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Episode 12: CRM 101

Decoding Sales

00:00

Are You Tracking the Lead Funnel and Deal Forecasting?

The lead funnel is going to be much higher in volume. If you're reaching out to a thousand people and only 10 people are replying, there's something wrong. Same thing with the opportunity, right? Okay, I brought in 20 people who said they have interest in my product, but I've only closed one. What's the problem? That's why you also track what the lost reason is on opportunities,. We're even trying to make sure we're very diligent about that because there's so much to track.

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