Pipeline Management
& Sales Process

In this program, we establish (or strengthen) ways your sales team can stay in control of the sale.

Contact for a free consultation

Most sales professionals constantly balance being proactive and reactive. Many spend 50-75% of their time being reactive and only 25-50% being proactive. As a result, pipelines are suffering and businesses rarely forecast accurately. We help show to close the gap on what sales professionals and managers think will close, versus what actually closes.


Through well-defined criteria and tangible evidence of the prospect’s interest, we help establish a common language to help the sales team increase time spent being proactive each week, by quickly recognizing when a prospect is losing momentum before the business is lost.


Through the TRACK pre-calling tool, traditional 30-60-90 day pipelines are updated each week, providing new focus during unfocused times. The TRACK method is a coaching blueprint for managers to coach prospecting activity and keep the pipeline moving each and every week.


Note: Our pipeline criteria and disciplines complement what you are already doing to currently manage pipelines within Salesforce.com, Microsoft Dynamics, or a broad range of other CRMs. If you don’t currently utilize a CRM, we can recommend user-friendly solutions for pipeline planning and weekly pre-call planning.

Objectives of this program:

Create a common language & a more proactive sales culture for the sales pipeline, separating what we think or hope will close from what will realistically close.

Help the sales team work differently to stay in control of the sales process.

Create thriving pipelines for the future, while also bringing pipelines to the present each and every week.

With the TRACK pre-call planning tool, we help bring focus to the chaos so your sales team can brainstorm and strategize together in a more productive way.

Provide sales managers with a blueprint for more productive sales conversations and team meetings.

Provide your company with a system that will create a forward-thinking sales culture, set the foundation for measuring sales activity, foster proactive strategizing and involvement in sales activity, and provide effective forecasting.

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