Sales pipeline

Record your business opportunities

Define and visualize your sales funnel

Gather your information in one place

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The sales pipeline

The sales pipeline is where all business opportunities are recorded. The main goal of a sales pipeline is to quickly visualize your sales opportunities using various criteria.

Customize your sales pipeline

Customizing your sales pipeline has many benefits. It allows you to better control your sales process and organize yourself to get a precise view of your performance.

Create your sales stages

Any company wishing to create its own sales pipeline should start by carefully examining its sales stages. Asking this question is an important step in understanding the sales process. Common stages include identification, initial contact, meeting, sending offers, ongoing negotiation, and contract signing.

Move, manage, visualize

Once your sales process is tailored to your business, you’re ready to manage opportunities. As opportunities progress through your sales process, simply move them along, ideally advancing your offer to the next stage. To go further, you can plan sales actions by segmenting companies with opportunities in a particular status, for example.

Why choose Webmecanik for your sales pipeline?

With Webmecanik Pipeline, tracking opportunities becomes simple and accessible to everyone. Managers have a clear view of the progress of all opportunities and sales actions. Salespeople, for their part, see their results progress in real time, which boosts their motivation and engagement. Steer your performance, adjust actions quickly, and align the entire team on strategic priorities.

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Adopt the CRM that boosts your sales efficiency

With Webmecanik Pipeline, centralize your data, track all your sales actions, and never let a deal slip away again. All while giving your sales team greater performance and peace of mind!

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