New Acquisition Report: Potential New Business & Visualised Sales

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New Acquisition Report: Potential New Business & Visualised Sales Funnel.

Under "Acquisition" > "Report", there is now a report on ongoing leads – featuring a visualisation of the sales funnel. The activity overview moves down and adopts a more compact form:

Leads Sales-Funnel Agentursoftware(English image not yet available)

For those not yet using leads – here's a brief overview of its everyday benefits:

Definition of Sales Funnel

The sales funnel, a classic sales tool especially in the B2B sector, represents the various stages in the sales process, making them measurable both quantitatively and qualitatively. It helps in planning resources, sales forecasts, and revenue targets more effectively and efficiently.

As the term "sales funnel" suggests, it ideally takes a funnel shape – with many new opportunities that prove to be either top or flop as they progress through the stages. 

MOCO Starts with Concrete Contact

For service providers, cold calling or mass emailing is often a waste of time, nerves, and money. Far more valuable are referrals, personal contacts, maintaining existing clients, and SEO/SEA to secure as many good new projects as possible.
This entire contact maintenance, including website visits, can also be considered part of the sales funnel. In MOCO, you can maintain an idea list under "Contact Potentials" as a reminder.

The tangible sales funnel in MOCO begins when a contact or inquiry becomes concrete and needs to be nurtured to successful completion: the ongoing lead.

The acquisition stages that make up the lead funnel can be chosen individually.
A probability is assigned, allowing the potential new business to be roughly estimated.

And Now? Stay on It!

Always ensure there are enough "young" leads in the funnel. The sometimes more or less concrete project potentials thin out from stage to stage. At the end stand the project orders. The won lead is replaced by the project.

Reliable lead management is crucial to give potential clients a good feeling early on. Those who follow up in a timely manner and have briefing materials, information, and the latest steps at hand, even if the person responsible is on holiday, respond confidently and leave a good impression.
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