When choosing the best sales pipeline management software, look for tools that offer at least the following key features.
Funnel creation
Pipeline management software helps each business to create a funnel that accurately represents their sales process. This usually comes in the form of a drag-and-drop editor, making it easy to alter the funnel as the organization’s needs change. Each stage in the funnel includes different triggers and automated touchpoints, like contract sending and reminder emails. If their chosen pipeline management system doesn’t offer automated touchpoints, companies should consider integrating it with workflow management software.