Visual Website Optimizer – As a smart marketer, you already know that it’s important to test different versions of your website design to see which one works best. That’s why Visual Website Optimizer is so valuable. It uses heatmaps to show you which design elements on your site are getting the most attention. VWO also enables you to receive feedback from visitors so that you can see exactly which parts of your site need improvement and which parts are working well. This is a critical sales funnel step that can help you pinpoint any problem areas on your site and even expedite your company’s growth.

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Salesforce – It’s arguably the case that the “go-to” tool for managing people who are stuck somewhere in the middle of the sales funnel is Salesforce. Of course, once you’ve said “Salesforce,” you haven’t said everything because the company offers a suite of marketing tools. At this stage, though, you’re mainly interested in the Salesforce CRM tool so that you can keep track of your prospects and gently push them forward into the final funnel stage.

Lots of Interest, But Not a Good Fit: Leads in the lower right don’t necessarily fit your ideal customer profile, but are highly engaged with your brand. They might have subscribed to your blog and email newsletter, downloaded your ebooks, and attended your webinars. It’s worth having a sales rep do a low-cost follow-up with these fans to see if there’s an easy sale to make from a non-traditional customer. Sometimes leads that don’t seem like a fit have a good reason to buy your product. They can also turn into great evangelists for your products or services, thus providing you with indirect support as non-customers. That’s why you can’t automate the entire sales and marketing process. At some point, a good marketer or sales rep can spot an opportunity that your systems might overlook.
John Lincoln (MBA) is CEO of Ignite Visibility (a 2017, 2018, 2019 and 2020 Inc. 5000 company) a highly sought-after digital marketing strategist, industry speaker and author of two books, "The Forecaster Method" and "Digital Influencer." Over the course of his career, Lincoln has worked with over 1,000 online businesses ranging from small startups to amazing clients such as Office Depot, Tony Robbins, Morgan Stanley, Fox, USA Today, COX and The Knot World Wide. John Lincoln is the editor of the Ignite Visibility blog. While he is a contributor, he does not write all of the articles and in many cases he is supported to ensure timely content.

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To overcome this, companies can develop and analyze their sales pipeline. When leaders track the volume of leads coming into their funnel, the number that are qualified buyers, the percentage that make it to the proposal stage, and more, they gather valuable insights into where there are areas for improvement in their sales process. This can help them strategically grow their overall sales. In fact, managers can use their pipeline to develop a more disciplined and structured approach to sales, making it easier to determine larger business needs (such as hiring) and goals (such as revenue and cash flow). 
Intercom Acquire – Ever visit a website and notice a happy face in the lower, right-hand corner next to a message like: “I’m Sadie! Can I help you with anything?” That’s a marketing chat system run by a company like Intercom. When people hit your landing page, you can use Intercom’s Acquire service to answer any questions that might not be answered on your web page.

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However, video conferencing and other apps offer an opportunity to engage prospects at a time and place that suits them. In fact, 60% of sales reps say they spend more time selling virtually than they did in 2015, according to the third edition of Salesforce’s global “State of Sales” study. Meanwhile, 52% of sales reps say they spend the same amount of time or less meeting with customers in person.
Probability to close. Even if your sales team has hundreds of high-value leads in the pipeline, salespeople may not be successful in winning a majority of those opportunities. Estimate how likely each lead is to convert into a customer based on your team’s conversations with them, their current stage in the sales pipeline, and other criteria that signal their eagerness to strike a deal.  

sales funnel diagram


Probability to close. Even if your sales team has hundreds of high-value leads in the pipeline, salespeople may not be successful in winning a majority of those opportunities. Estimate how likely each lead is to convert into a customer based on your team’s conversations with them, their current stage in the sales pipeline, and other criteria that signal their eagerness to strike a deal. 

sales funnel diagram


Your company might target financial services companies with 5,000 or more employees, or small service businesses with fewer than 100 employees. Or, you may be only interested in manufacturing companies of a certain size. Within those categories, you also might identify individual lead profiles, such as title or job description and role in the decision-making process -- e.g., economic buyer, end user, influencer. How closely a lead aligns with your ideal customer profile will determine whether and when you hand it over to the sales team.

