Case management tools are especially helpful at the end of the sales funnel when the prospect becomes a customer and you want to handle and track support issues. Effectively managing support issues leads to increased customer loyalty and improves your chances of getting repeat business and referrals. Having case management in your CRM enables you to build customer loyalty because support issues will be top of mind until they are resolved.

To help you get started, we’ve created a sales funnel template you can use to create something that works for your business. It’s a PowerPoint document with prompts that you can customize based on the specific stages you feel are the best fit for your customers. This template will help you think of each stage in your customer’s journey and what should happen in each stage. It will also help you map out your own sales funnel stages unique to your business.


Entry sources – Monitoring the sources from which people are entering your funnel can be useful data to track, as it gives you ideas for expanding the reach of your marketing campaigns. If, for example, you see that a large number of your prospects are coming from a single guest blog post you did, you can upgrade and expand on it, add a free consultation opportunity on that blog post, and/or find similar guest author positions.
This is the first stage of any type of funnel. Because the only way that you can get anyone to buy from you is if they are aware of your business. This the first job for marketers. Increase awareness of the brand. The best bet for product discovery at this stage is through PPC campaigns and search engine marketing. If you have the right audience (and the budget), you can go for traditional methods of advertising as well, such as radio, television ads, newspapers, billboards, etc.
Name: This is when an individual has officially entered your company’s database. A name is just a name; it is not yet a lead at all. Why? Because names have not yet engaged with the company. Remember, just because someone gets scanned at your tradeshow booth doesn’t mean she wants to communicate with your company in a meaningful way. Therefore, she is not yet considered a lead.
Once you’ve collected leads, it’s time to segment, which essentially means that your splitting the list of names into smaller lists. The first an most obvious split to make is into prospects (people who might buy) and non-prospects (people who won’t buy). After that, though, you might still have a huge list of leads that never make their way down your sales funnel. Why? You aren’t segmenting!
CRM software has features like event scheduling, case management, and task management that help you plan and execute activities that coincide with the stages of your sales funnel. This software makes it easier to implement your sales funnel by showcasing upcoming and overdue activities, which keeps you focused on the activities that matter throughout the entire sales process.
^ "The salesman should visualize his whole problem of developing the sales steps as the forcing by compression of a broad and general concept of facts through a funnel which produces the specific and favorable consideration of one fact. The process is continually from the general to the specific, and the visualizing of the funnel has helped many salesmen to lead a customer from Attention to Interest, and beyond" (p. 109).
Unfortunately, the reason why we call it a marketing funnel instead of a marketing journey or marketing waterfall is that not everyone who enters your funnel will end up buying. At each stage in the buying process, you lose some potential customers, but a good marketing funnel will keep those losses to a minimum and produce the maximum number of sales from your marketing.
Another important principle of this sales funnel is that we’re not talking about a linear process here. You don’t want to limit your marketing strategy to generate leads at the top of the funnel and then guiding them all to the end. There are thousands or even millions of people out there already who may know your brand but simply aren’t interested in it yet.
Another important principle of this sales funnel is that we’re not talking about a linear process here. You don’t want to limit your marketing strategy to generate leads at the top of the funnel and then guiding them all to the end. There are thousands or even millions of people out there already who may know your brand but simply aren’t interested in it yet.
Getting a clear understanding of the process can help you optimize your campaigns to ensure these leads come out the end of the funnel as customers. However, it would be important to note that each business have its unique processes and sales situations. Their actual lead generation funnel may differ slightly from what is presented here, but for general intents and purposes the following describes the basic and most common stages involved in the sales funnel.

Intent: To get to the intent stage, prospects must demonstrate that they are interested in buying a brand’s product. This can happen in a survey, after a product demo, or when a product is placed in the shopping cart on an ecommerce website. This is an opportunity for marketers to make a strong case for why their product is the best choice for a buyer.
×