Sales Funnel

What

The Sales Funnel in ShareBuilder CRM is a visual tool that represents the progression of prospective clients from initial awareness to final action. It outlines the stages of the sales process, helping sales teams track and manage opportunities effectively.

Why

Utilizing the Sales Funnel allows sales professionals to monitor the status of potential deals, prioritize efforts, and forecast revenue accurately. By understanding where each prospect stands in the sales journey, teams can implement targeted strategies to advance deals through the funnel, ultimately enhancing sales performance.

How

1. Understanding Default Stages:

   • The default stages in the Sales Funnel include:
     1. Prospecting
     2. Needs Analysis
     3. Proposal/Negotiation
     4. Client Order Received
   • These stages can be customized by managers or administrators to align with your organization's sales process.

2. Navigating the Sales Funnel:

   • Filtering and Searching:
     • Use the keyword search to filter accounts by name.
     • Apply filters to view columns by stage or percentage confidence.
     • Select specific time frames under Filter/Month to define the period you wish to analyze.
       
   • Managing Pending Items:
     • Drag and drop pending items between columns to update their stage and automatically adjust the confidence percentage.
     • Yellow lines indicate items that are four days past the activity date or require a close week update.
     • Red lines signify a mismatch between the confidence level and the stage, as set by your manager.
     • The bottom of each pending card displays the last update date, ensuring you keep information current.