Create & Manage Multiple Sales Pipeline with Zoho Bigin

Sales Pipeline management is a complex process that supports prospect management throughout the sales pipeline process. However, when it comes to sales pipeline and sales funnels people often confuse them with one another.

In some cases, ‘Sales Pipeline’ is often synonym with ‘Sales Funnel’ and interchangeably used while tracking and spotting where the leads fall in the buyer journey.

Here you need to understand that sales pipeline and sales funnel are two different concepts and differ from one another in many ways. Especially, when it comes to data presentation and identifying the leads, the two are totally different processes

Another thing that can help you differentiate between these two is, the prior one is used for deals, while the latter one is used for leads.

In simpler words, it is a process of presenting the stage of the prospects on the sale continuum to helps the sales reps in different lead stages identification.

The sales pipeline consists of prospecting, qualifying, proposal, negotiation, and closing the deal stages.

Every stage along the sales pipeline requires a distinct plan of action for the sales agents that helps them to push the leads into the next phase of the sales funnel.

Here in this piece of writing, you will get to know the importance of sales pipeline management, the benefits it offers to sales agents, and lastly how Zoho Bigin CRM can benefit small businesses in their early phases of sales pipeline creation, tracking, and management. For more information on Zoho Bigin or Zoho CRM integration, reach out to Techloyce, a premium Zoho Partners.

Why do you Need Sales Pipeline Management?

Sales executives and sales teams have to follow tight deadlines that include contacting leads to follow-up and navigating leads to convert. All of these things require a lot of effort, especially when you are managing the sales pipeline, manually.

For instance, imagine the hassle that any sales executive have to go through while following up on leads and answering queries. And, this often results in missing follow-ups or some might forget to call and send an estimate. Thus, having a detailed and automated sales pipeline management process in place helps the business in the following ways:

· It improves the sales process by helping sales agents in identifying the lead status and quality and what causes the leads to fall out of the pipeline. Hence, they can devise strategies to improve the conversion process along the sales pipeline.

· The next thing is it allows sales teams to evaluate the financial health, predict prospect conversions, and compare it with the closed deals.

· With comprehensive sales pipeline management, sales teams can be empowered to analyze sales strategy and pinpoint the shortcomings and loopholes.

· Sales pipeline management maps the lead throughout the sales funnel phase.

· Since everything is tracked and monitored in real-time, sales managers can also have a bird-eye view to monitor and analyze Sale Pipeline Performance and give their two cents for modifications or alterations.

Zoho Bigin — A Sales Pipeline CRM for SMBs

A single spreadsheet and simple data presentation may not be enough to map the sales and associated business health and progress. When you grow you need more. You need tools that help executives to understand what monthly or annually earned revenue is and what strategies are outperforming along with things like future forecasting.

In this quest, Zoho Bigin can be a reliable solution for small businesses and startups. Bigin by Zoho CRM helps to create custom sales pipelines for every sales funnel and gather deep insights on leads other than just having contact or email address. Hence, sales teams and their managers can simultaneously track contacts, identify their roots, and monitor the dealings they have with them from one dashboard.

Hold on! This also allows sales agents to remain in contact with the leads via email and social media. The visualization of the sales pipeline also allows them to track progress with the notifications that never let you miss any task, event, or scheduled call and estimate to send.

Benefits of Sale Pipeline Management with Zoho Bigin CRM

1. The first advantage of using CRM is it increases the average growth rate, forecasted deals, and the ratio of won or closed leads.

2. On top of that, the CRM allows sales teams to easily generate reports, assign labels, and score leads

3. With Bigin, a sales manager doesn’t have to shift from one window to another since everything about the account can be viewed from one page.

4. In addition to managing customer accounts, it makes lead nurture simple, contextual, and easy.

5. Lastly, the analytics provide a comprehensive view of every pipeline.