Taskip’s Sales Pipeline is a powerful tool that allows businesses to track, manage, and convert leads into customers effectively. By organizing the sales process into distinct stages, your team can visualize each deal’s progress and collaborate efficiently to close sales. This feature is designed to improve workflow and ensure no opportunities are missed.

1. Creating a Sales Pipeline #

A sales pipeline helps structure and track the stages of your sales process, ensuring that every deal is handled at the right moment.

Steps: #

1. Navigate to the Sales Pipeline Section:
   • Go to the Sales Pipeline section from the left sidebar of the Taskip dashboard.
2. Click the ‘+ New Pipeline’ Button:
   • In the top-right corner of the page, click the + New Pipeline button to begin the creation process.
3. Enter Pipeline Details:
   • A modal window will appear asking for the pipeline name. For example, you can name it Customer Onboarding Pipeline or Sales Funnel.
4. Save the Pipeline:
   • After entering the name, click the Create Pipeline button to finalize the creation.

Insight: #

Creating a pipeline helps centralize your sales efforts and provides a clear roadmap for your team. It ensures that everyone is on the same page regarding the sales process, making it easier to prioritize and manage deals.

2. Managing Pipeline Stages #

Pipeline stages represent different phases in your sales journey. These stages allow you to categorize your deals, track their progress, and know exactly where each deal stands.

Steps: #

1. Default Stages:
   • The pipeline comes with default stages like Prospecting, Qualification, Proposal/Quotation, and Negotiation. Each stage reflects a critical part of the sales process.
2. Customizing Stages:
   • You can add or modify stages based on your business needs. Click on the Settings icon to edit the stages, rename them, or add new ones.
3. Track Deals in Stages:
   • As you move deals through the pipeline, simply drag and drop them into the appropriate stage.

Insight: #

Having distinct stages in your sales pipeline ensures that no steps are skipped in the process. It provides a clear view of where each deal is and allows you to focus on the most important tasks at any given time.

3. Adding and Managing Deals #

Deals are the heart of your pipeline. Adding deals and moving them through the stages is key to keeping track of potential customers.

Steps: #

1. Add a New Deal:
   • In any stage, click the + Add New button to create a new deal. You’ll be prompted to enter the following details:
     • Deal Name: A short, descriptive title for the deal.
     • Deal Owner: Assign a person responsible for this deal.
     • Deal Amount: Enter the monetary value of the deal.
     • Contact Details: Link the deal to a specific contact or company.
     • Closing Date: Set a target date for closing the deal.
2. Manage Deals:
   • Click on any deal card to view and update its details. You can add notes, tasks, and meetings for each deal.

Insight: #

Proper deal management ensures that nothing slips through the cracks. By adding detailed information, you create a centralized view that helps your sales team stay on top of their opportunities and take action when needed.

4. Tracking Deals and Activities #

Tracking the activities related to each deal ensures that your sales team stays productive and keeps the momentum going.

Steps: #

1. View Deal Details:
   • Click on any deal to open the deal details page. Here, you’ll find sections like Meetings, Notes, Tasks, Activity, and Email Sequence.
2. Add Meetings:
   • Schedule meetings with contacts or companies linked to the deal. This helps you keep track of interactions and move the deal forward.
3. Log Activities:
   • Record every important activity related to the deal, such as phone calls, emails, or tasks completed.

Insight: #

Tracking every activity in detail creates accountability and ensures that sales representatives don’t forget important follow-ups or conversations. The more granular the tracking, the easier it is to gauge the status of a deal.

5. Customizing Your Sales Pipeline #

Tailoring your sales pipeline to your business needs can optimize the flow and provide more control over the sales process.

Steps: #

1. Modify Pipeline Stages:
   • Add custom stages to match your specific sales process. For example, you can introduce stages like Lead Nurturing or Closed-Lost.
2. Assign Custom Fields:
   • You can create custom fields for deals that help capture additional information specific to your business. This can include things like Lead Source, Contract Type, etc.
3. Set Permissions:
   • Control who has access to the pipeline by setting up permissions. This is particularly useful for large teams or different departments.

Insight: #

Customizing your pipeline ensures that Taskip adapts to your workflow rather than the other way around. It ensures that the tool serves your unique needs, increasing efficiency and streamlining the sales process.

6. Key Insights and Best Practices #

Insights: #

• Keep Deals Moving: Don’t let deals stagnate in one stage for too long. Set reminders and follow-ups to ensure steady progress.
• Use Tags: Tags are a great way to categorize deals based on characteristics like lead type, urgency, or deal size. This makes it easier to filter and manage deals later.
• Automate Where Possible: Use Taskip’s built-in automation to send emails, schedule follow-ups, and assign tasks automatically, reducing manual work.

Best Practices: #

1. Consistency is Key: Ensure that everyone follows the same process in the pipeline for uniformity.
2. Review and Update Pipeline Regularly: Periodically review the pipeline stages to ensure they’re still relevant.
3. Communicate with Team Members: Use the notes and activity sections to communicate progress, challenges, and updates with team members.

7. Conclusion #

Taskip’s Sales Pipeline is a dynamic tool that brings structure, transparency, and efficiency to your sales process. By organizing deals, tracking activities, and customizing stages, Taskip ensures that your sales team can focus on what matters most: closing deals. With this documentation, you’re equipped to fully leverage the Sales Pipeline feature, optimizing your sales efforts and boosting overall business performance.

Whether you’re managing a few deals or an entire pipeline, Taskip gives you the control you need to succeed in a competitive marketplace.