sales funnel in marketing


Beyond terms and process, one of the best ways brands can align both sales and marketing is through shared programs such as account-based marketing (ABM) and lead nurturing. In 2018, Salesforce Research found high-performing marketing organizations to be 1.5x more likely to use ABM methods, and 1.9x more likely to use lead nurturing than underperforming marketing organizations. They are “shared programs” since both marketing and sales should work together to create them. Marketing handles the technology and setup while sales pick the targets and help create the content. Sharing in the creation of the programs allows sales to feel ownership of the programs, increasing their use and overall effectiveness.
“Time is money for a rep,” said Tony Rodoni, Salesforce EVP, Commercial Sales, and Market Readiness. “You need to know the most important thing to do right now, and what to do next. If you’re not clear on which opportunities are accurate, you’re relying on your memory to know which ones need work. As you take on a bigger book of business, with more opportunities, quarter after quarter, relying on your own memory means mistakes and wasted time.”

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If a sales opportunity does not move down the funnel, the sale will not happen and the opportunity should be removed, hence the “leaky” funnel. A leaky funnel is not necessarily bad; as a salesperson, you want to focus on opportunities that are likely to yield results. It is the nature of sales to have to remove an opportunity from your funnel. It does not mean that you will not sell to that account (a positive action by the customer can put them back into the funnel), but for the time being, you should centre your attention on opportunities that remain in the funnel.
The first stage is to make people aware of your brand and products. Whether you are a design agency or running an eCommerce website, then you must use WordPress plugins. If a person doesn’t know about the existence of your brand, how will he become your client or make a purchase? In the initial phase, products or services don’t get much exposure. However, through efficient marketing tactics, your brand can trigger curiosity leading to sales.

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Lots of Interest, But Not a Good Fit: Leads in the lower right don’t necessarily fit your ideal customer profile, but are highly engaged with your brand. They might have subscribed to your blog and email newsletter, downloaded your ebooks, and attended your webinars. It’s worth having a sales rep do a low-cost follow-up with these fans to see if there’s an easy sale to make from a non-traditional customer. Sometimes leads that don’t seem like a fit have a good reason to buy your product. They can also turn into great evangelists for your products or services, thus providing you with indirect support as non-customers. That’s why you can’t automate the entire sales and marketing process. At some point, a good marketer or sales rep can spot an opportunity that your systems might overlook.

sales funnel html template


The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams are aligned in their views on a sales funnel strategy and lead generation as a whole.

sales funnel leads prospects


Committed: Ideally, you want to close the deal when all red flags have been dealt with. In reality, most deals close while critical red flags still exist. At this point, you have provided the customer with a proposal that outlines key contractual terms. When a customer has agreed to move forward with a deal, they are “committed” (also known as “verbal commitment” or “verbal”). What remains is to work out the details of the contract, delivery and payment, all of which have the potential to“undo” the commitment. The commitment may be offered contingent upon certain terms being met.

Visual Website Optimizer – As a smart marketer, you already know that it’s important to test different versions of your website design to see which one works best. That’s why Visual Website Optimizer is so valuable. It uses heatmaps to show you which design elements on your site are getting the most attention. VWO also enables you to receive feedback from visitors so that you can see exactly which parts of your site need improvement and which parts are working well. This is a critical sales funnel step that can help you pinpoint any problem areas on your site and even expedite your company’s growth.

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When people buy a product they are showing their trust in it. In return, your product needs to be worthy of the money they spent. Consider how your brand can stand out among others and what you can offer to leverage against competitors. Once a buyer makes an emotional-connect with the brand, he is more inclined towards making a purchase with confidence.
Buffer – Social media marketing is an important way to help people discover your brand. Buffer saves you some time by enabling you to post updates to multiple social media channels all at once. Also, you can submit a number of updates at the same time and schedule them to post throughout the day so that you don’t annoy your followers with multiple updates that appear in rapid succession.

sales funnel conversion


Lots of Interest, But Not a Good Fit: Leads in the lower right don’t necessarily fit your ideal customer profile, but are highly engaged with your brand. They might have subscribed to your blog and email newsletter, downloaded your ebooks, and attended your webinars. It’s worth having a sales rep do a low-cost follow-up with these fans to see if there’s an easy sale to make from a non-traditional customer. Sometimes leads that don’t seem like a fit have a good reason to buy your product. They can also turn into great evangelists for your products or services, thus providing you with indirect support as non-customers. That’s why you can’t automate the entire sales and marketing process. At some point, a good marketer or sales rep can spot an opportunity that your systems might overlook.

