Using the Top 9 Sales Software Control Your Sales Pipeline
During this time, you need an excellent sales strategy that can generate
more leads and convert them quickly. There are many stages in the sales
process, from generating leads and establishing contact, to creating a repo,
closing a deal and following up.
All of this requires effective planning to help reps close the deal quickly
and make the customer journey a smooth one. Instead of managing everything
manually, you can give your team sales pipeline software to help them manage
all processes efficiently. It can streamline the process for the entire
team, make them more efficient and help you accurately measure metrics to
understand the growth of your business.
Here's everything about sales pipelines and why you need sales pipeline
software.
What is a sales pipeline?
A sales pipeline is a visual representation of an opportunity that shows
you where your prospects are in the sales process as they go through the
different stages of the purchase. It shows how many leads you have and how
many of them are qualified or potential buyers.
It also allows the sales staff to understand which deals are more valuable
so they can focus on them. In addition, it can show the likelihood of how
many sales you are likely to make in a given year, month or week.
It's a great way to evaluate your sales force, manage leads effectively
and understand how your business is performing. Sales pipelines are almost
the same across industries. Generally, Prospects move from one stage to
another in the sales process, from the first contact to the closing of the
deal.
Stages of the sales pipeline
- Prospecting: It helps you find a potential buyer who needs your product or service. This can be done through a lead generation team, downloadable content, interested customers making contact, cold leads or social media.
- Establishing Contact: It involves the sales rep making the first contact with a potential buyer via phone call, social media, email or text message to see if they are interested in real-time.
- Qualification: It's about selecting potential customers who might be the best fit for your product or service. This critical step requires you to analyze your customers based on engagement, interest, buying attitude, budget and more.
- Lead Growth: Before thinking about closing a deal, try to build and nurture relationships by engaging in their social media posts, listening to and answering their concerns and sharing valuable insights to solve their problems.
- Closing: If the potential buyer is ready to buy, the deal will be closed by your representatives. And if they still have time to make a decision, follow it up.
- Follow-up: Continue to communicate with your potential buyers to understand their current status. It will also help build relationships.
What role does it play in the sales strategy?
The sales pipeline is the entire journey of a buyer from a lead to
becoming a customer.
- This will help you understand where your deals, money, effort and other factors are at any point in the sales process.
- It provides financial indicators to display potential trades that can be converted.
- You can view the performance of your team and sales staff and assess whether they are performing well or need training or upgrades.
- It points to valuable deals that can be made, which helps you forecast earnings for about a month or a year.
What is sales pipeline software?
The software that helps you organize the entire sales process, from lead
generation to closing deals and follow-up, is called sales pipeline
software.
It provides a clear view of your sales pipeline by tracking each step,
managing opportunities, monitoring the process and letting you understand
the next steps. It can also evaluate your deals, predict sales and help
you measure team performance.
Sales Pipeline software helps you stay on top of your leads by allowing
your team to connect with prospects, create daily tasks and run meetings.
All this helps to make more informed decisions and evaluate cash flows.
Sales Pipeline Software Features
- Lead management includes lead generation, nurturing, scoring and lead qualification to help you better prioritize and focus your efforts accordingly.
- store and view up-to-date contact information of potential customers, allowing you to quickly contact them by phone, email, SMS or through social networks.
- analytics and reporting to get real-time metrics and keep your managers and teams informed about their performance.
- Automation to save effort when sending emails, entering data and scheduling appointments
- Templates are ready-made sales pipelines that you can use directly if you don't know how to develop them.
- Integrations to connect to other useful tools your team uses, such as social media apps, email, documents, security systems and more
What are the benefits of using Sales Pipeline Software?
Efficient sales pipeline management: Using the software will help you manage or organize all the
processes in every step of your pipeline efficiently.
You will be able to understand the number of leads, qualified candidates
and their place in the pipeline and automate email sending, meeting
scheduling etc. to save time on repetitive tasks and minimize human
errors.
Better decision-making: With all the data about your sales pipeline, leads, conversions, and
follow-ups in front of you, you can understand where your sales and
business are heading.
This will help you make better business decisions.
More profit: You will be able to understand which leads are potential or cold,
whether they need additional action and how interested they are in making
a purchase.
This will help you shift your focus in the right direction and take the
necessary steps. This will lead to higher conversions, more leads, and
more revenue.
Knowledge of customer expectations and behavior: By tracking metrics and conversations, you can better understand
your customers. This will help you get to know their buying habits and
improve your products to meet their needs.
