Spiro Overview

In this guide, we will go over the basic understandings of Spiro Terminology and Structure.


Key Spiro Terminology:

The people that you are in regular contact with, and you need to keep a record of in your system. For more information on how to create a contact or lead go here.

The business where the people you are selling to work at. If you sell directly to consumers, Spiro will default the company name to be the contact's name.

When you have a deal you are trying to close you can create an Opportunity. For more information on how to create Opportunities click here for Web and here for Mobile.

As you use Spiro to log your activity and create opportunities, it will help you set reminders and next steps. These will pop up as push alerts, emails and in your Assistant tab. Reminders proactively help you remember to follow up with open opportunities. For more information on how to create and manage reminders go here.

Campaigns allows you to create customized call lists within Spiro. You can access these lists from your Assistant. you can filter this list by any contact or company field in Spiro such as city, state, title and more. Also, you can go to any individual Contact and add them to any of your Campaigns on the fly. For more information about Campaigns you can go here.

Best Practices:

  1. Always Search for a company/contact before creating one
  2. Create opportunities! Your Assistant will be proactive in making sure you call or email them if you do not have a next step
  3. Set reminders (next steps/tasks) for your opportunities and update sales stage
  4. Choose Key Contacts for your opportunities- these are the people involved in the purchasing decision and it will filter their Timeline to the Opportunities they are connected to


Standard Sales Stage Review:

Prospecting - You are still gathering information and doing research to identify if there is a need for your tool or service. All Spiro opportunities default to the prospecting stage.

Qualifying - You have spoken to someone at the opportunity and are in the process of vetting a need or fit for your product/service. We suggest switching an opportunity to "Qualifying" if we successfully land a meeting or a demo with a decision maker.

Proposing - You have submitted a quote or a proposal. If price is being discussed then we consider you in the proposing stage.

Closing - You have received a verbal commitment or have a strong feeling that this opportunity will be closed within the next month.

Closed Won - You have a signed contract & money is received. Congratulations!

Closed Lost - Aw shucks. We'll get'em next time.

 Note: All sales stages are customizable to meet your business needs~


Priority View:

Visual view of your pipeline

Spiro will prioritize your open opportunities for you based on deal size, close date and interactions

You can manually move deals to a different status

Holding Tank means Spiro will not make recommendations about these opportunities

For more information on how to design your own Priority View go here.



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