How do you keep track of open deals and next steps?
Use sales pipelines to stay up-to-date on open deals so nothing slips through the cracks. When next steps are clear, you can turn potential customers into paying customers.
Map stages to your customer's journey
You know how customers buy from your business. Create your sales pipeline to match the buyer journey your customers go through. From awareness to the decision to buy, make sure your pipeline has stages that map to the entire journey.
How Party Headphones uncovered revenue opportunities through CXA
If a client doesn't return their equipment right away, we can move them to a different pipeline, assigning tasks to team members to follow up with a call, and everyone is always on the same page. It has certainly cut down a lot of back and forth tremendously, allowing us to focus on other priorities.
Faster client intake
Hours saved in order fulfillment process
Sell how customers buy
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What deals are in what sales stages? What's the next step you should take?
Easily track how many open deals you have and which deals need attention. Having a clean sales pipeline helps you predict revenue, track your leads, simplify sales, and define your marketing strategy to better align with your sales stages.
Support different workflows with unique pipelines
Your business and your customers are always evolving. You need a flexible solution that can adapt to those changes. Create unique pipelines for your different buyer types. Or manage different workflows for each part of your organization.
Try it out for your business for free
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