It will also allow you to predict your earnings so you can gauge your
growth and business success. So, here are some of the best sales pipeline
programs that offer all of the above benefits.
Pipedrive
Control your sales processes with Pipedrive to manage your sales
pipeline. It will help you reach more leads with custom web forms and
chatbots and track your contact history, emails and calls to have a
complete view of your schedule.
Instead of working hard, automate administrative tasks and gain knowledge
from artificial intelligence. Gain deep insight into custom metrics to
measure performance against pre-defined goals and get complete visibility
into your business and data insights.
You can also control your sales pipeline from your mobile device and
integrate Pipedrive with your business tools to improve your
efficiency. Pipedrive is always ready to remind you of your next
action and automate some processes so you can relax. Get all the data in
one window and enter new contacts and deals on mobile or desktop.
Using a mobile device, you can save call activities, know customer lists,
plan activities, take notes during meetings or calls, take photos to save
under a contract or deal and much more.
Easy to import, update and add contacts take notes during meetings or
calls, take photos to save under a contract or deal and much more.
Easy to import, update and add contacts take notes during meetings or
calls, take photos to save under a contract or deal and much more. Easy to
import, update and add contacts Google from Pipedrive and write or
send emails.
You can also track each activity to identify reasonable opportunities for
improvement. In addition, you can check which actions bring more
conversions and see which deal is closer to selling.
It will also help you understand the conversion rate at each stage of the
deal. Set up simple sales processes for $12.50/month and get a
14-day FREE trial without a credit card.
Keep
Close more leads with the right sales pipeline management with
Keep. Use its drag-and-drop sales pipeline to close and move deals
faster and know the status of each deal in one place.
Instead of using spreadsheets, get organized with Keap management
tool to save a lot of time. Manage new leads, get insight into the whole
process, create custom pipelines and sync them with CRM Keap to
automatically turn leads into deals.
You can also use a customizable dashboard to track your leads and stay on
top until you make a sale. Trigger automated tasks and follow-ups to drive
new leads through the funnel and get the right view of sales results along
with pipeline analytics.
You will also receive reports about the average duration of a deal,
conversion of deals by stages, average time, forecasting the income from a
deal and much more. Save up to 10 hours every week and optimize your sales
process as much as possible.
Select contacts from 500 to 25,000 for $79/month per user ($30 for each
additional user). Or try to Keep it for 14 days for FREE without
providing credit card information and get features like CRM, email
marketing, contact capture, easy automation, appointments, mobile app,
business line, automated text messaging, payments and more. billing.
HubSpot
Don't let your sales slip past in your sales pipeline easily manage all
your deals with HubSpot CRM. You can add new deals or contact
records directly from CRM and save hours by using the most up-to-date
data. This will prevent manual data entry and save you time, which you can
use to send emails, phone calls etc.
Whether you're just starting or have an established sales force,
HubSpot pipeline management software does the job and lets you
create your ideal process. Without the help of an IT team, you can easily
edit, delete, and add deal properties and milestones to assign tasks.
Focus on the deals that matter most to your business gaining full control
over sales. You can get a complete view of the work of the team and
individual employees using the sales dashboard, checking the progress of
meeting quotas and activities.
Identify gaps in revenue potential and work with your teams to run the
right operation to attract the right deals. With this CRM, you can manage
leads, contacts, pipelines and company information, track email, integrate
Outlook, Gmail and more.
Get everything you need with HubSpot for $45/month to
capture more leads and turn them into customers. It includes 1000
marketing contacts and many other features.
Salesmate
Build your own flexible and robust sales pipeline to track, organize and
attract more deals with Salesmate pipeline management software.
It will bring greater focus and clarity to the sales pipeline by
eliminating guesswork, creating multiple sales, knowing health status,
automating tasks and creating a fun and easy drag-drop sales experience.
Break the sales quota with high and hot value deals and check the
up-to-date picture of the sales pipeline. You can find bottlenecks and fix
them quickly with Pipeline View and see which deals need immediate
attention due to overdue actions.
Everything will be in front of your eyes and you can quickly send an
email, make a call or perform an action, IT technologies will save you
from tedious manual data entry and automate tasks so that you can attract
more potential customers through website forms.
Separate and filter all data to automatically attract and target the right
deals and track calls, appointments, texts and emails.
Also ensure safe collaboration and share responsibilities among your team
members. With the mobile app, you can track and manage trades from
anywhere anytime.
