Your sales funnel should be a well-oiled machine, pushing prospects through each stage in an efficient and effective manner.
Without the right strategy, your sales funnel will soon turn into the “Bermuda Triangle,” taking qualified leads and making them disappear forever.

When was the last time you thought about the way you manage your sales funnel? If it’s been a few months (or longer), you aren’t alone. In fact, 68 percent of B2B organizations have yet to even identify their funnel. That’s a problem you don’t want to have for much longer.

However, all is not lost. With the right system in place, you can effectively manage each stage of your sales funnel. Here are three tips to follow:

Clearly Define Each Stage

For example, the beginning stage may entail searching for qualified prospects via LinkedIn (among other strategies). But by the time you reach the end of the funnel, you only have one goal in mind: to secure a meeting with the decision maker, and promptly close the deal.

Each stage of the sales funnel calls for a different approach and strategy. Knowing how to move forward and what to expect allows you to make informed decisions.

You can view all of your stages in your funnel using Dasheroo dashboards for Infusionsoft, just an fyi.

Prioritize Daily Tasks

Let’s face it: every task within your sales funnel is important, but some must take priority over others. There is no two ways about it, because there is only so much time in the day.

It is a must that every member of the sales team knows how to prioritize daily tasks associated with the sales process.

Here is an example: if you spend too much time following up with dead end leads, you won’t have enough time to prospect for new leads and close deals that are in the final stage of the funnel.

Here at Dasheroo when someone signs up to our service and meets a set of criteria a task in Salesforce is automatically generated to our sales team as well as an email sent. This way if they’re not using Salesforce they at least know there is a new task waiting for them to jump on!

Search for Time Saving Opportunities

Time is money, and this is particularly true when it comes to sales. Any way you can save time is something to consider.

Maybe Facebook plays a big role in your sales and marketing efforts. Why do everything by hand (ewww, spreadsheets) when you can set up a dashboard to track the most important metrics for this aspect of your strategy? Not only does this save you time, but it may open your eyes to opportunities you have overlooked.

Automate your emails thanking someone for signing up to download a valuable piece of content with a request for a meeting. This one small tactic could get you qualified inbound leads that would otherwise take time out of your day.

The way you manage your sales funnel won’t be the same as the next person, and there is nothing wrong with that. All you should care about is managing your funnel in a manner that boosts productivity and increases sales.