What is included

The stages describe your actual sales process, not an ideal one from a textbook. Otherwise salespeople will move deals along for the sake of form.

Discuss the scope

Process review

How a sale actually runs, where decisions are made and what slows it down.

Funnel stages

Stages with clear criteria for moving on, not "in progress" and "thinking about it".

Lead collection

Website forms, email, telephony and messengers all land in the system automatically.

Assignment

Rules for assigning an owner so no lead sits with nobody.

Reminders

Control over overdue tasks and deals with no movement.

Reporting

Conversion by stage, average deal length and workload per salesperson.

How the work runs

Setup takes two to three weeks including training for the sales team.

01

Interviews

Conversations with salespeople and the head of sales about the real process.

02

Configuration

Stages, fields, permissions and automatic lead collection from the channels.

03

Training

On real deals, before launch. Otherwise the system sits empty for the first week.

04

Adjustment

After a month we see what did not take root and simplify it.

The more required fields there are, the less data ends up in the system. A salesperson who has to fill in fifteen fields to save a deal starts typing dots and dashes. Three fields filled in honestly beat fifteen filled in for the sake of form.

Frequently asked questions

Usually five to seven. Fewer and you cannot see where deals get stuck. More and salespeople stop telling them apart and move deals along mechanically. Every stage needs a clear criterion for moving on.

Look at what specifically gets in their way. The cause is usually redundant fields, duplicated work, or the system giving them nothing in return. An order from management helps little here; simplification helps a lot.

For most companies it is enough. A separate specialist system is justified for very long deals with a complex structure or in industries with specific requirements. It is best to start with what you already have.

We will set up your sales funnel

Tell us about your sales process and how many salespeople you have. We will build the funnel around the real process and connect every lead channel.