11 articles tagged with "Sales pipeline"
What a beat plan in sales is, how beat planning works for field teams, and how to build a simple beat plan in your CRM with visit frequencies and routes.
Gareth Clubb 5 min read Set up automatic lead assignment in your CRM so every enquiry reaches the right person fast, with round robin, territory and skill-based routing rules.
Zubair Hasan 7 min read A practical lead prioritisation system for small businesses: triage leads by fit and intent, respond in the right order, and stop chasing the wrong ones.
Jonny Rowse 6 min read Use your CRM data to find which lead sources convert fastest and best, so you can spend your marketing budget and follow-up time where it pays off.
David White 7 min read Learn how to track your sales conversion rate using your CRM, identify where leads drop off, and make practical improvements that close more deals.
Jonny Rowse 8 min read A practical guide to setting up lead scoring in your CRM so you can focus on the deals most likely to close.
David White 7 min read How to use your CRM to systematically turn more enquiries into paying clients, with practical tips for every stage of the process.
David White 5 min read A practical introduction to lead scoring for small businesses, helping you prioritise the leads most likely to become paying clients.
Jonny Rowse 4 min read Learn how to create a practical sales pipeline for your small business using your CRM, with stages that match how you actually sell.
David White 5 min read