The final stage is closing the opportunity in your pipeline. Your prospect either turns into a customer or simply leaves the pipeline as a lost opportunity. If the deal is won, you move the deal to the won stage in the pipeline and begin onboarding your new customer. Some deals may slip through the cracks for reasons that are beyond the control of your sales techniques, like budget constraints. It is important to keep a record of your lost deals too so you can track the reasons why you lost them, and nurture those prospects in the future to win back their business and relationship.
Using activity schedulers is another way to manage prospects through a sales funnel. Activity schedulers allow you to schedule sales activities and incorporate them into your calendar. Doing this helps you focus on prospect engagement activities that are most likely to move them through the sales cycle. They are also a tool to help remember to carry out these activities.
Sales teams are almost always urged to qualify leads before fully pursuing them. Qualifying leads accurately in this stage establishes an effective sales process. Reps use the BANT technique to determine if leads have the budget, need, authority and timeline to purchase. Only leads that meet the qualification criteria become potential opportunities and trickle down. Pushing leads without proper qualification into the sales funnel will clog your sales cycle, and won’t necessarily lead to revenue.
Unfortunately, most people instinctively distrust marketing material. Generally speaking, most marketers tell the story that puts their offer in the best possible light. After all, marketers make money off of telling people their product is great. Maybe your offer is as good as you say it is, but it’s hard to believe someone who gets paid to talk about how awesome their offer is.
Once you have selected your funnel, you need to have a template. With ClickFunnels, you are treated to a variety of templates and all of them are tested and proven to work. With a throng of proven and tested templates at your disposal, ClickFunnels accelerates your A/B testing phase because you don’t have to weed out templates that are not performing.
Bottom line, there’s a few things I’d like to highlight for the pages available. ClickFunnels only lets you access certain pages and funnels based on your account level ($97+ gets you all the access) where LeadPages lets you access everything from $37. Having said that, as seen in the pricing table, split tests are not included in a LeadPages basic plan.
Capturing leads is the first step to the sales process. Some CRMs have the capability to capture leads who visit your website, submit a form, email your company, etc. So it’s easier for sales reps to start working with leads instead of wasting time on data entry. CRM can also segment leads based on predefined criteria and assign them to the right sales reps.
A good practice when managing your sales funnel in a CRM is to be consistent in updating the lead stage. As leads progress down the funnel, you must be able to analyze the number of leads by stage in order to ensure your funnel is always full to the brim with leads. It’s also important to know what stage each lead is at to know what to do next. So once the lead has been contacted, move the lead from new to contacted stage. Actually, the CRM can move it down the funnel automatically.
Your sales funnel is healthy if you have enough prospects going through it. If you’re moving enough prospects through the funnel with the experiences and interactions you create and if you are able to profitably convert enough prospects into paying customers, your sales funnel is healthy. See our article on Sales Metrics – 17 Reports That Improve Your Sales Pipeline Performance to help measure your sales funnel health.
There are two options: pro pricing and free signup. Signing up is as simple as possible. You just need to create a username and password. Once you get in and start using their tools, you’ll have to upgrade. The free account limits the number of forms you can use. When you hit that limit, you’re requested to upgrade. Otherwise your account won’t work.