Define your priorities to boost your sales process

Do you feel like you could be doing more to improve the effectiveness of your sales process? You are not alone. Even the most experienced sales professionals can use a little help every now and then when it comes to increasing sales.

As with any other process in life or in business, you are going to need to define your priorities in order to boost your sales process. Here are the three stages you should use to define those priorities so you can give your sales process the boost it needs.

How to boost your sales process:

Stage 1: Lead-Generating Activity

This first stage should receive the largest chunk of your attention as it is the stage which pulls in your prospects. Make sure that you are considering what it is your prospects are wanting or needing in order to appeal to their particular lifestyle when funnelling them through the process.

Stage 2: Lead Qualification

Once you have pulled in a pool of leads, you are going to need to qualify them. This simple step ensures that only the most qualified leads are sent to the next stage, which saves you and your team time and money. At the end of the day, it’s much more logical to focus on leads that are ready to close instead of wasting resources on those who are less likely to proceed to the next step.

Stage 3: Conversion

The final stage of the sales process is where you or your team member makes the sale happen. Your closers should be the ones who deal with prospects in this final stage to make sure that the sale takes place.


Prioritizing is really easy if you use these 3 basic stages to break up the sales process. When defining your priorities to boost your sales process, just remember the 3 step rule: “Generation, Qualification and Conversion”.

Manage your Sales Process with Pipefy!

Pipefy’s Sales Pipeline Template is a step-by-step process, specially developed to enhance your team’s focus and productivity. It’ll guide them through all the steps of the sale: from prospecting, to properly qualifying hot and cold opportunities all the way to effectively closing the deal.

Instead of resorting to fragile spreadsheets or complex and expensive CRM systems, install Pipefy’s free sales template and run your sales pipeline smoothly and without any concerns.

Free Sales Pipeline Template! Free Sales Pipeline Template!

Written by Isabelle Salemme, Product content manager at Pipefy. She uses her extensive Pipefy knowledge to write informative pieces teaching users to make the best of Pipefy. Besides being responsible for all product-related content, she's an avid reader, a coffee lover and a professional photographer.