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Sales Process and Sales Funnel Basics

Categories: Sales & Marketing
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About Course

Learn how to define sales stages, qualify enquiries, track agreed actions and calculate conversion rates. Use simple fictional funnel data to distinguish activity, progress, open opportunities and completed sales.

What Will You Learn?

  • LO01: Assign an enquiry to a defined stage using evidence and an appropriate next action.
  • LO02: Calculate stage conversion rates and identify a proportionate process improvement.

Course Content

Define and manage stages
Set evidence-based stages and record useful next actions.

  • 01. Stages, funnels and pipelines
  • 02. Qualify enquiries and keep useful records

Measure and improve
Calculate conversion rates and investigate gaps without inventing causes.

Assessment

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