Savvy sales process management

A sales process is the series of predictable steps needed to sell a service or product. Sales processes are different from industry to industry, organization to organization, and no one sale is exactly the same.

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Defining your sales process

While every sale is different, there is an underlying pattern you may have already noticed in terms of the steps it takes to turn a prospect into a loyal customer. Your ability to identify and monitor the customer journey through each phase in your sales process is what we refer to as sales process management.

Sales process management tools give you the power to accurately forecast performance, and spot the problem areas that are keeping your team from reaching their full potential. As a general rule, most sales processes include some or all of the following stages:

Common sales cycle stages include:
  • Prospecting
  • Initial contact
  • Determining needs
  • Presenting the offer
  • Managing objections
  • Closing the sale

Visualize your sales process

CRM tools should make your life simpler, which is why our visual pipeline views are designed to give you the information you need to manage your sales process. By using pipelines, you can easily keep an eye on the following key sales metrics:

The number of deals in your pipeline

Average size and value of the deals in your pipeline

Close ratio, average percentage of deals won

Sales velocity, average time it takes to win a deal

The ultimate sales process management tool

Pipedrive is a light-touch sales CRM built for minimum input and maximum output. With our simple, intuitive software there there’s no 200 page list of functions, and no two-day training required. Just fill up your pipeline and start managing your sales process with the following features:

The tool of choice for scaling teams

We’ve built a CRM-replacing sales management tool that’s not just great for salespeople, but for anyone wanting to get organized and close deals in less time.

Nearly half of our customers liked our simple yet powerful approach so much, they switched from an existing CRM tool. The other half? Well they didn’t even know they needed Pipedrive until they tried it.