Sales Pipeline Management & Follow-up Automation
Created by
Sales Team
Categories
Sales Pipeline
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Workflow Diagram
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Video Tutorial
Learn how to set up this workflow
Streamline your sales process with automated pipeline management, follow-up reminders, and opportunity tracking to maximize conversion rates.
Key Features
- Pipeline visualization - Track opportunities through sales stages
- Automated follow-ups - Send reminders and follow-up emails
- Stage progression - Automatically move opportunities between stages
- Forecasting - Predict sales outcomes and revenue
- Performance metrics - Track conversion rates and sales velocity
Requirements
- CRM system with API access
- Email automation platform
- Sales data and opportunity tracking
Workflow Steps
- Create opportunity - Add new sales opportunities to pipeline
- Track interactions - Monitor customer engagement and activities
- Schedule follow-ups - Set automated follow-up reminders
- Update stages - Progress opportunities through sales stages
- Generate forecasts - Predict sales outcomes and revenue
- Close deals - Complete successful sales and update records
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