Take Control of Your Sales Process By Building a Pipeline

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Sales processes can be predictable, but what exactly happens in each step isn’t as predictable. That's why we have to get organized by building the right pipeline.

This tracking template is a great place to start.

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  • Great article. I recommend two tools that have helped our sales process/funnel 1. www.replyup.com (a Gmail plugin for friendly follow-up emails) 2. Rapportive. An email verification tool.
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Take Control of Your Sales Process By Building a Pipeline

  1. 1. Sales Pipeline Organization: Gain control of your sales process
  2. 2. Our sales process can be predictable … www.hubspot.com/crm
  3. 3. Research target audience www.hubspot.com/crm
  4. 4. Create awareness and generate leads Research target audience www.hubspot.com/crm
  5. 5. Create awareness and generate leads Research target audience Communicate with leads www.hubspot.com/crm
  6. 6. Create awareness and generate leads Research target audience Submit a proposal and win the business Communicate with leads www.hubspot.com/crm
  7. 7. Create awareness and generate leads Communicate with leads Submit a proposal and win the business Research target audience www.hubspot.com/crm
  8. 8. But, what exactly happens in each step isn’t as predictable. www.hubspot.com/crm
  9. 9. Often times, our pipeline looks a little something like ... But, what exactly happens in each step isn’t as predictable. www.hubspot.com/crm
  10. 10. Black hole: noun: A place where people or things, especially money, disappear without trace.
  11. 11. Avoid the money-sucking black hole. Get the free CRM that automatically logs every interaction and enriches your database. CLICK TO TRY HUBSPOT’S FREE CRM
  12. 12. www.hubspot.com/crm Things can get messy when dealing with so many prospects at any given moment.
  13. 13. Mistakes made from disorganized pipelines are actually lost revenue. www.hubspot.com/crm Things can get messy when dealing with so many prospects at any given moment.
  14. 14. Unorganized pipelines lead to: • Losing easy deals www.hubspot.com/crm
  15. 15. Unorganized pipelines lead to: • Losing easy deals • Not hitting our quota www.hubspot.com/crm
  16. 16. Unorganized pipelines lead to: • Losing easy deals • Not hitting our quota • Missing out on $$$ www.hubspot.com/crm
  17. 17. But it doesn’t have to be that way.
  18. 18. It turns out there’s a way to stay in control of our sales pipeline. www.hubspot.com/crm
  19. 19. It turns out there’s a way to stay in control of your sales pipeline. CLICK TO ACCESS THE SALES PIPELINE TRACKER! www.hubspot.com/crm
  20. 20. The Sales Pipeline Tracker Includes: • A prospect organization template www.hubspot.com/crm
  21. 21. The Sales Pipeline Tracker Includes: • A prospect organization template • Monthly revenue forecaster and visualizer www.hubspot.com/crm
  22. 22. The Sales Pipeline Tracker Includes: • A prospect organization template • Monthly revenue forecaster and visualizer • Yearly goal tracker www.hubspot.com/crm
  23. 23. Plus, revenue tracking charts are automatically generated. www.hubspot.com/crm
  24. 24. Plus, revenue tracking charts are automatically generated. www.hubspot.com/crm
  25. 25. Many sales leaders and reps have found this tool helpful, including Mike Pici, a sales leader at HubSpot. “Organization is key to catch any pipeline flaw before it becomes a major problem. Plus, using a revenue forecaster means I’m never left wondering if our goals will be hit." www.hubspot.com/crm
  26. 26. Get in control of your pipeline! A Pipeline tracker to organize prospects and forecast your revenue.
  27. 27. For an automated version of the Sales Pipeline Tracker check out HubSpot’s free CRM.

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