Set Up Your Ideal Opportunity Funnel

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When you and your sales reps apply this iterative process over several weeks, you’ll start to develop truths that you can use to build out the actual scaffolding of the CRM.

For example, what should the opportunity funnel stages be? What data should we be logging? How do we disposition the calls, when we call? As you work in the CRM, you’ll figure this stuff out.

Now, let’s elevate your whole setup and CRM strategy. Here are the next four steps.

1.
Every sales-focused CRM tool has one ultimate goal, right? Closing deals.

At this point, you need to set up your ideal opportunity malta telegram data funnel—the tool that helps you identify and prioritize sales opportunities. This three or four-step funnel tracks from a qualified opportunity to deal won, cash-in-bank.

First, decide which businesses are qualified for your product or service. This includes several things:

They can get value from what you’re selling
They have the budget to buy what you’re selling, at the price you’re selling it at
They can buy what you’re selling within the timeframe you need them to buy it
In the early-stage startup world, the deal-closing timeframe needs to be 30 days or less. You aren’t living year-to-year, quarter-to-quarter, or even month-to-month. You live and die by the day, so if that lead isn’t ready to move forward within the next 30 days, that isn’t a qualified opportunity, and you need to walk away.