Managing Customers and Leads
Overview
Funnels
Funnels are a way for salespeople to visualize where their leads are in the customer jouney and close they are to buying. For example
a sample funnel may look like
- Lead
- Qualified
- Demonstration
- Negotiation
- Closed
The sales funnel helps the salesperson to understand how to interact with a potential client and what the next steps may look like.
Generally, it is structured as a linear progression. This means that it does not necessarily map to the
customer journer,
although it makes a certain degree of sense for the salesperson to understand the customer journey and how it relates
to the sales funeel.
