Introduction
Welcome
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What you need to know
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1. Sales Foundations
Organize, plan, and prep
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The sales process
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Coach and train
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Track: Spreadsheets to CRMs
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Revenue, expenses, and objectives
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2. Pipeline Structure and Stages
Align the process with the pipeline
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Leads and developing prospects
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Cultivate opportunities
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Solve the need and present
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Close the sale
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Communicate, follow up, and sell again
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3. Review, Analysis, and Essential Metrics for Pipeline Management
Sales forecast
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Proper pipeline maintenance
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Decision-making and analysis
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Dashboards
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Glossary_SalesPipelineManagement.zip
(39 KB)