Close the deal
Posted: Sun Apr 20, 2025 8:17 am
When your prospect reaches the bottom of the funnel (BOFU) and becomes a hot lead, it's time for your salesperson to step in to answer any questions or doubts that may linger in your potential buyer's mind.
To do this, use Monday CRM's automation formulas to help you choose the right time and maximize your conversion rate. For example, you can set an automation like " When nurture status changes to Complete, notify sales team " to prompt a sales rep to jump in and close the deal.
Step 6. Monitor and optimize
However, as we saw above, the customer journey doesn't end with a sale. When you rcs data singapore build your conversion funnel, you must therefore anticipate the post-purchase process. Indeed, you must now plan the next steps in your relationship with all your prospects who have become customers. And to do this, you must constantly monitor and optimize it. In addition, you must also constantly review and adjust your marketing funnel to meet the changing needs of potential buyers as well as the possible change in the ideal buyer profile.
To achieve this, continue to monitor your key metrics (traffic, CTR, and conversion rate) throughout the sales funnel. Also, keep an eye on benchmarks such as the total number of marketing and sales qualified leads (MQLs and SQLs), cost per lead and per sale, and customer lifetime value. This data allows you to set realistic goals, track the performance of your marketing funnel, and identify leaks in your conversion funnel.
Additionally, with Monday CRM's custom dashboards , you can easily track and report on your business progress, sales figures, and team performance.
To do this, use Monday CRM's automation formulas to help you choose the right time and maximize your conversion rate. For example, you can set an automation like " When nurture status changes to Complete, notify sales team " to prompt a sales rep to jump in and close the deal.
Step 6. Monitor and optimize
However, as we saw above, the customer journey doesn't end with a sale. When you rcs data singapore build your conversion funnel, you must therefore anticipate the post-purchase process. Indeed, you must now plan the next steps in your relationship with all your prospects who have become customers. And to do this, you must constantly monitor and optimize it. In addition, you must also constantly review and adjust your marketing funnel to meet the changing needs of potential buyers as well as the possible change in the ideal buyer profile.
To achieve this, continue to monitor your key metrics (traffic, CTR, and conversion rate) throughout the sales funnel. Also, keep an eye on benchmarks such as the total number of marketing and sales qualified leads (MQLs and SQLs), cost per lead and per sale, and customer lifetime value. This data allows you to set realistic goals, track the performance of your marketing funnel, and identify leaks in your conversion funnel.
Additionally, with Monday CRM's custom dashboards , you can easily track and report on your business progress, sales figures, and team performance.