For example, in CRM tools, you can create cases from the cases section or from the contacts and opportunity sections of the CRM. You can also create cases from the global actions menu. Cases can be assigned and the details can be made accessible to the people who need to know about it and those actively working to resolve it. These features allow you to quickly handle issues so your customers are satisfied with your service.
To help you get started, we’ve created a sales funnel template you can use to create something that works for your business. It’s a PowerPoint document with prompts that you can customize based on the specific stages you feel are the best fit for your customers. This template will help you think of each stage in your customer’s journey and what should happen in each stage. It will also help you map out your own sales funnel stages unique to your business.

The idea is to condition your users. Don’t push towards selling only your products, make it a point to create comfortability with users thus allowing a relationship to form. Make contents that are relevant, timely, and tends to help users. Or engage in creating games or mini games so your site or page could be deemed as not only informative but also engaging in a good way.

The final step in the process is to figure out which metrics you’ll track to determine how well your funnel is functioning. It’s crucial to work with the SQL and MQL data here to track patterns between who closes and how they interact with your site, content, channels, ads, etc. Once you have more information, you can continuously optimize your funnel

For example, if you are a florist, a repeat customer might stop at your shop every few months to purchase the same thing–a flower bouquet for his wife. Or if you’re make socks, a repeat customer might purchase more socks from you when the old socks are worn out. On the other hand, if you’re an author selling a book, you probably aren’t going to get someone purchasing the exact same book from you a second time (unless it’s a gift or they lose their first copy). However, they may very well purchase your second novel as soon as you publish it.
A lead is someone who becomes aware of your company or someone who you decide to pursue for a sale, even if they don’t know about your company yet.. Typically, this includes everyone in one big group, but you could also break this down further to only look at qualified leads, which are leads that meet certain qualifications to becoming customers. For example, if you’re selling pet products, a qualified lead is someone who has a pet, versus someone who simply likes the cute animal pictures on your blog, but will never buy anything from you.
The truth? People are smart. They're not simply going to buy anything from anyone unless they feel there's an immense amount of value to be had there. Thus, your funnel needs to built that value and bake it in through a variety of means. But most importantly, you have to create a strong bond with your prospect, and that happens by being relatable, honest and transparent in your email warming sequence.
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).
A sales funnel illustrates your customer’s journey and works by increasing the level of engagement and trust in each interaction with your prospects. It typically contains six stages, starting with awareness and ending with loyal customers, with each stage more intentional than the last. While not all prospects will reach the end of the funnel, those who do are actively engaged and therefore more serious about buying your product or service.

Another important principle of this sales funnel is that we’re not talking about a linear process here. You don’t want to limit your marketing strategy to generate leads at the top of the funnel and then guiding them all to the end. There are thousands or even millions of people out there already who may know your brand but simply aren’t interested in it yet.


After you’ve mapped out your prospect’s experience, make sure they align with your team’s pipeline stages. You can do this on paper or in CRM software like Salesforce Essentials. Sales pipeline stages are stages in your sales process, while your sales funnel stages are the stages in your customer journey. Refer to our article on how to create an effective sales plan for more information about pipeline stages and how they relate to your sales strategy.
Sales and marketing teams need to adapt to these increasing demands. They have to work more closely together. While the marketing team still hands leads to the sales team at a point in the funnel, they have to stay involved to maximize customer retention and advocacy. The sales team needs to be involved early on, providing the benefits of their customer knowledge to help increase qualified leads and conversions.

As noted, the pizza shop funnel example above is really simple; there aren’t many steps. Sometimes this is okay (for example, in our pizza funnel, adding more steps may or may not hinder down the sales process). However, for better results, it is often beneficial to add more levels to your sales funnel. This is especially true if you’re selling high-ticket items.
Task management tools help you move prospects through the sales funnel quickly because they help you schedule and assign tasks that must be completed to move onto the next stage. Being able to quickly schedule important tasks like sending quotes or writing emails helps keep these tasks top of mind and reminds you that there’s an important deadline that you must meet to get closer to a sale.
SEO: Search engine optimization (SEO) is the process of improving your content’s visibility in search engines. Or, in simpler terms, SEO is about getting traffic to your site from sites like Google, Yahoo, Bing, and other search engines (this type of traffic is known as organic traffic.) For that to happen you have to try to rank your content in the top positions of the search results for specific terms or phrases (known as keywords.) Something you should keep in mind about SEO is that it’s not a fast process. Pursuing SEO early can have a huge pay off down the line—when you start getting free and consistent traffic from search engines—but if you are just getting started and need traffic right away, I recommend that you look into immediate sources of traffic while you work on SEO.  
Email open and click rates: Once you’ve captured a lead, the most common way to strengthen the relationship with your contacts is by using email marketing. Open and click rates represent the percentage of contacts that opened an email and clicked on a link in the email body. These metrics are great indicators of how relevant the content you are sharing is to your subscribers. Almost every email marketing service you can use will calculate these metrics for you.  
Once your target audience is aware of their needs and your company they move into the “think” stage. This is where it gets tricky—the majority of consumer research happens in this stage, and the research and discovery loop takes them back and forth through different mediums. During this stage, it’s crucial to build your authority and get your target audience onto your website.
First, try some cold calling. We’ve all gotten those dreaded calls from telemarketers, and while the number of hang-ups sales reps get is enough to make some people quit, this does still work. If it didn’t, people wouldn’t be doing it. The key to success with cold calling is to make sure you have a list of qualified leads. If you’re selling a product for men, for example, make sure your list is primarily male.
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