A sales pipeline is used by many companies to optimise their sales processes. The pipeline differs from the well-known sales funnel. In the pipeline, the sales processes that are undertaken for customer acquisition are mapped step by step.
With a structured sales pipeline, sales processes can be optimised and thus often the sales themselves can be optimised. Keep an eye on what stage your business processes are at and whether you are on track to meet your targets. Clearly defined processes in the pipeline ensure that a standardised approach brings consistency to your sales and allows you to plan more long-term and securely.
Sort your customers by priority, sales volume or chance of winning, so that you can always work on the areas in customer care that will move your business forward. Supervisors can be assigned to individual projects based on strengths, experience or areas to provide the best possible service to your customers.
Drive your sales processes forward with our template Sales Pipeline. To use this template, click on "Export" in the top right-hand corner of the template. You can then import this template directly into SeaTable.