Sales pipeline: customization and optimization
A sales pipeline, also known as a “sales funnel” or “sales channel,” is a model that represents the journey a potential customer goes through from the beginning of their purchase journey to the conclusion of a sale. It is a crucial tool in the sales management process and is used by companies to have a clear and organized view of their sales process. Here’s how it works:
- Lead Identification: This is the first stage of the pipeline, where potential customers are identified. These can be found through various marketing activities, market research, or direct contacts.
- Lead Qualification: In this phase, potential customers are evaluated to determine if they are suitable and likely to become actual customers. This helps to focus efforts on the most promising leads.
- Sales Proposal: Once qualified, leads are offered commercial proposals. This can include product demonstrations, presentations, or meetings.
- Negotiation: In this stage, the details of the agreement, such as price, delivery terms, and customer objections, are discussed.
- Sale Closure: This is the culmination of the process, where the lead becomes an actual customer by concluding the purchase or signing a contract.
- Post-Sale: After the sale is closed, the relationship with the customer continues to ensure satisfaction, manage any after-sales services, and lay the groundwork for future sales.
The sales pipeline helps companies efficiently monitor and manage the various stages of the sales process. Furthermore, it provides valuable data for sales performance analysis, allowing identification of areas for improvement and growth opportunities. Freshsales allows you to customize and optimize the sales pipeline according to the specific needs of your company. You can create different sales stages, set key performance indicators, and monitor the progress of each sales opportunity. Customizing the pipeline helps identify bottlenecks and optimize the sales process to increase conversions and reduce the time to close deals.
CRM for E-commerce and Integration with Shopify
Freshsales is particularly effective for e-commerce companies, offering integration possibilities with platforms like Shopify. This allows for the synchronization of sales data and customer information between the CRM and your e-commerce, providing a complete view of sales activities and customer behaviors. With these integrations, you can automate communications, personalize offers, and deeply analyze data for more targeted and effective sales strategies.
Get more with the support of Kahuna CRM
At Kahuna CRM, in addition to offering you the best solutions for your company, we guide you step by step through the innovation and Digital Transformation process. We put our experience, expertise, and passion at your disposal to develop strategies in line with your business needs. Thanks to our specialization in Freshworks solutions and a thorough analysis of your business, we can offer you the winning combination to improve and enhance your activity, making your team competitive and efficient. Our support does not stop at implementation strategies. At Kahuna CRM, we establish a real personal relationship with our clients, also helping you develop the skills and knowledge needed to face the challenges of an increasingly digital world.