Sales is at the heart of every company. However, keeping track of customer inquiries, current offers and sales opportunities is a challenge, especially in the event industry. Many companies rely on external CRM or pipeline management tools – but these are often complicated, not optimally integrated into existing workflows and cause high additional costs.

colada takes a different approach: with its own integrated sales pipeline management solution with a clearly structured board, event planners and sales teams receive a customized solution that seamlessly links all sales processes with project management.

But why does colada rely on its own system? And what advantages does the solution offer compared to external tools?

Why a well thought-out sales pipeline is crucial for success

Clarity and structure count in sales. Every sales opportunity goes through several phases – from the initial inquiry to the conclusion of the contract. However, there is often a lack of organization: offers are hidden in confusing Excel lists or emails, team members have no overview of ongoing deals and sales data has to be manually transferred to other systems after the contract is signed.

A well-structured sales pipeline ensures that nothing is overlooked, sales opportunities are processed systematically and sales work more efficiently. colada solves this problem with its own perfectly integrated solution.

Why colada has developed its own sales pipeline solution

Many companies rely on external CRM or pipeline tools such as Salesforce, HubSpot or Pipedrive. However, these solutions have one major disadvantage: they are not specifically tailored to the needs of the event industry and the workflow in colada.

colada has therefore developed its own sales pipeline solution with a visual board that is perfectly integrated into the existing system. This means

• No external software required – everything runs on one platform.
• Direct connection with event planning – as soon as a deal is finalized, all data is automatically transferred.
• Intuitive use without the need for training – the clearly laid out board shows at a glance which phase each sales opportunity is in.

How sales pipeline management works in colada

colada relies on a visual, intuitive solution that is based on the best Kanban methods. This means that sales processes are not presented in dry tables, but in a board with clear phases.

Typical process of an opportunity in colada:

1. New request: A customer request is entered into the system – all relevant details (customer, event type, budget, deadlines) are immediately visible.
2. Initial discussion and qualification: The sales team checks the inquiry and assesses the potential. Customer contacts, notes and emails are linked directly to the sales opportunity.
3. Quotation phase: A quotation is created based on the integrated budget and calculation solution – it can be sent to the customer with a click.
4. Approval and signature: Thanks to digital signatures, the customer can approve the quote directly online. No more printing, scanning or cumbersome paperwork.
5. Deal closed → Handover to event planning: As soon as the customer has signed, the sales opportunity is automatically transferred to event implementation. All relevant data is immediately available to the planning team.

With this clear structure, sales teams always know which inquiries are currently important and which customers will soon be making a decision.

The advantages of the sales pipeline in colada

• Full transparency for the entire team: every employee can see at a glance which deals are currently in progress and what stage they are at. This significantly improves collaboration between sales, event planning and accounting.

• Less administrative effort and media disruption: with external CRMs, data often has to be entered multiple times or transferred via an interface. colada makes this superfluous – all data is in one place.

• Faster sales closings thanks to digital approval process: Thanks to the integrated digital signature, customers can approve offers with one click, which drastically speeds up sales processes.

• Better follow-up and reminders: colada helps you never lose sight of a sales opportunity. Reminders and follow-ups ensure that no lead is lost. Sales staff always know when they should follow up again.

• Scalability and ease of use: While many external CRM systems are complex and expensive, colada offers an intuitive solution that can be used without a great deal of training.

Conclusion: colada offers the best solution for event distribution

With its own sales pipeline management solution, colada is setting new standards for sales in the event industry. Instead of working with external, complicated tools, event planners can handle their entire sales and quotation phase within a single platform.

The result: less administrative work, more transparency and control, faster sales transactions – and thanks to seamless integration with event planning, everything remains in one system.