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Lesson 4: Building A Sales Pipeline

Lesson 4: Building A Sales Pipeline

View The Building A Sales Pipeline Video Lesson 4 Tasks: Map Out Your Sales Pipeline Brainstorm with your team and use the Sales Pipeline Map form to determine the stages of your sales pipeline and what action a prospect must take to qualify for each stage. The form...
Lesson 4: Building A Sales Pipeline

Lesson 3: Lead Capture Practices

View The Lead Capture Practices Video Lesson 3 Tasks: Map Out Your Lead Capture Use the Lead Capture form as a checklist and planning tool for all website lead capture forms and activity. Review all lead capture currently on your website. Design at least 2 new CTAs...
Lesson 4: Building A Sales Pipeline

Lesson 2: Basics Of CRM Use

View The Basics Of CRM Use Video Lesson 2 Tasks: CRM Basics Determine how leads and customers are tracked today. What tool is currently being used for email? If a CRM is being used, how is it used? Discuss CRM options with your team. Check out the Ultimate Guide To...