Refine your stages in the process
Posted: Sun Apr 20, 2025 5:40 am
Once you've implemented your own sales pipeline, you may notice that certain types of conversations between reps and prospects occur consistently. For example, if you're a real estate agent , you might want to add a "reassure the buyer" column if you deal with a lot of nervous buyers. You need to decide if these regular occurrences lend themselves to being sales stages in your funnel.
When clearly defined and planned, sales stages are the building blocks of your funnel and put you on the path to generating a decently accurate sales forecast .
Both your marketing team and your company's sales leaders should collect and reference relevant sales metrics as they continue to refine the stages of the funnel.
It may take numerous attempts to figure out what works gambling data usa best for your business. You'll find that some steps end up being unnecessary, and you'll discover others that you really need.
Step 4: Keep your funnel updated
You've created a funnel and put your existing contacts and offers into it. Now, how can you make sure it stays up to date?
This part can be tricky. Often, when a team hasn't worked with a pipeline, they may struggle to adapt to the habit of entering contacts and deals into the pipeline and moving them through the stages. The key here is to develop the habit of moving deals through the funnel.
The easiest way to do this is to think of the stages of your pipeline as a to-do list. Each stage correlates to an activity your team must complete. Once an activity is completed, your team will move a deal to the next stage.
It might take a while for your team to master, but eventually, the pipeline will be an invaluable tool for them because it shows them what they've done, what they need to do, and where each deal is in the pipeline.
When clearly defined and planned, sales stages are the building blocks of your funnel and put you on the path to generating a decently accurate sales forecast .
Both your marketing team and your company's sales leaders should collect and reference relevant sales metrics as they continue to refine the stages of the funnel.
It may take numerous attempts to figure out what works gambling data usa best for your business. You'll find that some steps end up being unnecessary, and you'll discover others that you really need.
Step 4: Keep your funnel updated
You've created a funnel and put your existing contacts and offers into it. Now, how can you make sure it stays up to date?
This part can be tricky. Often, when a team hasn't worked with a pipeline, they may struggle to adapt to the habit of entering contacts and deals into the pipeline and moving them through the stages. The key here is to develop the habit of moving deals through the funnel.
The easiest way to do this is to think of the stages of your pipeline as a to-do list. Each stage correlates to an activity your team must complete. Once an activity is completed, your team will move a deal to the next stage.
It might take a while for your team to master, but eventually, the pipeline will be an invaluable tool for them because it shows them what they've done, what they need to do, and where each deal is in the pipeline.