Hey Nie,
If you've been following along, you’ve now seen the sales process and forecasting methodology 30 Minutes to President’s Club recommends for more effective pipeline reviews. If you missed them, you can catch up in the pipeline review toolkit. The next step is making sure your CRM supports that process.
A strong pipeline review does not start when the meeting begins. It starts with a CRM system that gives you a clear view of pipeline health, flags what needs attention, and helps reps leave every deal with momentum.
Here are three ways to start building that into your CRM: - Create a minimum viable dashboard that surfaces total pipeline, weighted pipeline, and deals by stage so you can quickly spot what needs attention.
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Flag deals with missing next steps automatically to create more clarity, accountability, and forward movement across your pipeline.
- Add risk level as a custom field so managers can identify deals that need a closer look before they show up in the forecast.
If you want to see what that can look like in practice, check out the pipeline review toolkit, which includes a: - downloadable 3-step pipeline review playbook
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masterclass from Mark Kosoglow, CRO at Docebo
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