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End-to-end Agency Management System – SALES

Increase your agency’s sales revenue

Track progress towards sales goals with a sales solution that assures you a good amount of new deals in your sales funnel.

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Let’s Clarify Some Sales Jargon


Lead vs Prospect vs Opportunity

  • Lead: an unqualified contact at the top of the sales funnel. Leads have typically expressed some level of interest in your product or offering (like opting in to receive a piece of gated content), but have not been qualified to determine if they fit the ideal buyer persona or would benefit from using the product.
  • Prospect: a qualified contact who has been moved into the sales qualification process as an ideal customer who would consider buying.
  • Opportunity: a qualified prospect that agrees to consider your solution, with a high chance of closing.

Sales Funnel vs Sales Pipeline

  • Sales Funnel
    definition – it represents the quantity and conversion rates of prospects through your pipeline stages. It’s built from the perspective of your leads. It’s based on the stages your leads go through before they become customers, and shows you how your leads are reacting and converting through each stage.
    stages – awareness > interest > consideration > intent > purchase.
    track and report – most of the data will come from your website analytics and customer data.
    where to create – the data you need can be exported to a spreadsheet.
  • Sales Pipeline
    definition – a set of stages that a prospect moves through, as they progress from a new lead to a customer. It’s built from the perspective of your reps. Your pipeline is a clear overview of how many open deals your team has on the table, and gives reps a clear path to push that deal towards a sale. It’s modeled after the different stages in your sales process but focuses on the actions reps take to cultivate and sell to new leads.
    stages – prospecting > qualification > meeting or demo > proposal or negotiation > close.
    track and report – to track the right metrics for your sales pipeline, you can use information from your CRM and other sales analytics tools.
    where to create – within your CRM.

CRM

Customer Relationship Management (CRM): strategies and processes that companies use to keep track of all the interactions with customers and potential customers. CRM software is a system for managing your relationships with customers.

Use These Sales Tools to Manage your Agency


  1. CRM — Download Here ❯
  2. Sales Pipeline — Download Here ❯

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