Building & Managing a Pipeline

Are your sales stagnating? 

Are you looking for ways to improve sales performance? 

The answer could be in your sales pipeline.

If there’s one thing that top-performing sales teams do well, it’s managing their pipeline. Building and managing a pipeline is the key to ensuring that all of your business development activities are worthwhile and efficient. 

If you’ve worked in sales for any length of time, you know your success is dependent on the quality of your sales prospect lists.

Think about it- you might be the most skilled salesperson at your CPA firm, but if you’re reaching out to the wrong people, your sales skills will have no impact on their desire to purchase your product.

Building a prospect list is essential for establishing a solid customer base as it provides you with a pool of potential customers who could be treated, nurtured, and followed upon.

In this CPE webinar the speaker Ty Hendrickson will answer the following major questions:

• What does it mean to manage a pipeline?
• What is the data we can pull from our pipeline?
• How to ensure making the most out of our business development opportunities?
• How to determine the size and scope of your prospect list?
• What are the best practices to set up a CRM?