How do you successfully manage your sales pipeline?
Posted: Thu Feb 20, 2025 6:56 am
Now that you’re all set, let’s get down to business: managing that sales pipeline.
While we've mostly talked about building the sales pipeline itself, actually managing that pipeline requires a bit more than just this overview.
Now let's look at what you'll need to exceed your sales goals.
Working with a clear task system
Every prospect has unique needs, wants, and deadlines. Each of them wants to feel special and cared for, like they’re the only prospect you have.
It can seem daunting when you have dozens, if not wuhan cell phone number list hundreds, of sales opportunities in your pipeline. And the lack of a clear system will lead you from one disappointed prospect to the next. And many lost opportunities...that you probably could have won.
A simple and clear task system can solve all of this.
Two essential rules:
Always think about the next steps. When you complete one task, immediately create the next one.
Stay organized, don’t start freestyling. When you stick to your to-do list, you stay in control of your sales pipeline. Without it, you’ll lose it.
It's best to keep this to-do list with the rest of your customer data in your customer relationship management system.
To ensure that you continue to use the tasks functionality of your CRM, it must be used consistently:
Be very easy to use. If it's too much work, you won't follow (rule #2).
Send you notifications (on your computer and phone) when you need to do something.
While we've mostly talked about building the sales pipeline itself, actually managing that pipeline requires a bit more than just this overview.
Now let's look at what you'll need to exceed your sales goals.
Working with a clear task system
Every prospect has unique needs, wants, and deadlines. Each of them wants to feel special and cared for, like they’re the only prospect you have.
It can seem daunting when you have dozens, if not wuhan cell phone number list hundreds, of sales opportunities in your pipeline. And the lack of a clear system will lead you from one disappointed prospect to the next. And many lost opportunities...that you probably could have won.
A simple and clear task system can solve all of this.
Two essential rules:
Always think about the next steps. When you complete one task, immediately create the next one.
Stay organized, don’t start freestyling. When you stick to your to-do list, you stay in control of your sales pipeline. Without it, you’ll lose it.
It's best to keep this to-do list with the rest of your customer data in your customer relationship management system.
To ensure that you continue to use the tasks functionality of your CRM, it must be used consistently:
Be very easy to use. If it's too much work, you won't follow (rule #2).
Send you notifications (on your computer and phone) when you need to do something.