Manage that pipeline by keeping it organized and clear of debris.

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How do you make reporting as pain-free as possible? Use the CRM system (and make sure your reps use it, too). A robust CRM will have sales dashboards that provide real-time, visual representations of your most important sales data. (And you can/should create one catered to your sales team.)

Your CRM might even offer more comprehensive reports that dig below the dashboard’s top lines, like via a sales funnel report.

Sales Management - Close Opportunity Funnel Report
But, of course, you can also write out your own sales reports. Use a template, and compile your data—with the audience in mind—then represent it visually. Be sure to explain the report so it makes sense, and ideally, provide direction for the next steps.

7. Practice Effective Sales Pipeline Management and Cleanup
An effective sales pipeline turns leads into customers malta telegram data at a consistent clip. How? It allows your reps to track and manage sales opportunities as they move through the sales process.


To note, it’s a lot easier to manage the sales pipeline with a robust CRM, like Close. But regardless of the tool you use, follow these four steps—your pipeline will thank you for it:

Build (and maintain) a clear sales process. Define the repeatable steps your team can use to push leads through the pipeline. A well-defined process shows reps exactly what actions to take at each stage in order to convert customers and avoid bottlenecks.
Focus on relevant metrics. Review the goals you’ve set for each stage in your sales pipeline, and implement methods to track progress. This data-backed approach is key to optimization—and accurate forecasting. Monitor metrics like pipeline value, average deal size, sales pipeline velocity, conversion rate per stage, and rep performance.
Unblock the blockages. Stagnation sucks the life out of your sales pipeline. Cull those stuck leads—and implement best practices to prevent them in the first place. Take a hard look at your qualification and lead gen approaches, and get reps on the same page about follow-up frequency.