Pipeline structure
Posted: Sun Dec 22, 2024 8:19 am
The pipeline table consists of mandatory sections:
Identifier and name of the transaction. Information about each order contains basic data for their convenient search and sorting in the database. Even if it is maintained in Excel indonesian numbers format, the identifier and name of the order can be automatically added to the "Pipeline" file.
Customer information. This is the place where marketing companies collect personal data. This information allows them to offer customers a product that matches their preferences, which increases marketing efficiency and increases repeat sales. Without a CRM system, customer data is filled in manually.
Brand product. Product offered by the company. Helps to track the sales department, control accounting and warehouse records. Automation of this process is necessary, as many errors can be made during manual entry.
Responsible Manager. This section shows how deals are transferred between employees to determine who is responsible for each stage. Deal information can be imported from the staffing table or task tracker used in the sales department.
Transaction amount. This section indicates the projected average check. For small and micro businesses, this may be the primary basis for accounting for transactions, while for large companies this information is insufficient and requires the use of full-fledged CRM systems and end-to-end analytics.
Probability of Successful Deal. This shows the percentage of successful conversion at each stage of sales, based on all possible situations and communication options between the seller and the buyer.
Pipeline structure
Deal stage and target action. This section contains information not only about the current status of the deal, but also about the necessary steps to move to the next stage. Unlike a standard sales funnel, it lists all possible actions at each stage, including ways to convince the client to make a purchase, methods of warming up or freezing leads. For convenience, the pipeline can be created in planners such as Trello or Notion.
Deal Completion Date. This section displays the approximate date by which the deal can be expected to be completed, as well as the end date of the current stage, after which decisions must be made about continuing or completing the transaction.
The pipeline is filled based on information taken from analytical sources. The CRM system and end-to-end analytics, such as Roistat or Callibri, will upload data automatically. But if you do not use such a system, you will have to enter the data manually.
Identifier and name of the transaction. Information about each order contains basic data for their convenient search and sorting in the database. Even if it is maintained in Excel indonesian numbers format, the identifier and name of the order can be automatically added to the "Pipeline" file.
Customer information. This is the place where marketing companies collect personal data. This information allows them to offer customers a product that matches their preferences, which increases marketing efficiency and increases repeat sales. Without a CRM system, customer data is filled in manually.
Brand product. Product offered by the company. Helps to track the sales department, control accounting and warehouse records. Automation of this process is necessary, as many errors can be made during manual entry.
Responsible Manager. This section shows how deals are transferred between employees to determine who is responsible for each stage. Deal information can be imported from the staffing table or task tracker used in the sales department.
Transaction amount. This section indicates the projected average check. For small and micro businesses, this may be the primary basis for accounting for transactions, while for large companies this information is insufficient and requires the use of full-fledged CRM systems and end-to-end analytics.
Probability of Successful Deal. This shows the percentage of successful conversion at each stage of sales, based on all possible situations and communication options between the seller and the buyer.
Pipeline structure
Deal stage and target action. This section contains information not only about the current status of the deal, but also about the necessary steps to move to the next stage. Unlike a standard sales funnel, it lists all possible actions at each stage, including ways to convince the client to make a purchase, methods of warming up or freezing leads. For convenience, the pipeline can be created in planners such as Trello or Notion.
Deal Completion Date. This section displays the approximate date by which the deal can be expected to be completed, as well as the end date of the current stage, after which decisions must be made about continuing or completing the transaction.
The pipeline is filled based on information taken from analytical sources. The CRM system and end-to-end analytics, such as Roistat or Callibri, will upload data automatically. But if you do not use such a system, you will have to enter the data manually.