CRM and sales follow-up
How do I organize my sales pipeline without getting lost in a complicated CRM?
Use a small number of stages that match real decisions in your sales process. Require only the information needed to move a deal forward, and show owner, value, next action, and age in stage. Avoid adding fields and stages just because the software allows them.
What to check
- Do stages represent real sales steps?
- Is the next action visible for each deal?
- Are unnecessary fields and stages being removed?