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Sales Pipeline

The Sales Pipeline is a critical tool in any organization, designed to visualize the inflow of business, track deals at different stages, and facilitate personalized customer interactions to advance prospects through the sales cycle.

Workflow template includes the following steps

Step 1 — Lead Generation

The first step involves identifying potential customers or leads through various sources such as marketing campaigns, online enquiries, referrals etc.

Due Date

Output Field Conditions

Step 2 — Lead Qualification

This step involves assessing the leads to determine their potential to become customers. This is usually based on criteria such as their need for the product/service, their budget, their readiness to buy etc.

Output Field

Step 3 — Proposal Presentation

Here, a sales proposal is presented to the qualified leads. The proposal outlines the product/service details, pricing, and terms and conditions.

Due Date

Output Field Conditions

Step 4 — Negotiation

In this step, any objections raised by the lead are addressed, and negotiations are carried out regarding the terms of the deal.



Step 5 — Closing the Deal

The final step involves finalizing the deal. Once the lead agrees to the terms, the deal is closed, and the lead is converted into a customer.

Output Field

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Sales Pipeline

The sales pipeline is an indispensable part of any organization. It is often referred to as the lifeline of a business, as it provides a clear overview of the sales process, from the initial contact with a potential customer to the final closing of a deal. By visualizing the inflow of business, it enables sales teams to track deals at various stages of completion, and curate personalized customer interactions to push prospects further along the sales cycle. A well-managed sales pipeline can significantly enhance customer relationships, improve sales efficiency, and ultimately, drive business growth. It allows for effective sales forecasting, which is crucial for strategic planning and decision making. Moreover, it provides insights into sales trends and patterns, helping identify potential opportunities and challenges. It can also help identify bottlenecks in the sales process and devise strategies to overcome them. A healthy sales pipeline is therefore not just a sales tool, but a strategic asset that contributes to business longevity and growth. It is essential for any organization that aims to maintain a steady flow of sales and ensure sustainable business development.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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for this business process based on your prompt

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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