Sales pipeline: see deal status and next steps
What is a sales pipeline? See how Customer Connect helps you track deals, assign an owner and plan the next customer contact.
A quote is awaiting a reply. Another customer needs clarification before you can give a price. With several deals underway, you need to see where things stand and find your way back to the right conversation.
A sales pipeline gives you that overview. In Customer Connect, you can track opportunities through the sales process and connect them to ownership and follow-up.
What is a sales pipeline?
A sales pipeline is an overview of your opportunities, organised by where they are in the sales process. It helps you see which conversations are underway and what remains before the customer can decide.
The sales process describes the steps from first contact to a decision. The pipeline shows your current deals within those steps. One customer can have several potential projects at different stages.
See deal status in Customer Connect
The sales process in Customer Connect gives you and your colleagues a shared view of ongoing deals. You can open a deal to read the customer’s message and your notes before the next contact.
The overview helps you find the deal you need to work on. The details provide context: what the customer asked about and what you have already discussed. Read more about the sales process in Customer Connect.
Give every deal an owner and a follow-up
A deal’s stage does not always tell you what should happen next. Two quotes you have sent may need very different actions: one customer is waiting for your answer, while another has asked for time to review the proposal.
In Customer Connect, you can assign an owner to an opportunity and set a follow-up. This makes it clear who is handling the next contact.
A short record helps both you and the colleague taking over:
| Detail | Example |
|---|---|
| Latest customer response | Wants to know whether image usage rights are included in the quote |
| Next action | Clarify what the delivery includes |
| Owner | Maja |
| Follow-up | Thursday, before the agreed check-in |
This is a fictional example. The point is to connect the current situation to a concrete next step. Read more about follow-ups in Customer Connect.
Example: from enquiry to next contact
Imagine you are a photographer and receive an email about staff portraits. The customer mentions around twenty people but has not chosen a date.
In Customer Connect, AI interprets incoming emails into sales opportunities. You check the information, choose an owner and plan the next contact. That contact might establish which dates are possible before you prepare a proposal.
When the customer replies, you update the information and plan the next step based on the response. You can then return to the deal and understand the conversation, even if other projects have taken your attention in between.
Try a deal you are already working on
Choose a current opportunity and check that you can see its status, find the customer’s information and understand who will make the next contact. This gives you a practical example of how Customer Connect fits your customer work.
Try Customer Connect free. To walk through your way of working with us, book a demo.
