Multiple funnels
More organized forecasting
KEEP EVERY DEAL MOVING
Sales Pipeline
See bottlenecks and turn activities into decisions.
We design funnels with entry and exit criteria, owners, and inactivity alerts.
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THE CHALLENGE
A clear process starts with understanding the problem.
Without defined stages, an opportunity may appear active even though no one has followed up on it.
SCI / PIPELINE
We design funnels with entry and exit criteria, owners, and inactivity alerts.
CAPABILITIES
Configure what your team actually needs.
Scope is defined during implementation and depends on authorized accounts and channels.
Probability and estimated value
Review of specific cases
Tasks by stage
Team coordination
Stalled-deal alerts
OPERATIONAL FLOW
From the signal to action.
A specific sequence for defining owners, controls and reports.
- 01New
- 02Contacted
- 03Qualified
- 04Proposal
- 05Decision
COMMERCIAL VISIBILITY
Your team sees what comes next.
The illustrative interface shows how the stages connect for sales pipeline. Actual records and metrics depend on authorized information.
- More organized forecasting
- Review of specific cases
- Team coordination
SCI / Sales Pipeline
OverviewFlowTeamMetrics
CONCEPTUAL VIEW
Sales Pipeline
See bottlenecks and turn activities into decisions.
01New
02Contacted
03Qualified
04Proposal
05Decision
Components of this solution
Multiple funnels
Probability and estimated value
Tasks by stage
Illustrative interface · No client data
APPLICATIONS
Two specific situations.
Configuration examples, without attributing undocumented results to clients.
Consultative sales involving several meetings.
Stages, messages and responsibilities are adapted to the client's operation.
Follow-up on technical quotes.
Stages, messages and responsibilities are adapted to the client's operation.
POSSIBLE CONNECTIONS
Connect the work you already do.
Each integration is activated only after checking accounts, permissions, costs and provider compatibility.
See the integration architectureFREQUENTLY ASKED QUESTIONS
Before getting started.
Can it be adapted to different products?
Yes. Each product line can have its own relevant stages and fields.
Are the amounts actual revenue?
No. The opportunity value is an estimate until a sale is confirmed.
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