Disclaimer: We spend hours researching and writing our articles and strive to provide accurate, up-to-date content. However, our research is meant to aid your own, and we are not acting as licensed professionals. We recommend that you consult with your own lawyer, accountant, or other licensed professional for relevant business decisions. Click here to see our full disclaimer.
Setting up your sales funnel is the key to creating powerful prospect experiences. It is important that you map them out ahead of time to ensure your sales process is in alignment with the customer’s journey. A CRM tool like Pipedrive, set up to mirror your sales funnel activities, can then help you manage and stay focused on the most important tasks during each stage in the process.
Once the prospect is in the proverbial funnel, you've peaked their awareness. That's the first stage of the funnel. However, getting a prospect aware of you is no simple feat. Depending upon how they've arrived to your website (organically or through a paid ad), those customers might view your funnel differently and your opt-in rates will vary significantly.
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.
When I first wrote this article in 2011, I mentioned how the marketing copy for Crazy Egg’s heat-mapping feature could have been stronger by better explaining how the tool helps customers to increase conversions. While this information is clearer now thanks to the detailed visuals and simple copy layout that allows the reader to skim and scan — it could be better by explaining a bit more.