1.Sales Development Rep (SDR) Funnel
Untouched: Prospect in Pipedrive with all the required contact info. No sales activities have occurred on prospect
Contacted: Sales activities have begun into this prospect. ie: call, email, LinkedIn message
Responded: Prospect has responded
Executed Call: A qualification call with prospect has occurred
Qualified: Prospect meets qualification criteria according to the SDR
2.Account Executive (AE) Funnel
SDR Qualified: The SDR added this deal to the AE’s funnel at this stage to begin the closing process.
AE Qualified: The AE has evaluated the opportunity and deemed it qualified
Call/Demo: AE has executed a call and/or demo in regards to the opp
Negotiation: AE is finalizing terms on deal
Contract Out: Terms are finalized & paperwork is out Closed: All paperwork is finalized and AE’s work is done
3.Account Manager (AM) Funnel
Untouched: New customer. No upselling or crosselling activities have occurred on prospect.
Contacted: Sales activities have begun into this customer. ie: call, email, LinkedIn message
Negotiation: AM is finalizing terms on deal
Contract Out: Terms are finalized & paperwork is out Closed: All paperwork is finalized and AM’s work is done
Closed: closed