From registration to your first organized sale in Noobstron.

Before you start

Noobstron was designed to connect information that is usually scattered across spreadsheets, calendars, email inboxes, WhatsApp and different systems.

You do not need to configure every feature on the first day. The best approach is to build a simple and reliable foundation and evolve as your team starts using the system.

Configure your company

The first step is to make sure the workspace correctly represents your organization. This information helps Noobstron prepare the environment for your operation.

Review the main information

• Company name.
• Country of operation.
• Primary language.
• Business segment.

The segment helps provide context for the type of operation, while country and language influence the experience presented to users.

Build your team

After configuring the company, add the people who will actually participate in the process.

Separate user accounts make it possible to identify owners, control permissions and maintain a history of actions performed.

Start with the people who need access

• Administrators.
• Sales managers.
• Sales representatives.
• Customer service.
• Other required team members.

Organize your customers

Customer records are the foundation of relationships inside Noobstron. This is where important information stops being scattered across different places.

Centralize the context

• Main customer information.
• Contacts.
• Phone numbers.
• Email addresses.
• Addresses.
• Relationship history.

The better organized the customer record is, the easier it becomes to understand who the customer is and what has already happened in the commercial relationship.

What if I already have many customers?

Instead of entering them one by one, use the import process to bring existing data into Noobstron in an organized way.

Create your sales pipeline

The pipeline represents the stages an opportunity goes through until closing.

There is no universal pipeline. It should represent your company’s real sales process.

Organize your leads

Leads represent potential customers who are still being identified or qualified.

Recording the source and status of these contacts helps your team understand where opportunities come from and which ones deserve attention.

Some possible lead sources

• Website.
• Referral.
• Campaign.
• WhatsApp.
• Outbound prospecting.
• Event.

When a lead becomes a real commercial opportunity, it can advance to the next stage of the process.

Turn interest into an opportunity

An opportunity represents a concrete negotiation currently in progress.

At this point, you begin tracking information such as expected value, current stage, owner and negotiation progress.

Keep your pipeline updated

When the negotiation changes, move the opportunity to the corresponding stage. This keeps your commercial view close to reality.

Never lose track of the next step

An opportunity without a defined next action tends to be forgotten.

Use activities to record what needs to happen next.

• Phone call.
• Meeting.
• Send proposal.
• Contact the customer again.
• Follow up.
• Confirm documentation.

Turn the negotiation into a proposal

When the opportunity is mature enough, formalize the offer through a proposal.

The catalog helps keep products and services organized so they can be used in commercial proposals.

A clear proposal should help the customer understand

• What is being offered.
• Quantity.
• Prices.
• Commercial conditions.
• Negotiation context.

The goal is not only to generate a document, but to keep the proposal connected to the negotiation that produced the sale.

Record your first sale

When the negotiation is completed, record the sale so the commercial result remains connected to the rest of the process.

From there, financial information and receivables can continue the cycle.

Now you can evolve

Once your team, customers and commercial process are organized, the next step is to improve efficiency.