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Revisit your sales funnel from lead to close. Earlier in this guide, you’ve already mapped this out. Now, it’s time to think about potential flaws in your system that make it hard for a prospect to do business with you. It’s too easy for companies to sacrifice customer experience for internal process. Make sure that you break down barriers and make it easy for prospects to engage with you at every stage.
Create content and use tactics that help to keep them connected with your brand, even when they are not actively engaging with it. One of the most effective ways to boosts engagement is through Newsletters. This will keep them up-to-date about your latest products and discounts, major sales that they shouldn’t miss or any changes you make with regards to the terms & conditions of your service.

sales funnel for digital marketing


Review your initial lead response time. According to InsideSales.com, 35-50 percent of sales go to the vendor that responds first. Speed literally wins deals! The time it takes for your company to respond to leads once they hit their inbox may be the first source of a leak, so make sure to review this and make time in your day for prioritizing responding to leads.

sales funnel leads


These metrics closely relate to each other. For example, the number of deals in your funnel matters only if you know what percentage of your deals you win on average. The average size of a deal impacts the amount of deals you should be closing in order to hit your revenue goal. And sales velocity helps you understand how much of your time can and should go towards each quality deal, so you can manage your days effectively.

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AWeber – It’s often the case that you’ll let people try your service for free or for a limited time. Of course, as a good marketer, you’ll ask for their email in exchange for the free trial membership. Once you’ve got that email, you’ll need an autoresponder like AWeber to keep in contact with them. AWeber makes it easy to email contacts en masse and also tracks analytics about individual email campaigns. If AWeber doesn’t suit your fancy, have a look at competing tools such as MailChimp and GetResponse. Any of these will work well and keep your prospects engaged.

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Data insights are again the key to funnel optimization. Three other data-driven technologies follow analytics and sales reporting as the most popular sales tools: account and contact management (65%), sales forecasting tools (56%), and customer relationship management (CRM) systems (58%). The latter is a particularly crucial tool for optimization, enabling your business to organize all customer-related data in a central location.
Probability to close. Even if your sales team has hundreds of high-value leads in the pipeline, salespeople may not be successful in winning a majority of those opportunities. Estimate how likely each lead is to convert into a customer based on your team’s conversations with them, their current stage in the sales pipeline, and other criteria that signal their eagerness to strike a deal. 

sales funnel facebook


The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams are aligned in their views on a sales funnel strategy and lead generation as a whole.

sales funnel leads prospects


AWeber – It’s often the case that you’ll let people try your service for free or for a limited time. Of course, as a good marketer, you’ll ask for their email in exchange for the free trial membership. Once you’ve got that email, you’ll need an autoresponder like AWeber to keep in contact with them. AWeber makes it easy to email contacts en masse and also tracks analytics about individual email campaigns. If AWeber doesn’t suit your fancy, have a look at competing tools such as MailChimp and GetResponse. Any of these will work well and keep your prospects engaged.

sales funnel kpis


To automate reporting and connect even more of the dots between each salesperson’s activity and overall performance, use sales management software such as a CRM platform. Teams armed with the right sales pipeline and dashboard generally are able to use the information and insights gleaned to improve their sales, cut costs, and outperform their goals. 

In brief, we are inclined to go along with someone’s suggestion if we think that person is a credible expert (authority), if we regard him or her as a trusted friend (liking), if we feel we owe them one (reciprocity), or if doing so will be consistent with our beliefs or prior commitments (consistency). We are also inclined to make choices that we think are popular (consensus [social proof]), and that will net us a scarce commodity (scarcity).

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