Troubleshooting Sales Pipeline Stages in Nural Sales Management Software

Managing your sales funnel effectively helps boost business development. However, improper stage progressions, lost leads, and deal-tracking problems might slow you down. If Nural Sales Management Software is causing sales pipeline issues, you’ve come to the correct spot. Use this tutorial to troubleshoot important issues and maintain your pipeline. 

Understanding Stages of Sales Pipeline in Sales Management Software

Before solving any issues let us first understand what is a sales pipeline. In Nural Sales pipelines monitor the stages of a potential sale from the moment contact is made to the closing of the sale. Lead generation, qualifying, proposal, negotiation and closing are the usual stages. 

However, more often than not, there are some factors that require correction making sales to be problematic. Snags, such as verticals lost, incorrect progressions and, deals on hold, can be quite time and capital consuming. As a person in sales, you might be asking such questions as, “How do I fix these usually problematic sales pipeline?” 

Wrong Stage Progression 

A common issue in sales pipelines is when deals do not move to the correct phase of the pipeline. For example, a deal may get stuck at the ‘Proposal’ stage even after the contract has been sent out. 

First, check your Nural Sales automation rules to resolve sales pipeline difficulties. Certain factors prevent automation from triggering. Check if all fields are filled out to advance to that step.  

Manually progressing agreements through phases might generate confusion if it skips critical milestones.  

Pro Tip: Try not to make the automation settings overly complicated. Doing so can result in issues with the stage. It is best to begin with the basics and build upon that. 

Lost Leads

Challenge: Have you found it frustrating when you had a lead which subsequently disappears from your pipeline? It is always tedious to recover such clients. And the reason may very likely have something to do with erroneous filtering or CRM synchronization.  

To resolve this issue, please verify what filters you have set on the Nural Sales dashboard. A lead stage filter that only presents transactions at a specific stage could also effectively hide potential leads. 

Also, sync your CRM integration. Sometimes, temporary downtime or a sync in progress results in data not displaying completion and leads being missed. In this case, disconnect from your CRM and then connect again to reload your leads. 

Pro Tip: Use reminders to check your sales funnel for leads that may have been lost. This will ensure that sales personnel do not fall behind schedule and avoid loss of revenue.   

Deal Status Tracking Issues 

Challenge: Lack of communication among salespeople can make it challenging to follow the status of a contract. Deals may stall without explanation, delaying sales.  

To address this issue, use the timeline view in Nural Sales for each sale. This feature provides a detailed timeline of the deal, helping to identify reasons for any stagnation. Teams should also encourage members to update the deal status and leave relevant comments when necessary. Without this, tracking deal progress becomes speculative. 

Pro Tip: Make full use of activity tracking in Nural Sales to follow through on deals and spot any issues of slippage or bottlenecks along the way. 

Sales pipeline management is complex, but Nural Sales Management Software’s troubleshooting is definitely not. Understanding sales stage problems like improper progressions, missing leads, and status-tracking difficulties will help you maintain a smooth pipeline. These fast changes and best practices can help you close more transactions with less stress!  

Need more sales funnel optimization advice? Request a demo for Nural Sales Management Software to help your sales team meet goals.