opportunity management

CRM Sales Pipeline Stages: What Are They and Why Should You Use Them?

In the B2B world, sales don’t appear out of thin air. Instead, most deals are closed as a result of sales reps working through a well-defined sales pipeline. This pipeline is the process by which prospective customers are moved through the buyer’s journey and converted to paying customers. Although the terms “sales pipeline” and “sales …

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Lead Management vs. Opportunity Management: Why Small Businesses Need to Know the Difference

Published Mar 29, 2018; last updated Apr 3, 2019. As a small business owner, do you ever feel like you’re drowning in a sea of business buzzwords? If so, don’t worry — there won’t be any mention of “synergy” here. Instead, let’s talk about lead management and opportunity management. Although they may sound like trendy …

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