Pipelines are a core feature in Concours Pro, helping streamline your business workflows by guiding leads and customers through structured stages which can be visually represented for better understanding of your business.
Contents
Pipeline Stages
Each pipeline consists of stages representing different steps in your sales or customer journey, for example: Lead Capture, Qualification, Appointment Setting, Follow-up, and Closing.
Best Practices
Keep it Simple
Avoid overly complex pipelines to prevent confusion and inefficiency. Focus on key stages that align with your business goals.
Regular Maintenance
Periodically review and update your pipelines to stay current with your business processes and customer preferences. Remove outdated stages to streamline workflows.
Data-driven Decisions
Utilize analytics in Concours Pro to understand pipeline performance, identify bottlenecks, and optimize conversion rates for better customer experiences.
