Sales pipeline management to help you sell better

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  • เผยแพร่เมื่อ 29 ก.ค. 2024
  • Visit the link below to know more about sales pipeline management:
    www.zoho.com/crm/sales-manage...
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    ► Skip to the parts you find most useful, if the tutorial is too long:
    0:00 - Introduction: What is a sales pipeline?
    1:58 - Sales pipeline challenges
    5:07 - Ways to address sales pipeline challenges + solutions
    6:30 - Pipeline management capabilities in Zoho CRM
    16:53 - Business use cases: Pipeline management for sales reps
    24:53 - Demo : How to set up a sales pipeline in Zoho CRM
    51:16 - FAQs
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    A customer's journey with a brand can be long or short depending on how seamless the sales process and overall purchase experience is. As a sales manager and rep, the visibility of your sales funnel within your sales process determines the likelihood of higher conversion rates.
    7 steps to set up an efficient sales process:
    QUALIFY LEADS
    Lead scoring helps prioritize leads based on different parameters.
    Lead scoring: www.zoho.com/crm/lead-scoring...
    LEARN PROSPECT'S NEEDS
    Assign leads to the right sales rep based on predefined criteria.
    Process management: www.zoho.com/crm/process-mana...
    ADDRESS THE PROBLEM
    Get real-time notifications about activities within CRM across devices.
    Omnichannel: www.zoho.com/crm/salessignals...
    PRESENT THE SOLUTION
    Pipeline management can be made easy with the right workflows.
    Workflows: www.zoho.com/crm/pipeline-man...
    SELL VALUE
    Attach relevant details to records within CRM and customize views.
    Custom views: www.zoho.com/crm/views-filter...
    NEGOTIATE & CLOSE
    Quickly generate invoices within the system & update deal stage.
    Generate invoices: www.zoho.com/crm/finance-suit...
    Define deal stages: www.zoho.com/crm/deal-managem...
    ONBOARD EFFICIENTLY
    Share in-apps updates & use integrated webforms to record data directly.
    Webforms: www.zoho.com/crm/web-forms.ht...
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    DID YOU KNOW?
    The most searched phrase is sales pipeline vs sales funnel.
    It's common for people to use these terms interchangeably, even when they mean different things.
    An easy way to remember the difference is to link the sales pipeline to the process flow followed by sales reps to close deals at different pipeline stages, eg: lead prospecting, nurturing outbound etc.
    The sales funnel is a visual representation of leads flowing into the pipeline and represents open opportunities that your sales team needs to pursue.
    B2B sales pipelines are different from B2C
    This is mainly due to the multi-step sales process that makes the b2b sales pipeline longer than the b2c. Customers do a lot of research before investing in a b2b solution and hence this may take weeks of months in comparison to a b2c purchase which is made within days or even minutes.
    3 steps to Sales pipeline Management Best Practices
    Clearly defined sales pipeline flow
    Spending time on the process
    Training sales managers in pipeline strategies and techniques
    According to the Harvard Business Review, “Companies with effective pipeline management had an average growth rate of 5.3, a 15% increase. Even more interestingly, companies that mastered three specific pipeline practices above saw 28% higher revenue growth.”
    But business needs are time-sensitive, and sales pipeline excel sheets end up consuming so much more time and effort with toggling between applications.
    A tool should simplify tasks, reduce time spent and re-route that time towards getting sales reps to bag more deals and break sales records.
    Measuring customer behavior and monitoring is a breeze with in-built pipeline analytics that helps you build your own dashboards, track trends and generate sales pipeline reports linked to social media campaigns - all from one centralized platform like Zoho CRM.
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    Zoho, a sales pipeline CRM, can help your sales reps sell more!
    ▼DOWNLOAD ⭐ FREE E-book : www.zoho.com/sites/default/fi...
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ความคิดเห็น • 8

  • @fafelo30
    @fafelo30 2 หลายเดือนก่อน

    how helpful this video has been for me, thanks!

  • @alexandriagachuhi7718
    @alexandriagachuhi7718 3 ปีที่แล้ว +3

    Thank you so very much, for taking the time to create this tutorial, it has been extremely useful to me. Keep up the good work Zoho team :-)

  • @Mr5m1ffy
    @Mr5m1ffy 2 ปีที่แล้ว

    Very informative, thank you.

  • @milzamsz
    @milzamsz ปีที่แล้ว

    thanks

  • @poojarao2038
    @poojarao2038 2 ปีที่แล้ว

    Really helpful, thanks :)