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CRM

CRM for sales department: how to set up a funnel

Réponse

An effective CRM sales funnel has 5-7 stages: New Lead → Qualification → Presentation/Proposal → Negotiation → Approval → Payment → Won. Key automations: manager notification on new lead (<5 min), auto proposal from template, follow-up when stuck on stage >3 days. AppStar configures funnels with AI lead scoring.

Faits clés

5-7
Funnel stages
20-30%
Target conversion
<14 days
Target cycle
BANT methodology
AI scoring

Sales Funnel: 7 Stages

  1. New Lead — auto-capture from website, messengers, email
  2. Qualification — AI scores lead by BANT (Budget, Authority, Need, Timeline)
  3. Presentation — auto-generated proposal from client data
  4. Negotiation — terms tracking, automatic tasks
  5. Approval — routing to manager for discounts >10%
  6. Payment — invoice generation, 1C integration
  7. Won — automatic NPS survey in 7 days

Automations

| Trigger | Action | |---------|--------| | New lead | Manager notification + AI scoring | | Lead uncontacted >1 hour | Auto SMS/email | | Stage >3 days | Reminder + manager task | | Deal closed | NPS + cross-sell offer |

Funnel KPIs

  • Stage conversion (benchmark: 20-30% lead to deal)
  • Average deal cycle (target: <14 days)
  • Average deal size
  • Touches per deal

Questions fréquentes

How many stages should a funnel have?+
5-7 is optimal. Fewer — you lose control, more — you overcomplicate manager work. Start with 5, add as needed.

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Sources