How to manage a sales pipeline
The first of several major B2B sales pipeline management software features we provide is to transform your website’s guests into leads with web-to-lead. This service guarantees the renewal of your list of leads on a regular basis. Call your lead as soon as you want and manage your relationship by better understanding the desires and wishes of potential clients. There are five default client statuses in Voiptime sales opportunity pipeline management system: new, open, potential, customer, unqualified. However, you can add statuses depending on your business needs.
When you get this MQLs, you can find out how to attract them. This is the next stage of the sales pipeline prospecting process. If you already have clients and customer database, you can easily import them into Voiptime Cloud in a structured way for pipeline potential management. After a quick procedure, all the contacts you had as ugly ducklings in a clumsy chart will become beautiful swans with client cards assigned to each.
The next stage in the pipeline is qualifying. Your task is to engage the leads. Here we have tips for engaging leads via the sales pipeline tracking tool for different businesses. Create a library of content your lead has read, downloaded, or asked you to create for him. Attach these materials to the client card, giving all your entire team access to all essential data. Add comments about the e-book chapters the client asked about, point out the presentation slides the client mentioned in the dialog, and any other relevant subjects.
Nurture and Sell
Now you need to nurture your leads and create opportunities out of them. This is the stage for aligning propositions. This last stage is dedicated to converting sales. It is time to make a proposal and close the lead. It is easy with sales pipeline management online, which allows you to take care of your leads the right way! As the client moves from one stage to another during the sales pipeline project management, easily change his status at the card or in the list of contacts.