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Sales funnel tracking

A sales funnel outlines the journey prospects take before becoming your paying customers. Funnel tracking pulls key data, helping you magnify your lead generation and optimize your marketing strategy.

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What is a sales funnel?

A sales funnel is a visual representation of the steps required to sell your product or service. It shows you how many open deals you have, which stage they’re in, which ones need your attention and how you can reach your targets.

Watch how prospects behave as they navigate your funnel, adjust marketing and sales strategies where necessary and push curious prospects towards the decision to buy.

Four sales funnel metrics

Number of deals in your pipeline

Get a quick rundown of how many active deals are in your pipeline at any given moment

Average deal value

Discover your average revenue per deal and compare income forecasts to quotas

Average deal close rate

Find out how many sales opportunities your reps are closing and how you can boost win rates

Average time to win deals

See how long it takes to convert leads to customers and create a smoother customer journey

How to manage your sales funnel

Measuring the sales funnel metrics of your business is the first step to effective sales funnel management. Below, you can find an example of a small team’s sales funnel, with figures for the whole sales funnel as well as for each stage.

These figures are useful for benchmarking against current results and future trends.

It is a good idea to do this kind of comparison at least once per year to ensure ongoing progress and improvements.

Forecast results confidently

Here’s an example: If you only have seven deals in the first stage instead of the average 13, you know you need to find six new opportunities to achieve your usual results.

You can also use a sales pipeline to track progress and focus on areas for improvement, like getting deals from one stage to the next quicker and increasing deal value and volume.

Kickass teams all over the world choose Pipedrive

How to measure marketing performance with funnel tracking

  • 1. Test your email marketing

    Email marketing is a highly effective way to reach your target audience and drive leads into your funnel.

    Funnel tracking software grabs important optimization metrics like open, click-through, opt-in and unsubscribe rates to help you audit your email marketing. Measure conversions against targets and tweak your email copy and campaign strategy.

  • 2. Gauge your webinar content

    Webinars give businesses a platform to speak at length about a relevant topic and share unique insights that could separate them from the crowd.

    For example, you can measure attendees against product registrations to gauge the audience’s reaction to your webinar. Pull feedback from exit surveys and link online polls to your funnel tracking software post-webinar to gain a deeper understanding of your audience’s interest.

  • 3. Create attractive pop-up ads

    Pop-up ads can be a very efficient way to boost newsletter subscribers, attract new prospects with a lead magnet and encourage spur-of-the-moment purchases.

    The best sales funnel software tracks click-through rates (CTR), lead quality and conversion rates on your pop-ups, which tell you how they’re performing. This data helps your marketers provide as much value as possible – without causing frustration.

  • 4. Perform better A/B testing

    A/B split testing is a surefire way to test your top-of-funnel strategy and make sure you’re not leaving any money on the table.

    Marketers can use funnel tracking software to spot successful processes and campaign types. Use A/B testing functionality to compare metrics like CTR and conversions that reveal your winning email automations, landing page templates and one-click upsells.

When should you implement sales funnel software?

Sales funnel software is highly beneficial to companies handling and qualifying large volumes of inbound leads.

Funnel tracking aligns marketing and sales so that you can optimize the entire customer journey. A shared lead scoring system helps marketers to identify better social media prospects to pass on to the sales team.

Collaboration between sales and marketing pushes more potential customers through your sales process and reduces the time spent sifting through unqualified leads.

Build a customized sales funnel

Control even the most complex sales cycles with our sales funnel builder. Keep tabs on deal status, monitor individual sales page performance and catch broken processes before they slip through the cracks. Use the drag-and-drop editor for fast funnel building and stay organized with a clear, visual interface.

A multi-channel approach

Capture high-quality inbound leads even when your reps are busy. Pipedrive’s LeadBooster add-on lets you load powerful customer support features with information and helps prospects get in touch, so they’re never left guessing.

Chatbot

Customize your Chatbot to fit your brand and tailor questions based on visitors’ answers. Chatbot engages prospects 24/7 and directs hot leads to the right sales rep.

Live Chat

Feed piping hot leads straight from Chatbot to the next available sales rep. Let your Chatbot autoresponder keep leads engaged during busy periods and step in where the conversation left off.

Web Forms

Build highly customizable and intuitive web forms, embed them on your website and share across your channels. Sit back and watch LeadBooster collect quality lead data in your CRM.

Create workflows and map your customer experiences

Speed up your workflows by automating tasks based on trigger events.

When a lead completes a desired action, like filling out a web form, Pipedrive automatically notifies your sales team to keep things moving. Available reps are primed with trusted data to meet that lead and guide them to your checkout page.

Track marketing automation performance with powerful integrations

Pipedrive’s Marketplace is loaded with apps and plugins. Integrate your CRM with sales and marketing tools and supercharge your funnel tracking.

Outgrow

Boost your marketing engagement with highly interactive content. Import leads to Pipedrive and push for upsells with over 1,000 outreach templates designed by Outgrow.

MPZMail

Create, send and track email drip marketing campaigns with ease. Obtain in-depth analytics and reports and monitor sales and marketing efforts with MPZMail.

Outfunnel

Connect Pipedrive with your favorite digital marketing software. Supervise lead activity and automatically share insightful marketing data with your sales team using Outfunnel.

Triggerbee

Spot sales opportunities on your ecommerce website and target visitors with personalized follow-ups. Generate sales-ready leads with Triggerbee.

E-goi

Make leads feel special, capture sales and build profitable long-term relationships for your small business. Automate and track email campaigns with the E-goi integration.

Salespanel

Align your sales and marketing departments and enrich contact profiles with trusted lead data. Track and score inbound leads with top sales funnel tool Salespanel.

Attract and delight new customers