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Sales Funnel
Management
Companies and marketing heads need to put in place a
simple funnel management system.
All leads and inbound enquiries should be put
into a central data repository.
Such a repository can be easily set up on a CRM
platform like zoho.com or salesforce.com.
Website forms too can be easily integrated on
such platforms.
KEY TASKS
Key Task 1 Collate all the incoming leads and enquiries in a
systematic way
Key Task 2 Respond to all inbound sales enquires on a timely basis.
Key Task 3
Follow through with internal stake holders.
E.g. sales team to ensure that the lead has been followed
up on.
Key Task 4 Call the customer through a service tracker calls to check
if the lead was responded to and if it generated sales.
Key Task 5 Set goals & sales target for the team and set up
processes to monitor them.
Thank You!
A responsible in-house or outsourced team should be tasked with
funnel management.
Companies should encourage inbound enquiries, as the chance of
conversion is high and a proper funnel management system will
ensure that the company gets results from this channel.
To know more about how service companies like Kankei can set up
and manage your sales funnel management, visit www.kankei.com
Thank You!
A responsible in-house or outsourced team should be tasked with
funnel management.
Companies should encourage inbound enquiries, as the chance of
conversion is high and a proper funnel management system will
ensure that the company gets results from this channel.
To know more about how service companies like Kankei can set up
and manage your sales funnel management, visit www.kankei.com

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Sales Funnel Management

  • 1. Sales Funnel Management Companies and marketing heads need to put in place a simple funnel management system.
  • 2. All leads and inbound enquiries should be put into a central data repository. Such a repository can be easily set up on a CRM platform like zoho.com or salesforce.com. Website forms too can be easily integrated on such platforms.
  • 4. Key Task 1 Collate all the incoming leads and enquiries in a systematic way
  • 5. Key Task 2 Respond to all inbound sales enquires on a timely basis.
  • 6. Key Task 3 Follow through with internal stake holders. E.g. sales team to ensure that the lead has been followed up on.
  • 7. Key Task 4 Call the customer through a service tracker calls to check if the lead was responded to and if it generated sales.
  • 8. Key Task 5 Set goals & sales target for the team and set up processes to monitor them.
  • 9. Thank You! A responsible in-house or outsourced team should be tasked with funnel management. Companies should encourage inbound enquiries, as the chance of conversion is high and a proper funnel management system will ensure that the company gets results from this channel. To know more about how service companies like Kankei can set up and manage your sales funnel management, visit www.kankei.com
  • 10. Thank You! A responsible in-house or outsourced team should be tasked with funnel management. Companies should encourage inbound enquiries, as the chance of conversion is high and a proper funnel management system will ensure that the company gets results from this channel. To know more about how service companies like Kankei can set up and manage your sales funnel management, visit www.kankei.com