Bitrix24
Get a free Bitrix24 CRM system along with sales pipeline management
tools linked to CRM to provide advanced analytics.
The only thing you need to do is define sales processes, deal stages and
leads and the rest will be done automatically. You'll get win rate data so
you know how many leads are converting into customers.
This will allow you to identify bottlenecks through pipeline analysis and
improve it accordingly. You will also find free templates for invoicing,
quotes and sales stages.
With the mobile app, you get full CRM support from anywhere. It
provides unlimited historical data and customer database, interaction
timeline, sales funnel, free integration and more.
Improve the skills of managers and your predictive decisions and track key
metrics to build effective methods and strategies. What's more, generate
more leads by embedding web forms into your site.
Use dashboards and custom reports to improve your sales funnel and team
activities and get a complete view of agent activity reports, expected
sales, lead sources and outstanding invoices.
Plus it offers basic features like 5GB online storage a
contact center, email marketing, custom fields, invoices, quotes, a
self-hosted platform, integrations, etc. all for FREE.
Zendesk Sell
Convert leads faster with Zendesk Sell sales CRM and boost
productivity, revenue and pipeline visibility for sales teams. From huge
to-do lists to managing customer expectations your sales team has a lot of
work to do.
Empower them with Zendesk Sell to simplify and make data-driven
decisions, deliver a better customer experience and increase productivity.
Manage and build a pipeline to suit your business, schedule appointments,
send emails, view transaction history and make calls easily. You can also
follow the sales pipeline to focus on high-value offers.
It also comes with an integrated tool that provides the complete context
in one place. Group and filter lead in real-time to focus on the biggest
opportunities.
Zendesk Sell provides open and rich APIs to easily connect to the
technology stack. You can get complete visibility into sales processes
from planning to analysis and reporting with customizable dashboards.
Copper
Management software pipelines Copper makes it easy to track,
organize and organize your sales with customizable options.
You can create an unlimited number of pipelines, monitor pipeline status
visually, manage your team from anywhere and get real-time insights.
Copper guides you through every step of the sales process and lets
you track, view, sort, and filter activities in real-time so you never
miss a sale.
With Copper you can start tasks and complete actions within minutes
get a quick visual overview of the sales process and analyze each deal to
monitor the health of the business.
Automatically receive notifications of recommendations and new tasks to
focus on increasing value and pipeline speed. In addition reports and
dashboards display the type, status and amount of current trades.
You can also manage your quota by analyzing sales speed, average deal size
and pipeline cost. This will help identify issues and monitor progress so
you know where you are and when you will reach your quota.
Test drive for 14 days for FREE and see how Copper can help. Choose
the basic plan for $25/user/month for 3 seats and get full
integration with Google Workspace.
Really Simple Systems
Track and manage every selling opportunity at every step of the sales
process to close the deal successfully with
Really Simple Systems.
It allows you to prioritize each deal and distribute them accordingly
among your sales teams. With an intuitive CRM system you can easily
create accurate forecasts, invoices and offers without switching between
systems.
Set user permissions and security levels for your team to control who has
access to your data. You can see the sales pipeline in a single view and
drill down to get the full picture.
Also create your settings to define each stage of the sales process and
add as many stages as you need. It's FREE forever for 2 users.
Capsule
Get a summary of what's happening with each opportunity, where they're in
the pipeline and what to do next using the Capsule sales pipeline.
Track every sales opportunity, manage it with a visual sales funnel and
tailor each process with multiple pipelines. Capsule allows you to
create a sales forecast based on opportunities and probabilities.
You can also view sales pipeline statistics, summaries and forecasts of
future sales in one visual dashboard and check the conversion rate for the
last year.
In addition, you can see which tags are frequently used for a feature. You
will get tools like sales pipelines, pipeline dashboards, visual
pipelines, opportunity filtering and more.
Automate some tasks to save a lot of time and focus on more important
things. Plus use the calendar view to view your tasks on a monthly or
weekly basis and track each sales cycle to better understand your business
and make the right decisions at the right time.
Choose the Professional plan at $18 per user per month for
50,000 contacts, 10 GB of storage, premium
Google Workspace and Microsoft 365.
You also get premium integrations including Quickbooks, Zapier, MailChimp,
Xero and more. To learn more, take advantage of the
30-day FREE trial.
Conclusion
I hope the above information about sales pipelines will help you manage
your sales process better.
So, choose a sales pipeline software tool according to your budget and
requirements to generate more leads and convert them into buyers.
