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LucidFlow
LucidFlow
Ventas

Sales Pipeline

B2B sales pipeline from lead qualification to deal closure.

14Pasos
15Conexiones
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Pasos del proceso

1
Qualify Lead
Sales Rep · CRM
2
Schedule Discovery Call
Sales Rep · Calendar
3
Conduct Discovery Call
Sales Rep · Video Conference
4
Prepare Proposal
Sales Rep · Document System
5
Send Proposal
Sales Rep · Email System
6
Follow Up
Sales Rep · CRM
7
Negotiate Terms
Sales Manager · CRM
8
Generate Contract
Legal · Contract System
9
Handoff to Account Manager
Sales Rep · CRM
10
Archive Lost Lead
Sales Rep · CRM

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