Sales Pipeline Management

Gain a foundation in sales pipeline management and learn how to become more skilled at organizing leads, cultivating opportunities, forecasting outcomes, and closing sales.

Introduction

• Welcome
• What you need to know

1. Sales Foundations

• Organize, plan, and prep
• The sales process
• Coach and train
• Track: Spreadsheets to CRMs
• Revenue, expenses, and objectives

2. Pipeline Structure and Stages

• Align the process with the pipeline
• Leads and developing prospects
• Cultivate opportunities
• Solve the need and present
• Close the sale
• Communicate, follow up, and sell again

3. Review, Analysis, and Essential Metrics for Pipeline Management

• Sales forecast
• Proper pipeline maintenance
• Decision-making and analysis
• Dashboards

Conclusion

• Next steps