What you can't forget is that the stages of your pipeline must match the buyer's phases . This will help you track the progress of your leads and calculate the profit estimate.
The 3 phases of the buying process are:
buyers_journey
4. How to manage your sales pipeline?
Once you have set up your sales pipeline, it's time to manage it. uae email list Managing a pipeline is just as important as creating it. Each salesperson must complete the tasks indicated in each phase to have a clean pipeline with reliable data.
Here are some tips to help you manage your sales pipeline in an orderly manner :
Update your pipeline. A sales pipeline should always be up and running. If most of your deals are stuck in negotiation stages, it's time to prospect! Look for new deals to jumpstart your pipeline. If your first column is always full, that's a great sign.
Create a sales roadmap for handling contacts. It is very important that Marketing and Sales teams share instructions and tasks to handle leads correctly and in a standardized way. For example: Each opportunity will receive a personalized sales impact when it moves to the second phase of the pipeline and certain contact properties will be established.
sales enablement guide
Keep your pipeline clean
To obtain a 100% reliable X-ray of the state of your business, it is important that your data is correct and clean. This cleaning starts from the first minute and that is why it is important that all salespeople make good use of the sales pipeline and strictly comply with the instructions.
Always update the status of your businesses so that the calculated forecast of your sales is true. If a business does not answer calls or emails and has been stuck in a phase for a long time, move it to lost accounts to reorient the revenue forecast.
5. Tools to create your sales pipeline
The most important thing when creating your sales pipeline is the approach. To do this, you must be very clear about your buyer journey and their decision-making process.
You don't need a tool to plan your sales pipeline, but you do need one to implement it. Our recommendation is that you choose an intuitive, easy-to-use and comprehensive platform for your sales team. After all, the pipeline will be the centre of your business and its management can determine the acquisition of more sales opportunities.
At Connext, we use HubSpot and below we are going to tell you why it is a perfect tool for your sales pipeline.
5.1 The advantages of Hubspot's Sales Pipeline
HubSpot's Sales Hub includes Sales Pipeline editing and management capabilities . HubSpot is one of the most comprehensive pipeline creation platforms on the market.
Its features allow us to easily and automatically make sales forecasts for our businesses, calculating our probability of success or failure. These are some of its advantages:
Custom Pipeline: Ad-hoc. Its customization capabilities are endless. HubSpot allows you to create a pipeline that is completely tailored to your sales process. You can add, edit, or delete as many stages as you want.
Sales Pipeline
Intuitive and easy-to-use interface: Drag and drop. This is the system to move each business through the different stages. Salespeople can learn to use and manage it quickly, without needing an IT team to configure it.
In this video, Marcos García, Business Manager at Connext, and María Dómine, Senior Channel Consultant & Team Lead at HubSpot, tell you about the advantages of HubSpot for this module. You can also learn about the experience of other companies in their first contact with a new pipeline in the tool.
Automatically create new deals : When you create a deal, you won't need to fill out all the details again. HubSpot will automatically auto-fill them so you can stop wasting time on mechanical tasks.
Advanced analytics. HubSpot's pipeline reports not only allow us to make sales forecasts, but also allow us to measure the performance of our sales team. You can also identify where in your pipeline most of your revenue is located and where less is located. This way, you can make business decisions to improve the efficiency of your next sales.
Do you still have questions about HubSpot? We've prepared this downloadable document so you can learn about the entire software suite and everything it offers! Download it here:
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