How to define stages for your sales process
Hi everyone!
Currently building a sales process in CRM. Overall process is
- Callcentre pitch a demo
- Phone receiver interested to hear more
- Demo Call
- Setting demo account and testing
- Collecting feedback and nurturing
- Becoming client and onboarding
I am thinking about how to create stages in Pipedrive for this. Idea:
- Callcentre pitch a demo
- Phone receiver interested to hear more - LEAD INBOX
- Demo Call - if went well and is interested, then 1st stage QUALIFIED
- Setting demo account and testing - 2nd stage - DEMO created
- Collecting feedback and nurturing - 3rd stage - VALIDATED
- Becoming client and onboarding - 4h stage - COMMITED
- All things done - WON
What is your experience?
Comments
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@Martin Pecha_2338 All Demo Calls will be a new deal?
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This looks great! Are you looking to qualify Leads within the Deals Pipeline? There isn't really a right or wrong way, but just in case, there is a Leads Inbox free in Pipedrive where you can store Leads that can be qualified using emails/activities and capturing data. Then once qualified, converted to a Deal in a Pipeline with your first stage being say Demo call?
Let me know if you want more help here, I can workflow map CRM processes considering Pipedrive's terminology and feature availability. Contact me direct or @Bruce Bignell for more info on how we can get you started
Thanks 😊
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