Performing a mid-year sales funnel check is crucial to ensure that the sales process is on the right track and to identify any issues that may affect closing sales.
Sellers must assess if they have a clear definition of their ideal prospects to avoid wasting time on unqualified leads and focus on those with a genuine need, authority to buy, sense of urgency, trust, and willingness to listen.
Regularly reviewing and cleaning out prospects from the sales funnel is essential to maintain efficiency and allow higher-quality leads to progress towards closing deals.
Monitoring and optimizing the CRM system is crucial to track sales activities, understand opportunities at different stages, identify patterns or issues, and ultimately improve the win rate.