Let it become your work bible

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Keep it up weekly with statuses, enter notes on each communication, and jot down sales ideas. The tool you choose can help you build more meaningful relationships and, ultimately, more sales revenue.

Build them into your sales process or stick a note on your computer. Create and maintain a sales pipeline that is easy and clear to you. Otherwise, it will simply be useless.

Sales pipeline tools
There are a number of tools available to help salespeople or their team create and maintain a successful sales process. Here are a few of them:

the growth machine sales pipeline workflow
LaGrowthMachine cross-channel workflow
LaGrowthMachine – Set up a multi-channel outreach workflow that helps you reach people throughout your sales pipeline
Trello – A useful online software that you can set up to visually track your clients in stages.
ClinchPad – Similar to Trello with additional tools like reporting and lead scoring.
Hubspot CRM – A flexible system that helps you manage your pipeline visually and record canadian cto cio email list sales activity.
Zoho CRM – Includes territory management and forecasting.
Pipedrive – Track pipeline stages and each lead’s calls or emails.
Salesmate – Offers automated dialing and email campaigns.
There are many others, of course, but these are the ones you can see work for you and your business. Whatever you choose, make sure it's easy enough to adopt so you won't be tempted to go back to your old habits.

Constantly changing process
If you don't know everything about your sales process yet, that's okay too! All you need to do to get started is review what you do and see where you can fill in the gaps. The beauty of this process is that it's fluid. It can constantly change and adapt to your clients and the way you work, so just get started and go with the flow.