Sales Pipeline Management

Are you optimizing your sales pipeline management in order to maximize sales? Today’s CRM (Customer Relationship Management systems) enable all of the following features and more in relation to sales pipeline management.

  • Track deal status, close date, next steps
  • Attach documents to the relevant deal or contact
  • Track discussions and e-mail correspondence
  • Receive alerts and set follow-up reminders
  • Toggle between grid and calendar views
  • View summary reports across individual pipelines
For further information, see What is CRM. Examples of CRM systems include Smartsheet, Zoho, Salesforce, and PipelineDeals.
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