Each pipeline stage should include action-oriented naming, associated sales activities, and clear exit criteria. Action-oriented naming, using strong verbs, helps in understanding the state of the deal and the next steps required.
Associated sales activities define what your team needs to complete in each stage, such as confirming client discussions or preparing demo environments. Clear exit criteria specify the single activity that must be completed before moving to the next stage, ensuring that no steps are skipped and the process remains linear.
You can personalize pipeline stages in Zendesk Sell to better align with your sales process. This can be done by navigating toSettings > Customize > Sales Pipelines. Personalizing your pipeline stages can help improve your team's adoption and…
Aligning pipeline stages with your sales process is crucial for accurate forecasting and reducing the ramp-up time for new sales representatives. By mapping your sales process to a simple and meaningful pipeline, you can ensure that your team…
To ensure your sales process is linear in Zendesk Sell, avoid creating steps that can be skipped. Each stage should have a clear sequence of actions that need to be completed before moving to the next stage. By defining action-oriented naming,…
Using action-oriented naming in pipeline stages is important because it helps in understanding the current state of a deal and the next steps required. Strong verbs in stage names provide clarity and direction for your sales team. This approach…