Build that process into your own CRM

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What do I mean? Most CRMs have an object called an Opportunity, and they have Statuses or stages of each Opportunity—that you can define. The first one is usually "qualified."

In Close, you can set up customized Lead Statuses (such as “new lead,” “qualified,” or “customer”) as well as Opportunity Pipelines to describe each stage of the deal in your sales process. Your business is unique, and so your pipeline should reflect your own unique selling methods and customer journey.

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Once you’ve created these, you’ll see new opportunities nepal telegram data in an easy-to-digest Pipeline View, showing you exactly where each deal stands in your process.

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Once you’ve qualified new leads, the next stages in your opportunity funnel are directed by the procurement process within your specific industry. So, maybe that’s a product trial. Then, a proposal. Then, a contract. (Or something else entirely.)

You’ll also want to identify the touchpoints essential to your sales process and learn which business processes are involved in closing deals. Optimize and iterate (per usual).

All this information will feed into the successful development of your unique sales pipeline.