How to Effectively Create a Sales Pipeline

Saphyte Team

4 min read

Updated: September 29th, 2020

The sales funnel or pipeline is the pillar of your entire sales process. It’s the structure that delivers constant sales opportunity to your sales team to convert prospects to customers and ultimately, increases the revenue of your company.

Aside from developing effective sales techniques, your pipeline is one of the most critical systems your business will ever develop or maintain. As your pipeline should run at the same time together with your buying process.

It won’t also matter how good of a salesperson your sales reps are or having a killer product or service, your prospects won’t be ready to buy after the initial customer interaction. This means you’ll have to consistently track dozens, even hundreds and possibly thousands of ongoing conversations with your prospects at different stages of your pipeline at any one time.

What are Sales Pipeline Stages?

If you’re just getting started out in sales, you’ll need a sales pipeline to systematize each stage of the sales process. After all, when it comes to sales, a precise process always beats judgment and skill. So here are the stages of your pipeline.

1. Lead generation
2. Lead nurturing
3. Marketing qualified leads
4. Sales accepted leads
5. Sales qualified leads
6. Closed deal
7. Post-sale

How to effectively create a sales pipeline that works for you?

All businesses along with their sales team aspire to have their pipes automatically filled itself each month. However, we all know that they don’t magically fill on their own. You have to do your work.

Each pipeline is unique. Your pipeline is different from other businesses. There are tried-and-true habits you can build, tools you can use, and strategies you can deploy to streamline and accelerate the whole process to the point where it will feel almost automated.

For starters, you need to get rid of complacency, you got to think bigger, and be hungrier and more eager. Not just for sales but for also new techniques. Immerse yourself with knowledge, find a reliable mentor, and seek out a response from your colleagues and customers.

Take time to plan out a strategy that can grow your pipeline and have it growing. Here are some habits you can use to effectively create a sales pipeline that works for you.

1. Break your pipeline into attainable stages
2. Get your sales team on board
3. Close the gap between sales and marketing
4. Always rely on accurate data analysis
5. Keep testing and tweaking your pipeline
6. Hit your touchpoints
7. Begin your day with a plan of attack
8. ap the golden opportunities of referrals from past or current clients
9. Collaborate with your marketing team
10. Automate and delegate everything you can
11. Get a CRM platform that works for you

Why choose Saphyte as your CRM partner in creating effective sales pipelines?

More than being a contact management tool, customer relationship management (CRM) tools are built to do more for you. From organizing and categorizing important customer information, creating effective email marketing campaigns, and increasing your conversion rates. And Saphyte can do all those and so much more.

Here are the reasons why you should choose Saphyte CRM as your tool in creating and deploying effective sales pipelines.

Saphyte boosts your lead generation

Saphyte is primarily built to help your team generate and nurture leads. Generating leads is made easy by integrating your social media platforms into Saphyte’s system. Any queries made through your social media platforms are automatically sent to the CRM’s data.

You can gather data through Form Builders, too. Users can make lead capturing web forms that they can out on their websites or landing pages. In return, the form captures the information you need. The moment your form detects a form entry, it’ll automatically send the data into the system.

To notch it up a little, Saphyte also has a new feature called Sync. Sync is a browser plugin that your team can use to gather vital information from LinkedIn profiles. With Sync, you can streamline your lead generation activities by eliminating manual data entry. Thus, making data syncing and gathering more accurate and effective for you.

Worried about data legitimacy? Saphyte can secure your customer data through its Identity Verification integration. By integrating your GBG and IDology accounts into the system, you can establish legitimate and accurate information. Further mitigating any data losses because of fraudulent information.

With accurate and legitimate information, you can start building a strong and reliable source of central data for your customer interaction purposes.  Saphyte’s lead management features can help you with that.

Saphyte helps you close more deals

Saphyte’s Client Management and Sales Management modules can help you build accurate and reliable customer information.

Through these modules, you can effortlessly organize and categorize all your information, schedule meetings, manage your team’s tasks, check and reply to emails, build effective pipelines for customer journey visuals, and manage your companies and deals – all without leaving the platform.

Saphyte CRM’s client management module tools can help you organize, categorize, and update your data without switching from one software window to another. This will allow your sales team to become more equipped, streamlined, and prepared during phone calls or email interactions with your potential customer and eventually close more deals as they move along the pipeline.

Speaking of visual pipelines, it is also important to put your customer data on a visual sales pipeline. By doing so, you and your team can run effective sales run. Since most of what you need for a sales campaign is in a visual sales pipeline, your sales team can have a map lined up for them.

When you have a confident team and have access to a visual roadmap and partnered with the right tools, they can also close more deals for you.

Saphyte helps you to stay productive

To be productive in our sales campaigns is always on top priority for sales managers. This is where the need for automation comes in. Automating your repetitive, menial, and manual tasks can change the way you do business. And doing so can make your entire business process better.

Saphyte can automate most of your manual processes. You can now start bidding goodbye to some of your manual processes like designing email templates from scratch, manual lead scoring, making a product catalog, sending email marketing materials, and so on.

Saphyte doesn’t stop there. You can send out scheduled emails, make personalized emails for your existing customers, create workflows that work around your process, and track emails you’ve sent to your clients.

Saphyte eases your journey from one software to another because you can find all of these features within Saphyte’s system. Hence, saving you more time to do more of your revenue-driven and customer relationship building activities.

With semi-automated processes, your sales team can now spend more time creating a better customer experience and focus more on your closing deals.

Saphyte can assist you in making data-driven decisions

Data-driven decisions are necessary and crucial in building a better pipeline. However, creating these kinds of decisions can be difficult if you have a decentralized and source of data. Sure, having Excel or Google sheets may work for a while, but this can greatly affect your business’s growth.

Through Saphyte you can modernize your business better for the future. Saphyte’s platform is made with Sales Forecasting and Sales Intelligence features to help you in making data-driven and insightful decisions for you and your business.

The Sales Intelligence functions by gathering and organizing all information in regard to a client. The feature in return then processes the information by automatically analyzing the collated data, and creating easy-to-understand graphs and visuals for your preference. The visuals in turn can help you when you’re about to make the best possible action in improving your sales and marketing strategies.

The Sales Forecasting creates an almost accurate approximation on your future sales. It might take more time though because you have to build your accurate data first. All the more reason why you should start investing in a productive CRM at your earliest convenience. Because as you go along the road, Saphyte’s system can create realistic forecasting insights to help you create intellectual and data-based business decisions and lessen any future losses.

Conclusion

Lastly, Saphyte CRM believes that productivity shouldn’t come at a costly price. That is why we offer an inexpensive and non-complicated option for a CRM solution. Saphyte is a web platform that offers pay-as-you-go subscription plans. You don’t have to install the system into your local computer or add more for storage because your data are all stored in a secured and encrypted cloud environment.

Every subscription plan is inclusive of free demo and product training. No set-up fees, no extra or hidden charges, and 24/7 customer service availability.

Start building an effective sales pipeline today, and have a better business tomorrow. Contact us for a free demo. Or perhaps you might want to start your free trial period starting today.