A few life hacks:

• Each stage records a specific action of the manager Optimize the stages of the sales funnel .
• Stage names should reflect facts, not statuses (e.g. “CP sent,” not “Client thinks”).
• The optimal number of stages is from 5 to 9.

Example of a B2B sales funnel:

1. The lead is qualified – the application local marketing email list has already been received in the CRM, the manager has qualified it (translated it into a deal). Optimize the stages of the sales funnel .
2. The briefing is complete – the client has answered additional questions, and the manager is ready to create a commercial proposal.
3. Commercial proposal sent – the manager sent a commercial proposal and suggested scheduling another meeting to discuss the details.
4. The defense of the commercial proposal has been completed – the manager met with the client again, processed the objections and is ready to move on to concluding the contract.
5. Consent received – the client made a positive decision regarding further work.
6. The contract is signed – the manager has approved all the documents and is ready to issue an invoice.
7. The invoice is paid – the client has marketing calendar 2025 key dates to boost sales and engagement made the payment, the main work begins.

How to Simplify Data Collection

Before implementing sales funnel automation, it is important that managers do not waste time entering unnecessary information.

Common mistakes:

• Too many fields that no one fills out;
• Lack of necessary data at different stages of the transaction.

What must be recorded:

• Client contact details;
• Budget, deadlines, needs;
• Reason for refusal (if the deal was not closed).

Image from the author’s archive

Step 3: Transferring the sales funnel to CRM

Before transferring the sales funnel to taiwan data CRM, it is important to record its structure and visualize it taking into account possible automation tools. This will help avoid errors and make the sales process more transparent and manageable.

Visualization of sales funnels with automation

After analyzing business processes and defining the funnel stages, they need to be graphically recorded in a convenient format. Before transferring the sales funnel to CRM, it is important to record its structure and visualize it taking into account possible automation tools.

Before transferring a sales funnel to a CRM, it is important to record its structure and visualize it taking into account possible automation tools.

Examples of automation:

• Automatically assign a task to a manager if the client does not respond for more than three days;
• Reminder to the manager about the need to call the client back if he received a commercial offer but did not provide feedback.