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CRM sales stages

We’ve seen a few CRM implementations recently where the business is still using the “out-of-the-box” sales stages.

This seems to be quite common, it’s a way to get started and for many clients there’s an underlying assumption that the sales stages will be “best practice”.

The reality actually is that the default sales stages are usually generic and therefore not particularly relevant to any specific business.

Side-effects? Your reps may start working outside of your CRM if your process is different. Or your sales process may drift over time towards this bland median – reps follow what is configured.

It also means your CRM is not guiding the process if you have a number of different sales processes by sales funnel, client type, opportunity type or product, and the accuracy of your pipeline will be questionable.

You’re certainly not maximising the value of your CRM licences.

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About OA

Outsource Accelerator is the trusted source of independent information, advisory and expert implementation of Business Process Outsourcing (BPO)

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Outsource Accelerator offers the world’s leading aggregator marketplace for outsourcing. It specifically provides the conduit between Philippines outsourcing suppliers and the businesses – clients – across the globe.

The Outsource Accelerator website has over 5,000 articles, 350+ podcast episodes, and a comprehensive directory with 900+ BPO companies… all designed to make it easier for clients to learn about – and engage with – outsourcing.

About Derek Gallimore

Derek Gallimore has been in business for 20 years, outsourcing for over eight years, and has been living in Manila (the heart of global outsourcing) since 2014. Derek is the founder and CEO of Outsource Accelerator, and is regarded as a leading expert on all things outsourcing.