Sales Pipeline Management Software
Managing your sales pipeline effectively is essential for small businesses looking to scale without chaos. It ensures you never miss a follow-up, helps track deals across stages, and makes your sales process predictable and streamlined. Small businesses lose opportunities without clear sales visibility. A good pipeline tool provides clarity for smarter decisions and more wins.Transitioning from spreadsheets to dedicated pipeline software like Bigin isn’t just a step up—it's a game-changer
Access BiginTry Bigin NowWhat is meant by pipeline management?
Pipeline management refers to the process of managing and tracking the stages of a specific workflow, whether it's in sales, software development, or project management. It helps businesses track leads, tasks, or projects through various stages, ensuring that resources are allocated effectively and that bottlenecks are identified and resolved.
Do you face these challenges
in pipeline management?
If you can relate to the challenges mentioned below, then it is time for you to adopt a pipeline management CRM software like Bigin that lets you streamline your sales processes, gain real-time visibility into your pipeline, and transform potential obstacles into predictable revenue growth.
Lack of Visibility
Sales teams struggle with unclear, fragmented views of their pipeline, leading to missed opportunities and inefficient decision-making.
Simultaneous Pipeline Management
Juggling diverse sales channels creates complexity, causing potential confusion and reduced overall sales performance.
Inconsistent Lead Qualification
Subjective lead assessment results in wasted resources and overlooked high-potential opportunities
Pipeline Bottlenecks
Stalled deals slow down the sales cycle, creating uncertainty and hampering revenue predictability.
Missed Follow-Ups
Inconsistent communication breaks sales momentum and opens doors for competitors.
Forecasting Challenges
Inaccurate predictions lead to misaligned strategies and unrealistic business expectations.
Who should use a
pipeline management CRM?
B2B
A study of B2B companies by the Harvard Business Review revealed an 18% difference in revenue growth between companies that defined a formal sales process and companies that did not. Pipeline management system helps with designing sales pipelines, and formulating strategies to drive sales rep performance.
Small businesses
Small businesses are becoming smarter businesses. They are increasingly opting for a better alternative to unscalable, error-prone spreadsheet lead documentation.
Sales managers
With pipeline management in CRM, important metrics related to revenue and productivity can be accurately and easily measured. Managers can also keep an eye on larger deals in the pipeline, and intervene if necessary.
Sales reps
A clearly-defined sales process helps salespeople guide their prospects across all stages of the pipeline efficiently until the deal is won. Follow-ups are a breeze with timely reminders and notifications.
Benefits of using a
Pipeline Management Software
- Define clear processes
- Juggle multiple pipelines
- Predict revenue
- Identify areas to improve
- Know your customer at a glance
- More sales, less expense
- Focus only on sales
- Zero scope for errors
- Precise customer data
- Measure salespeople's performances
- Engage with context
- Give priority to high potential leads
- Update sales strategy regularly
- Find ways to shorten sales cycle
- Generate pipeline reports
management, you get
28%
Higher revenue
growth
3.4x
Increase in the number
of leads contacted
21x
Higher odds of
qualifying a lead
50%
More leads
Want to master sales pipeline management
for better deal flow?
Check out this blog to learn more about the key differences between a sales pipeline and sales funnel, discover essential sales metrics, and get step-by-step guidance on building an effective sales pipeline to drive growth and success for your business.
Optimizing your sales pipeline process using Bigin CRM
360 degree view
Get a 360-degree view of your entire sales pipeline. Bigin's intuitive dashboard provides you with real-time visibility into every stage of your sales process, from lead generation to deal closure.You can easily track and manage multiple pipelines, identify bottlenecks, and forecast future revenue with precision.
Customizable sales stages
Leads move through different stages in a pipeline, ending with a closed or lost deal. For example: Newly qualified > Analysis > Proposed deal > Negotiation > Needs approval > Won/Lost. These stages keep evolving as your business grows. The ability to customize stages according to the requirements of your current sales process is crucial.
Multiple pipelines
If your company sells different products to a diverse audience, you will likely need multiple pipelines in order to track unique sales processes for each product. Other scenarios include separate pipelines for domestic and international customers, or cases when a customer is won, and then introduced into another pipeline for upselling.
