How to use board for sales pipeline?

Sales Pipelines in Kanban

The Kanban system for sales pipelines is a method that applies the principles of Kanban to manage and improve sales processes. It involves visualizing the sales pipeline on a Kanban board, where each stage of the sales process is represented by columns, and individual sales opportunities are represented by cards that move from left to right as they progress through the stages.

Here’s how the Kanban system can be applied to sales pipelines:

  1. Visualize the Sales Process: Create a Kanban board with columns that represent each stage of the sales process, such as lead qualification, needs analysis, proposal, negotiation, and closing.

  2. Manage Leads and Opportunities: Place cards on the board to represent leads or opportunities. As these leads are qualified and pursued, move the cards through the stages of the sales process.

  3. Limit Work in Progress (WIP): Set limits on the number of cards that can be in each column at any given time. This helps prevent overloading the sales team and ensures a balanced and steady flow of work.

  4. Monitor and Optimize: Regularly review the board to identify bottlenecks, discard unqualified leads, and ensure opportunities are moving smoothly through the pipeline. Use the board to analyze the sales process and make data-driven decisions for continuous improvement.

  5. Adapt and Evolve: The Kanban system is flexible and can be adapted to fit the unique needs of a sales team. It allows for the addition of new stages, the modification of WIP limits, and the creation of swimlanes for different types of customers or products.

By applying Kanban to sales pipelines, teams can achieve a more disciplined sales process, better manage their time, and ultimately close more sales at a faster rate.

How to Create a Pipeline for Managing Sales Tasks or Activities

This guide will show you how to create a pipeline that is adaptable to your team’s needs for any type of contact or customer relationship management. You can use this pipeline for various purposes, such as capturing sales leads, handling customer support tickets, and more.

  1. Using card to create sales tasks or activitities and link with contact info . For each sales task or activity that you create by using card and link the contact details, and any notes that you have about them. This will help you keep track of who they are and what they need.

  2. Attach all the relevant materials to the cards. To keep all the assets in one centralized location, you can attach any files, reminder, or follow-up requests that are related to the card. This will make it easier for you and your team to access them when needed.

  3. Assign team members and due dates to tasks. To keep the business development on track, you can assign team members and due dates to the tasks that need to be done for each request. For example, you can assign someone to call the lead, schedule a meeting, or send a proposal. You can also set reminders and notifications for the tasks.

  4. Move the card through the process from “New” to “Deal Won.” or "Lost" As you and your team work on the tasks, you can move the card through the different stages of the pipeline, such as “New”, “Contacted”, “Qualified”, “Negotiation”, and “Done”. This will help you monitor the progress and status of each request.

By using this pipeline, you can:

  • Manage your leads or requests more efficiently and effectively

  • Collaborate with your team more easily and transparently

  • Improve your customer satisfaction and retention

  • Increase your sales and revenue

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