What is Sales pipeline?

What is Sales pipeline?

A sales pipeline is a model of your sales process as a series of stages, for example: new lead, contacted, qualified, proposal sent, negotiation, won or lost. Each potential sale is a card that sits in exactly one stage, and moving it forward is the daily work of selling.

The pipeline view matters because it turns an invisible process into a visible one. Instead of asking "how are sales going?", you can see that twelve deals sit in proposal sent and none have moved in two weeks, which is a specific, fixable problem.

Why it matters

Pipelines make revenue predictable. When every deal has a stage, an owner and a next task, you can forecast the month, spot where deals stall and coach the process instead of guessing. Businesses without a pipeline do not lose deals loudly; deals simply go quiet, and nobody notices until the month ends short.

How it works in Medivot

In Medivot CRM you shape the pipeline to your process: custom stages, a drag-and-drop board, tasks and reminders on each deal, and automation rules that move or assign deals when things happen, for example when a lead books a call or attends a webinar. Because email, booking and webinars feed the same CRM, deals arrive with their history attached.

Related terms

• CRM (Customer Relationship Management): Customer relationship management: the practice, and the software, of keeping every interaction with every customer and prospect in one shared place.
• Deal: A potential sale tracked in your pipeline, with a value, a stage, an owner and a next step, until it is won or lost.
• Lead: A person or company that has shown interest in what you sell and given you a way to reach them, but has not bought yet.
• Lead scoring: Assigning points to leads based on who they are and what they do, so sales knows who to call first.