The Visual Pipeline is Central To Pipeliner - So Let’s Get It Setup the Way You Want It
It is likely that you have a sales process that your company follows or one that you would like to have everyone follow. Either way, Pipeliner allows you to set up the Stages of that process. It further enables you to set Activities and Actions that your salespeople should take within each stage.
Think of the Sales Stages as a horizontal process progressing from left to right as an opportunity moves through a sales cycle and then think of the Activities and Actions that need to be completed at each stage as a vertical process within each stage. This is efficiency at its best. Plus you can have multiple processes for (as examples) direct sales, inside sales, customer management or even products--whatever your company needs.
Once you have set up your Pipeline it will become a source of many instant visual insights--such as how Opportunities are progressing, their value, and how long they are sitting in a stage. Plus you always have the target in view so you always remained focused on your goals.
Sales Pipeline in 12 Steps
Here’s a comprehensive list of sales pipeline checklist items. Whether you run a small or large sales team— or are a contributor yourself, you’ll love this guide.
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