Whether you’re a sales associate or sales manager, you know how critical your sales workflow is to your personal as well as company income. A tightly controlled and easily measured sales workflow doesn’t just make closing deals easier – it means you can truly rely on the revenue you generate for current stability and future growth.
A sales workflow typically involves identifying prospects, qualifying them, identifying their needs, making an offer they can’t refuse, and following up with their response. These are the stages you need to push your deal through to get a sale, and the best way to pass them is to define them.
When defining your sales workflow and stages, start by listing the steps you need to complete before a sale is made. Describe the most common way of getting customers, often referred to as sales pipeline or funnel.
Across most industries and markets, there’s a pretty standard series of sales stages. Pipedrive has adopted and simplified this lengthy standard into a flexible, and customizable, template that you can adjust and rename anytime.
Smaller teams with few prospects can easily manage sales with a text document or spreadsheet. Larger teams, however, should definitely invest in flexible sales pipeline management software that helps them spend less time on admin and more time selling.
Through this simple but effective visualization, you can accurately measure and track four critical metrics:
The number of deals in your pipeline
The average size of each deal in your pipeline
Closing ratio – how many new leads turn into sales
The average lifetime of each deal from lead to closed sale
What you can accurately measure, you can invariably improve. Managing sales workflow is a lot of work for a single sales associate, and a huge burden for a sales manager. With proper metrics and easy analysis, your job becomes easier and you gain an important competitive edge.
The reason we developed our Pipedrive is because we’re salespeople just like you. Although there are many good sales workflow software systems out there, we could never find one that gave us everything we needed.
Manual data entry is a thing of the past, or at least it should be. With the right tool, you’ll have to do less data handling, and have more time to sell.
Instead of being a weekly reporting platform, sales management software should be an easy one-stop-shop for all your sales tracking needs.
Having a single, streamlined view of your sales process gives clarity, and gets your team on the same page. Supporting apps and integrations is also a must.
Flexible sales management systems that are easy to adjust yourself are the best way to mold the perfect software for your business. The less complicated it is to change, the easier it is to personalize.
Mobile access is crucial when you’re actively selling. CRM apps make sales management on the move easy and simple, and it’s even tougher for information to fall through the cracks.
Salespeople need software designed for their trade. While using regular CRMs can work, the real magic happens when you use tools that were built to drive sales and manage leads.
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.