How to create a sales funnel
Posted: Mon Dec 23, 2024 4:08 am
The best way to start a sales funnel is by using specialized software.
An example of this would be Vendomia, our own sales CRM .
With this platform you can manage multiple funnels and also use various tools to make your day-to-day life easier. Whether you decide to use it or not, here are some key points that you can take advantage of to quickly set up your funnel to get up and running as soon as possible.
Define your business's sales funnels
The first step is to be clear about how you are going to work. You can try to manage everything with a single sales funnel, or you can consider creating several at once.
An easy way to tell if you need multiple sales funnels is to compare your lines of business -- if you have several products that sell very differently, try creating a specialized funnel for each one. If, on the other hand, you find that a single process works for everything, even better.
Our recommendation is to start in a simple and uncomplicated way, and add more elements as you feel comfortable.
Define the sales phases of each funnel
The stages of your sales funnels are based on the steps you thailand code number need to take to close a customer. Examine your business: what actions are absolutely essential for a prospect to become a customer?
In the vast majority of cases, I recommend starting with a simple list of phases:
New prospectus
Interested prospect
Offered for the first time
Negotiation and consecutive offers
Signature and Closing
If there are additional steps in your business (for example, going to take measurements or doing a pre-service), then you can add more phases to better document the entire customer journey.
Just keep in mind that it should be a simple process with only the essentials.
An example of this would be Vendomia, our own sales CRM .
With this platform you can manage multiple funnels and also use various tools to make your day-to-day life easier. Whether you decide to use it or not, here are some key points that you can take advantage of to quickly set up your funnel to get up and running as soon as possible.
Define your business's sales funnels
The first step is to be clear about how you are going to work. You can try to manage everything with a single sales funnel, or you can consider creating several at once.
An easy way to tell if you need multiple sales funnels is to compare your lines of business -- if you have several products that sell very differently, try creating a specialized funnel for each one. If, on the other hand, you find that a single process works for everything, even better.
Our recommendation is to start in a simple and uncomplicated way, and add more elements as you feel comfortable.
Define the sales phases of each funnel
The stages of your sales funnels are based on the steps you thailand code number need to take to close a customer. Examine your business: what actions are absolutely essential for a prospect to become a customer?
In the vast majority of cases, I recommend starting with a simple list of phases:
New prospectus
Interested prospect
Offered for the first time
Negotiation and consecutive offers
Signature and Closing
If there are additional steps in your business (for example, going to take measurements or doing a pre-service), then you can add more phases to better document the entire customer journey.
Just keep in mind that it should be a simple process with only the essentials.