B2B sales
B2B sales management: from lead to close
B2B sales rarely ends with one call. An inquiry arrives, you qualify it, send a proposal and quote, negotiate, and close. When every rep keeps a private diary, the team never sees the whole picture. sufly CRM runs the flow as a pipeline of leads, opportunities and won deals.
How are the stages divided?
New → Contacted → Qualified → Proposal → Negotiation → Won or Lost. Lead status in sufly follows this order; a qualified lead converts to an opportunity with an expected amount and target close date.
What replaces the sales diary?
Calls, email, meetings and notes are recorded on the lead, in order, and pushed to Slack. Weekly status comes straight from the pipeline.