Sales Pipeline Management is a pipeline tracker tool to help any Sales or Project Manager to track the progress of their sales prospects within a single Excel spreadsheet. It is equipped with formulas that will help you organizing all of them easily.
This tool is created with 3 basic steps on organizing and monitoring company's sales 1. RECEIVE inquiries/leads Organizing all receiving inquiries/leads in one worksheet. All receiving inquiries will be treated as prospects or the initial stage of sales pipeline. 2. ASSIGN sales to process Organizing all sales assignment in one worksheet. You must select a right sales person to handle a prospected client. 3. MONITOR the progress Monitoring all pipeline progress, one employee - one worksheet. You can see and analyze your sales every day and when it seems you are going to lose a client, you can take a decision right away, either you assign other sales or you handle it by yourself. There are maximum 10 customized pipeline stages you can define.
This tool should help you follow your clients up in timely manner which should prevent your company lost their project opportunities. And with its summary and chart, you can analyze your failed projects and improve your sales approach for next opportunities.
Comments not found