Funnel for managing project sales

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At each stage of the funnel there are several business processes, differing in their overall importance.

It makes sense to identify key processes and select quality indicators for them in order to track the progress of the project and the efficiency of employees.

It is also necessary to ensure automated data bahamas mobile database collection with the ability to conduct analysis, obtain current statistical indicators, etc. A CRM system designed for customer relationship management is quite suitable for these purposes.

In CRM, time boundaries should be provided for the stages of funnel control so that the system notifies about delays.


Source: GRIN / unsplash.com

Projects can be classified according to different criteria, but most often they are divided according to marginal profitability, for example, large, medium and small transactions, which are assigned categories A, B and C.

If there are several projects, the funnel should show the volumes for each of them and its share at each stage.

Main stages of the funnel
The sequence can be individual, but the standard project sales funnel has seven stages.