How To Get Your Sales Organized
How To Manage a Sales Funnel
In this module you will learn how to build a money making sales process. There are a many of stages in the sales process. When you have a number of leads it’s easy to forget to follow up.
You Will Learn
- What is a sales funnel (with an example).
- How leads progress through a sales funnel.
- How to build your own sales process.
- How to manage opportunities using sales stages and percentages.
Watch Video
Download the Audio
Right click to download the audio unit here
Unit Assignments
In this assignment build your own money making sales process. When you have a number of leads it’s easy to forget to follow up. Staying organized requires organization and discipline.
This is the Google Spreadsheet to manage your opportunities
Design your sales funnel customized for your business. First name your sales stages then define the activities that will move a lead from one stage to the next.
How To Leverage a CRM
You Will Learn
- What is a CRM
- How to use LinkedIn as a CRM
- What are the limits to LinkedIn
- How to modify LinkedIn for your business
Watch Video
Download the Audio
Right click to download the audio unit here
Unit Assignments
Download this worksheet: How To Use LinkedIn CRM
In this assignment you will experiment with the CRM capabilities of LinkedIn. Staying organized requires organization and discipline. LinkedIn is a free tool that can add discipline to your ability to follow up.
Design your LinkedIn sales funnel based upon the sales stage previously defined. Using the tag capabilities, take action to customize for your business.