From the course: CRM Basics: Unlock Business Growth through Relationships

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Organize your sales pipeline

Organize your sales pipeline - HubSpot Tutorial

From the course: CRM Basics: Unlock Business Growth through Relationships

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Organize your sales pipeline

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- Would you take a road trip to your dream destination without a route planned? If you really want to get there in a timely fashion to enjoy your favorite place, a plan is your best friend. When you think of a closed sale as the destination, your sales pipeline is that route. Creating this pipeline will help to ensure your sales process will execute properly with consistency and efficiency. In your CRM, you have the people you're working with, your contacts, and their business or company. These objects house the data related to each of them. Your sales pipeline is a timeline of everything that has to happen in order for an interested stranger to become one of your customers. Start out by writing out the important touch points in chronological order. Lay it out like a timeline with two designations. One for actions you take and one for the actions the buyer take. You can use S for sales and B for the buyer. Here's what that looks like for many businesses just like yours. First, you…

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