A sales pipeline shows how many enquiries, meetings and quotes are in progress. That way, you plan your work better and see where you're losing customers.
What does this mean in practice?
A sales pipeline is an overview of all open sales opportunities, divided into stages. For example: enquiry, meeting, quote and decision. You see exactly how many opportunities are in each stage.
Why does this matter for your business?
With a pipeline, you plan your work, forecast your results and see where conversations stall. If many customers get stuck after the quote, it pays to improve your follow-up or closing.
Examples and best practices
- Update the stage of each opportunity straight away.
- Check every day which contacts need a next step.
- Remove expired opportunities so your overview stays accurate.
- See at which stage you lose the most customers.
How we do it at Ikoon
With the Lead inbox (CRM light), every enquiry from your Ikoon website lands in one place, so you can see what's in progress. Automatic follow-up moves customers further through your process, and the Lead and ROI dashboard shows you what your website delivers.