Sales Pipeline Overview: Track and Close Deals Faster

Many teams struggle to track sales opportunities effectively. Leads can get lost, follow-ups may be delayed, and forecasting often lacks accuracy. Without a structured pipeline, managing the sales process becomes inefficient.

BIGContacts Sales Pipeline helps streamline this process by providing a customizable workflow that keeps deals organized, automates follow-ups, and provides real-time insights. With clear tracking and automation, sales teams can focus on closing deals instead of managing spreadsheets.

This guide walks you through how to set up, customize, and optimize your sales pipeline, ensuring you never miss an opportunity.

Also, watch the video below for a full overview of the capabilities of the BIGContacts Pipeline. 

Steps to Set Up and Use the BIGContacts Sales Pipeline

1. Customize Your Sales Pipeline

Before adding opportunities, set up your pipeline stages, products, and commission splits to match your sales process.

• Click Customize in the top-right corner of the pipeline view.
• Alternatively, select Customize Pipeline at the Gear Icon in the top-right corner.
• Modify:
  • Sales Stages: Define different phases of your sales process.
  • Products: List the products/services linked to opportunities.
  • Commission Splits: Assign revenue percentages to team members.
  • Custom Fields: Add fields to capture additional sales-related data.

Pipeline View

2. Add a New Opportunity

Opportunities represent potential deals in your pipeline. You can add them from two places:

From the Sales Pipeline View:

• Click Add Opportunity in the top-left corner.
• Search for the contact associated with the opportunity.
• Fill in opportunity details such as stage, value, expected close date, and assigned team member.

From a Contact Record:

• Open a contact record and click the Actions button.
• Select Add Opportunity—the contact is pre-filled for faster entry.

3. Track and Update Opportunities

• Move deals through pipeline stages as they progress.
• Click on an opportunity to edit details like status, deal size, or expected close date.
• Assign follow-up tasks to sales reps for timely action.

4. Automate Follow-Ups and Tasks

• Set automated reminders for meetings, emails, and follow-ups.
• Create email sequences to engage prospects at different pipeline stages.
• Assign tasks based on deal progress to ensure no lead is neglected.

5. Monitor Sales Performance

• Access real-time insights via the Sales Pipeline Dashboard.
• Run reports to track:
  • Win/Loss rates
  • Sales velocity
  • Conversion rates at each stage
• Identify stalled deals and adjust strategies accordingly.

FAQs on BIGContacts Sales Pipeline

1. Can I create multiple sales pipelines in BIGContacts?

Yes, businesses can set up multiple pipelines for different products, services, or customer segments.

2. How does BIGContacts automate follow-ups?

It allows users to schedule email sequences, assign follow-up tasks, and receive alerts when deals progress or remain stagnant.

3. Can I integrate my sales pipeline with QuickBooks Online?

Yes, users can sync customer records and transactions with QuickBooks Online for a complete view of financial and sales data.

4. How can I track sales performance within the pipeline?

BIGContacts provides reports on deal conversion rates, revenue forecasts, and individual sales rep performance.

Here are some helpful articles to get started with the BIGContacts Pipeline:

How To Customize Sales Pipeline

Creating Multiple Sales Pipelines

How To Create Commission Splits

Add Custom Fields To Sales Pipeline

Automated Tasks and Emails for Sales Pipeline

Change Opportunity Actual Creation Date

Sales Manager Report