators have to configure a couple of common product settings. Follow these steps to add first pipelines and products.

This tutorial is meant for Inperium administrators. If you are looking for a regular onboarding tutorial, check out the Getting started with Inperium Sell.

Being an administrator, you have extended permissions and can configure Inperium Sell. To access settings, select Product settings on the left navigation bar. Regular users don’t have access to these settings.

It’s up to you if you want to recreate all the steps in this tutorial or you can just follow along and get acquainted with the product interface.

Legend: I am Jane Doe and I work for imaginary company ‘Sounds of Music’ that is a musical instrument retailer. The company distributes violins, flutes, drums, and other instruments to individual artists, small ensembles, and occasionally to symphony orchestras. The company decided to start using Inperium Sell to improve the sales flow and keep deals accountable. As a senior manager, I have to configure Inperium Sell for the Sales team.

Task 1. Add products

A product is any article or service your company offers. For example, violins or flutes. Services such as renting an instrument or repairing are also considered products as they have a certain price associated with them.

In Inperium Sell, you can create as many products as your company needs. Inperium users can’t add new products themselves. When creating deals and quotes, they’ll choose the products from the list you created for them.

To add a new product:

Jump to the Products page and select Create.
Complete information about a product or service your company offers, specify its name, add an interal index if necessary, price, and cost.

For example, violins, flutes, harps, drums, etc.

Task 2. Create pipelines

Inperium Sell enables you to track the deal progress — users move deals from one stage to another along the sales pipeline. You can learn more about the pipeline concept here. As Inperium administrator, you can add as many pipelines as the company needs. Users will create deals and place them in one of the pipelines you created.

Productivity tip: Consider contacting your Sales team before creating pipelines. Each pipeline represents a certain sales procedure your Sales team follows. Try being precise. Don’t create too many pipelines and add too many stages unless you are absolutely sure you need all of them. Don’t downplay and create a “one size fits all” pipeline either.

To create a pipeline:

Select Create on the Pipelines page, provide a name.
Drill down to the newly created pipeline and select Add a stage: enter a stage name and “win probability”.

For example, imaginary ‘Sounds of Music’ has three distinct pipelines: for solo artists for small ensembles, and for symphony orchestras. The first pipeline is relatively short and simple since most individual musicians are quick to decide while the pipeline for symphony orchestras has more steps.

Now, you are good to go. Time for a short coffee break!