Reminders and notifications
Ten years ago, it only took a salesperson around 3 calls to close a deal. Now, it takes 8 or more! Businesses have more choices today, and so they take more time to arrive at a decision regarding a purchase. So, always be following up. With timely reminders and helpful notifications, you don't have to worry about missing a crucial call or meeting.
Sales automation
Automate routine actions like assigning leads to sales reps, sending welcome emails to leads from a particular source, and alerting the manager when a particularly large deal is proposed. This way, you have significantly more time to focus on your customers and the actual sale!
Analytics & dashboards
Efficient pipeline management is directly related to strong revenue growth, so measuring key metrics is paramount to maintaining the health of your pipeline. You should be able to quickly gather data, like the number of qualified leads, conversion rate, acquisition cost, average deal size, and more. This will help you implement changes that will improve your sales process.
Sales forecasting
Bigin's sales forecasting capabilities enable you to predict future revenue with a high degree of accuracy. By analyzing historical data, current pipeline activity, and industry trends, Bigin provides you with detailed revenue projections that help you make strategic business decisions with confidence.
Easy implementation
A great pipeline management tool can get up and running in a matter of minutes! There is no need for staff training or tutorials, as the interface is simple and straightforward.
What's next? #JustBigin
Nurture your sales pipelines, and make sure that every prospect has a smooth journey from lead to customer. Bigin is built on top of the powerful Zoho CRM platform to enable growing businesses to smoothly transition from spreadsheets to cloud-based pipeline management.
Trusted by small businesses globally
We were so impressed by Bigin’s ‘perfect fit’ for small organizations and we have now consolidated all information about our clients and projects in Bigin. It's impressive to see that such an affordable product helps in managing duplication of records, customizing fields specific to our processes, providing dashboards to manage the performance of emails, and even linking up with the Twitter accounts of our clients. Read the full case study
I am super impressed with Bigin. I was looking for a simpler lead management and automation tool and I have finally arrived at the right platform after trying multiple tools in the last few years. It has completely transformed the sales process and I regularly recommend Bigin to my contacts.
I want to sincerely thank the entire Bigin Team for developing this excellent platform for SMBs who are quite keen on getting rid of excel datasheets. My primary requirement was exactly the same, and Bigin has offered so much more. This has increased the overall productivity of my sales team, and I have already recommended Bigin to friends in different sectors.
I found Bigin extremely easy to learn and utilise. I was bit scared if my assistants will able to learn it quickly. But to my surprise they have started using fully within 2 weeks of time. Mobile apps and its connectivity with server is superb and quick.
FAQs
CRM pipeline management transforms sales strategies by providing real-time visibility into the entire sales process. It enables teams to track leads, forecast revenue accurately, and make data-driven decisions. By identifying potential bottlenecks and understanding conversion rates, businesses can prioritize high-potential opportunities, streamline communication, and ultimately improve win rates and revenue generation.
Sales pipeline management is a strategic approach to tracking potential sales opportunities from initial contact through deal closure. It helps sales teams visualize potential revenue, monitor lead progression, and identify potential roadblocks. By maintaining a clear, structured view of sales potential, businesses can more effectively forecast revenue and develop targeted strategies to convert prospects into customers.
While several free tools exist, Bigin stands out as the best free pipeline management solution for small to medium businesses. Other options include HubSpot CRM's free version, Trello's adaptable board system, and Zoho CRM's free tier. However, Bigin offers comprehensive features specifically designed for sales teams, making it an ideal choice for businesses seeking an efficient, cost-effective pipeline management tool.
Selecting the right pipeline management software requires evaluating your business's specific needs. Consider factors like team size, sales complexity, integration capabilities, and reporting features. Look for software that offers real-time analytics, mobile accessibility, and scalability. While cost is important, prioritize value – a tool that significantly improves sales efficiency can provide substantial long-term benefits.
Lead pipeline management focuses on tracking potential customers from first contact through qualification, capturing lead information, and assessing their potential. Deal pipeline management begins after lead qualification, concentrating on converting qualified leads into actual sales by monitoring negotiation stages and closing probability. While lead management generates potential customers, deal management focuses on transforming those leads into completed transactions.
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- Challenges
- For Whom
- Benefits
- Features
- What's Next
- FAQs